Featured Trades: (THE END OF QE2 IS IN THE MARKET), (TBT), (TLT), (SPY) 2) The End of QE2 is In the Market. No one has been more negative about the long term outlook for the Treasury bond markets than I. At the rate that we are piling on spending while chopping back on tax
Featured Trades: (NATURAL GAS), (UNG), (DVN), (CHK) 2) Something is Bubbling in Natural Gas. Today's surprise release of figures showing a shocking draw down in natural gas supplies throws a great spotlight on what has undoubtedly been the red headed step child of the energy space for the last three years. While oil prices
Featured Trades: (PARIS STRATEGY LUNCHEON REVIEW), (FXE) 2) Paris Strategy Luncheon Review. The full force of soaring oil prices really hit home when I took a taxi to the Paris airport yesterday. As we passed a gas station, I mentioned to the driver that I didn't know that they sold gas by the gallon in
Featured Trades: (WHERE'S THE BEEF?), (SPX), (SPY) 3) Where's the Beef? With the Q1 earnings season now underway, investors seeking a repeat of Q4's blistering results are about to be sorely disappointed. While calendar 2010 delivered a white hot 41% improvement in reported earnings, the growth rate for the most recent quarter could deliver
Featured Trades: (WHAT ARE TECHNOLOGY STOCKS TRYING TO TELL US?), (XLK), (AAPL) 4) What Are Technology Stocks Trying to Tell Us? If you are a perma bull or a believer in the return of the 'old normal', please email me the hidden meaning of the two charts below. Technology stocks have been the preeminent
Featured Trades: (WHAT RELATIVE SECTOR PERFORMANCE IS TRYING TO TELL US), (XLF), (XLK), (XLV), (XLP), (AAPL), (SWY), (KFT) 3) What Relative Sector Performance is Trying to Tell Us. Get ready to reach for that barf bag in the seat pocket in front of you. The relative performance of industrial sectors in the S&P 500
Featured Trades: (SPECIAL DEMOGRAPHIC ISSUE), (VNM) 1) If Demographics is Destiny, Then America's Future Sucks. Desperate homeowners counting on a "V" shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have
Featured Trades:? (VNM) Market Vectors Vietnam ETF 4) Vietnam is a Paradise for Demographic Investors. Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest in companies that get 50% or more of their earnings
Featured Trades: (THE BEAR MARKET IN BONDS IS STILL SLEEPING), (TLT) 3) The Bear Market in Bonds is Still Sleeping. I just wanted to give you this updated technical chart of the long dated bond ETF (TLT), showing that the bear market in bonds is indeed on 'PAUSE'. This will be music to the
Featured Trades: (PALLADIUM), (PLATINUM), (PALL), (PPLT) 4) Check Out the Dip in Palladium. If you want to see the one precious metal that has been beaten senseless by the disaster in Japan, take a look at Palladium (PALL). Thanks to its close ties to the auto industry, the white metal has plummeted by 22%
