Featured Trades: (BUY THE DIP IN THE AGS), (DBA), (CORN), (MOS), (POT), (AGU), (ANDE), (CPO) 3) A Buying Opportunity is Setting Up for the Ags. In January, I wimped out of my hefty long position in the grain ETF (JJG), hoping to sidestep a potential sell off going into a dreaded US Department of
'Right now, the US is the best looking horse in the glue factory,' said Erskine Bowles, co-chair of the National Commission on Fiscal Responsibility and Reform
Featured Trades: (MORGAN STANLEY), (MS) 1) Reflections on Morgan Stanley's 75th Anniversary. The three elder statesmen I saw on TV ringing the opening bell at the NYSE couldn't have been more representative of the evolution of Morgan Stanley (MS) over the past three quarters of a century. When I joined just after the 35th
Featured Trades: (LEARNING TO LOVE HEDGE FUNDS) 3) Learning to Love Hedge Funds. The Wall Street Journal has put together the best history of hedge funds I have found so far. They start with the legendary Fortune Magazine editor, Winslow Jones, who created the first fund out of a shabby office on Broadway in
Featured Trades: (MY NEAR MISS WITH CISCO) 2) My Near Miss With Cisco. My predatory instinct as a scavenger and bottom feeder is coming to the fore once again. After building up expectations for a blowout quarter, Cisco Systems disappointed once again, prompting traders to trash the stock by 15% in one day. Call me
Featured Trades: (THE PETE NAJARIAN/JOHN THOMAS SMACKDOWN) 1) Global Strategy Review With OptionMonster's Pete Najarian. Please join John Thomas, The Mad Hedge Fund Trader, and OptionMonster's Pete Najarian for a free live webinar on Thursday, February 17 at 12:00 noon EST. It will be a no holds barred, mano a mano, smack down where
Featured Trades: (THE TREASURY BOND SELL OFF), (TBT), (TLT) 2) A Rest for the Treasury Bond Sell Off. The Great Treasury Bond Sell Off, which has been running now for nearly six months, may be about to take a rest. Take a look at the chart below put out by my friends at StockCharts.com. It
SPECIAL END OF JAPAN ISSUE Featured Trades: (JAPANESE YEN), (FXY), (YCS) 1) The Collapse of the Yen: The Big Beak is Near. 'Oh, how I despise the yen, let me count the ways.' I'm sure Shakespeare would have come up with this line of iambic pentameter if he were a foreign exchange trader. I firmly
'The jobs that we gained over the last two decades were the jobs that led to over consumption, jobs like finance, insurance, real estate, and consumer cyclicals,' said my old buddy, David Gerstenhaber, President of Argonaut Capital Management.
SPECIAL FLORIDA ISSUE Featured Trades: (ORLANDO STRATEGY LUNCHEON REVIEW) 1) Orlando Strategy Luncheon Review. Now is the greatest time ever to buy a Caterpillar D9 heavy bulldozer. That was my conclusion after visiting Ritchie's Auctioneers, half way between Orlando and Tampa, Florida, which offers hundreds of these giant machines, along with enough steam rollers, backhoes,
