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,
SPECIAL FLORIDA ISSUE Featured Trades: (WORLD MONEY SHOW) 2) The San Francisco Money Show. I attended the Woodstock of investment conferences last week, the World Money Show at the Gaylord Palms Resort near Orlando, Florida. Run with military efficiency that only General George S. Patton could have appreciated, it offered a multi ring circus of
Featured Trades: (THE COMING TAKEOVER WARS) 3) The Coming Takeover Wars. The spate of takeover bids we have witnessed recently, the attempted BHP Billiton (BHP)-Potash (POT) deal, the Sanofi Aventis (SNY)-Genzyme (GENZ) deal, and Intel's (INTC) acquisition of Infineon Technologies (IFX), is telling the rest of us reams about the broader market. Virtually all of
Featured Trades: (JANUARY NONFARM PAYROLL) 1) Reading the Nonfarm Payroll Tea Leaves. Lifetime followers of the monthly nonfarm payroll report were more than a little amused by the Friday numbers, which could not have been more contradictory, conflicting, and confusing. The headline figure showed a gain of a paltry 36,000, yet the unemployment rate
Featured Trades: (NISSAN LEAF), (NSANY) 3) Getting Something for Nothing. I just contracted to buy all the gasoline I want at 14 cents a gallon. No, I have not struck oil in my backyard, or come into an inheritance from a long lost Kuwaiti relative. That is the de facto price that PG&E is billing
