Featured Trades: (GOLD), (GLD), (DGZ), (GLL) 1) All That is Gold Does Not Glitter. In the wake of gold's panic inducing $30, one day sell off on Friday, players across the hedge fund universe are reassessing their relationship with the barbarous relic. What started out as a long term commitment is suddenly morphing into a
It's very difficult for me to come up with a bullish scenario for the economy when I add up all the individual components,' said Meredith Whitney, a boutique research analyst.
(SPECIAL TREASURY BOND ISSUE) Featured Trades: (THE TREASURY BOND CRASH IN PROGRESS) 1) The Case Against Treasury Bonds. If you want to delve into the case against the future of US Treasury bonds in all its glory, take a look at the November/December issue of Foreign Affairs, the establishment bimonthly journal read by academics, intelligence
(SPECIAL TREASURY BOND ISSUE) Featured Trades: (TBT), (THE TECHNICAL CASE AGAINST BONDS) 2) The Technical Case for the TBT. Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the 200 year history of interest rates
(SPECIAL TREASURY BOND ISSUE) Featured Trades: (AFRICA), (GAF), (EZA), (AFK) 3) Feel Like Investing in a State Sponsor of Terrorism? How about a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about
Featured Trades: (THE POPULATION BOOM) 1) The Population Boom. On this most important day of the crop report, I thought that I would refer you to one of my favorite unconventional research sources, National Geographic Magazine. In their century long coverage of exotic places, cultures, and practices, they inadvertently shed light on broad global
Featured Trades: (ALASKA OIL SPILL), (DIG) 3) Storm Clouds are Gathering for Oil. Spill six barrels of oil in a remote basement in Northern Alaska, and all of a sudden, 15% of the US oil supply is cut off. That was the response of officials at the Trans Alaska Pipeline over the weekend, no doubt
'All of the irrational behavior has been squeezed out of the auto industry. Now, it's all about profitability,' said Mike Jackson, CEO of Autonation, the largest US car retailer.
Featured Trades: (LAS VEGAS STRATEGY LUNCH REVIEW) 1) Las Vegas Strategy Luncheon Review. It has been a full life. What else could I conclude, finding myself in a luxury suite at the Las Vegas Wynn Hotel with two dozen drunken twenty something's playing 'beer pong' at 2:00 am? It is amazing what some people
Featured Trades: (CHARLES NENNER ON HEDGE FUND RADIO), (SPX), (SOX), (QQQQ), (EEM), (CSCO), (BAC), (BIDU), (XOM), (CU), (OIL), (OXY), (WHEAT), (CORN), (DBA), (JJG), (FXE), (FXA), (FXY), (YCS) My guest on Hedge Fund Radio this week is Charles Nenner of Charles Nenner Research in Amsterdam. Charles hails from Holland, and has a long career that includes
