Featured Trades: (MUSTANGS) 4) The Bull Market in Mustangs. The Western US has found a new wrinkle in the housing collapse, where homeowners are desperately struggling to cut living costs to meet the next doubling of their adjustable rate mortgage payments on their underwater houses. Raising horses can cost more than children, so Nevadans are
Featured Trades: (SPY), (EWJ) Japan iShares ETF 2) Why I'm Avoiding Japan Like the Plague. Now look at the world's worst population pyramid, that for Japan (EWJ). These three graphs show that a nearly perfect pyramid drove a miracle stock market during the fifties and sixties which I remember well, when Japan had your textbook
Featured Trades: (PANIC BUYING OF THE TBT), (TBT) 2) Panic Buying Hits the (TBT). Buy the rumor, sell the news. That is one of the oldest adages one hears on trading desks, and it was never more true than today. Yesterday we learned that the ratings agency, Moody's, is considering a downgrade of US government
SPECIAL COPPER ISSUE Featured Trades: (COPPER), (CU), (JJC), (ECH), (FCX) FOR PAID SUBSCRIBERS ONLY 1) Copper Turns Into Gold. - - Want to Race for Pink Slips? -
Featured Trades: (ECONOMY UPGRADE FEVER), ($SSEC), (SSO), (X), (CU), (COPPER) 1) The Upgrade Fever Pandemic. I knew it, I knew it, I knew it. As soon as Bill Gross at bond giant, PIMCO, announced that it was off to the races with a 1% mark up in his GDP forecast for 2011, upgrade fever would
Featured Trades: (NISSAN LEAF), (NSANY) 2) The Nissan Leaf Roll Out. With great fanfare and celebration, Nissan Motors (NSANY) at long last delivered its first all electric, 100 mile range Leaf to an ecstatic customer at San Francisco city hall today. Long time readers of this letter know that I have been banging the table
'This is the ultimate Keynesian stimulus. We debated all summer and Keynes won. This is $800-$900 billion of stimulus over the next two years. This guarantees that the economy will surprise to the upside,' said Greg Valliere, chief research strategist at the Potomac Group.
Featured Trades: (SOARING WITH THE EAGLES), (SLV), (AGQ), (GLD), (TBF), (TBT), (XLF), (BAC), (YCS) 1) Soaring With the Eagles. I was sleeping like a rock last night, having one of those great flying dreams. I dove, rolled, and looped through the clouds, and soared with the eagles, my arms stretched out like wings. The phone
Featured Trades: (SLV), (BAL), (PALL), (JO), (JJG), (CORN), (UNG), (FXE) (WHAT A YEAR!) 3) And What a Year It's Been! Look at the year to date performance of ??the asset classes below, and it almost looks like my buy and sell recommendations I put out at the beginning of 2010. I had strong buy recommendations
'When you fly from Shanghai airport to New York airport, you're flying from the Jetsons to the Flintstone's,' said Hot, Flat, and Crowded author Tom Friedman.
