Featured Trades: (THE COMMODITIES BOOM) 1) Here Come the Seventies Again. Better drag your leisure suits, bell bottoms, and Bee Gee's records out of the attic. The seventies are about to enjoy a comeback. The near universal run all commodities are enjoying now takes me back to that time in my youth when making money
Featured Trades: (NUCLEAR POWER), (EXC), (CCJ) 3) Is Exelon Building an Alternative Energy Conglomerate? Exelon (EXC) popped up on my radar a few months ago, when it bought the wind energy business from John Deere (DE) for $900 million. The company plans to cash in on a national trend by states requiring their power companies
Featured Trades: (TRADING A 'LOST DECADE') 3) How to Trade a 'Lost Decade.' Having concluded that you should be selling rallies in the US markets, I would add the proviso that you shouldn't sell just yet. Counter trend rallies can last for years, and this time we have QEII on the side of the bulls,
Featured Trades: (LUMBER), (WY), (CUT), (RYN) 4) The Monetization of Lumber. If you want to see how widespread the commodities boom has become, take a look at the lumber market, which has popped 47% since June. This is in the face of new home starts that are flat on their back, posting the worst numbers
Featured Trades: (DRINKS WITH THE PRESIDENT) 1) Drinks With the President. President Barrack Obama certainly arrives at a party like a rock star. Three silver GM Suburbans flanking an armored black Cadillac limo screech to a halt with lights flashing, and all of the roads in the immediate vicinity closed to traffic. A dozen sunglass
Featured Trades: (THE CALIFORNIA MARIJUANA INITIATIVE), (BUD), (DEO) 2) California Marijuana Industry Dreams May Go Up In Smoke. One issue to be decided on November 2 will be proposition 19, the latest effort to legalize marijuana in California. This is another one of those 'Be careful what you wish for' stories. Advocates claim that
Featured Trades: (RICE), (CORN), (WHEAT), (SOYBEANS) 3) Watch Rice For Clues to Corn. Those wondering what to do about their ag positions better take a look at the contract for rough rice, which has skyrocketed by 50% since July to $14.50 a pound. Rice is the primary food stuff for 3 billion of the world's
'Ten year government bonds yielding 2.5% are an accident waiting to happen,' said hedge fund legend Leon Cooperman of Omega Advisors.
Featured Trades: (PEAK LIGHT), (THE FIBER OPTIC CABLE SHORTAGE) 3) Now It's Peak Light. Many of the big telecommunications investments of the last decade were made possible because the cost of long distance transmission was essentially free, thanks to the massive overbuilding that took place during the dotcom boom. That era may be coming to
Featured Trades: (THE EURO AND GLOBAL RISK APPETITE), (FXE) 4) The Euro is the New Canary in the Coal Mine. Short term traders and long term investors should be keeping a laser like focus on the Euro/dollar exchange rate these days, as it has emerged as the canary in the coal mine for global risk
