Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 2) Bring on the Rare Earth Wars. One of my many former employers, the Singapore Straights Times, reported yesterday that China planned to cut rare earth export quotas by 30% next year. The story comes on the heels of a voluntary ban of exports to Japan on September
Featured Trades: (MONGOLIA), (IVN), (RTP), (975:HK), (MONGOLIA MINING) 3) Get On Board With Mongolia Mining. The 3:00 am phone call was scratchy, broken, and barely intelligible. Would I be willing to accept a collect call from Ulan Bator, the capital of Mongolia? My man on the ground there was on the line with a stock
Featured Trades: (IRAQI OIL), (SLB), (HAL), (BHI), (WFT) 2) The Gold Rush in Iraq. There is a Gold Rush Underway in Iraq, with major implications for the rest of us. The success of the recent oil auctions in Iraq is creating a windfall for American oil services companies. Schlumberger (SLB), Baker Hughes (BHI), Weatherford (WFT),
Featured Trades: (IAN BREMMER OF THE EURASIA GROUP), (GOOG), (SPX), (EZU), (FXI), (FXE), (EWA), (EWC), (EWY), (EWT), (THD), (IDX), (EWS), (EWZ), (ECH), (EWW), (RSX) 4) The Big MarketView From 30,000 Feet. There is a new war underway between two forms of capitalism. The traditional type is driven by the big global multinationals we all know
Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON) 1) Last Chance to Meet the Mad Hedge Fund Trader at the San Francisco Strategy Luncheon. Last April, I predicted that a huge demographic push would send the prices of commodities soaring, that the economy would threaten a double dip, but not actually do it, and that emerging
Featured Trades: (CHINA), (SHANGHAI), (FXI), ($SSEC) iShares FTSE/Xinhua China 25 Index ETF South Korea iShares Index ETF Thai Capital Fund, Inc. Singapore iShares ETF iShares MSCI Turkey Investable Market Index Fund ETF iShares MSCI Chile Investable Market Index Fund ETF Brazil iShares ETF PowerShares India Portfolio ETF Market Vectors Russia ETF Trust ETF 2) Time
Featured Trades: (INDONESIA), (IDX), (EIDO) Market Vectors Indonesia Index ETF iShares MSCI Indonesia Investable Market Index ETF 3) Indonesia is On Fire. Who said quantitative easing wouldn't work? The only problem is that you have to speak Bahasa, eat nasi goreng, and live South of the equator, to take full advantage of Uncle Ben's munificence.
Featured Trades: (CALIFORNIA'S SOLAR ENERGY BOOM), (FSLR), (SIRE), (HOKU), (TSL) 1) The Solar Boom in California. There is a gold rush of a different kind going on in California, the solar variety. There is a stampede by 49 alternative energy projects, including nine solar ones, to get final approval from the California Energy Commission before
Featured Trades: (DEMOGRPHIC INVESTING) 2) Beating the Market With Demographics. Regular readers of this letter know that I rely on long term demographic trends to predict the direction of the global financial markets. Let me approach this topic from a different angle, measuring the number of retirees a population must support versus the anticipated burden
Featured Trades: (SHORT POSITIONS), (FXY), (YCS), (TBT), (TMV) 1) Why My Shorts Are Missing. I have always been an aviation enthusiast, flying every rare, antique plane I could get my hands on. My adventures have taken me from flying a 1929 Norwegian spruce and Irish linen constructed Belgian Stampe to a MIG-25 Soviet fighter to
