Featured Trades: (CORN), (DBA) 2) The Frenzy to Buy Corn. I have managed to catch a few limit up moves in my career, but never two consecutive back to back moves. That is what we got yesterday when panic buying swamped traders in the wake of Friday's USDA report showing that corn yields plunged from
Featured Trades: (GS) 3) Goldman Sachs Bursts Out of the Penalty Box. Let's say that quantitative easing ensues, the global financial system is flooded with money, and the price of everything rises in unison. What is the one company that would benefit most from this scenario, whose hand on the pulse beat of the market
Featured Trades: (RTP), (IRON ORE), (DIAMONDS) 2) Rio Tinto (RTP) is Firing on all 16 Cylinders. I managed to catch an interesting interview on TV the other day with Tom Albanese of Rio Tinto (RTP), the planet's second largest producer of iron ore. It is one of the companies at the nexus of the global
Featured Trades: (THE SEPTEMBER HEDGE FUND KILLING) 3) The Big Hedge Fund Killing in September. I was not alone in posting spectacular results in September. Those who foresaw Ben Bernanke's quantitative easing and its implications for all assets posted huge returns for the month, pushing many into positive territory for the first time this year.
Featured Trades: (THE MEANINGLESS NONFARM PAYROLL) 1) Why the Nonfarm Payroll Figures are Meaningless. Let me warn you that reading this analysis about the September nonfarm payroll is a complete waste of your precious time. But since it's a holiday, and you don't feel like mowing the lawn, raking the leaves, or washing the car,
Featured Trades: (THE GRAIN TRAIN), (CORN), (WHEAT), (SOYBEANS), (MOS), (AGU) Teucrium Commodity Trust Corn Fund ETF 2)? Run Over by the Grain Train. The US Department of Agriculture released a shocking report on Friday that triggered rare limit up moves in all three major grains simultaneously, corn, (CORN), wheat, and soybeans, and sent the prices
Featured Trades: (GOLD), (GLD), (AEM), (KGC), (INIVX) SPDR Gold Trust Shares Van Eck International Investor's Gold Fund 3) Where to Buy the Next Dip in Gold. After the violent moves in the gold market last week which took it to another all time high of $1,363, and then a wrenching $25 pull back in a
Featured Trades:? (EMERGING MARKET DEBT), (PCY), (ELD) PowerShares Emerging Markets Sovereign Debt Portfolio ETF Wisdom Tree Emerging Markets Local Debt Fund ETF 2) My Reconciliation With Emerging Market Debt. Last month, I advised readers to take profits on the emerging market debt ETF (PCY) after clocking a generous 30% total return over the previous year
Featured Trades:?? (ETF RANKINGS), (SPY), (GLD), (EEM) 3) Guess Who's On Top of the ETF Rankings? I saw the latest ranking of ETF's by asset size today, and I was stunned by the results. It was no surprise to see State Street Global Advisors' SPDR S&P 500 (SPY) on top, with $78 billion in assets,
Featured Trades: (MONETARY INFLATION) 1) The Heads I Win, Tails You Lose Market. Ben Bernanke has privatized the upside of the global stock, bond, currency, commodity, energy, and precious metals markets, and socialized the downside, with his much publicized move towards quantitative easing. While former Treasury Secretary Hank Paulsen spoke about a bazooka
