Featured Trades: (SOLAR ENERGY), (FSLR), (YGE), (STP) 3) The Double Play in First Solar. There is another angle to the solar play, which I bet you haven't thought of. I have been arguing that companies like First Solar (FSLR) are great proxy for oil, as any price rise in crude raises the breakeven point that
Featured Trades: (THAILAND), (TF) 4) Wow! Have You Seen Thailand? You first heard about Thailand from me in my Hedge Fund Radio interview with Vivian Lewis of Global Investing, back when her pick, the Thai Capital Fund (TF) was trading at $10.75 (click here for the show). Last night it hit an all time high
The ?Friday-Monday Effect? Exposed Dennis Gartman of the ever interesting The Gartman Letter published an interesting study of the well known ?Monday-Friday? effect. The analysis was done by Andrew Greely of Acorn Derivatives in White Plains, NY. If you bought every Friday close this year and sold the Monday close, your return so far would
(SPECIAL FIXED INCOME ISSUE) Featured Trades: (BRAZILIAN BONDS), (EWZ) 2) The Seductive Allure of Brazilian Bonds. OK, let's say that if you don't own bonds, but someone is holding a gun to your head, dangling you by your ankles outside a window on a high floor, or threatening to cut you off their Christmas card
Featured Trades: (OIL), (XOM), (CVX), (OXY), (COP), (RSX) 1) Contemplations on Oil.? After a tumultuous 2009, oil has been one of the least volatile assets of 2010, confined to a tortuous $68-$88 range, frustrating momentum players to no end. How many city morgues are packed with the bodies of those who sold every dip
Featured Trades: (ONLINE EDUCATION), (BBBB) 2) Say Goodbye to Your Favorite Teacher. Don't bother taking an apple to school to give your favorite teacher, unless you want to leave it in front of a machine. The school teacher is about to join the sorry ranks of the service station attendant, the elevator operator, and the
Featured Trades: (CORN), (WHEAT) 3) Welcome to the Limit Down Move. Those who are new to trading the agricultural commodity area, the dilettantes, the neophytes, and the wanabees, who have watched in awe as prices trended skyward for the past four months, may not be familiar with how they behave on the downside. They got
Featured Trades: (ALIBABA) 2) Double Click on Alibaba. Given my bullish take on China in my September 28th letter, I'm going to be putting a few more single names out there. Jim Trippon's China Stock Market Digest published a recommendation that caught my eye (click here for my Hedge Fund Radio interview with Jim). Alibaba
Featured Trades: (GOLD), (GLD) SPDR Gold Shares Trust 3) Gold is Now At the Deep End of the Pool. For me, the best case scenario which I have been predicting for nearly two years has arrived. But as much as I love gold for the long term, I have to take note when a number
Featured Trades: (EMERGING MARKETS), (EEM), (EWZ), (RSX), (PIN), (FXI) Brazil iShares ETF Market Vectors Russia ETF PowerShares India Portfolio ETF iShares FTSE/Xinhua China 25 Index ETF 1) The Long View on Emerging Markets. I managed to catch a few comments on TV yesterday in the distinct northern accent of Jim O'Neil, the fabled analyst who
