Featured Trades: (POT), (MON) 4) More on the Grains. I managed to catch an interview with Charlie Rentschler at New York boutique investment bank, Morgan Joseph, one of the top agricultural analysts in the industry, known as the 'Farmer from Harvard.' He says that investment in the sector is a frustrating and unpredictable mix
Featured Trades: (AMZN), (KINDLE) 1)? Amazon Conquers All With the Kindle. I knew Jeff Bezos back in the eighties as this always cheerful quant in Morgan Stanley's bond department who had this incredibly annoying laugh.? He blew us all away when he took off on his own, used innovative technology to discover the immense
Featured Trades: (SINGAPORE), (EWS) Singapore iShares ETF 2) Singapore Sizzles. I have always had a love/hate relationship with Singapore. During the seventies, the autocratic Prime Minister, Lee Kuan Yew, regularly locked up journalist friends of mine and banned magazines like The Economist that published my stories. The country is also notorious for public canings of
Featured Trades:? (US ECONOMY), (BAC), (C), (MS), (ANTI BUSINESS OBAMA) 3) The Hard Numbers About Obama's Anti Business Campaign. I'm a numbers guy, OK? Give me a set of hard data, and I'm happy to draw my own conclusion. Save the argument, the persuasion, and the spin for someone else. You may have heard from
'Hedge funds started out delivering equity type returns with bond type volatility. They now generate bond type returns with equity like volatility,' said my former Morgan Stanley colleague, Byron Wein, now co-chairman at Blackstone Advisory Services.
Featured Trades: (FXE), (IRELAND) Currency Shares Euro Trust 1) Ireland Points the Way for the Euro. When you bend over backwards to kiss the magical stone at Ireland's Blarney castle, you can't help but notice a sign assuring you that your won't catch AIDS in your effort to obtain the gift of persuasion. However,
Featured Trades: S&P Composite Real (Inflation-Adjusted) Total Returns 2) How we are Ten Years Into the Bear Market. As part of my never ending quest for truth, accuracy, and insight into the future direction of stock prices, I thought I'd pass on this chart from my friends at Business Insider showing that things are much
Featured Trades: (GS) 3) Way to Go, Goldman! I am somewhat annoyed with the SEC's settlement with Goldman Sachs (GS) last week, as I was within a hair's breadth of putting out a buy recommendation. The stock hit a low of $130, but being the tightwad that I am, was holding out for $125.