Featured Trades: (THD), (TF), (F), (NSANY), (TM) iShares MSCI Thailand Investable Market Index ETF Thai Capital Fund 3) Thailand Punches Through to New Highs. With hotel occupancy in the dumps at 20%-30%, and parts of downtown Bangkok still in ruins from the May riots, you would think the call to buy Thailand (THD), (TF) two
Featured Trades: (BAIDU), (GOOG) 4) Make Another Visit to the Trough for Baidu. Just like buying a drink for an old flame when passing through town, there is no better feeling than revisiting winning trades. I first recommended Baidu (BIDU) at split adjusted $12.5 in December, 2008 (click here for the call). It hit $88
'When I look at the Treasury market, I get a really 1998 sort of dotcom feeling. You knew they were going higher, you knew that it would end badly; you just didn't know the timing. At a certain point this becomes a disaster,' said Barry Ritholtz, CEO of hedge fund Fusion IQ.
Featured Trades: (THE RANGEBOUND MARKET), (SPX), (FCX), (VIX), (USO), (GLD) 1) Why We're on the Slow Boat to Nowhere. After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I've had one of those 'Eureka' moments, as the markets have shown their hands. Those that delivered the dramatic, heart stopping
Featured Trades: (COAL VS. NATURAL GAS), (BTU), (RTP), (ACI), (CHK), (BNR) 2) Peabody Energy (BTU) Takes a Hatchet to the Natural Gas Industry. After my year in the White House Press Corps, I vowed never to return, and took a really long shower, hoping to scrub every last spec of prejudice, self interest, and institutionalized
'The good news is that the rash on my penis finally went away,' wrote a child to his parents, about to return from summer camp.
Featured Trades: (SOUTH KOREA), (EWY) (FXI) South Korea iShares ETF iShares FTSE Xinhua China 25 1) Why Your Next Car May be a Hyundai. I have been banging on about South Korea (EWY) for some time now as the ‘K’ that should be in the acronym ‘BRICK’, the country that has successfully carved out a
?’Patience is underrated,’ said Steve Wozniak, creator of the first PC and cofounder of Apple.
Featured Trades: (COMMODITY OVERVIEW), (FCX), (VALE), (RIG), (JOY), (CCJ), (FSLR), (UNG), (USO), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (PHO), (FIW) 2) Don't Buy Anything That Can Be Created With a Printing Press. I just want to take a moment to provide the long term view of commodities. This is my favorite asset class for the
Featured Trades: (POT), (BHP), (VALE), (MOS), (AGU) 1) BHP Billiton Develops an Appetite for Potash. BHP Billiton’s (BHP) low key, South African CEO, Marius Kloppers, has announced that he is making a hostile takeover bid for Potash (POT) for $39 billion, or $130 a share, a multiple of a mere 13 times earnings. POT