Investing and Trading News, with a Contrarian, Sarcastic Twist!
When gold and silver crashed, I dialed in my favorite leveraged proxies for close viewing – Royal Gold (RGLD) and Silver Wheaton (SLW). Both are great businesses – junior miners who don’t actually do any mining. Rather they are royalty companies, who own the gold and silver in the ground respectively, and cut deals with […]
Jim Rogers was last week’s guest on Porter Stansberry’s usually excellent podcast Stansberry Radio. I am throwing in the “usually” qualifier because this was, in my opinion, a poor interview by Porter (who is normally good)…I thought he spoke way too much and didn’t let Jim get enough in. Regardless, it’s worth a listen – […]
Stock market technician Carl Swenlin looks at the Rydex Ratio today – an indicator screaming out that it’s been a LONG time since sentiment was this bullish. Rydex Ratio Reflects Very Bullish Sentiment by Carl Swenlin As prices soar, the Rydex Ratio reflects increasingly bullish sentiment. The chart shows that the Ratio has not reached […]
It’s been awhile since we’ve heard from favorite Hugh Hendry…in fact he’s so far under the radar these days that his new commentary is six months old when it finally hits the streets! Here’s a 20-min clip of Hendry (via the Big Picture) discussing the Chinese economic mirage (in his view), Japanese deflation, gold and more […]
Sometimes the option buyers we lovingly refer to as degenerates really outdo themselves. As we’ve discussed many times, I have been selling covered calls on favorite stock Guidewire (GWRE) since its IPO last year. The trading strategy has resulted in nothing that couldn’t have otherwise been achieved with a simple buy-and-hold thus far, but with […]
The markets sure have appeared spooked since Bernanke’s midweek commentary – but is that all this is about, or is there more to this most recent pullback? Regular correspondent adds to the list of intermediate term market worries in his weekly piece… **** There’s More To Consider Than Just The Fed Being Street Smart By […]
As US stocks have continued their march higher, the grains and softs have been orderly rolling over nearly in lockstep together for many months now…and in some cases, a few years even. Since getting stopped out of cotton (for a modest gain), I’ve been watching the soft and grain commodity charts for signs of an […]
Like an 80s horror film character, nuclear energy has been left for definite dead many times of the past decades. Recently it appeared to be making yet another valiant comeback until 2011’s Fukushima disaster put the final nail in the nuclear coffin. Or did it? If you peer beneath the Western headlines and study the […]
Just over one year ago, Casey Research’s energy guru Marin Katusa made a bet – I believe at an investment conference – with Porter Stansberry about the price of oil. The over/under was…get this…$40. Marin joins us today to accept his trophy, and also invite you to a webinar he’s hosting about the prospects of […]
It’s been a full year since we initially highlighted Guidewire (GWRE) as a growth software company with utility-like revenue stability. No doubt inspired by the piece, GWRE has hummed from $25 to $41 – a gain of over 60%. During that time, I have been selling covered calls on GWRE. My shares were called away […]
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