Investing and Trading News, with a Contrarian, Sarcastic Twist!
Yesterday, Google accused – (or “announced that”, depending on which side of the Pacific you’re on) – Chinese hackers targeted the Gmail accounts of some folks who might not exactly be friends of the Chinese government. From Minyanville’s Justin Rohrlich: It was announced yesterday that hundreds of gmail passwords were stolen and used to access […]
During our trip to Singapore last month, I had the great opportunity to sit down with two guys leading the startup charge in that beautiful city-state. In the morning, I had a great chat over tea with James Chan, Investment Manager at Neotony Labs – and later in the afternoon, my wife, our friend, and […]
As you know, there is A LOT of optimism priced into the stock market right now. But with this “economic recovery” starting to sputter, and companies racing to adjust their earnings expectations DOWN, what will happen if a string of earnings disappointments comes in? —- Being Street Smart Sy Harding Earnings Will Follow the Economy […]
Our friend and frequent/popular guest Andy Kessler wrote an excellent op-ed for the Wall Street Journal this weekend, giving his take on the sky high valuations we’re seeing bestowed upon Silicon Valley’s newest darlings – Team Social Media: It’s no coincidence that last week, as the minutes from April’s Federal Reserve meeting suggested interest rates […]
Here are some charts on China’s demand for gold that’ll make your jaw drop. Courtesy of Frank Holmes, writing for Kitco.com: The World Gold Council (WGC) released its quarterly “Gold Demand Trends” report last week and, as always, it was filled with fascinating data on the strength of the global gold market. Gold demand grew […]
I took my weimaraner for an extended walk this morning (Banjo was kind enough to oblige) so that I could take in a full segment from Jim Puplava’s weekly Financial Sense Newshour. This week, Jim talks with energy expert and entrepreneur Kirk Sorensen, who makes the case for little-known element thorium as the potential “silver […]
In late January, I wrote a guest article for Hard Assets Investor that profiled the recent breakout in uranium, and discussed potential ways to profit from the long side. Then on cue, Japan was rocked by an earthquake that caused the largest nuclear accident in recent memory, and the price of uranium crashed. Thus thrusting […]
The old adage is “Sell in May and Go Away” – but does this also apply to investors in foreign markets? Sy Harding takes a look at the seasonality of financial markets beyond US soil in his weekly column… —- Being Street Smart Sy Harding Seasonality and Global Markets May 27, 2011 When investors think […]
Here’s a fun interview fellow Fourth Turning fans will enjoy – author and historian Neil Howe gives his take on the influence he sees social media and technology having on politics and industry. He specifically describes the social and political differences he observes between the younger and older generations in America today. I really loved […]
We’ve got a special treat for you today – our good friend Jonathan Lederer, President of Lederer Private Wealth Management, put together a very well written and thoughtful portfolio strategy outlook for his clients last week (before today’s blood bath). And he’s been gracious enough to share his letter with us – so here it […]
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