Investing and Trading News, with a Contrarian, Sarcastic Twist!
Hugh Hendry has emerged! He released a new Eclectica letter with a surprising twist – he’s more bullish on the aging, indebted West than he is emerging markets. Last November here in Sacramento, Hendry expressed an admiration for the American way of capitalism, and shared his doubts about the degree of freedom that exists in […]
What better way to capitalize on this epic bull market in gold than to own the junior miners – a highly volatile call option – right? If the past two years are any indication…maybe not. While gold, even with the recent pullback, has had quite the move: There’s been no mistaking the trend in gold […]
Last week on Frank Curzio’s S&A Investor Podcast, Porter Stansberry predicted that the current flood of natural gas to the market would drive the price of oil down below $40 per barrel. Respected energy analyst Marin Katusa of Casey Research begged to differ – and offered up this rebuttal, which I’m republishing for you here. […]
Our friends at Hard Assets Investor, who I’ve penned a few guest articles for in the past, recently got Jim Rogers on the horn from his place in Singapore. Some highlights I found interesting: HAI: If you could buy one commodity right now, what would it be? Rogers: I guess it would probably be something […]
Hats off to the talented (and brave) soul at the Congressional Budget Office who put together three illustrative infographics on the US Federal Budget (or Deficit, depending on your level of skepticism). This may be the first time a picture has been worth a trillion dollar shortfall! When $2.3 Trillion Doesn’t Quite Get It Done […]
We always hear that the bull market may have some additional runway between here and the 2007 historical highs on the S&P. But when adjusting for dividend payouts, are we going to get there sooner than the widely used roadmaps indicate? Technical analyst extraordinaire Carl Swenlin compares the SPY chart with SPX, and concludes that […]
When I graduated from college and moved to California in 2003, the housing market was already running away from reality. All level-headed signs pointed to a bubble. John Talbot’s The Coming Crash in the Housing Market hit the nail on the head, or so I believed. I saw Talbot speak in Palo Alto in 2005 […]
Need to hit up a really rich dude (or gal) to fund that hairbrained startup idea of yours? Might want to hop a plane across the Pacific. There are now officially more “super rich” people – defined as over $100 million in net worth – in East Asia than there are in the US. The […]
Just kidding! Not sure if I’ve ever heard Casey bullish on the broader economy in the years I’ve been following him. Which may give him the trophy, as Robert Prechter was at least bullish on the stock market in February ’09. Say what you will, but I do like Casey a lot. His Crisis Investing […]
Inspired by the Jim Rogers interview I watched last night, in which he said he’d be most interested in whatever agriculture was down the most, I decided to look at the charts to see what’s down and out these days! One longtime favorite of Jim’s, and ours, is rough rice. I was fortunate to trade […]
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