Investing and Trading News, with a Contrarian, Sarcastic Twist!
One of our favorites, legendary investor Felix Zulauf, shares his 2nd half 2011 outlook with Barron’s for their Mid-Year Investment Roundtable. Zulauf is extremely cautious as we head into the latter part of 2011 – he has several short recommendations, but only reluctantly gave some long ideas “if you have to be in the market”: […]
Is your portfolio lagging the market? Why not just track the Pelosi Portfolio! House Minority Leader Nancy Pelosi (D-Calif.) saw her net worth rise 62 percent last year, cementing her status as one of the wealthiest members of Congress. Pelosi saw her wealth rise due to some stock gains and real estate investments made by […]
When QE2 launched, we cited a WSJ op-ed by our friend and frequent guest Andy Kessler, where he made the case that Bernanke’s real motivation for QE2 was to prop up the woeful housing market: I have a different explanation for the Fed’s latest easing program: Without another $600 billion floating through the economy, Mr. […]
Earlier today, we wrote about the near-breakout in European bond spreads, and highlighted the euro’s potential breakdown versus the buck. Our pal Brian Hunt, though, has astutely pointed out in his always-excellent Market Notes column that the euro has not been holding steady – it’s been falling apart! You see, one of the big myths […]
Our good friend and European bond expert/correspondent Dr. Evil sent in a note this morning about the big moves in Spain’s and Italy’s 10-year paper – which we’ve previously highlighted as the real elephants in the room (see: European Sovereign Debt Spread Breakouts Near). Dr. Evil writes that Spain 10-year yields are up BIG – […]
On this blog, no less? 
I noticed this beauty after publishing the Jim Rogers post: I have a third-party vendor manage the placement of banner ads on my blog, so I don’t deal directly with the companies that place them. I couldn’t help myself, and had to click – I was taken to the […]
Jim Rogers sits down with Wall Street Journal reporter Simon Constable to discuss democracy, China, the US debt crisis, the regulation in the US economy, I especially enjoyed the bit about democracy, and it perhaps being a “luxury good”, around the 2-minute mark. Perhaps the best time to make money is to invest when countries […]
Whether you think we’ll see inflation or deflation in the short term, even the most ardent deflationists will admit that inflation is likely, eventually, once the bad credit outstanding has retired to money heaven. So when inflation does return – whether it’s next year, or longer, what are the best ways to shelter cold hard […]
The folks at The Institutional Risk Analyst sat down with “EU financial mess expert” David Kotok, CEO of Cumberland, to discuss the ECB’s (shoddy) options, the Fed’s lack of credibility, and the looming risk of deflation for the West. Kotok: The question of credibility is a continuing problem. It all comes back to solvency. We […]
Chalk up another QE2 success story! Wool prices – yes, wool – has hopped on board the commodity bull, riding to record-high prices. The Wisconsin Ag Connection reports: New record wool prices have been set this week, with unchanged supply and demand fundamentals continuing to support the market. Australian wool prices hit a 22-year record […]
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