Investing and Trading News, with a Contrarian, Sarcastic Twist!
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 […]
The reported end, or at least pause, of QE, is exactly what the deflation camp has been waiting for. (Well…sort of. Since some liquidity is going to be hanging around in the form of “QE2.5”. Remember when Bernanke claimed that after QE1, the Fed would remove the excess liquidity from the system?)Regardless, after June, the […]
The Wall Street Journal landed a very rare interview with investing legend Stanley Druckenmiller last weekend (who you may remember from Jack Schwager’s classic The New Market Wizards: Conversations with America’s Top Traders.). When asked about the US fiscal mess, and possibility of a technical default, he gave his take: “Here are your two options: piece […]
Here’s a great interview with Felix Zulauf on FT.com, where he shares his outlook for the second half of 2011. My quick notes: Chinese economic growth will slow, because inflation is becoming a problem that must be curbed Thinks the dollar could rally significantly, as its been beaten down so much Believes commodity sector could […]
Economies around the globe seem to be slowing down a bit – but the US stock market doesn’t appear worried, sitting just off its recent highs. But India, China, and Brazil are all off their highs by double-digits. So which Mr. Market is right? Sy Harding investigates.. Ed. note: Sy published this article on Friday […]
Tomorrow, I’ll post some latest thoughts regarding inflation and deflation (thanks to reader Dave who rattled my cage on this). Here’s a small preview – when it comes to agriculture, the price trend looks destined to stay up, no matter what happens with the global economy. I’m attacking the agriculture investment story with renewed vigor. […]
Alright, so you’re all spun up on investing in the Chinese renminbi (yuan). Short of flying to Shanghai, many folks have asked – how the heck do I buy the renminbi? Good news – EverBank now allows you to open an account denominated in Chinese renminbi. Click here to learn more. In case you’re not […]
Recent Comments