Investing and Trading News, with a Contrarian, Sarcastic Twist!
Beijing remains concerned about corn supplies, especially in the medium to long-term, the South China Morning Post reports, as China is becoming a big-time importer of corn: “China’s net import of corn could exceed 20 million tonnes in three years,” said Liu Xiaobo, a Shanghai-based food analyst from Everbright Securities. “Most of the corn imports […]
I’m thrilled to report that while in Singapore last week, I had the great honor of interviewing Jim Rogers in person. He was extremely kind in hosting me and entertaining my questions, and I’m excited to be able to share our fun 45-minute chat with you here. As you may know, I’m a longtime reader […]
Though I am pumped and expect the things I report back to make up for the lack of quantity! I’m off to Asia – Hong Kong, Taiwan, Singapore, and Thailand. Will be back in late April. If you have any recs on things to do in these countries, I’d appreciate a heads up! And you […]
Regular readers know that I’m not exactly a huge fan of Microsoft’s software porfolio circa 2011 and beyond. (For my full scathing analysis, click here). But it is looking like many investors now agree with my pessimistic take – in fact, by looking at the MSFT chart, there may be nobody left to sell – at least […]
Admitting the problem is the first step – and it appears Portugal is close to starting this 12-step program. The Financial Times reports: Portugal is in the midst of a political crisis following the resignation of the prime minister José Sócrates yesterday (24 March) following his parliament’s rejection of fresh spending and deficit cuts. Mr Sócrates […]
When 2011 dawned, it was widely believed that the stock market would be OK, and likely continue to rise for the first half of the year, as economic reports were expected to continue to improve. And lo and behold, the financial crowd was right on the money! But now that the first quarter is behind […]
Last night my pal and reader Jonathan Lederer sent out a great comparison piece to his clients, harkening back to Japan’s last major earthquake in 1995. I asked Jon if we could republish here on the blog, and he graciously said it was cool to do so. And to his credit, this piece dropped in […]
Legendary investor Barton Biggs is back in the headlines – he’s buying Japan right now, and says this panic selling is “a gross overreaction.” Mr. Biggs says he wasn’t tempted to do any buying on Friday or Monday, but by Tuesday morning he jumped in, arguing that the Japanese economy will prove more resilient than […]
There’s nothing like a good old fashioned nuclear meltdown to get everyone dumping their uranium stocks! Industry staple Cameco has been pummeled since the hysterics began in Japan: Source: StockCharts.com And new uranium miner ETF URA found itself without any buyers…until it plummeted below $16: Source: StockCharts.com Does this blood in the streets constitute a buying […]
In my book, Stratfor’s George Friedman is THE best at geopolitical analysis – he always pieces together the global picture masterfully. Here’s his take on the emerging energy crisis in Japan, which we are fortunate enough to republish here… Japan, the Persian Gulf and Energy By George Friedman, Founder of Stratfor Over the past week, […]
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