Investing and Trading News, with a Contrarian, Sarcastic Twist!
Here’s a very interesting interview by Omniture Co-Founder Josh James in a sit down discussion with Steve Forbes – you can watch the interview here. If your business is heavily involved in the internet (and what biz with a future isn’t these days), this is a great piece to watch. James is a very smart […]
Marc Faber was a guest on Bloomberg last week – October 26 to be precise. He gave his outlook for stocks, QE2, and how the upcoming elections will weigh on the markets: Some quick takeaways: The market has gone from a pessimistic low of almost 1000 to nearly 1200 – and he believes a lot […]
Here’s another potential magazine cover classic! Source: Barron’s Hat tips to Business Insider and the S&A Digest.
One of the biggest mistakes that I personally have made as an investor over the past 18 months has been underestimating the power of the reflation trade. While you probably know I’ve been a big time commodity bull since 2004 (and had a lot of success in agriculture especially), I “lost my way” after getting […]
GDP Report Good for Main Street – Maybe Not for Wall Street. By Sy Harding, Editor, Street Smart Report October 29, 2010. The long-awaited report on economic growth in the third quarter was released Friday morning, and was a somewhat pleasant surprise. After declining from an annualized growth rate of 5.0% in the fourth quarter […]
Here’s a great look at the upcoming midterm election by geopolitical expert George Friedman at Stratfor. It’s an excellent service that takes a look at geopolitical situations around the globe, and breaks down the likely actions of various parties. George does their best stuff, in my opinion, and I was glad that they allowed us […]
Here’s a fantastic historical review of inflation by Columbia Business School Professor Frank Byrd. One of the best presentations about what really drives inflation. The whole preso is well worth a watch. The best part is around minute 19, where Byrd makes a key point – which is that the cost of capital has been […]
Bond King Bill Gross writes that the Fed’s QE2 announcement will likely “mark the end of a great 30-year bull market in bonds.” From his latest PIMCO investment outlook: We at PIMCO join with Ben Bernanke in this diagnosis, but we will tell you, as perhaps he cannot, that the outcome is by no means […]
I think our pal Brian Hunt hits the nail on the head in his DailyWealth piece– he talks about the only thing you need to consider right now when placing a trade: Knowing whether it’s “risk on” or “risk off” is the single biggest factor in any trade you make right now… If you’re long […]
Casey Research’s Chris Wood took an interesting look at the practice of stock buyback’s today. I liked his breakdown, and was actually surprised to see that companies are terrible timers of their own stock! Chris writes: Stock buybacks have been in the news a lot lately. Sitting on piles of cash and too nervous to […]
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