Investing and Trading News, with a Contrarian, Sarcastic Twist!
Grains and Softs Showing Some Signs With the stock market showing some signs of life this week, many of the agricultural markets followed suit. Corn put in a particularly strong week, driven by reports of strong export sales of the past couple of weeks, as well as strong equity and oil prices. Seasonally this is […]
Casey Research’s Marin Katusa outlines the compelling case for geothermal energy in this guest article. Though it’s not getting a lot of mainstream attention, geothermal is still very much in a bull market itself, and the recent correction in energy stocks leaves many geothermal stocks at attractive valuations, especially the juniors. Hot Rocks Equals Hot […]
Many folks say investing would be quite easy if you had a copy of tomorrow’s Wall Street Journal. In this guest article, Casey Research’s David Galland eloquently explores the trends in place to help us forecast what we can expect the next 8 years to look like – and what actions you should take today […]
Jeremy Grantham, one of my favorite investors, often puts out fantastic (and free) articles and editorials about the markets. Grantham has been extremely bearish since 2000, and has been particularly bearish in 2000 and 2007, which were not bad times to be cautious at all. I enjoy his analysis because it is extremely pragmatic – […]
Today, Switzerland signaled to the world that it will attempt to flush the Swiss Franc down the bowl faster than the other fiat currencies of the world. Not only did the Swiss National Bank cut it’s target rate to 0.25 percent (from 0.5 percent), but the central bank also began selling the currency, marking it’s first […]
It looks like Jim Rogers, like us, is still waiting for another appropriate opportunity to short US Treasury bonds. From Bloomberg: Investor Jim Rogers said the Federal Reserve will probably start buying Treasuries to keep borrowing costs down, postponing a rout in U.S. government debt. “He’s setting things up for a gigantic fall down the […]
Today, Bloomberg reported that the Japanese Yen dropped today against the dollar, euro, and Swiss franc as Japan posted its first trade deficit in 13 years. “The poor Japanese trade-deficit data are giving further fuel to the idea that Japan, or the yen, is no longer the safe haven as the country’s external position deteriorates,” […]
Why We’re Shorting the Yen Last Monday, we shorted the Japanese Yen. Longtime readers may be wondering what we’re smoking, as we’ve been playing the long side of the Yen (with relative success) on and off over the past couple of years. My thinking is that the carry trade has been completely unwound, and fundamentals […]
As we watch the governments of the world engage in a competitive devaluation of their respective currencies, you may be starting to think about putting some of your investment dollars into gold. Buying gold stocks are one way to do it. However if the world’s monetary system starts to come unraveled, you can’t beat owning […]
John Mauldin is one of my favorite economic analysts. He writes a free weekly newsletter, which I would highly recommend you check out. He was recently interview by Yahoo Tech Ticker for a 3-part interview series (links below). Mauldin has a very pragmatic perspective. He is neither a perma-bull nor a perma-bear – he does […]
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