Investing and Trading News, with a Contrarian, Sarcastic Twist!
Editors note: Further discussion of this topic and article can be found on SeekingAlpha.com. I believe that long dated US treasuries are one of the worst investment options available right now. Should we short them? Let’s examine the evidence: Exhibit A: US government debt continues to baloon I wondered last month why the rest of […]
Top posts from the past week: Stratfor: States, Economies, and Markets: Redefining the Rules Marc Faber on CNBC – October 14, 2008 Warren Buffett: I’m Buying US Stocks Now A review of my futures trades from the previous week: Went long the Swiss Franc – As I mentioned last week, I wanted find a match […]
Staying on our “guys who got this trend right” theme – Warren Buffett has been standing on the sidelines holding a war chest of cash over the past few years. Buffett writes in a New York Times op-ed that he is now deploying his cash hoard into US stocks. “Fears regarding the long-term prosperity of […]
In these crazy times for the market, I’m turning my attention to the few prognosticators that have nailed the story so far. Marc Faber has certainly had some impressive calls recently. On July 10th, he predicted that deflation will rule the day in the short term. And as far back as March 29th, he voiced […]
I took this screen shot yesterday – respondents to a very informal LinkedIn poll appear to be quite bullish on the “market” – I’m assuming this refers to the US stock market. Man, I should have posted it then, and we all could have used this as a contrarian indicator, shorted the S&P futures, and […]
Rod Underhill, startup legend, co-founder of MP3.com, and, I’m very proud to say, strategic advisor and legal counsel to Chrometa, writes on his new blog that he expects to see a greater # of startups created during the current economic downturn: However, I am expecting to see an even greater number of start ups to […]
Stratfor is an intelligence and news service that provides very high quality coverage and analysis of global events. They cover events that really matter in the big picture – not the crap you see in the mainstream news. I’m a satisfied subscriber, and was pleased to see this latest piece of analysis could be republished […]
Top posts from the past week: Quick Thoughts on the (Very) Latest Black Monday AuEx Ventures: An Intriguing Gold Junior Opportunity Sequoia Capital: RIP Good Times Jim Rogers on CNBC and Bloomberg – 10/10/08 A review of my trades from the week that was: Closed out my Japanese Yen position – Closed out on the […]
The latest market review and commentary from James Turk at GoldMoney. Turk makes an interesting point that the Great Depression was deflationary because the dollar was linked to gold – the government couldn’t run the printing presses. This time, we know the dollar is not linked to gold – is that a helicopter I hear?
Another Jim Rogers interview. He’s all fired up today, fantastic form.
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