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I thought it’d be fun to peruse the Wall Street Journal to see if we could glean some insights into current investor sentiment. Mainstream business publications are famous for (unintentionally) signaling tops and bottoms in markets – but is this really the case, or more of an old wives tale than truth? I couldn’t think […]
I have to admit – I think the Great Deleveraging permanently seared my psyche. I haven’t been the same since. It’s for the best. Until you live, and invest, through an event like that, I don’t think you can appreciate the awesomeness of the destruction. A history book just doesn’t do it justice. When it […]
One of my favorite commodity analysts to track is Jurgens Bauer, especially for his thoughts on the softs. I used to frequently post links to his columns when, I think, he wrote for Barchart.com, or was at least syndicated through them. He’s since moved on, and I was happy to see his name popup as […]
What’s the cheapest commodity on the board right now? It’s probably a toss up between cattle and natural gas. Both are beyond beaten down; both are at near historic lows; both are just cheap. That doesn’t mean they can’t get cheaper. But if you’re looking to make some big bucks in commodities, it’s usually wise […]
On Tuesday evening, we had our monthly meeting of local Casey Research subscribers. Really sharp investment minds in the group – it’s a real pleasure and treat to chat about a wide variety of finance and investing related issues. The general consensus of the group (fairly contrarian in nature) is that gold and cash are […]
Go ahead – take a wild guess what Facebook’s most popular app of all-time is. Did you guess – FarmVille? As reported by the blog Econsultancy: As the name suggests, FarmVille is a game that gives users the ability to “grow delicious fruits and vegetables and raise adorable animals” on their own virtual farms. With […]
I hope you had a good, long holiday weekend. I sure did…I mentioned at the end of the week that I’d be blogging when I wasn’t drinking beer. As you can probably infer from my lack of posts, I managed to put back a few with some good friends! Back in the saddle now, I […]
Three weeks ago, we discussed the possibility the the dollar was bottoming and poised for a major rally. My reasoning was that: Sentiment was overwhelmingly negative on the buck. I noticed that even traditional contrarian investment sources appeared to be piling on. When there’s nobody left to sell, that’s usually a good sign that the […]
The screens were flashing all green today, as our noted “all or nothing” trade resulted in everything moving up today! Except for? The dollar, of course! This screen shot from Barchart.com reflect a bull market in, well, everything! Of note, Treasuries were up today – who the heck is still buying these things? A mystery […]
On Thursday, I gave a pitch for my startup (Chrometa, auto time capture) at a business innovation showcase here in Sacramento. A traditional business plan pitch is fairly formulaic – you talk about the pain point you’re addressing, your solution, your market, why your team can get it done, etc. Big focus on the market […]
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