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Published 08 May 2013 | viewed 1,499 times
I don't just think he hates me. He truly despises me. In fact, he does everything he can to put me out of business.Take last…
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Published 02 May 2013 | viewed 1,516 times
My current scenario for global equities has them selling off over the summer, then a rebounding led by emerging markets starting sometime in the fall.…
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Published 27 February 2013 | viewed 1,335 times
They say a picture is worth 1,000 words. The map below is worth a PhD thesis, and perhaps a weighty tome. Prepared by my friends…
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Published 05 February 2013 | viewed 2,628 times
It certainly has been a year of gnashing teeth and tearing hair for inveterate gold bugs (GLD). They got everything they wanted on the fundamental…
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Published 31 January 2013 | viewed 2,080 times
That was the questions traders were scratching their heads and asking this morning in the wake of this morning's shocking Q4, 2012 GDP figure.While most…
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Published 31 January 2013 | viewed 2,137 times
I have been pounding the table on the attractions of Cheniere Energy (LNG) since last spring. Yesterday, the stock hit a new all time high…
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Published 17 January 2013 | viewed 2,385 times
Master Limited Partnerships have been on fire since the beginning of the year. Once the deal on the "Fiscal Cliff" was done, and these instruments'…
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Published 20 December 2012 | viewed 2,195 times
Who the hell needs an umbrella in the middle of a draught? Snow boots in a roasting desert? A National Rifle Association bumper sticker at…
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Published 13 December 2012 | viewed 1,428 times
Federal Reserve Chairman, Ben Bernanke, delivered a real blockbuster yesterday in the aftermath of the final Open Market Committee meeting of 2012 - looks like…
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Published 11 December 2012 | viewed 1,412 times
Avoiding emerging markets generally, and China specifically, has been one of my more prescient market calls this year. I never believed in the hard landing…
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Published 07 December 2012 | viewed 1,809 times
I have been following Freeport McMoRan (NYSE:FCX) for about 30 years now, and it has long been one of my favorite companies, as it is…
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Published 05 December 2012 | viewed 6,059 times
Throughout my travels around the world there is one question I can count on getting from every audience, be it in the US, China, Europe,…
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Published 04 December 2012 | viewed 1,790 times
I am sitting here in front of my screens in utter amusement, befuddled, and gob-smacked. The weekend produced the worst case scenario from the "Fiscal…
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Published 26 November 2012 | viewed 3,226 times
Every trader in the oil market is fascinated by the recent price action. The last few months have seen an onslaught of negative news developments…
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Published 08 November 2012 | viewed 3,004 times
Unfortunately, I know Blythe, California too well. This natural blast furnace is in a God-forsaken corner of the state where I hunted jack rabbits as…
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Published 08 November 2012 | viewed 1,164 times
Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been…
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Published 05 November 2012 | viewed 1,365 times
Since this is such an important development for investors on the calendar, I thought I would repeat this piece from a few weeks ago. After…
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Published 25 October 2012 | viewed 1,541 times
This trade has been a real disappointment. Despite seeing the greatest monetary stimulus package in history, gold is now lower than when QE3 was announced.…
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Published 17 October 2012 | viewed 1,698 times
With U.S. energy independence fast emerging as a topic in the presidential election, I thought I'd delve into this topic in greater depth and see…
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Published 11 October 2012 | viewed 2,020 times
I love it. First, Israel's right-wing prime minister, Benjamin Netanyahu, calls for a snap election. Many observers are viewing this as a referendum on war…