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Finance

Return of the Great Bond Conspiracy

Aug 22, 2010 at 11:20 | Dave Forest

The old saying goes that just because you're paranoid doesn't mean everyone else isn't in on it. It's starting to feel that may be true in the bond market. For…

Why Can’t We Be More Like Chile?

Aug 22, 2010 at 11:05 | Mad Hedge Fund Trader

I just want to pass on some data forwarded to me from my extensive band of Chilean readers in response to my recent piece, “Chile is Looking Hot” (click here…

BP Drags Down Norway Pension Fund

Aug 20, 2010 at 10:46 | Charlotte Dudley

A major Norwegian pension fund has named oil producer BP its worst performing stock, with the fallout from the Gulf of Mexico spill crisis losing $1.7 billion for the fund.…

Hedge Fund Managers Head For the Frontier

Aug 20, 2010 at 10:44 | Mad Hedge Fund Trader

No, they are not donning a Stetson, cowboy boots, and a six gun to fight Indians in the Wild West, where I live. Their never ending reach for yield is…

My Briefing from the Joint Chiefs of Staff

Aug 20, 2010 at 10:34 | Mad Hedge Fund Trader

I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a…

It’s Official: China is Number Two

Aug 20, 2010 at 10:05 | Mad Hedge Fund Trader

With China’s (FXI) economy rocketing at 8%-13% quarterly growth rates, and Japan (EWJ) plodding away with meager 1%-2% rates, it was only a matter of time before the Middle Kingdom…

The Recovery Was An Illusion – And That’s A Good Thing!

Aug 20, 2010 at 10:02 | Sy Harding

In July, I wrote an article titled ‘Is The Recovery An Illusion?’ With the additional evidence that has come in since there really is no doubt about it. Economic recovery…

Pick Up Shipping Stocks for the Dividend

Aug 17, 2010 at 10:44 | Mad Hedge Fund Trader

The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some of the highest dividend yields…

ConocoPhillips Looks Like a Steal

Aug 17, 2010 at 10:32 | Mad Hedge Fund Trader

Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up on my radar. The large…

Indonesia: An Emerging Market to Keep on Your Radar

Aug 15, 2010 at 16:05 | Mad Hedge Fund Trader

If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim…

Health Check of the US Debt Markets

Aug 05, 2010 at 09:42 | Dave Forest

Just finished a read of the fresh new "Minutes of the Meeting of the Treasury Borrowing Advisory Committee". The TBAC is a "meeting of the minds" amongst top U.S. officials…

Chile is Looking Hot

Aug 02, 2010 at 10:42 | Mad Hedge Fund Trader

Want to invest in an extremely well managed country with almost no debt, budget surpluses, an appreciating currency, and the price for its dominant export commodity going through the roof?…

Pick Up Big Oil While it is Still Cheap

Aug 01, 2010 at 11:01 | Mad Hedge Fund Trader

I have always been an unfashionable person. I was still wearing my bell bottoms and mutton chop sideburns well into the eighties, and even today people laugh at my yellow…

The Technical Case for the TBT

Jul 30, 2010 at 11:42 | Mad Hedge Fund Trader

Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close.  Looking at the…

Watch International Savings Rates for Market Cues

Jul 28, 2010 at 14:46 | Mad Hedge Fund Trader

Often while searching for a piece of data through Google, I stumble across something else, which is far more interesting. That is how I found the table below of international…

Raising the Red Flags on Commodity ETF’s

Jul 28, 2010 at 05:32 | Mad Hedge Fund Trader

The July 26-August 1, 2010 print edition of  Business Week magazine put out a brilliant piece entitled “Amber Waves of Pain”  detailing how retail investors are getting fleeced when playing…

Obama’s Economic Stimulus Plan Causing Controversy with Build America Bonds

Jul 23, 2010 at 04:43 | David Caploe PhD

They are supposed to help states and cities that are short of cash build roads, schools and bridges. But Build America Bonds, part of President Obama’s economic stimulus plan, are…

The Booming Economies of Latin America

Jul 19, 2010 at 07:16 | David Caploe PhD

While the United States and Europe fret over huge deficits and threats to a so-called recovery, this region has a surprise in store. Latin America, beset in the past…

The Frontier Markets are Beckoning

Jul 19, 2010 at 03:04 | Mad Hedge Fund Trader

A quick look at the world's top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a…

Why the World's Worst Economy Has the Strongest Currency

Jul 15, 2010 at 02:53 | Mad Hedge Fund Trader

Global currency traders remain puzzled by the continuing strength of the yen (FXY), (YCS), which broke out of a ¥90-¥95 range a few weeks ago and insists on levitating around…

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