Used car prices have recorded…
The semiconductor foundry industry is…
I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries…
There's certainly been no shortage of news to analyze lately. One of the biggest items being the Federal Reserve's announcement that the agency will restart its buying of U.S. Treasury…
Nobody knows the future, so the best we can do is strive for an open mind and flexibility in our thinking and responses. In 1904, the "fact-based" consensus was that…
Barton Biggs, founder of mega hedge fund Traxis Partners, spent an hour outlining his current investment strategy with me. Barton is a man of strong opinions, backed with intensive research,…
China's "nuclear option"--selling its vast stash of U.S. Treasuries to wreak havoc on the U.S. economy and interest rates--has been downgraded by the flood of U.S. investors who have exited…
The great thing about the Internet is that sometimes it gives you back more than you put into it. In response to my piece on South Africa (EZW) a few…
OK, maybe it hasn't really crashed yet. But the two day, 3 ½ point sell off in the futures for the 30 year Treasury bond (TBT), at the end of…
A high frequency trading firm based in Chicago is being investigated by the CME Group because back in February, it turned on an algo that in just 5 seconds, caused…
It looks like the smart money these days is found in China. While American investors have been scrambling over each other to buy more Treasury bonds at historically low yields,…
After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I’ve had one of those “Eureka” moments, as the markets have shown their hands. Those…
We’re already eight years into what is probably a 20 year secular bull market for commodities. You can start with the traditional base commodities I just want to take a…
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.…
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…
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…
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…
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…
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…
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…
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?…
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…