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Taxes, Deficits, And The Inevitable
on Thu, Apr 19, 2012 • 2 Comments
Israel, Iran, And Scenario Modeling
on Tue, Mar 20, 2012 • XOM, OXY • 20 Comments
How To Play A China Hard Landing
on Wed, Dec 7, 2011 • CHINA, BOS, BOM • 6 Comments
Super-Committee Failure's Fall-Out: 3 Plays On Rising 10-Year Yields
on Wed, Nov 23, 2011 • DTYS, TBT, TYO • Comment!
Watch What Consumers Do, Not What They Say
on Thu, Nov 3, 2011 • XRT, PMR, CPWM • 4 Comments
S&P's Decision Triggered Cascading Downgrades
on Tue, Aug 9, 2011 • VXX, GOLD • Comment!
Gold: A Risk Asset Except When It Isn't
on Wed, Jul 27, 2011 • GLD • 2 Comments
How 'Quantitative Easing' Failed Consumers
on Wed, Jul 13, 2011 • GWR, GEL, GG • 5 Comments
Why China and India Are the Biggest Emerging Market Losers
on Sun, Jun 19, 2011 • MCHI, EEM, INP • 11 Comments
3 Natural Gas Plays Bucking the Commodity Down Trend
on Fri, Jun 17, 2011 • UPL, KWK • 4 Comments
China Slowdown: Look Out Below for Copper
on Wed, Jun 15, 2011 • SCCO, TS, FSTR • 10 Comments
Financials Rebounding - 3 Banks Unaffected by Housing Prices
on Tue, Jun 14, 2011 • BK, JPM, BNS • Comment!
Banking off High Food Prices - CF Holdings vs. Archer Daniels Midland
on Tue, Jun 14, 2011 • CF, ADM • Comment!
3 Stocks Trading Inverse to the Euro
on Mon, Jun 6, 2011 • H, GRT, UIS • Comment!
Will Emerging Markets Escape the Global Downturn? Part II - Bullish
on Wed, May 25, 2011 • DEM, VWO, EEM • 1 Comment
Will Emerging Markets Escape the Global Downturn? Part I - Bearish
on Wed, May 25, 2011 • BIK, EEM • 3 Comments
Uncertain Times Ahead: 3 Ways to Bet on the U.S. Dollar
on Tue, May 17, 2011 • UUP, EUO, UDN • 2 Comments
Housing Prices Will Lead to Double Dip Recession: 3 Short Plays
on Wed, May 11, 2011 • KBE, WAL, CATY • 8 Comments
How to Play the Gold and Metals Bust - 3 Short Plays
on Fri, May 6, 2011 • ANV, PSAU, SSRI • 34 Comments
3 Plays on Euro Weakness
on Tue, Apr 19, 2011 • EUO, GAIN, EPL • Comment!
Euro Strong Despite Portugal's Woes: 3 Short Plays
on Thu, Mar 31, 2011 • EUO, VFH, KFN • Comment!
Housing and GDP - What's the Real Story? (Part II)
on Tue, Mar 29, 2011 • 2 Comments
Housing and GDP - What's the Real Story?
on Tue, Mar 29, 2011 • BXC, HW, BECN • 5 Comments
PIMCO Out of U.S. Treasuries - 3 Ways to Bet With Bill Gross
on Wed, Mar 23, 2011 • TIP, MA, BUD • 5 Comments
While China Is No. 1 in Manufacturing, U.S. Still Runner-Up: 3 Plays to Consider
on Tue, Mar 22, 2011 • HYC, TRS, ROK • 2 Comments
3 Nuclear Plays as Uranium Prices Bounce
on Sun, Mar 20, 2011 • CCJ, URZ, CXZ • 8 Comments
Japanese Yen Spike Was a Blip, But the U.S. Dollar Is Dying Every Day
on Fri, Mar 18, 2011 • CCE, TLEO, EWZ • 3 Comments
Double Dip: Housing Starts Data Shows Where Prices Are Going
on Thu, Mar 17, 2011 • DHI, DW, PNFP • 13 Comments
Japan Crisis May Lift U.S. Chip and Auto Makers
on Wed, Mar 16, 2011 • FJTSY.PK, TOSBF.PK, INTC • 7 Comments
Don't Call It a Comeback: Europe on the Rise
on Wed, Mar 16, 2011 • ULE • Comment!
Steel Is the Real Deal
on Mon, Mar 14, 2011 • MT, GGB, CLF • 1 Comment
CSX and First Solar Make Good Oil Plays
on Mon, Mar 14, 2011 • CSX, FSLR • Comment!