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LATEST INSTABLOGS POSTS

  • It’s Official: China is Number Two
    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 bumped the Land of the Rising Sun from its number two position in national GDP rankings. Chinese officials... More »
    Aug. 21, 2010
  • Why Can’t We Be More Like Chile?
    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 for the piece). In 2007, the government dissolved the old Copper Stabilization Fund and rolled windfall profits from sales of... More »
    Aug. 21, 2010
  • For Profit Education Jumps From the Frying Pan to the Fire
    On Friday, the Department of Education released data showing that the student loan repayment rate at some schools was as low as 25%, and that it would take action to disqualify these schools for future student loans. That amounts to the taking away the punch bowl from a highly leveraged,... More »
    Aug. 21, 2010
  • Quote of the Day
    “We’re all just one trade away from humility, Bud,” said a stockbroker in the classic film, Wall Street.
    Aug. 21, 2010
  • CNN’s John Lewis; the Death of a Colleague
    I was deeply saddened by the death of my old friend, CNN Asia correspondent, John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV,... More »
    Aug. 21, 2010
  • Pick Up Shipping Stocks for the Dividend
    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 on the board. Nordic American Tanker (NAT) has a bounteous 8.30% dividend, while Frontline Ltd. (FRO)... More »
    Aug. 21, 2010
  • ConocoPhillips Looks Like a Steal
    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 cap integrated oil major has announced a $20 billion restructuring that has whetted my appetite. Specifically, they are allocating... More »
    Aug. 21, 2010
  • The Fed Makes Its Move
    Man, I go on vacation of a couple of days and the world turns upside down. I’m talking about the arrival of the QE II. No, I’m not talking about the docking of a new cruise ship, or even the ruling member of the House of Windsor. It’s round two of quantitative easing I’m... More »
    Aug. 21, 2010
  • Quote of the Day
    “Earnings models that have worked over the last 10, 20, or 30 years don’t hold water anymore,” said Paul Schatz, president of Heritage Capital
    Aug. 21, 2010
  • Keep Indonesia on your Radar
    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 country offers a combination that I love, a population with great demographics that is also a major energy and commodities... More »
    Aug. 21, 2010