keithpiccirillo

China May Be Eying Metallurgical Coal Acquisition

This lines up with Ken Heebner's month long media campaign of metallurgical coal's imminent rise in prominence.

India's Monsoon Never Came, Indian Markets Don't Care

A+ for timeliness Mark.
Hedge funds have been piling into sugar, but when it drops it will be a broken elevator cord type of move.
Mad Fund Trader:
IFN is one that had multiple tops, and I was looking for it to get to $32.

finviz.com/quote.ashx?...

Cocoa and Sugar ETNs Could Sweeten Your Portfolio

Amazing how coffee and sugar go so well together. Thanks for the article.
I wonder what the impact would be if the sugar ethanol tariff in our country was repealed and how that would impact supply and move prices.
With a midwestern president, I don't see that as it would irk the lobbyists.
Some day it will be done.

Sugar’s Sweet to ETN Investors

Thanks for the article.

Retail Plays For Bad Times

That was one heck of an impressive accumulation of info on the retailers.
Thanks.

Can the Turkey ETF Overcome Its Challenges?

Barring geopolitical risk, oil should now go back down, and being an importer, manufacturers should continue to do quite well.

U.S. Versus Japan Versus South Korea

Comments above from Moon and John are good.
I have held The Korea Fund (KF) for over 20 years, but that 10-1 reverse split was really painful.

Are the Green Shoots Indeed Sprouting?

No new money into anything but a day trade for me.
According to Roubini's latest blog there are few "green shoots".
In the old Cleveland Municipal Stadium in Ohio, they occasionally spray painted the dirt green to trick the eye.
Also, in May, if you plant your marigolds too soon, frost may ruin the growth of your investment.

Baltic Dry Index: The Best Economic Indicator You've Never Heard of

Too early to gather much of a position. Transports are usually early bull movers:

www.marketoracle.co.uk...
I had DRYS as a trade from $5.6.-$6.50 or so and exited, and recently got stopped out of EXM with a 2% loss so I have been interested.
One other real concern, is what was mentioned earlier about the survivorship of some of these dry bulk shippers with broken covenants and lack of credit/lending. When blood goes into the water the surviving sharks will be even stronger and good to profit from.
Steel is another shipped commodity to watch - China infrastructure requirements will be great and the last report I read they were shutting and limiting domestic production.

Think Tech Is Safe? Not Really - Look at Qualcomm

Isn't tech a early/middle bull stock cycle?

www.marketoracle.co.uk...

One other chart implies tech could lead out of a recession, but we're only halfway through perhaps.
6-12 months from now tech could be even cheaper. Individual stocks with liquidity within this, and all sectors, should be much stronger as some of the weaker companies will be absorbed and they gain market share.

www.financialsense.com...

I'm Old School

I think you took the GS short off one day too soon.
Cnbc must be listened to selectively - today I did watch the Heebner segment with Cramer. Watch MarketWatch on Bloomberg weekend.
It is much less confrontational.
That last week in November until last week period was predominantly bullish.

State Street Crumbles: We Are Running Out of Large Banks

Gee, that would make for a memorable trading session.
This plan if it could be implemented, requires you to be a trusting soul in a less than ideal world.
Europe and the British Isles in particular, have their own problems keeping some semblance of order, and you want to bring the soup to a boil?
How much of the MBS/derivative exposure can even be tracked from beginning to end to assign?
I believe each country would not be very willing to have their corporations show this, and many of them would just pull the Geitner crime of commission by omission.

HDFC Down 7% - No Surprise

Just sold half my position at the opening for $65.70 on the C / BAC bounce.
Thanks for the lead.
Now I have to "shore up" on that EXM position...

"Best in Class" Vornado Will Pay Dividend in Stock

Actually it may just be a wash - an armada of lobbyists and secretaries from republicans to democrats.
SRS within all this mess.

HDFC Down 7% - No Surprise

So you got stopped out, or took the hit and would add more?
Does the losers average losers premise apply here? All of the sector has been getting whacked and is a follower, not a leader off poor earnings and debt levels.
I'm sad but not mad.
This morning is looking up pretty big, C has broken 2 of its eggs and will try to reorganize to make an edible omelet.
Watch for the profit taking again on what should be another volatile day.
It's going to take a while longer for this global growth story, the dbi is turning up ever so slowly, but I am reading 6 months for both China and us to get going with infrastructure.