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A Portfolio for Dollar Bears

Thu Nov 5th, 2009

Josh Lipton

Perhaps the only real surprise from the Fed’s post-meeting statement yesterday, market pros note, is that there was no surprise at all.So says Dennis Gartman, editor of The Gartman Letter. As t

Markets Hit Reaction and Consolidation Phase

Mon Nov 2nd, 2009

Prieur du Plessis

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US do

Apocalypse Now: A Checklist for the Fearful

Wed Sep 16th, 2009

Ryan Goldberg

It’s never been hard to find a small group of Cassandras, so-called “doomers” who see the apocalypse foreshadowed in Mayan calendars, Nostradamus writings, and the Terminator movies

Apocalypse Now: Where to Escape

Wed Sep 16th, 2009

Ryan Goldberg

Peripatetic author and professional international investor Doug Casey has, by his count, traveled to 175 countries and lived in 12. One of the last places he thinks is fitting to live now is the Unit

Insight Into the Economic Future: An Interview with John Mauldin

Thu Sep 10th, 2009

Damien Hoffman

John Mauldin coined the incredibly popular phrase “Muddle Through Economy.” If the next few years continue to drag along as we rebuild from the greatest credit bubble in history, then Joh

Reports of Economy's Recovery Have Been Greatly Exaggerated

Mon Jun 22nd, 2009

John Mauldin

This Time, It's DifferentBen Bernanke's career will be analyzed and written about for many years. But the one thing that's caused me the most pain is his bringing the term "green shoots" in

Prieur Perspective: New Appetite for Risk

Mon Jun 1st, 2009

Prieur du Plessis

Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to 6-month highs in the US, Europe, and J

Prieur Perspective: Goodbye Safe Havens, Hello Risky Assets

Mon May 4th, 2009

Prieur du Plessis

“Goodbye safe havens, hello risky assets.” This was the investors’ theme song during the past week. Safe-haven assets were out of favor, as better-than-feared corporate earnings and

Swine Flu Could Mean Healthy Trades

Tue Apr 28th, 2009

Scott Reeves

Before we short travel and hospitality stocks or go long in face masks, let’s take a minute to recall the great swine flu epidemic of 1976. It didn’t happen. But many of the same factors

Monday Morning Quarterback: When Pigs Fly

Mon Apr 27th, 2009

Todd Harrison

It’s seasonably snazzy in the big city and the masses migrated from cramped quarters to enjoy the warm weekend weather. As cabin fever fades in the rear-view mirror, an outbreak of a different
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