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Commodities Are On Fire and Brazil Is On Sale

The Money Map AdvantageThursday, March 30, 2006By Horacio Marquez
Email – #36
** Commodities Are On Fire and Brazil Is On Sale
Ben Bernanke had a stellar debut yesterday at the Fed. A few investors were playing, like me, the hopeful view that the current demise of speculative investment in the housing bubble would prompt the Fed Chairman [...]


New Home Sales Confirm Our Fed Predictions

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The Money Map AdvantageFriday, March 24, 2006By Horacio Marquez
#35
** New Home Sales Confirm Our Fed Predictions
We learned this week that iron ore supply seems maxed out for Companhia Vale do Rio Doce (NYSE: RIO), the largest producer in the world.  Its production is fully placed and their railroad capacity is fully utilized.  [...]


Our “load the boat” Call Confirmed This Morning

The Money Map AdvantageThursday, March 16, 2006By Horacio Marquez
Email – #34
** Our “load the boat” Call Confirmed This Morning
Wednesday through Friday of this week, I’m at the Investment U conference in Delray Beach, Florida. It’s been an outstanding experience: “standing room only” in many presentations, top rated speakers, and a great opportunity to meet many [...]


Update

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The Money Map AdvantageMonday, March 13, 2006By Horacio Marquez
Email – #33
Dear Money Map Subscriber,
In Friday’s alert, the product of more than one week of much analysis and contacting large institutional investors around the world and Wall Street, there was an editing mistake at the end.
In the rush to get you into Unibanco (NYSE: [...]


Treasury Refunding Episode Revisited – Start Loading the Boat

The Money Map AdvantageFriday, March 10, 2006By Horacio Marquez
Email – #32
** Treasury Refunding Episode Revisited – Start Loading the Boat
Yesterday, almost flying below all radar screens of market commentators, the U.S. Treasury effected its anticipated re-opening of the 10-year bond to issue another $8 billion. Unlike regular refunding issues, U.S. Treasury bond re-openings are not [...]


Getting Picky About Our Entry

The Hot IPO TraderThursday, March 9, 2006By Louis Basenese
Email – #32
** Getting Picky About Our Entry
Eagle Test Systems (Nasdaq: EGLT) priced at $15.50 last night – the upper end of the expected range. While we’d prefer shares to be at or above the high end, I think the underwriters are playing it a little safe. [...]


The Euro Rallies… Housing Slows… and Tension Mounts in Iran

The Money Map AdvantageThursday, March 2, 2006By Horacio Marquez
Email – #31
** The Euro Rallies… Housing Slows… and Tension Mounts in Iran
Before I get into the meat of the main developments, I want to tell you that I am writing this from wonderful Bermuda, seemingly the re-insurance capital of the world.  It is so important that [...]