Some Good News on Global Growth
The Money Map AdvantageFriday, September 29, 2006By Horacio Marquez
Email – #59
** Keep Playing Energy and Keep the Powder Dry
The recent fallout of the Aramanth fund has reverberated through the market. How sad it is for a huge organization to be destroyed by a rogue trader. The news today indicates that Amaranth, the huge hedge fund, [...]
China's growth expected to accelerate… We go for commodities
The New China TraderFriday, September 29, 2006By Horacio Marquez
Email – #7
** China’s growth expected to accelerate… We go for commodities
Last week I confirmed the bottom in energy prices with Amaranth’s positions landing in solid hands. This bottom in energy, coupled with the expected increase in the rate of appreciation in the yuan, will help PetroChina [...]
Keep Playing Energy and Keep the Powder Dry
The Money Map AdvantageFriday, September 22, 2006By Horacio Marquez
Email – #58
** Keep Playing Energy and Keep the Powder Dry
Last night I noticed an event that had not occurred since the last days of last winter: my heating system turned on. As temperatures dropped in the northeast of the U.S., this event was repeated in millions [...]
China Accelerates the Yuan's Appreciation and Energy Makes a Bottom
The New China TraderFriday, September 22, 2006By Horacio Marquez
Email – #6
** China Accelerates the Yuan’s Appreciation and Energy Makes a Bottom
After having seen PetroChina (NYSE: PTR), our last pick, rally some 2% at the beginning of the week, we saw it close some 1% down today. One of the key ingredients is in place: the [...]
It's Time To Buy the Premier Oil Company In China
The New China TraderMonday, September 18, 2006By Horacio Marquez
Email – #5
** It’s Time To Buy the Premier Oil Company In China
On Thursday, the IMF brought global growth estimates up by 0.2% to 5.1% for 2006 and to 4.9% in 2007. And it’s expecting China to continue with its rapid growth.
Also last week, I heard similar [...]
Quadruple Witching Day – And A Long-Awaited Play In Uranium
The Money Map AdvantageFriday, September 15, 2006By Horacio Marquez
Email – #57
** Quadruple Witching Day – And A Long-Awaited Play In Uranium
Today we have a quadruple witching date, which means that all September equity and index options expire. We also had the all-important CPI this morning and if this were not enough for major events, next [...]
China's and Europe's scramble for palm oil, other soft commodities and biodiesel lead us to buy Malaysia.
The New China TraderThursday, September 7, 2006By Horacio Marquez
Email – #4
** China’s and Europe’s scramble for palm oil, other soft commodities and biodiesel lead us to buy Malaysia.
Recommendations:
Buy the iShares MSCI Malaysia Index Fund (AMEX: EWM) at market.
For aggressive investors, buy the iShare China 25 Index (NYSE: FXI) September 2006 $80 calls (IKI-IB) at $0.60 [...]
Another Bond Vigilante Bites the Dust – Economic Numbers Keep Confirming Our View
The Money Map AdvantageTuesday, September 5, 2006By Horacio Marquez
Email – #56
** Another Bond Vigilante Bites the Dust – Economic Numbers Keep Confirming Our View
In my last update, I told you how I visited with a top investment bank and a top hedge fund to confront their end-of-creation scenario. The investment bank was one of the [...]
