SVA is bucking today’s trend
Email – #183
**SVA is bucking today’s trend
The recent overall market rally has been very kind to our New China Trader recommendations. We’ve seen two doubles and some very significant gains in Melco Crown Entertainment LTD (MPEL), Yingli Green Energy HLDG CO (YGE) positions – both of which are up over 30%.
But the [...]
Patience is the name of the game
Email – #29
**Patience is the name of the game
Basically, the market got what it wanted from the bank stress-tests – results that amounted to nothing of any consequence.
The story that emerged from the bank stress-tests should have been about how some of the major banks are about to completely dilute their shares to [...]
Geiger suggests the market rally might have some legs – but a little correction is due.
Email – #34
**Geiger suggests the market rally might have some legs – but a little correction is due.
In the words of a great Blood, Sweat and Tears song – “What goes up must come down.”
The recent market rally has been a very welcomed change in the face of 18 months of bombarding [...]
Bank Stress-Test results deliver as expected
**Bank Stress-Test results deliver as expected
**Loosening credit markets could lead to big time construction again
**RYURX hedges and gives us gains
Well the results from the bank stress-test are in the can. As most analyst’s assumed, the results were pretty neutral. We could debate for some time in these pages the validity of the [...]
Despite very good news in terms of retail sales…
Email #267
Despite very good news in terms of retail sales and even employment we are seeing profit-taking across the board. We are up some 21% on average.
This has hit most of my tight secret trailing stops. Bulls make money, bears make money and pigs get slaughtered. Let’s not be pigs and take [...]
Profit from soaring interest rates
Email # 3
** Profit from soaring interest rates
Another good week for the market – and for our portfolio. Indeed, it was a good enough week for the market that the first of the long dated S&P 500 put option hedges I recommended last week broke down through the $25.00 price at [...]
Don’t Leave Home Without It?
Email – #32
Don’t Leave Home Without It?
What a rally we’ve been having! Our long positions are participating nicely. In particular, our Tyson Foods (TSN) is up 56%; previously beaten-up Saks Fifth Avenue (SKS) is up 54%; and even our General Electric (GE) pick is up 19%.
At the same time, our shorts, which [...]
Sell half of RYURX
**Sell half of RYURX
**Raise stops on EWZ and TBT
I’m going to keep it short and sweet today.
In yesterday’s alert, I mentioned that we might fall below our first stop on Rydex Inverse S&P 500 Strategy INV (RYURX) after the close. That did in fact happen. If you haven’t done so already, sell half [...]
The recent rally may require action on RYURX
**The recent rally may require action on RYURX
**ABB posts numbers that give Wall Street a smile
The market sure is in a good mood these days. Looking at the performance of the S&P 500 over the last several weeks you would think we are living in very prosperous times. The only problem is – [...]
Chinese Biotech with a promising future
Email – #182
**Chinese Biotech with a promising future
**Navios Maritime delivers a double
It’s an understatement to say the growth occurring in China has produced enormous changes for both the Central Government and the average Chinese citizen. Everyone already knows that. The key is to pop the hood, tinker around in the [...]
