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The Permanent Wealth Investor Portfolio

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Global Tech Demand Turns Up Taiwan’s Trade and Our Profits

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The Geiger’s Favorite Buy Right Now

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Huaneng Power Resumes Trading in Asia on Plans to Issue as Much as $1.5 billion in New Shares

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We Keep Riding the Sugar High from the Wall of Money

Email – #307
Dear Reader,
Consumers are feeling better and credit delinquencies are already falling, even though charge-offs are still increasing. JPMorgan’s report was fine, and Intel beat as well. In addition, inflation still does not show any strength yet, even though the trend is up.
Also, December industrial production was up another 0.6%, like last month, and [...]


URGENT ACTION

Email – #306
Dear Reader,
We have hit our trailing stops in Fibria (NYSE: FBR).
Sell at market and capture a 40% gain. We will re-enter the position at a later date.
Additional analysis will be forthcoming later today.
Enjoy and profit,

Horacio Marquez


If You Think the Price of Oil is Going to Stay at $80 a Barrel – Then I Have Some Beachfront Property in Nevada to Sell You

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HYG Hitting New Highs – Watch Our Stop as A Precaution to Lock in Gains

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Time to Bid An Alpha Bulldog Goodbye

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We Booked Profits of 215% on NM, 135% on YZC, and 200% on YGE

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