Posts by: Horacio Marquez

**Brazil throws some more sand in the Real gears and Aracruz shares exchange into new Fibria shares
Dear Reader,
I am writing to you from Argentina, where I came to present at the Agora Emerging Markets Profits Symposium in Buenos Aires. Besides the wonderful food, tango and very pleasant temperature, the quality of the speakers and the [...]

email #289
Dear DOUGLAS BRYANT,
Fiscal Hangover – Available Now Through Amazon
A close friend and colleague of mine, Keith Fitz-Gerald, Chief Investment Strategist for Money Map Press and Money Morning, has his new book, Fiscal Hangover: How to Profit From the New Global Economy, available now through Amazon. As your trusted analyst for Money Map VIP Trader, [...]

Email – #294
**Rockwood Holdings (NYSE: ROC) reported strongly on Monday and beat expectations nicely – full steam ahead.
Dear Reader,
Rockwood Holdings (ROC) reported earnings yesterday that handily beat estimates both bottom and top line. They reported adjusted EPS of 0.19 cents, which were 4 cents better than expected and net sales were down only some 10% [...]

Email – #293
**Getting set to take advantage of new entry opportunities
Dear Reader,
I am half way through my comprehensive review of emerging economies. This is where most of the action is, by mere fact that growth in these economies will accelerate strongly in 2010, just like my forecast at the beginning of the year.
In emerging [...]

Email – #292
**Our trading portfolio continues to deliver, given its great balance and risk-return profile.
Dear Reader,
For starters, this morning on CNBC I saw David Malpass speaking. David used to be the Head of, first emerging markets economics research at Bear Stearns before heading global economics research at that firm. He is extremely savvy and knowledgeable [...]

Email – #290
**The October correction is on. The US Dollar carry trade unwind will provide us with an entry opportunity.
Dear Reader,
With the market priced beyond perfection, pricing “V” recovery, any bad news is really bad news for the market. And Wall Street anticipated a very benign job report for this morning. It sounded like a [...]

Email – #287
**Very strong uncertainties pile up next week and we are appropriately positioned to make money
Dear Reader,
There are many strong uncertainties pending over the markets in the week ahead. For starters, we are through today with the quadruple-witching options expirations. Yesterday a huge amount of put options were bought, which might signal that people [...]

Email – #286
**On a sad remembrance day, the market softens, but our plays stay strong
Dear Reader,
The rain appropriately fell this morning, over New York’s Ground Zero, as the nation remembered the severe loss of life in the 9/11 World Trade Center attacks. As the bagpipes wept with the families and colleagues of the victims, all [...]

Email – #285
**Unemployment continues increasing with job losses and the market cuts shorts ahead of the long weekend
Dear Reader,
We are going into the long weekend, which is when professionals typically close shorts. While shorts have unlimited loss potential, you can only lose your initial investment going long – hence the bias to the upside that [...]

Email – #284

**Tech-land stronger
Dear Reader,
Tech-land is going higher today with Intel having raised sales forecasts.  This is great news for the high tech sector and sure enough, our Taiwan Semiconductors (NYSE: TSM) shares are finally starting to get some traction, and we are up some 3%.
We are also starting to make money in our remaining three [...]