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A Top Sector Pick For 2012 (Video)

With 2011 winding down, it is time to think about positioning your portfolio for the New Year.

Bulls & Bears – Wal Mart earnings and what to make of Paulson who bails on banks

Q 1 – WMT/HD positive earnings…Real sign of life for consumer spending or not? (and picks in sector-RETAILERS) A – Wal-Mart – once again international shares save the day and are up 16% accounting for 26% of the revenue. This is not surprising to me given the deleveraging we’re seeing amongst American consumers. Wal-Mart tried

Dylan Ratigan says it all in this MSNBC meltdown on the meltdown

Dylan Ratigan says it all in this MSNBC meltdown on the meltdown

Talk is cheap Warren – send a check to Uncle Sam

Did you see Buffett’s op-ed piece in the New York Times urging Congress to raise taxes on him and other rich people like him? To his credit, he did point out that many rich pay lower taxes on income earned from their investments than the middle class pay on the wages. But…if you think you

Of Welfare and Riots – Mark Steyn’s The New Britannia

The trick in this business is not to be right too early. A week ago I released my new book — the usual doom’n’gloom stuff — and, just as the sensible prudent moderate chaps were about to dismiss it as hysterical and alarmist, Standard & Poor’s went and downgraded the United States from its AAA

Lack of Panic Suggests More Market Downside to Come – And Buying Opportunities After That

Lack of Panic Suggests More Market Downside to Come – And Buying Opportunities After That August 12, 2011 By Keith Fitz-Gerald, Chief Investment Strategist, Money Morning According to the Bloomberg News, the recent sell-off has scraped a staggering $3 trillion from U.S. markets and a whopping $8 trillion from global markets between July 22 and

Japan’s nuclear disaster continues – latest map of Fukushima radiation spread

This is at once one of the saddest and scariest maps I have ever seen…the latest radiation map from Fukushima. The red bloom is obviously much worse than the Japanese government and TEPCO have admitted and Tokyo is literally covered in radiation. The human cost in leukemia and other cancers years from now has yet

When you are in deep

Keep your mouth shut and stare straight ahead…
This one was making the rounds on the internet lately…thanks to Joe for sending it in…somehow it’s strangely appropriate for the markets eh gang??!!

Europe considering a ban on short selling?

In a move that is only going to prolong the inevitable, European authorities are considering a ban on short selling much like the one we experienced in July of 2008. On the day the ban was announced, the S&P 500 rallied by 4%…then fell by 43.9% while the financial sector it was designed to protect

How can the Fed agree to hold rates for 2 years?

Where is their hedge clause? What happens if the markets change and they have to do what they’ve been trying not to do – actually take action. The bet, it would seem to me, is this…by holding rates low enough long enough, Bernanke (and the misinformed Keynesians) think the banks will borrow short and lend

Today’s post Fed rally a short burn?

The traders in me finds it very suspicious that there was a roughly 45 minute lag between the Fed’s announcement and today’s rally getting under way. I’ll take it mind you if it sticks, but I am leery that the rapid run up we was equates to a short burn in which case this is

What to expect and do for the remainder of this week

Do NOT get overly anxious. Washington is delusional, the regulators are incompetent and Europe has no adult supervision whatsoever. Traders are simply trying to make sense of this which is why you are likely to see a lot of give and take in the next few days. Instead, concentrate on what you know to be

A new world order?

Apple passed Exxon as largest US capitalized company for part of the day…is this a new world order? I don’t know about new world order as much as people reading things into numbers that aren’t really there. Sure Apple is a great company and a game changer to be sure but that company could be

Dead cat bounce or rebound within a year?

That was the question I received this morning in preparation for an appearance on the Bulls & Bears. It’s too early to tell if one year is the right time frame…but big sell offs are always superior buying opportunities. Always. Barring some adult supervision in Washington and Europe, we are destined to test the March

Markets think U.S. more AAA than France

It’s game time…as I have noted for several months, one of the key indicators to watch when it comes to figuring out who global traders have in their cross hairs next is the price of credit default swaps. As of this morning, French Credit Default Swaps are on the move suggesting that it may be

Visualizing U.S. Debt (get a stiff drink before you look at this)

If you spent $1 million a day since the day Jesus was born, you would have not spent $1 trillion by now…but approximately $700 billion- same amount the banks got during the first bailout. And, bear in mind, that this does NOT include the estimated $600 trillion in derivatives that we know about…let alone what

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