Judge Kramer Delays the BUS!
Rambus (RMBS) shares are getting clobbered today, off -14% intraday as news spilled out from a San Francisco court that the anti-trust trial was delayed until early January 2010. Apparently an attorney representing Samsung was labeled “gravely ill,” and judge Richard Kramer determined...
You Can’t Have It Both Ways!
“The market is discounting the turn in the economy.” Isn’t that a common refrain these days? Every time I turn around, someone on bubblevision or in the blogosphere tells me the reason the market is going up is that it is a leading indicator and portends better days ahead. There has been...
ETF Securities Launches Its First US ETF (SIVR)
ETF Securities Ltd (ETFS), one of the world’s largest commodity-based ETF providers, launched their first US-listed product (press release) last Friday (7/24/2009) with the introduction of ETFS Silver Trust (SIVR). Realizing that they do not enjoy first mover status here in the US, the London-based...
A Bi-Polar Market
The lucky few Americans who are finishing up a two-week vacation tomorrow may be surprised when they next check their brokerage account balances this weekend. Assume for a moment they packed up the station wagon, loaded the kids, and headed to the lake on Friday, July 10th. Maybe our nuclear couple...
ACWI or VT: Which the Best World ETF?
Want to own the world stock market with one trade? Are you a keep it simple stupid (KISS) investor? Tired of the daily spin regarding what to buy or sell? Then I have the answer for you. Two answers, actually, if you’re convinced the worldwide bear market is over. Both are nearly identical,...
Waking A Sleeping Giant
The news flow this week has been breathtaking. We’re finally getting real dialogue about deficits, monetary policy, and interest rates. Unfortunately, it is playing out mostly overseas rather than in our own country. Choice words from German Chancellor Angela Merkel regarding central bank...
Geithner To Get a Spanking in China
Treasury Secretary Timothy Geithner visits China next week. This does not necessarily mean the currency crisis will be at fever pitch. We’ve already had a large move in a matter of days in key currency and interest rate levels. Next week may bring a “sell the news” mood for traders...
MarketVectors Nuclear Energy ETF (NLR) on Video
Spot uranium prices are moving strongly off recent lows, up about 25% in the last month. Uranium miners and other stocks in the space are catching a strong bid. Our Fronteer (FRG) pick has worked out well, but for those seeking a diversified basket of stocks, NLR is the way to go. This sector also...
The Dollar Gets Taken to the Woodshed; How to Play It!
The U.S. Dollar is crumbling, down 3.25% this month. Reality is finally sinking in: enormous budget deficits, out-of-control spending, monster bailouts, and banana republic tactics have put a bulls-eye on the greenback. Don’t get trampled as the dollar gets taken to the woodshed! Fortunately,...
Fronteer Development (FRG) Idea on Video
John “Rogue” Schloegel discusses the merits of owning shares of Fronteer Development (FRG) in the current market environment. A “reflation theme” play with commodity exposure to gold, uranium, and copper. FRG’s balance sheet is rock solid and the upside based on their gold...
