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Just did a quick Talk Your Book with Kimble Charting Solutions’ Chris Kimble. He’s shorting the Nikkei via the leveraged inverse ETF ticker $EWV and he lays out the rationale for the trade along with his risk parameters. Enjoy!
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Here’s my interview with The CME Group’s Chief Economist, Blu Putnam. We talked energy mostly and focused on the oil and gas production boom in the US as one driver of the recovery that does not get the attention it deserves – a great insight. He thinks that recent higher oil prices are likely…
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Took some minutes to chat w RGB President Jeff Grossman at the NYMEX this afternoon. This guy’s been trading ’em since before there was fossil fuels and he’s seen it all… We talked the enduring Egypt risk premium in crude even as coup stories fade from the news cycle, the “anti-commodity” behavior of natural…
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I interviewed Grafite Capital’s Mihir Dange this afternoon at the NYMEX for The CME Group. Mihir trades gold options and we focused on how he is approaching the market right here right now as well as the bigger picture. He’s a sharp guy… check it out: $GC_F $SI_F $ZB_F
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I’m hosting a stock market tournament on Invoost that begins this Wednesday morning, July 10th and runs until the close on July 19th. This should be awesome and anyone can sign up to compete for cash prizes. Invoost is a new site that allows people to match their stock picking ability in contests over…
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I did a quick Google Hangouts with JC this morning and we put the relative performance of the equity indices into a clear context. Check it out: $IWC $SPY $IWM $GLD $SLV
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A couple of months ago, I wrote a quick piece about how when an asset breaks, then its broken. I used $AAPL and $GLD as examples but the post really wasn’t about those two names in particular even though I got some hate from Apple bulls and gold bugs. What I was really focusing…
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I first posted this chart in January & then again at the end of March. It shows the 2 corrections of 2012, one of 10% & one of 8% even as the $SPX and all broad markets were up more than 10% for the year. Both lasted 2 months which is notable and the…
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So here’s the deal. Over the coming weeks and months I want to learn a lot about solar energy for potntial long term investments. This is not a trade and I have no positions yet but over the course of time I want to be able to develop my own theses and strategies so…
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I read a great piece this morning by my old friend and energy analyst Chris Nelder on the economics of alternative energy which compared nuclear unfavorably to solar. Its a must read piece if you are focusing investments on energy in general and alternative energy specifically. Chris is a treasure trove of information and…