Who wants to buy at the top?

The one absolute, take it to the bank, bet the ranch fact you can count on right now is that there is no value in the stock market...

Your next ten bagger

When readers ask me about my next ten bagger, I point them to the Chinese electric car company “Build Your Dreams”.

What are the implications of a lithium based economy?

If we do move from a carbon to a lithium based economy, what are the implications? Will we all become mellow?

Trade School

I am asked daily about my favorite financial books by the legions of subscribers who are using my blog to educate themselves about the markets. That is one of my goals...

Japan's car makers make a killing on Cash for Clunkers

Perhaps it was the newspaper gene in me that made me screech my car to a halt when I saw a near riot in progress at my local total Toyota dealer...

The Asian rush to lock up global food sources

Fortune magazine ran an excellent article about the flood of institutional money pouring into agricultural land, a sector I have been harping on for some time (see earlier piece)...

Why the US will not become Japan

I drove over the Benicia Bridge today, passing over ships unloading Toyotas from Japan. The company’s entire product line was there, from Lexus to Prius to Corolla, baking in the sun, still wrapped in plastic, and unsold by the thousands, the victims of a 40 percent YOY sales drop...

Giving it all she's got

CNBC held a dynamite interview with David Rosenberg, former Merrill Lynch chief economist and current strategist at Gluskin Sheff, who offered the kind of big picture, 30,000 foot view that I love...

An "L" shaped recovery up close and ugly

It’s sad to see a once great country fall on hard times. It’s like watching a formerly leading hedge fund manager apply for food stamps...

A sense of déjà vu

When I traded the Nikkei during the nineties, every market rally was capped by a predictable flood of new equity issuance by cash starved, undercapitalized Japanese banks...

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