As the ill-effects of a global financial crisis became evident to world leaders in late fall 2008, export driven economies with surplussed coffers of U.S. dollars did the obvious. They used the cash to stimulate their economies. In one specific nation, the Premier’s words fell like heavy boots on an ant hill, as decrees began to waterfall down from superiors to
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The last week has seen 100 day moving averages torn apart, surprises from economic data reports, and one of the most notable sell-offs for stocks in some time. Recently, many home gamers and pros alike, have put financials out of their purview. The erratic and effectively risky nature of these names are less than inviting, but
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Bernanke and the crew will get started bright and early behind the collasal locked mohagany doors of the FOMC board room Tuesday morning, while traders will ernestly focus on the information at hand. A slew of earnings from Ashland (ASH) (0.71 EPS est.), Corning (GLW) (0.42 EPS est.), Delta Airlines (DAL) (-0.24 EPS est), DuPont (DD)
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Supporting our highest conviction trade yet, we now see fundamentals, sentiment, and technicals aligned for a significant correction in Crude Oil prices. While DS partners already hold a position in DTO, we are moving to formally call a short term WTI Crude Continuous Spot price target at $70. Below we explain in detail our thesis
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Few expect the U.S. Federal Reserve's FOMC to announce any change to the current monetary policy. The Fed Funds rate target is expected to stay at 0.25%, despite effective rates closer to 0.1%, while language will promise that purchase programs of private debt and Fannie/Freddie mortgage products are soon to wind down. Conditions of the
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On October 23, 2009 we endorsed a position in the Peruvian gold mining firm Beunaventura Mines (BVN) in the article titled Profiting From Volatile Crude Oil Prices and Safe Guarding Your Dollars. Since October 23, BVN has moved from $36.97 to the Friday December 4, 2009 closing price of $39.84, capturing a 7.8% gain. Continuous spot
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The following is a Soap Box rant in response to the question below from a good friend of mine. I felt compelled to share it with readers… Question: "So a lot of chatter here about the housing recovery and this being a good time to buy companies such as whirlpool and sherwin williams. (Basically stuff
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The Weekly Spectrum The 2009 Thanksgiving holiday week will be brief, but crucial economic data to be released between Monday and Wednesday will leave marks on investors faced with the pivotal punches of where to put their money. With a spotlight on housing, economic data for the November 23 week will be highlighted by Existing Home Sales,
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The Direxion 10-Year Treasury Note 3X Bear ETN (TYO) is a leveraged ETN which is designed to move in tandem with the yield on the 10-Yr Treasury Note, opposite the price, and with three times leverage on a daily basis. Like many leveraged and inverse ETNs this one carries risks, especially when holding the product
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The below video was simply too shocking to not have a post dedicated to it's exposure… This clip truly tells the story of Chinese growth and government stimulus in one stroke. Suprisingly, in the development void of inhabitants, most units have sold as investments. Government owned, the city doesn't have to worry about the negative effects of waiting
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