Stock Market News & Stocks to Watch from StraightStocks » Taipan Publishing Group

Going Long on the Dollar? Go Longer on Gold!

Justice Litle — Mon, 09 Nov 2009 12:12:51 +0000

pa href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Daily#8217;s Justice Litle review the current trends of gold, the U.S. Dollar and small caps.br / Finding suprising strength in the dollar in the short term, he finds greater strength in gold and gold stocks for the long term./p pemJustice Litle, Editorial Director, Taipan Publishing Group /embr / Gold, small caps and the U.S. dollar have had a stable three-way relationship for the better part of the 2009 rally. Now the three could be parting ways./p pDr. Marc Faber is one of the few market wise men whose thoughts are worth pondering. His monthly “Gloom, Boom #038; Doom Report” is always a good read. He is an active, Asia-based investor with decades of experience, hundreds of millions under management, and many prescient calls under his belt./p pFaber#8230;/p

Boeing Investors Climb the Wrong Wall

Adam Lass — Thu, 22 Oct 2009 12:00:00 +0000

BA does almost nothing right. So why is the stock up 52%? We have all heard the old saw as to how “the market climbs a wall of worry.” There is, of course, an inherent truth in this. Investors...div class="feedflare" a href="http://feeds.taipanpublishinggroup.com/~ff/taipan?a=6aB9ZrT9ZhA:IxGPN_pz9Hw:yIl2AUoC8zA"img src="http://feeds.feedburner.com/~ff/taipan?d=yIl2AUoC8zA" border="0"/img/a a href="http://feeds.taipanpublishinggroup.com/~ff/taipan?a=6aB9ZrT9ZhA:IxGPN_pz9Hw:V_sGLiPBpWU"img src="http://feeds.feedburner.com/~ff/taipan?i=6aB9ZrT9ZhA:IxGPN_pz9Hw:V_sGLiPBpWU" border="0"/img/a a href="http://feeds.taipanpublishinggroup.com/~ff/taipan?a=6aB9ZrT9ZhA:IxGPN_pz9Hw:F7zBnMyn0Lo"img src="http://feeds.feedburner.com/~ff/taipan?i=6aB9ZrT9ZhA:IxGPN_pz9Hw:F7zBnMyn0Lo" border="0"/img/a a href="http://feeds.taipanpublishinggroup.com/~ff/taipan?a=6aB9ZrT9ZhA:IxGPN_pz9Hw:wd9GD17jvC4"img src="http://feeds.feedburner.com/~ff/taipan?d=wd9GD17jvC4" border="0"/img/a a href="http://feeds.taipanpublishinggroup.com/~ff/taipan?a=6aB9ZrT9ZhA:IxGPN_pz9Hw:l6gmwiTKsz0"img src="http://feeds.feedburner.com/~ff/taipan?d=l6gmwiTKsz0" border="0"/img/a /divimg src="http://feeds.feedburner.com/~r/taipan/~4/6aB9ZrT9ZhA" height="1" width="1"/

Follow the Money: Washington to Wall Street…

Contrarian Profits — Mon, 28 Sep 2009 19:59:10 +0000

pBy Adam Lass, Senior Editor, a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Publishing Group/p pstrongemThis American company has gained 777% the old-fashioned way: selling junk in backroom deals./em/strong/p pAs regular readers know, I am a Ford man./p pBack when I was a kid, you had to make three really important choices. First, you had to pick a political party. Didn’t matter how well you knew the candidates – you picked a party and that’s what you were./p pWe are talking Democrat or Republican here. Libertarians weren’t much discussed, and backing the Socialists could get your parents blackballed at work. And if you wanted peace around the dinner table, you just went with the same side your folks did./p pSecond, you had to choose “your” baseball, basketball and football teams. We didn’t have#8230;/p

Black Swans and Dead Pigs – Why Swine Flu Is No Joke

Justice Litle — Tue, 05 May 2009 13:58:50 +0000

pAs the markets would tell it, the swine flu epidemic is little more than a tempest in a teacup. But, sad to say, the danger here remains far greater than it seems#8230;/p pBefore we begin, a word in honor of Monday#8217;s stage-five rocket launch of a rally. Or should I say, rally on top of rally./p pAs a caveat, these words are being written some two hours and change before market close. Regardless of where that close may be, however, it simply must be said – watching what seemed to be nearly every risk-related asset in the world catch a gigantic bid simultaneously was, in a word, emawesome/em./p p(Your humble editor was so transfixed by the sight, he felt verbally transported back to#8230;/p

Get Out of the U.S. Dollar Now. Right Now. This Is Not a Drill.

Justice Litle — Tue, 24 Mar 2009 16:52:30 +0000

pWith Monday#8217;s surprise announcement, China dropped a bombshell on global currency markets. Action to take: Get out of the U.S. dollar. Now. Right now./p pemSerenity Now! Serenity Now!!/embr / - Frank Costanza, emSeinfeld/em/p pLet#8217;s see, how can I put the appropriate subtlety and nuance on this#8230;/p pstrongGet. Out. Of the U.S. Dollar. NOW. /strong/p pDo not pass go, do not collect $200, do not stop to conduct an impromptu inventory of your unmentionables./p pIn the slightly profane vernacular of internet slang, just GTFO. emDo not walk, RUN, to the nearest exit./emstrong /strongBarring that, find the most appropriate hedge for your dollar-denominated investments and GET THAT HEDGE ON. Toot sweet. strong/strong/p pIf you don#8217;t know of a high quality dollar hedge off the top of your head – other than#8230;/p

This Retailer Just Beat Wall Street Expectations by 3.6%

Contrarian Profits — Mon, 09 Mar 2009 20:24:01 +0000

tr HIDDEN VALUE /tr tr pDear Reader,#160; /p pHere#8217;s a stat for you to chew on.#160; /p pAccording to the Asian Development Bank, global assets shrunk by $50 trillion in 2008. /p pThat#8217;s one year of global GDP growth lost.#160; /p pAs a result, the global economy is likely to shrink for the first time since World War II. And trade will drop to levels unseen since the Great Depression.#160; /p pAccording to Claudio Loser, a former IMF director, #8220;This crisis is the first truly universal one in the history of humanity. No country escapes from it. It has not yet bottomed out.#8221;#160; /p pBut there is a glimmer of hope#8230;#160; /p pThis from Bloomberg:#160; /p ul pAsia is likely to recover with #8220;vibrant#8221; growth once the crisis recedes in 2010, Manu#8230;/p/ul/tr

Contrarian Companies Expanding During Gloomy Economy

Contrarian Profits — Mon, 09 Mar 2009 14:57:33 +0000

pMassive unemployment? No problem! Adam Lass of the a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Publishing Group says that no one is buying luxury goods right now but he gives us two puts in the retail sector that are playing out well during the crisis. /p pHe also shares a British health care conglomerate that provides aid for troubled times and “sells even better when folks are broke.”/p pThis from Adam:/p blockquotepBuy into Eastern Europe#8217;s depression or just make 114% on ours: It#8217;s your shot to call./p pIn case you hadn#8217;t noticed, retail is in a bit of a pickle these days. The Conference Board#8217;s latest consumer poll puts their Confidence Index down another 12.4 points, to yet another all-time low at 25./p pKeeping in mind that anything below 50 is considered#8230;/p/blockquote

And Then There’s This…Thursday, March 05th, 2009

Doug Casey — Thu, 05 Mar 2009 20:46:46 +0000

pGold didn#8217;t do a whole heck of a lot in the Far East yesterday. A smallish rally into the London a.m. fix [5:30 a.m. in N.Y.] got smacked, but managed to gain that back and a bit more by 9:00 a.m. on the Comex in New York. Then the usual not-for-profit seller[s] showed up, and that was it for the day. The low came in after-hours electronic trading#8230;shortly after the Comex trading pits closed. After that, it managed to tack on a few bucks before Globex trading closed in New York at 5:15 p.m. /p pVolume was so-so. Only 99,266 contracts were estimated to have traded, including a switch effect of 8,734 contracts./p tr a href="javascript:openKKCImage('1236254492-3-5-09-image1.gif',635,405);"/a /tr tr a style="text-decoration: none;" href="javascript:openKKCImage('1236254492-3-5-09-image1.gif',635,405);"emclick to enlarge/em/a /tr pSilver#8217;s action yesterday was similar to gold#8217;s#8230;with#8230;/p

What to Do With Your Money Now

Contrarian Profits — Tue, 03 Mar 2009 15:03:43 +0000

pMost investors want to abandon everything and run for cover thanks to all the bad news, stock collapses and recession. Can it get any worse? Sandy Franks of the a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Publishing Group says, “no.” So what do you do with your money now? /p pHere she recommends to buy gold, invest in stocks with discrimination and keep your money liquid in treasuries./p pThis from Sandy:/p blockquotepThe stock market did not react well to the government’s $787 billion economic stimulus plan./p pOn Feb. 23, 2009, the Dow tumbled to 7,114 – hitting an eleven-year low. The other major indices, including the S#38;P 500 and the Nasdaq, fell as well./p pThe latest economic numbers aren’t any better. The price of single-family homes plunged 18% and the Consumer Confidence#8230;/p/blockquote

Why the IMF and Fort Knox Won’t Put the Hurt on Gold

Alex Stanczyk — Mon, 02 Mar 2009 14:41:25 +0000

Alex’s Notes: My favorite part of this article was this: Bluffing Into the Nuts We’ll close with a quick poker analogy. In No Limit Texas Hold ‘Em, to hold “the nuts” means you can’t be beaten – that your hole cards in combination with the board give you the best possible hand. Needless to say, it is useless to [...]

Viva Carnival, Viva Brasil

Sara Nunnally — Tue, 24 Feb 2009 18:31:37 +0000

pCountries with strong commodity and cash reserves are going to be great markets on the far side of this financial crisis./p pThe first sentence of a a href="http://www.reuters.com/article/lifestyleMolt/idUSTRE51I4FC20090219" target="_blank"Reuters article on Brazil’s Carinval/a is certainly… attention catching:/p blockquotepemThe 10 million extra government-provided condoms are poised, final touches being put on huge floats depicting Queen Cleopatra and Can-can dancers, and the Barack Obama masks are flying off the shelves./em/p/blockquote pWould have liked to have known the name of the company making those condoms, eh? That extra 10 million is on top of the 45 million already provided at Carnival./p pBut even “bigger” news to investors like yourselves is the fact that one float’s dancers were wearing a href="http://news.bbc.co.uk/2/hi/americas/7905200.stm" target="_blank"costumes costing $13,000… A PIECE!/a And this in a massive global financial crisis#8230;/p

To George W. Bush, With Love

Justice Litle — Thu, 19 Feb 2009 17:36:19 +0000

pAmerica is in a real pickle these days – but just how did we get here? Jim Amrhein reminds us, in signature pull-no-punches style, that the man who just left the White House had an eight-year hand in this mess#8230;/p pem#8220;Farewell, fair cruelty.#8221;/embr / –br / Shakespeare, emTwelfth Night/em/p pLike the unceremonious dumping of a codependent spouse once a new lover has come of age, America#8217;s mainstream media seems to have stuffed the entire George W. Bush presidency into a shoebox and crammed it into the back of history#8217;s closet#8230;/p pI guess this should come as no surprise. For better or worse, a new era of American leadership dawns. And it does not serve the architects of an emergent ethos and by #8220;architects,#8221; I mean the mainstream#8230;/p

Charles Dow Is Telling You to Sell Now

Contrarian Profits — Thu, 05 Feb 2009 16:28:00 +0000

pThe oldest, most trusted technician in the world is telling you to sell now. Recession? Depression? Nascent recovery? Market bottom? Dead cat bounce?/p pLock a Washington economist, a Wall Street analyst and a Main Street broker in a room, tell them their lives depended on what they said next, and you’d still get five different answers, not a one but so much practical use./p pBy now you have probably caught on that I have a definite opinion on this matter (my bearish stance has become legendary around the a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Publishing Group coffee room) and what you ought to be doing about it (buy puts!)./p pBut heck, I’m just one guy with a mere 30 years or so of business experience, and I write for#8230;/p

Ride this Cash-Rich Oil Major to Mega Profits

Contrarian Profits — Tue, 03 Feb 2009 19:36:55 +0000

Oil prices are down over 60 percent from their peaks just last summer. With the economy crumbling across the globe, most investors think buying an oil company is the same as suicide. But not Adam Lass, writing for the Taipan Publishing Group. He readily points out that ExxonMobil made $45.2 billion in pure profits last year alone. For a company producing enormous amounts of cash in a “Cash is king” economy, he recommends you stay long ExxonMobil.

Triple Your Money With Leading Oil Well Servicer (KEG)

Justice Litle — Mon, 29 Dec 2008 13:33:32 +0000

pA great business will always have clients and will always get paid, says strongJustice Litle./strong That#8217;s why strongKey Energy Services /strong(NYSE:a title="Open a new browser window to find out more" href="http://finance.google.com/finance?q=NYSE%3AKEG" target="_blank"KEG/a), the world market leader in maintenance of oil and gas wells, is in a great position. The company is growing rapidly and has a healthy balance sheet. Best of all, it is hugely undervalued at today#8217;s price, meaning a chance for investors to triple their money./p pThis from a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Daily:/p blockquotepstrongKey Energy Services /strongstrong(NYSE:a title="Open a new browser window to find out more" href="http://finance.google.com/finance?q=NYSE%3AKEG" target="_blank"KEG/a)/strong is the largest rig-based well service company in the world./p pYou could say the main job for a company like Key is to #8220;keep the oil #38; gas flowing.#8221; Once a well is drilled, that well has to be maintained and serviced throughout its life. This is what Key does./p pIt#8217;s a#8230;/p/blockquote

Forget Japan, America Could Soon Look More Like Zimbabwe

Justice Litle — Wed, 03 Dec 2008 16:28:30 +0000

pOne of the biggest fears today is that the US is entering a Japanese-like slump that could last a decade. But strongJustice Litle/strong says we have learned the lessons from that crisis. This time, the government fears doing too little, but gives little thought about the risks of doing too much. And this is why we should be more scared of one day ending up like Zimbabwe#8230; /p pThis from a href="http://www.taipanpublishing.com" class="alinks_links"Taipan/a Publishing Group:/p pstrongbr / /strong/p blockquotepThe world is clearly afraid that “Great Depression 2.0” could be at hand. Downturns come and go, but the global economy as a whole hasn’t contracted since the 1930s. Some think it could happen again next year./p pWe hear less about it in the news, but there is another fear that keeps#8230;/p/blockquote

Cracking Heads at GM, Ford and Chrysler

Justice Litle — Wed, 26 Nov 2008 16:20:01 +0000

pThe private jets were the last straw. I speak of the chosen mode of transportation for the “Big Three” automaker CEOs last week. When the heads of GM, Ford and Chrysler made their trek to Washington, they did so in the style of fat cats. They should have flown coach. /p pI’m serious./p pFlying coach would have been little more than a gesture, sure. But it would have said emsomething/em at least. It would have shown that these knuckleheads aren’t completely tone-deaf. But they emare/em tone deaf. They’re crap at the little things. /p pAnd in the end, it’s really all about the little things. When you add up all the little things, you get a big impact.br / /p pTake Honda, for example. Did you know Honda#8230;/p

How Middle East Money Can Lead The Way For Investors

Sara Nunnally — Mon, 03 Nov 2008 11:54:25 +0000

Sara Nunnally says Middle Eastern states are using their petro-dollar Sovereign Wealth Funds to boost their international profile and reduce dependence on oil. She says “following the money” is a good way for investors to profit from this shift in global economic and financial power.

This from Taipan Publising’s emerging market blog:

Last Tuesday, I told Taipan Publishing Group subscribers in Taipan Insider that one Middle Eastern country was injecting massive amounts of cash into international markets.

That’s not really news nowadays, though, is it? Everyone’s heard of the $7.5 billion Citigroup (NYSE:C) bailout by Abu Dhabi back in November 2007.

But things have noticably been slowing down. When billions of dollars worth of investments get halved in value in less than a year, it makes you think.

Yet for some…

China-Chavez Oil Deal Shows Just How Weak America Is

Contrarian Profits — Wed, 24 Sep 2008 17:01:23 +0000

If you need more proof that the US lost the Cold War to Russia and China you need look no further than Venezuela, says emerging markets expert Irwin Greenstein, writing for Contrarian Profit. Hugo Chavez, president of Venezuela, inked two significant energy deals with China and Russia that will divert American [...]

How Death of Investment Banking Will Affect Emerging Markets

Contrarian Profits — Mon, 22 Sep 2008 20:10:57 +0000

Investors woke up this morning to a new era on Wall Street. The last two big investment banks, Goldman Sachs (NYSE:GS) and Morgan Stanley (NYSE:MS), have abandoned their freewheeling, frat-boy days to become bank holding companies.The move puts them under stricter Federal regulation. More important, they will now look to more conservative sources of money [...]

4 Real Assets Set to Profit from the Death of the Dollar

Contrarian Profits — Mon, 22 Sep 2008 18:25:33 +0000

The headlines are dramatic. Short selling banned for 799 financial institutions. $50bn injected into money markets. Plans for a massive bailout fund to clear the system of bad debt and stabilize the housing market. The Unholy trinity – the Federal Reserve, SEC and Treasury – has pulled out all the stops this time. But while US [...]

When Markets Stabilize Russia Is a Better Bet Than US

Contrarian Profits — Sun, 21 Sep 2008 04:16:41 +0000

The news that Washington is fast becoming the world’s biggest slumlord through the buyout of distressed mortgages helped send international markets skyward. The biggest gains were in Russian stocks. And this could be the situation for quite some time, says emerging markets expert Irwin Greenstein, writing for Contrarian Profits. The irony, of course, is [...]

Why Patriotism and Your Portfilio Don’t Mix

Contrarian Profits — Sun, 21 Sep 2008 03:44:21 +0000

The ugly truth can sometimes yield beautiful profits, says Irwin Greenstein, writing for Contrarian Profits. But the truth exposed by the US government’s recent round of Wall Street bailouts is that the US actually lost the Cold War in terms of its free-market philosophy. Investors should adjust their portfolios accordingly… For a [...]