We have 2 late filers tonight in Brazilian homebuilder Gafisa (GFA) and American iron ore producer Cleveland Cliffs (CLF). It looks like they will be reporting later in the evening, but I expect positive things from both - but wish to hear something negative to lead to selloffs in both to build up positions. I really doubt anything of that nature could happen in CLF simply due to its long term iron ore contracts but maybe in GFA. Andarko Petroleum (APC) which is a natural gas/oil hybrid is out late this evening and continues the drumbeat for successful outcomes in that space. Frankly, the dichotomy in this market is very easy to spot. You can either buy (a) trash that has bad earnings, and unclear prospects on hopes you are catching the "bottom", the "strong dollar" will last more than a week and a half, "the 2nd half recovery" is imminent ...

The entire interview with Cliff Goldstein of AMIDEX is part of our new subscription newsletter, Israel Opportunity Investor. You can find out more about the product and the opportunities we cover at www.israelnewsletter.com.

Can you tell us how AMIDEX got started?
Cliff Goldstein: I’m a lawyer by trade. In 1998 I saw some really compelling advances being made by Israeli technology companies. I decided to go to brokerage firms to see if I could find a way to invest in this ingenuity. I was specifically looking for a mutual fund that invested in Israeli companies. There wasn’t anything out there. After speaking directly to brokers, it was also clear to me that brokers themselves weren’t really knowledgeable about what was occurring on the ground in Israel. I then went to Israeli

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