Get Ready for the Earnings Meltdown

I’m not talking about the banks or even the retailers. We all know they will continue to slide. I’m talking about everything else. With no real median wage growth since 1999, and soaring...

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Looking for a Bottom? Look to Wall Street

  Wall Street created this mess and they continue to mislead everyone who bothers to listen. But it will be Wall Street that signals a bottom if you know what to look for. Watch for massive down...

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U.S. Treasuries Worse than the Dollar

That’s right. You read it correctly. Now why would I say something that even most “experts” would laugh at?  Because I want to point out once again how so many out there are in...

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Bailouts or Bull****?

With all that’s happened with the real estate and banking crisis, the word “bailout” has been plastered throughout the media with little discussion of exactly what a bailout entails....

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Getting Ready to Short the Financials (Again)

I advise investors to use this rally in the financials to your benefit. If you took recent long positions in the financials, you might consider selling soon.  More experienced and aggressiv...

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Finding the Bottom in Financials

I've read and heard countless investors who have been thinking the banks were a "good deal" since the first big market sell off in January 2008. Since then many are down another 60% - some even more....

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"No Bailouts" So You Say Mr. Paulson?

Yesterday, I discussed the consequences of the proposed bailout of Fannie and Freddie. While Paulson has hinted that there will be no government bailout for Freddie and Fannie, he clearly left t...

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Industries to Avoid. Industries to Buy

While some of the recommendations in this commentary may seem like no-brainers, its real purpose is to illustrate how investment themes relate to the bigger picture.

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GM Lines Up for Its Take

This article was originally written in 2008 as a followup to the material I first wrote about pertaining to US trade policy in my banned 2006 book, America's Financial Apocalypse.  This book was...

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Stay Clear of Traditional Asset Classes

With rare exception, investors should stay clear of traditional asset classes. If you haven’t already done so, you’d be wise to invest in commodities, gold, oil trusts, and foreign currenc...

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