In the aftermath of all that has happened, Goldman Sachs’ “apology” offer of $500 million to America’s small businesses is too small to qualify as even a waiter’s tip.
In response to last Friday’s piece, ...
Friday, November 20, 2009
A British newspaper put forth explosive allegations this week: Insiders suggest the United States is secretly pressuring the world's energy watchdog to fudge important data. What does it mean?
Jim Morrison ...
Friday, November 13, 2009
When the next major crisis unfolds, investors might have to learn a new acronym – JGBs.
The global credit crisis has impacted all our lives in many ways – some small, some not so small. One of the small ...
Wednesday, November 11, 2009
Did Buffett overpay for Burlington Northern Santa Fe? The Oracle of Omaha surprised many of his followers by doing such an expensive deal. On looking behind the scenes, though, the reasoning makes sense... ...
Tuesday, November 10, 2009
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.
Dr. Marc Faber is one of the few market wise ...
Monday, November 09, 2009
The “Michael Jordan of trading” is now table-poundingly bullish on gold. And the Reserve Bank of India may have just made him look like a prophet...
John Paulson (no relation to Hank) is widely viewed ...
Wednesday, November 04, 2009
For months, Washington and Wall Street have been slathering lipstick on a giant pig. Thanks to the latest GDP report, investors are beginning to see past the lipstick.
Per the usual, this piece is being ...
Tuesday, November 03, 2009
The U.S. dollar is doing a fair impression of the late Rodney Dangerfield – it gets no respect. But the buck doesn’t need respect to rally hard in the wake of a major squeeze...
A reader writes,
I ...
Friday, October 30, 2009
Market models can be helpful when it comes to trading and investing decisions. For Justice , the year 2009 served up a major insight... Planet Real and Planet Paper are different worlds.
“Essentially, ...
Wednesday, October 28, 2009
... particular that stuck in your editor’s head.
“Justice ,” the taciturn turtle said, “the exponential curve that is trading returns cares more about your ability to stay alive than the absolute rate ...
Tuesday, October 27, 2009
Stein’s law states that “If something cannot go on forever, it will stop.” Mother Nature could soon be enforcing Stein’s law in both the equity and currency markets.
"If something cannot go on forever, ...
Friday, October 23, 2009
12.
The Engineers of Inflation
(Matching tags: Macro Trader,Stock Market News,Justice Litle,Infrastructure,Inflation Rate,Economic Growth)
Civil engineers and financial engineers have more in common than one might think. Except civil engineers manage to actually learn from their mistakes, while the financial kind never seem to...
On Nov. ...
Wednesday, October 21, 2009
... answered in this whole inflation/deflation discussion, let us know: justice @taipandaily.com.
Article brought to you by Taipan Publishing Group. Additional valuable content can be found at www.taipanpublishinggroup.com. ...
Tuesday, October 20, 2009
Which will it be, inflation or deflation? And what exactly are we experiencing now? Surprisingly the answer is “both”... Justice explains.
In terms of trying to figure out “what’s next” – or, more ...
Friday, October 16, 2009
15.
Revisiting the Carter Thesis
(Matching tags: Editorial Opinion,Macro Trader,Barack Obama,Healthcare Industry,Justice Litle,Economic Growth)
... Too harsh, or more or less on the money? As always, feel free to direct your thoughts here: justice @taipandaily.com.
Article brought to you by Taipan Publishing Group. Additional valuable content ...
Wednesday, October 14, 2009
"[China has] built more factories, shopping malls, condos, roads and bridges than could ever be put to good use, even assuming a dramatic upswing in global growth... Growth in actual wealth has dramatically ...
Tuesday, October 13, 2009
In this final look at the great Texas oil fortunes, we profile Sid Richardson and H.L. Hunt Jr. (and draw lessons from their experiences).
Two Fridays ago, we looked at two of the “Big Four” Texas oilmen ...
Friday, October 09, 2009
The new movie “Zombieland” fittingly stormed the box office this past weekend, even as undead financial institutions walk among the living (and eat the brains of Wall Street).
“If you pump enough liquidity ...
Wednesday, October 07, 2009
... how are we going to get the masses to help themselves put truth and justice back on top...
Regards,
Tony G.
Tony, let me open with an apology – or rather, a clarification. It wasn’t my intention ...
Tuesday, October 06, 2009
It’s official: Washington and Wall Street are run (and overrun) by evil clowns. Revelations in and around the markets this past week give testimony to that fact...
And I sincerely believe, with you, ...
Friday, October 02, 2009
... dear reader? Any insights or theories as to why long bonds are heading higher, or what the trading and investing implications might be? Inquiring minds want to know: justice @taipandaily.com
Article ...
Wednesday, September 30, 2009
The major U.S. indexes (Dow, S&P, Nasdaq) tell a tale of bullishness. But looking below the surface, all is not as calm as it may seem. Justice suggests keeping an eye on these four “bellwethers” ...
Tuesday, September 29, 2009
What could a fifth-grade dropout and a natural math whiz have in common (besides being filthy rich)? Today we draw lessons from Hugh Roy Cullen and Clint Murchison, two of the “Big Four” Texas oilmen. ...
Friday, September 25, 2009
Are the markets discounting a V-shaped recovery? Or does the evidence suggest this is still a bear market rally akin to those of the 1930s and 1970s?
Ah, V-shaped recovery, how we doubt thee. Let ...
Wednesday, September 23, 2009
Markets have a sordid history of soaring like Icarus – just before plummeting back to earth. Justice recalls an old experience from the dot-com bubble and wonders if we are seeing “capitulation déjà ...
Tuesday, September 22, 2009
The legend of Texas oil was born on Jan. 10, 1901, four miles outside the town of Beaumont. In fact one could say it was here, near a 15-foot hump of dirt called “The Big Hill,” where the age of oil ...
Friday, September 18, 2009
Why is Justice bullish on gold and the dollar at the same time? Because both have 2-out-of-3 odds of working higher. Read on to find out more...
On Tuesday Taipan Daily foreshadowed the resolution ...
Wednesday, September 16, 2009
... Justice dips into the mailbag (and responds)...
Today my informal plan was to write to you on a different topic. I had intended to explain why I am presently bullish on gold and the dollar at the same ...
Tuesday, September 15, 2009
... put aside false decorum and started demanding that our representatives “tell it like it is?” Feel free to express your uncivil opinion here: justice @taipandaily.com
Article brought to you by Taipan ...
Friday, September 11, 2009
Gold stocks could be headed for an epic bull run, of the sort not seen since the heady inflationary days of the late 1970s. Justice explores the logic behind a sustainable bull move.
Yesterday we highlighted ...
Wednesday, September 09, 2009
On Tuesday of last week, Taipan Daily told you September is a great month for gold stocks. On Wednesday, gold stocks went through the roof. But why?
So, how about those gold stocks eh?
On Tuesday, ...
Tuesday, September 08, 2009
A 268-year-old Swiss bank has elected to say “Farewell America,” both figuratively and literally, as America’s iron tax curtain descends upon the world. Dark portents loom, some prophesied by an old book ...
Friday, September 04, 2009
Simon Johnson’s “Two-Track Economy” is becoming a stark reality, as trends among banks, consumers and businesses have begun to show.
Last week Taipan Daily gave a nod to former IMF chief economist Simon ...
Wednesday, September 02, 2009
Why September is great for gold stocks, the drunken gamblers buying AIG, more bank failures than expected, some choice reader opinions on the Fed, and more.
Sounds like to me I can hear this mornin’ ...
Tuesday, September 01, 2009
... deliver the full force of your opinions here: justice @taipandaily.com
Article brought to you by Taipan Publishing Group. Additional valuable content can be found at www.taipanpublishinggroup.com. ...
Friday, August 28, 2009
36.
The Dollar Conundrum
(Matching tags: U.S. Dollar,Deflation,Inflation Rate,Justice Litle,Macro Trader)
The inflation versus deflation question feels more relevant than ever. Justice votes for “first deflation, then inflation,” in part due to the U.S. dollar’s unexpected behavior in crisis periods.
In ...
Wednesday, August 26, 2009
Not only is the banking crisis far from over, it’s just getting warmed up. Read on to find out why the next wave of the crisis could be unfolding here and now, right before your eyes...
“The difficulty ...
Tuesday, August 25, 2009
Will the euro survive? It’s not an idle question. As an experimental “Frankenstein currency,” there is ample reason to believe the euro’s greatest test is still ahead – with no guarantee it will pass. ...
Monday, August 24, 2009
Whether the stock market in September and October? Historical precedent suggests caution is warranted... and a veritable slew of factors combine to make this a target-rich hunting ground for bears. ...
Friday, August 21, 2009
What is it about September and October that makes Mr. Market lose his lunch? Hard to say, but crash season is upon us – and China is a major warning sign.
Today we’ll open with good news and bad news ...
Wednesday, August 19, 2009
41.
Medicine's New Era
(Matching tags: Safe Haven Investor,Information Technology,Healthcare Industry,Pharmaceuticals,Justice Litle)
We Value Your Privacy!
Within 10 Years, Medicine as We Know it Will Be Completely Changed
Written by Justice Litle , Executive Editor, Taipan's Safe Haven Investor
Have ...
Tuesday, August 18, 2009
Packed streets, packed restaurants and people spending money – what kind of bizarre recession is this? To understand, you have to know what's happening at the margins... because that's where fortunes are ...
Tuesday, August 18, 2009
... is thin at best. Catastrophe can be absolutely devastating, no doubt.
This strikes many as a deep and grievous injustice ... and who can blame them? Personally I would not wish poor health or capricious ...
Wednesday, August 12, 2009
Last week the Bank of England shocked investors with a surprise “Quantitative Easing” move... a move that threatens to set off a currency avalanche.
If corporations were people, a good many of them would ...
Tuesday, August 11, 2009
In shades of Mark Twain, history doesn’t repeat but sometimes it rhymes – and sometimes the rhyme has a twist. In that light, the “exploding debt dynamics” shoe could wind up on a Western foot this time. ...
Friday, August 07, 2009
Puggy Pearson, one of the all-time poker greats, could well have been a great trader. His “three things” that make a successful poker player count as valuable wisdom for traders and investors too.
Warren ...
Wednesday, August 05, 2009
... to Tuesday’s piece, The Seven Myths of U.S. Healthcare Reform, were truly raw and unfiltered. The justice @taipandaily.com inbox was seared by a flood of red-hot responses, both pro and con.
Sentiment ...
Friday, July 31, 2009
Wilderness toilets, Japanese stimulus and a failed Illinois bank... what could be the thread that draws these together? Read on to find out...
Item of note... if you find yourself hiking in New Mexico, ...
Wednesday, July 29, 2009
... such as these count more as part of the problem than the solution? Let me know: justice @taipandaily.com
Article brought to you by Taipan Publishing Group. Additional valuable content can be found ...
Tuesday, July 28, 2009
50.
This Ain't 1982
(Matching tags: U.S. Dollar,Justice Litle,China Investments,Macro Trader,Paul Volcker)
In their euphoric glee, the bulls have been spreading a rumor that the current market environment resembles 1982. There’s only one small problem with this notion – it’s utterly insane.
“If ifs were a ...
Friday, July 24, 2009
