Contrarian Profits
Stock marketing investing news and opinion from a contrarian perspective with insights about commodities, gold investing, oil, energy, china, the Fed, inflation, deflation, and global markets
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Is it time to panic?
Baltimore-(TFN):Time to panic? If you are part of the Obama administration the answer is yes. If you are an American investor, hold off on the freaking out for at least another month or so. With the nation’s unemployment rate officially in double-digit territory and the under-employed rate ready to …
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Will Bernanke Kill Santa Claus?
The Fed is meeting today. And I ask who cares? At this point, Bernanke and his troupe of politicians masquerading as economists are in so far over their heads, no matter what they do or say, you can bet the move is designed to protect their butts, not yours. With the global economy taking off witho …
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Brace, Brace, Brace – We’re Goin’ Down!
Believe it or not, I used to be a fishing guide. And a darn good one, too. It feels like a past life these days, but some of the memories of my summers spent in Alaska’s pristine wilderness come streaking back to me at the oddest of times. Like today, for instance. Everywhere I look, there is evid …
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The best way to get through a debt crisis?
What’s the best way to get through a debt crisis? Straight through was our advice last week. For at least a thousand years, the business cycle went round and round without help from central bankers or economists. It is only since these geniuses have been on the case that really serious problems have …
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Time to dump gold?
Gold gained yet another powerful ally yesterday — hedge fund icon Paul Tudor Jones. The man who famously called Black Monday in 1987 and the Nikkei crash a few years later now thinks “gold appears to be cheap.” In a note to his investors, Tudor said, “I have never been a gold bug. It is just an asse …
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Welcome to Notes Version 2.0
Baltimore (TFN): Welcome to Notes version 2.0. As Will moves on to his next successful endeavor at the family office, I could not be more pleased and nervous to be at the helm. After all, he set the bar high. What a time to be part of such a popular, well-regarded newsletter. From what I’ve heard …
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Today’s the day for gold bugs
Baltimore (TFN): Today’s the day. If you have ever hunted for undersea gold, you likely know Mel Fisher’s famous mantra. The great shipwreck hunter used the line thousands of times before it became the undeniable truth on the day he uncovered the “Atocha mother lode.” While today’s record-breaking …
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Energy, Brazil, Gold: What More Could You Want?
Let’s take a quick look at what’s happening in Brazil, over and above the 2016 Olympics being awarded to Rio de Janeiro. “I don’t know if I will live to see it,” said Brazil’s president Luiz (Lula) da Silva a couple weeks ago. “But Brazil has to transform itself into a big power in the 21st century. …
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The Two Investing Mistakes to Avoid at all Costs
Two distinct groups of investors have emerged since the U.S. stock market rally began in early March. Initially overly cautious and smug in their desire to protect themselves, the first group of investors were convinced the rally was going to sputter and stall. It hasn’t, and 57% later these investo …
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Can Democrats Anchor Unemployment Without Doing More Damage to the Deficit?
With the unemployment rate soaring alongside the U.S. budget deficit, the Obama Administration and congressional Democrats are struggling to solve the nation’s problems before next year’s midterm election. But they may be struggling in vain. Since 1945, the party that has controlled the White House …
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Retail Industry is Getting Attractive
The downtrodden retail industry is on the move today. Thanks to good news from companies like Liz Claiborne (NYSE:LIZ) and Wet Seal (NASDAQ:WTSLA), investors are putting some profits in their shopping bags. Prepare for the worst. Hope for the best. That’s the motto of the nation’s retail industry …
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Two Tips to Avoid Letting a Bad Stock Sucker-Punch You
I confess… I got it wrong with gold. Unlike some stockpickers and newsletter analysts, who proudly trumpet all their winners, while shuffling the losers under the rug, I have no problem admitting when my calls go against me. And to the delight of all the naysayers, this happened just a couple of day …
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Will Rise In September Retail Sales Carry into Holidays?
Retail sales rose in September for the first time in 13 months, fueling hopes that the worst is behind retailers that head into the holiday season better prepared for a tough economic environment. Three reports were unanimous that sales gained, but to different degrees: Market research firm Retail M …
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Gold Touches a New Record
“Gold continues to climb…stoked by inflation worries,” says a headline in the International Herald Tribune. Yesterday, it touched a new record – $1,050 – even as the dollar rose, oil slumped under $70 and stocks dipped very slightly. Well, what do you expect? The United States added $1 trillion to i …
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Why You Need to Look at these Three ‘Zombie-Free Zones’
Quantum Fund co-founder George Soros had it right on Monday, when he said the U.S. recovery would be held back by “basically bankrupt” banks and companies. I call them the “zombies,” the institutions being propped up by government bailouts. Companies like Citigroup Inc. (NYSE: C), Bank of Americ …
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Natural Gas Industry Braces for Impact
If the news today is an indication of things to come, the next few months are not going to be pretty. If the big boys are preparing for the worst, imagine the fear from the debt-ridden little guys. And so it begins. Just yesterday, we here at the TFN offices got into a late-day discussion about the …
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Gold Soars To Another All-Time High!
$1,055 for Gold! Global recovery prospects fuel run on the dollarTrichet to defend the dollar today? Central Banks are diversifyingAnd Now Todays Pfennig! Good day And a Thunderin Thursday to you! Its raining here in St. Louis, so, it must be …
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Finding Option-Sized Gains from $25 Silver
The global economy is in a lull right now. Some expect a recovery sooner, rather than later. Others, like us, think that we could see a second downturn. Either way, there’s one investment you need to own right now: silver. Silver is the most flexible metal on earth. We’re not talking about its malle …
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How to Profit from Immunotherapy & Regenerative Medicine
The procedure has been called “one of the most barbaric mistakes ever perpetrated by mainstream medicine.” Back when medicine was highly primitive, the process involved shoving an ice pick-like instrument between the upper eyelid and the eye in hopes of severing certain nerves of the frontal lobe. T …
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We’re Back to Growth… For Now
Just one bit of meaningful economic data so far this week: The American service sector grew in September for the first time in a year. The Institute for Supply Management’s nonmanufacturing index scored 50.9 last month, just 9/10ths of a point above the growth/contraction tipping point. That certain …

