from Sovereign Man:
It seems these days I spend at least 50% of my time looking at farms for sale in Chile. And with good reason.
I’ve written before at length why agriculture seems like the no-brainer investment of the decade: given the fundamentals of supply and demand, the absolute best-case scenario is rising food prices. The worst-case scenario is shortages.
Owning farmland is comparable to owning physical gold. And I’m buying as much of it as I can, [...]
Pssst: Homeland Security is the ARMY OF THE BANKERS TO ENSLAVE YOU and not to protect you from anything.
This is a no brainer for anyone with intelligence above room temperature.
Whew. That was the general reaction when President Barack Obama told waterlogged New Jersey that “we are here for you.” After all, these days, a president is expected to “be here.”
Federal rescue is the American Way. Being there starts with helping to clear the flooded metropolitan-area tunnels between New Jersey and New York. But the concept extends to bridges, roads and all the other infrastructure challenges up and down the Atlantic coast after Hurricane [...]
It’s important to note that steering clear from these foods completely may be difficult, and you should merely try finding other sources than your big chain grocer.
If produce is certified USDA-organic, it’s non-GMO (or supposed to be!) Also, seek out local farmers and booths at farmer’s markets where you can be ensured the crops aren’t GMO. Even better, if you are so inclined: Start organic gardening and grow [...]
When the first Earth Day observance was staged on April 22, 1970, 20 million Americans gathered at various venues across the country, in order to demonstrate for a healthy, sustainable environment.
One of the ideas promoted as an agenda action item was that of recycling, particularly as it related to things made from metal, glass, paper, and plastic. This idea was considered to be a no-brainer, to be accepted virtually [...]
Update: the expected next step: “GREEK 2023 BOND PRICE FALLS TO 14.51 PERCENT OF FACE VALUE” - but it was a “no brainer” trade… a “trade of the year” trade… Tough break for Greylock.As we said “Um, distressed bond expert guys – the bonds you should have bought are the old UK-law bonds which may return par…at least you had some covenant cover.” Oh well – at least it is “other people’s [...]
Was it only two weeks ago that the smartest investors in the room were calling ‘buying Greek bonds’ as the no-brainer trade-of-the-year? Sad to say that for such power-houses of intellectual prowess as Greylock (who if you remember could not get enough media coverage during the PSI discussions) have once again grabbed that falling knife with 3 hands and lost a finger, thumb and perhaps even their toes. Longer-dated Greek bonds [...]
From Brian Hunt in the S&A Digest:
[Earlier this week], our resident supertrader – Jeff Clark – sent out a “watershed” e-mail.
In it, he identified what he thinks is one of the ultimate trading opportunities of 2012… maybe the best trading opportunity of 2012.
We’re confident people who read Jeff’s e-mail will make a great deal of money this year.
I’ll share the contents of this e-mail in a moment. But to fully [...]
Serving and former US Navy SEALs have slammed President Barack Obama for taking the credit for killing Osama bin Laden and accused him of using Special Forces operators as ‘ammunition’ for his re-election campaign.
The SEALs spoke out to MailOnline after the Obama campaign released an ad entitled ‘One Chance’.
In it President Bill Clinton is featured saying that Mr Obama took ‘the harder and the more honourable path’ in ordering that [...]
We’re used to reading apocalyptic warnings and rants about gold from the boys from SocGen (Dylan Grice and Albert Edwards) so the latest note out from Grice is a true pleasure.
The title is: Why we overpay for excitement (and the secret pleasure of being boring), and it’s all about the appeal of high-quality, low-beta stocks.
The basic idea is: Investors systematically overpay for high-volatility, high-beta stocks because they like the thrill (kind of [...]
Whether it’s applying the basic rules of calculus to map the dynamic topology of “financial space” or by simply cutting down human costs, the inexorable rise of HFT towards market-wide dominance is a revolutionary trend that is changing the way we think about investing and how to best deal with such a fast-growing phenomenon.
For a close follower of financial and technological trends, it’s been interesting to watch the evolution of high frequency [...]
Selling your car used to be a no-brainer. Park the old junker at the end of the driveway facing out, stick a “For Sale” sign on the dashboard, and wait for the right buyer to happen by. If you were really ambitious, you could paint the price on the windshield in white shoe polish, along with the ever-tempting “OBO.”
Things have changed. Buyers and sellers have access to a myriad [...]
As VIX drops below 15 for the first time in almost a year, the clarion calls of ‘all-clear’ should perhaps be tempered with the record-steepness of the volatility term-structure. Simply put, everyone and his mom is now selling short-dated vol but mid-term vol remains stubbornly high — in English, we’re safe today but tomorrow could be a disaster — or given medium-term risk outlooks, short-term traders are the most [...]
From The Intelligent Speculator:
I’m a huge fan of ETFs, they provide an incredibly easy, cheap, and diversified exposure to several asset classes that would be much more difficult to obtain. In fact, I personally think that ETFs should increasingly be considered an essential part of almost any type of retirement portfolio, especially when it comes to fixed income investments but also many other types. It’s a no-brainer really.
That being said, [...]
Stop us when this sounds familiar:
What a no-brainer to suck at the teat and go long some very transparent and liquid debt that matures in less than three years (how can there not be a rally in global risk assets when Europe’s central bank pumps a combined $1.3 trillion into the financial system? Not to mention a second bailout for Greece we were told a year ago there wouldn’t be [...]