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Author: Vivian Lewis

My Stamp Collection and A Gold Fund

Two readers asked the same question from Atlanta and Albuquerque. One wrote: Picking so many stocks means you’re just trying to get lucky and hit a few big winners. It reminds me of playing roulette, hardly a science....

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Anniversary News

  Today is the first anniversary of the bottom of the global stock markets on March 9, 2009. Here is what I wrote that day: The main optimistic view is that because the U.S. was first into the mess, it will be first out....

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Monday Trades

Today we did some trading. We sold Stada Arzneimittel (STDAF) at $39.35/sh and also EZU at $35.51/sh. I had not noted that we also got a 2.941% dividend on that ETF last year which enhances our return.Full content is available...

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A Departure for Paid Subscribers

Today’s newsletter is a new departure. We run for paid subscribers a pair of article by… paid subscribers, each about his or her favorite stock in the Global Investing universe which we have not written about yet....

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Automated Mindless Censorship

Here is my final rebuttal to Tom McClellan’s taste for charting. It is a news item from today’s Bloomberg about a Singapore gambling stock: Genting Singapore Plc, the worst performing stock on the Straits Times Index...

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Eurodollars and Female Viagra

Right of response was granted to Tom McClellan who emailed about my charts note yesterday: “1. You misstated my assertions about the meaning of the eurodollar COT data. It shows an important top due in mid-March, and not...

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Gross Gross

Here is the latest from Bill Gross, CEO of Pimco: He begins with the usual conundrum of sovereign debt rating ceilings. This means that a country, however badly managed, gets a higher or equal bond rating than the bonds of...

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When Wen Wants Now amd Wowkodaw

What Wen wants now. I can assume that Premier Wen Jiaobao can get what he wants from the Chinese housing industry, more homes for sale to Chinese buyers at a reasonable price. And no favor to Chinese flippers and buy-to-rent...

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Latest Purchase

        This morning I am in deep contract negotiations and will not be filing an additional blog beyond what went out last night. I was wrong about the short-euro short-Greek bond trade...

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