Tag: Migrated

Currency Bets Hit Record Highs Last Week — And Keeping Your Powder Dry on “The Mother of All Mondays.”

Stan Druckenmiller, a former chief investment officer of Soros Fund Management, once said that his boss George Soros...

GLOBAL STOCK INVESTOR HOTLINE UPDATE 78

Even as global markets swing wildly between pessimism and euphoria, the U.S. dollar continues its relentless pace upward,...

Betting Against the British

If you think the headlines in the United States are bad, you should see the London press. Here,...

GLOBAL STOCK INVESTOR HOTLINE UPDATE 77

It was yet another flat week for your Global Stock Investor portfolio as most of your holdings are...

A Bet on the Biotech Bull

Bull markets have been few and far between this summer. The market’s sudden reversal from the long commodities/short...

GLOBAL STOCK INVESTOR HOTLINE UPDATE 76

We are in the dog days of summer, and your Global Stock Investor portfolio showed little movement this...

The Global Bull Takes on Currencies Bets, and Cuts Back on Stocks and Commodities

With the sudden unraveling of the long commodities/short financials trade in July, the number of bullish themes in...

GLOBAL STOCK INVESTOR HOTLINE UPDATE 75

It has been another challenging week in global stock markets. The MSCI all-countries world index tumbled to a...

Doubling Up on the U.S. Dollar’s Rally

The biggest economic story of the last week has been the continued rally in the U.S. dollar. After...

GLOBAL STOCK INVESTOR HOTLINE UPDATE 74

Even by the standards of Wall Street's most seasoned investors, the recent volatility in global markets has been...