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Maureen Farrell, of CNNMoney.com, writes about a fund that will skyrocket if the stock market collapses. Known as a “Tail Risk Fund,” it purchases cheap out of the money insurance that will provide exponential returns if equity indexes drop by 20% or more. Universa Investments, whose adviser is Nassim Taleb, ...

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Several days ago I posted a chart showing the S&P 500 index now as compared to 1987 because, although there are major differences, this year’s price action reminded me of the movement which led to the monumental one day crash of over 20%. In 1987, the S&P 500 and DJIA ...

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Thumbnail image for Hilary Kramer Warns of the Dangers of Margin Debt

Hilary Kramer, A&G Capital president and CIO, commented on the pitfalls for investors as buying stocks on margin reaches levels causing concern. The Wall Street Journal reported “small investors are borrowing against their portfolios at a rapid clip, reaching levels of debt not seen since the financial crisis.” Kramer said ...

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Thumbnail image for Investing Links of Interest – May 21, 2013

Raymond James‘ chief market strategist Jeff Saut recently delivered a bullish forecast at Minyanville and elaborates on his discussion with Rich Bernstein, who believes the bull market is only in the 4th or 5th innings. Saut doesn’t see the market correcting in the near-term, but later in the summer the ...

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Thumbnail image for The S&P 500: 2013 Versus 1987

The stock market rally has been unrelenting and it is rare to see it continue so long without a correction. The S&P 500 has been up six months in a row without a pullback of 5%. The market is up an impressive 18% year-to-date. In comparison, the average annual gain ...

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Thumbnail image for David Tepper Talks and the Market Rallies

“I’m definitely bullish,” so said the ultra-compensated ($2.2 billion in 2012) hedge fund manager David Tepper of Appaloosa Management, who has a knack for moving markets. Tepper was speaking to CNBC’s Joe Kernen and Andrew Ross Sorkin and gave his typically upbeat appraisal of the stock market and economy. Comparing ...

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Thumbnail image for Jim Rickards Comments on the Ongoing Currency Battles

Jim Rickards, senior manager director at Tangent Capital and author of Currency Wars: The Making of the Next Global Crisis, was posed the question by CNBC’s Hong Kong based host Bernie Lo, “are we on the brink of an all out currency war?” Rickards responded this has been going on ...

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Thumbnail image for Investing Links of Interest – May 12, 2013

James Altucher, writing at Seeking Alpha, has been bullish in the past, but is now becoming more cautious on the stock market and provides his reasons why and a solution for investors. Excerpt: My solution: I am buying smaller stocks where I am not competing for information against massive hedge ...

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Thumbnail image for Jeremy Grantham Interview with Charlie Rose

Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation with a self-professed numbers man. Several notes from the interview include: Grantham commented on the commodity inflation from 2002-2008 where the price of commodities rose faster than in World War II and erased 100 years of ...

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Thumbnail image for Fox Business Guests Comment on Goldman Sachs’ Undervalued Stocks List

Fox Business host Melissa Francis gave a big “woo hoo” as the Dow topped 15,000 and had a couple of guests commenting on several selections from Goldman Sachs’ 40 most undervalued stocks list. In the video below Harrington Capital Management founder Kyle Harrington and American Wealth Management President Laif Meidell ...

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