Tag Archive

Hedge your US Dollar Risk

By Faisal Laljee

The US Dollar has recovered over the last 8 months or so, partly due to the weakness in global markets and currencies and partly due to the decline in oil. Now that oil has moved much higher from its January lows, the dollar is starting to show signs of resuming its long-term downtrend. So... »

5 Reasons to be Bullish

By Faisal Laljee

This market seems to come back strong after each small pull back. I believe the reasons for being bullish are: Too many bears out there questioning every rally. More bears is good for the bulls because that means more people can turn bullish and go long. This also means that those that are shorting... »

Solar Stocks and Clean Energy in a Perfect Storm

By Faisal Laljee

It wasn’t too long ago that Oil prices were at $35 a barrel and energy bears were betting on it hitting $20. But as I have pointed out time and again on this blog, oil, much like the rest of this market, does not trade rationally. Inventory, supply, demand – all these are a... »

Jim Rogers likes Commodities: Says No to Stocks

By Faisal Laljee

Jim Rogers recently spent an hour with Bloomberg. Key points from his interview: Stocks and Bonds are too risky and Jim wants to stay away. He likes commodities and specially agriculture, due to lack of farmers, farming and shortage of food and fertilizer. He thinks government should let banks go belly-up and stop flooding... »

Oil – the Slippery Slope Continues but USO looks Attractive

By Faisal Laljee

Oil is now at $38 a barrel. It has been trading the $38-$42 range for the last month or so. One can complain about the Dow falling 50% over 12 months, but how about Oil falling 75% in 6 months? It fooled a good many who were betting it would keep going up and... »

Jim Rogers still Bullish on Commodities, Bearish on the Fed

By Faisal Laljee

Jim Rogers, famed author of Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market and Investment Biker: Around the World with Jim Rogers, and chairman of Rogers Holdings is still bullish on commodities. The original bull on commodities has long been a staunch believer in commodities including metals, agriculture and energy... »

Solar beats Ethanol

By Faisal Laljee

With oil near $100 a barrel, one of my calls from last year about oil is on its way to being realized. Back in July of last year, I predicted that oil would hit $125 in two years. In the short-term, I looked like an idiot as oil retracted back from $75 at the... »

Jacobs Engineering Swimming in Contracts and Backlog

By Faisal Laljee

Jacobs Engineering seems to be the best of breed in the infrastructure play. It seems like they are awarded contracts every day. Just scanning the headlines … Tuesday Aug 21: GlaxoSmithKline, Network Rail and Magnox Electric – and a contract extension from Lockheed Martin.Tuesday Aug 14: Four contracts – one from Pfizer, one from... »

Fuel Tech Is a Speculative Play on Green

By Faisal Laljee

Fuel Tech (FTEK) provides technologies to reduce pollution, particularly nitrogen oxide emissions generated by coal power plants. Fuel Tech also markets fuel treatment chemicals and technology that improve boiler efficiency and cut some sulfur and carbon dioxide emissions. Coal accounts for 50% of power generated in the US, 70% of India’s and 80% of... »

Why is Oil at $75 a Barrel?

By Faisal Laljee

One might wonder why oil is at $75 and what are the global events that effect oil price. Here is why oil is priced this high and why I think oil is actually cheap at $75. 1) Demand from China and India does not seem to slow. Add demand from Indonesia, Australia and Eastern... »

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