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Recommendations this issue:Market Vectors Solar Energy ETF (KWT)Red Back Mining (RBI.TO) Words like recession, deflation and crisis have given way to the much more positive “green shoots” as the buzzword du jour. Fed Chairman Bernanke coined the term to describe nascent signs that… Read More

With western economies stalled, we’ve been keeping a close eye on emerging market, most notably China, for clues as to where commodity prices are headed in the near term. See the February 12, 2009 issue, The Dragon is Still Standing, for instance. Read More

Much of the hopes for a fast global economic recovery rest on China’s shoulders. The country is certainly doing its part, with its low interest rates and stimulus package that trumps our in size (relatively to GDP). It’s a similar story in the alternative energy… Read More

Red Back Mining (RBI.TO, RBIFF.PK) is a mid-tiered gold producer with operations centered in Africa. The Vancouver, BC-based company isn’t widely followed, is undervalued relative to its peers and offers excellent growth potential. Red Back owns (90 percent interest) and operates the Chirano Gold Mine… Read More

The nature of this market is making it increasingly difficult to distinguish between long- and short-term holdings. We’re inclined to seize good profits wherever they occur. If we like a company’s prospects over the long haul, we can always come back to the issue at a… Read More

Sell your position in FPL Group (FPL) at the market price.   We added FPL Group (FPL) to our holdings last fall, not just because we like its long-term prospects thanks to its deregulated alternative energy business, but also because we felt it offered downside protection in the event the… Read More

Buy Red Back Mining (RBI.TO, RBIFF.PK) at the market price. Red Back Mining is a mid-tiered gold producer with operations centered in Africa. The company’s two world-class mines are yielding high-grade ore at very low operating costs. Recently Red Back greatly increased its reserve estimates and further increases in… Read More

Sell your positions in Nabors Industries (NBR) and Oceaneering International (OII).  Stocks have been on fire lately and the bullishness has spilled over into commodities as investors are (wrongly) looking for a swift end of the recession. All of our work suggests that investors are far ahead of… Read More

The stock market has been rising on expectations that the economy is on track to trace out a “V” shaped recovery. Yesterday we had two pieces of data that have been twisted to fit this preconception. Before the market opened we were treated to the initial read on first-quarter… Read More

Recommendations this issue: PowerShares Deutsche Bank Agriculture ETF (DBA)Oceaneering International (OII)Transocean (RIG)Schlumberger (SLB)Nabors Industries (NBR) The fate of the stock market, and indeed, our economy, rests with the financial sector. Banks are using every means available these days to make… Read More