Monthly Archives: May 2009

Nuclear Decisions

By Jeffrey McLarty | Published: May 31, 2009
June is going to be a historic month, for Ontario, and Canada’s Nuclear industry…and the wicked web of possibilities is getting weary with every way of weaving. See, the crown is putting up AECL for sale, simultaneously, during the decision making of who wins the work at Darlington. Areva, Westinghouse and AECL are the bidders, and the [...]
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The Biggest Opportunity Right Now

By Jeffrey McLarty | Published: May 25, 2009
…is the downside in US Debt. I want to make sure everybody I know, who wants to learn, understands how bond duration and intrest rate risk combined with the current economic storm…is creating a dramatic climax and great opportunity out of the last 27 year bull market in fixed income products sold by the US Government. So…if you [...]
Posted in Economics, Future, Markets | Tagged | 1 Comment

Buy-Write Brazil

By Jeffrey McLarty | Published: May 24, 2009
The run in emerging markets, is no doubt, just getting started.  While there might be a pull-back, short-term, I think it’s worth hitting some EWZ and/or some 2011 $50 strikes….while selling front months, of course.  Does anybody really hold equity, without selling front months? I’m going to put this trade on, on Monday. I like brazil because [...]
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Recover, or not to Recover?

By Jeffrey McLarty | Published: May 21, 2009
I’m busy these days…here’s my current outlook, and it’s time to execute. Get it ? if(Recovery == Soon) { IntrestRates(Up); //Putting Pressure On Dollar Commodities(Demand); //Putting Pressure On Dollar Inflation(High); //Putting Pressure On Dollar, destroying purchasing power USAStocks(10% + EPS(FX_Earnings_Gains)); } elseif(Recovery != Soon) { PrintingPresses(On); //putting pressure on the dollar USGovernmentDebt(SupplyPressure); //putting downward pressure on bond market, upside for rates, pressure on dollar. USAStocks(Flatline); //making market [...]
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Employed. Now, PlayPumps & Moku Gifts Update

By Jeffrey McLarty | Published: May 20, 2009
If you’re one of the 50 or so people who reached out, or one of the 200 people who downloaded my resume while I was job hunting, THANKS! You’ll be interested to know, that despite my best efforts, the upside I was hoping for by leveraging the charities, didn’t come to fruition.  But, I am employed, and back [...]
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Richard St. John on Success

By Jeffrey McLarty | Published: May 17, 2009
H/T Maoxian TED Talk
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My Tool Belt I’m Stalking

By Jeffrey McLarty | Published: May 13, 2009
CCC TTEK NLC FSLR HEK ERII GLD CL/LO TBT SRS AMZN CVA VE Hyflux Vestas JEC RIG RIMM AUY CCJ ITU CREE  …and precisely 93 other water stocks. I may or may not have positions in some, all, or none of these names at any given time…
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Getting Really Long Oil, Really Really Soon

By Jeffrey McLarty | Published: May 5, 2009
It’s days away, maybe a week, depends on what the dollar does. But I think…since… …the volatility of oil has collapsed: and since the curve is also collapsing… I feel it is likely a smart time to buy at least half as much 2012 crude oil call verticals, as I ever plan on owning. I’ll save [...]
Posted in Future, Markets, Oil, options | Leave a comment

Which is cooler Bahrain or Dubai?

By Jeffrey McLarty | Published: May 3, 2009
Doesn’t matter, both are uber cool stories to me. Below, is a desal plant, in Bahrain. It produces 60 Million Gallons of H2O per day. See, Bahrain, was not as cursed by the dutch disease as Dubai is.  That’s why, this plant, is extra cool in my eyes. Photo curtousy of Sidem.
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