Tuesday, April 10, 2012

Charles Nenner interview on the Breakout show

Charles Nenner is the founder of Charles Nenner Research. He developed a trading model based on cycles when working on the Goldman Sachs (GS) prop desk. The models worked "beautifully then and continue to work beautifully."

Gold & Silver to Set New Highs in Next 12-18 Months



Market Rally Will Peak Next Month



Natural Gas Buying Opportunity Is Near

Marshall Gordon's Biotech Picks

Marshall Gordon is a health care analyst at Clear Bridge Advisors, a New York based asset manager with an AUM of $55B.

"I think we are beginning to see signs of life amongst biotechs, with new products coming to market that are gaining traction. Innovation is a great way to get paid, in any market environment or regulatory environment."



Jim O’Shaughnessy: Lost Decade Will Recoup by 2020

"What we found when we did the 20-year cycle analysis is that when you come off a period where you've done unusually well, like we had in the period ending in March of 2000, the next 20 years don't look so good"

Marc Faber: Ease Up on Stocks, Gradually Accumulate Gold

"Where investors were overly negative last year, they are now overly optimistic about the prospects for the U.S. economy. I think the (stock) market is very overbought."



"I wouldn't want to be in his shoes but if I were in his shoes I would wait for the markets to sell-off to get some sympathy for implementing QE3. It's politically not very easy to implement QE3 now."



"I happen to believe that home prices in the south of the U.S., in Arizona, Georgia, Nevada, are relatively inexpensive compared to other asset prices."

John Mauldin: Only ECB Can Bail Out Spain

Wilbur Ross: Bad Times Ending for Nat Gas, Just Starting for Bonds


KKR's Falk on Credit Markets, Strategy

Erik Falk, co-head of leveraged credit at KKR & Co., talks about the outlook for credit markets and investment strategy.

Steve Bernstein likes Asian Fixed Income Over Stocks

Steve Bernstein, COO at Sequence Asset Management in Hong Kong, talks about the outlook for Asia's financial markets, the economies of the U.S., China and Europe, and his investment strategy.

Matt Taibbi condemns the JOBS act

Boone Pickens: Oil could hit $148

Boone Pickens, BP Capital Management founder & CEO, says Americans could see oil prices hit their old highs of $148, even though U.S. prices have been stable around $100. Byron Wien, Blackstone Advisory Partners, also weighs in.

Richard Duncan: QE3 Possible Later This Year:

Richard Duncan, Chief Economist of Blackhorse Asset Management, explains why QE3 could take place later this year in the form of paper money creation and the acquisition of Treasury bonds.

Roger Altman and Byron Wien on the markets

Stocks suffered their worst loss in a month yesterday. Roger Altman, Evercore Partners, and Byron Wien, Blackstone Advisory Partners, discuss what's behind that decline.

Dan Yergin's Take on Nat Gas

Dan Yergin, IHS Cambridge Energy Research Associates, offers his views on natural gas. The low price of nat gas means it's now getting far more serious consideration as a motor fuel, particularly for fleets and long-distance trucks.

Adam Parker (Morgan Stanley): Can't count out a recession

Adam Parker, Morgan Stanley chief U.S. equity strategist, says investors can't count out a recession next year.