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Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Category Archives: Growth

Buy, Sell or Hold: McDonalds Corp

February 7, 2011

Buy, Sell or Hold: With its Laser Focus on China, It’s Time To Buy McDonald’s Corp. (NYSE: MCD) By Jack …

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Oil has joined the Past… NG is the Future!

February 5, 2011

The natural gas cartel, a dream of Russia’s just a few years ago, is dead. It died when a natural …

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Buy Sell Hold: BEXP

January 24, 2011

Buy, Sell or Hold: Brigham Exploration Co. (Nasdaq: BEXP) is a Strong Growth Play Poised to Profit from Higher Oil …

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China devalues US buying power by 30%, Protects US Treasury Holdings

January 19, 2011

The trade imbalance between the US and China, a hot button between the nations for the last decade or so, …

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BSH: Alcoa Inc.

January 17, 2011

Buy Sell Hold: Alcoa Inc. (NYSE: AA) is a Turnaround Play Worthy of Long-Term Investment By Jack Barnes, Contributing Writer, …

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Growth Idea: Molycorp & Rare Earth supplies.

December 28, 2010

The rare earth minerals have risen to the surface again, as China announced its first batch of export quota’s for …

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Stat of the Day:Beijing Car Permits

December 27, 2010

China has decided to address the now famous traffic jams in Beijing.  In what should not be a surprise, but …

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Shorting China via Australian Markets

December 26, 2010

If there is one obvious short in the global economy for 2011, it has to be Australia.  They have developed …

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China’s Grinch Raises Rates on Christmas

December 25, 2010

For the second time in the last few months, China’s Central Bank has raised its rates to fight internal inflation. …

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Todd Shipyards bought out

December 23, 2010

The stock I recommended for Money Mornings, Buy Sell Hold column two weeks ago as an undervalued stock, has received …

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