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Dear Investor / Trader,

Below you will find the Strategic Intelligence Report public archive.

The SIR is published weekly. The archive is updated on a 16-week delay.

Why a public archive? Because rather than share dozens of testimonials… which we could easily do… we’d rather let you experience the SIR for yourself.

There is nothing else like it in the marketplace today.

That’s why our subscriber list includes everything from individual investors to professional swing traders… hedge fund managers, RIAs and investment bankers… venture capitalists and family office managers… even insiders at the world’s largest sovereign wealth funds.

The SIR track record speaks for itself, with large scale winners both long and short.

Our readers had the opportunity to double their money in a basket of solar stocks… saw big upside gains in BKW… crushed the short side for gains of 25% or more in names like TWTR, WFM, SWHC, LL, BP and others… had real-time warning of the “Alibaba top” in the major indices… caught the major downdraft in energy stocks… caught the euro crack-up and the bullish USD tidal wave (which we’re still riding)… and many more.

We don’t have a crystal ball, and we don’t we always get it right. (Only the Bernie Madoffs do that.)

But we are passionate, well-seasoned pros who understand the intersection of fundamentals, technicals and sentiment… macro and micro… and are very, very good at what we do.

But don’t take our word for it. Browse the public archives.

Then subscribe via the link below — and get real-time issues with zero delay — for as little as $19 per month, with a sixty day money-back guarantee.

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ISSUE
TITLE
SUMMARY
PDF
SIR 71Passive Aggressive
[Feb 25th 2015]
We discuss the extreme popularity of passive investing and the reasons why it can't last... the crazy state of markets and the trades we like now... and make the bear case for American Express, a dinosaur on its way to extinction.
SIR 70Unstoppable Force Meets Immovable Object
[Feb 18th 2015]
We discuss the impossible forces at work in Europe... explore why crisis is inevitable... note the "long goodbye" of the bulls... and make the bear case for GoPro, a low margin hardware maker masquerading as a social media play.
SIR 69Mao Money, Mao Problems
[Feb 11th 2015]
We revisit the serious debt problems in China... ask "Will they or won't they?" in respect to a slew of high dramas... and make the bull case for Newmont, a blue chip gold miner with 100% upside.
SIR 68Wary of Gold Bugs, Bullish on Gold
[Feb 4th 2015]
We discuss the perils of ideology when it comes to trading and investing... make the bull case for gold... note the rational irrationality in markets... and make the bear case for Gamestop (GME), the Blockbuster of the video game industry.
SIR 67Sex Addiction
[Jan 28th 2015]
We revisit a Barton Biggs trading classic... consider why all of Wall Street is "addicted" to bull market cycles (and their dangerous aftermath)... and make the bull case for Par Petroleum, a tax-advantaged acquisition vehicle.
SIR 66The End of the Innocence
[Jan 21st 2015]
We revisit the death of the Omnipotent Central Bank Narrative... reflect on euro QE... consider the odd juxtaposition of strong gold and a strong dollar... and make the bear case for Tesla Motors (TSLA).
SIR 65Lending On Iron
[Jan 14th 2015]
We look at how the shale boom compares to subprime... explore the horrible economics of the oil market... consider the implications of "unlucky number seven"... and make the bull case for S&W Seed Company, a miniature market leader.
SIR 64Stow High In Transit
[Jan 6th 2015]
We inquire as to whether it's all a load of B.S. (the bull case that is)... look at the return of crisis conditions via energy markets and Europe... and make the bear case for BOK Financial Corp, an "oily" regional bank.
SIR 63Frequency versus Magnitude
[Dec 30th 2014]
We look at the probability-based mistake most investors make... dig deeper into the Russia situation... and make the bear case for Schlumberger, an oil service blue chip with far to fall.
SIR 62May the Force Be With You
[Dec 15th 2014]
We examine the key forces driving markets today (like the Saudi oil war)... explain the rise in treasury bonds even as the US economy recovers... and make the bullish case for Toyota, a champion automaker set to benefit dramatically from the weakening yen.
SIR 61America Drinks Everyone's Milkshake
[Dec 8th 2014]
We revisit why America will dominate the 21st century (much as it did the 20th)... explain why Friday's jobs report was not all that bullish for equities (financials excepted)... and make the bear case for The Gap Inc., a mass market retailer worthy of the discount rack.
SIR 60The China Syndrome
[Nov 24th 2014]
We note that the global economy is experiencing a series of heart attacks... document the horrifying position China is in... and make the bull case for Level 3 Communications, a fiber optic play turning a sixteen-year corner.
SIR 59Deflationary Butterfly Effect
[Nov 17th 2014]
We consider the credit-tightening impact of lower oil prices (via meltdown in the energy space)… note the precarious positioning of broad markets… and make the bear case for Las Vegas Sands (LVS), a casino operator with heavy exposure to worsening Macau trends.
SIR 58Exploring the Pain Trade
[Nov 10th 2014]
We make the counter-intuitive case for an upside blowout in US Treasuries... note the dangers of falling crude oil... and make the bearish case for Toll Brothers, a luxury homebuilder exposed to housing market headwinds.
SIR 57Japan Smokes Crystal Meth
[Nov 3rd 2014]
We look at the real reason global equities roared on Friday... explore the long-term ramifications of Japan's crazy move... and make the bear case for Yum! Brands, a global fast-food giant.
SIR 56Buffett's Folly
[Oct 27th 2014]
We look at the scary message embedded in IBM... revisit last week's vicious V-bottom rally... and make the short case for Oil States International, a high tech oil service play positioned horribly for a crude oil bear market.
SIR 55Outbreak
[Oct 20th 2014]
We look at overdone Ebola hysteria and under-appreciated market dangers... discuss the challenges of "managing the bounce" with large and profitable short positions... and make the short case for Caterpillar, a dead in the water global equipment maker.
SIR 54Who's Your Daddy
[Oct 12th 2014]
We look at the manner in which American oil has changed everything... note the winners and losers... and make the bear case for HollyFrontier Corp, a refiner with margins under threat.
SIR 53The Marshmallow Test
[Oct 5th 2014]
We look at accelerated China warning signs... note a critical juncture for small caps... and make the bear case for Rio Tinto, a big three base metal miner.
SIR 52Lehman Down Under
[Sep 28th 2014]
We consider the possibility that the world's 12th largest economy is a "giant Lehman Brothers"... discuss the difference between fundamentals and timing... and make the short case for Zillow, an over-inflated real estate portal.
SIR 51Baba Booey
[Sep 21st 2014]
We take a look at the Alibaba IPO... note the madness in Silicon Valley.. reflect on the dollar's strength... and make the bull case for Exelis, an aerospace and defense name set to capitalize on the War on Terror 2.0.
SIR 50Events Dear Boy, Events
[Sep 14th 2014]
We look at implications of Scotland's bid for independence... the dollar's role as a bull-killer... and make a long-side case for the National Bank of Greece (NBG).
SIR 49Euro Trash
[Sep 7th 2014]
We look at the monster drop in the euro... ponder "the end" of the global bond rally... revisit the folly of passive indexing... and make the bear case for struggling retailer Abercrombie & Fitch (ANF).
SIR 48Winners and Losers
[Aug 24th 2014]
We revisit some old wisdom on risk versus reward... debunk questionable advice from Peter Lynch... and make the bear case for CVE and Canadian oil sands plays.
SIR 47Stupid Governments
[Aug 16th 2014]
We look at Europe's plight (and the ways Germany is hastening crisis)... note Friday's events in Ukraine... and make a short case for ITB, the home construction ETF.
SIR 46The Dogs of War
[Aug 9th 2014]
We look at the potential for trade war fallout on markets... revisit basket case Europe... and make the bear case for supermajor BP.
SIR 45Mean Old Mean Reversion
[Aug 2nd 2014]
We look at mean reversion in nature and in markets... tally up last week's market carnage... and make a fresh bear case for Amazon
SIR 44What Was and What Will Be
[Jul 26th 2014]
We look at the long-term interest rate cycle (and the inflationary 1970s) to clarify why a major sea change is coming. We also make the bear case for Hershey's (HSY).
SIR 43Too Much!
[Jul 19th 2014]
We look at the various ways this market is showing "too much" -- too much divergence, too much Fed trouble, and so on. We then make the bear case for Morgan Stanley shares, which may be riding an M&A cyclical peak.
SIR 42
The End
[Jul 12th 2014]
We examine the logic behind a very aggressive short position (our largest in three years)... weigh up the evidence for a major market turn... and make the bear case for ICE and the publicly traded exchanges.
SIR 41On Financial Engineering
[Jun 28th 2014]
We look at the phrase Paul Volcker hates... draw connections between 2007 and today... and make the bear case for gun manufacturers Sturm Ruger and Smith & Wesson (RGR and SWHC).
SIR 40Dubious Twinkie
[Jun 21st 2014]
We look at the logic of top events... note the extreme distortions in today's market... and make the bear case for E-Trade Financial Corp (ETFC).
SIR 39Mission Not Accomplished
[Jun 14th 2014]
We look at the faulty assumptions of the second Iraq war... draw parallels to central bank policy... and make the short case for Home Depot and Lowe's.
SIR 38Shock And Blah
[Jun 7th 2014]
We look at the deeper reasons the ECB announcement was a disappointment... dissect the dangerous climate for risk assets... and make the bear case for the utilities industry, now an overcrowded safe haven trade.
SIR 37Not Dead Yet
[May 31st 2014]
We look at the decline of volatility and the struggling managed futures space... uncover "pockets of weakness" in this odd market... and make the bear case for middle America retailer Target (TGT).
SIR 36Nervous Time
[May 17th 2014]
We look at the bearish factors haunting this market... note brewing deflation fears in Europe... and make the long-term bull case for India small-caps.
SIR 35The Way of All Growth Stocks
[May 10th 2014]
We take a closer look at Whole Foods and Twitter... discuss troubling stats and a slowdown in the art market... and make the bull case for Wynn Resorts (WYNN).
SIR 34The Dukes of Hazard
[May 3rd 2014]
We look at the growing divide between "haves and have nots" in and out of markets... discuss year three of the presidential cycle... and make the bull case for General Electric, the bluest of industrial blue chips.
SIR 33Phony Intellectual Class War
[Apr 26th 2014]
We look at the rising trend of "inequality" debate... explain why the "concern" is a political sham... and make the bull case for Cisco Systems, an old-school dinosaur not yet extinct.
SIR 32Evening Redness in the West
[Apr 19th 2014]
We ponder the twilight of the Omnipotent Central Bank Narrative... note the negative implications of large caps vs small caps... and make the bear case for Salesforce.com (CRM).
SIR 31Tiger Soup
[Apr 12th 2014]
We revisit the fall of the original Tiger funds in 2000... connect the dots with Tiger Cub troubles today... and make the long case for Rayonier (RYN), a timber REIT with a spin-off in the works.
SIR 30The Day the Momo Died
[Apr 5th 2014]
We revisit the sell-off in tech names... consider multiple bearish omens... and make the bull case for SQM, a backdoor lithium play on the electric car revolution.
SIR 29Regurgitated Foie Gras
[Mar 29th 2014]
We look at the souring sentiment implications of a broken IPO... revisit gold and the euro... and make the multiple-compression bear case for LinkedIn (LNKD).
SIR 28Silence of the Doves
[Mar 22nd 2014]
We do an about face on gold... explain why this week's Fed meeting was inflection-point bearish... and make the long-term bull case for uranium producer Cameco (CCJ).
SIR 27The Ides of March
[Mar 15th 2014]
We revisit the downside potential of emerging markets... touch on US economy strength and near-zero interest rates... and make the bullish case for Potash Corp (POT).
SIR 26Whisper it Softly
[Mar 8th 2014]
We look at potential harbingers of inflation... clear up a big monetary misconception... and make the bear case for organic grocer Whole Foods.
SIR 25Supercurrency
[Mar 1st 2014]
We look at the euphoria surrounding Tesla and Facebook... revisit emerging markets and the dollar... and highlight a beaten-down gold stock opportunity.
SIR 24Credit Equals Gold No. 1
[Feb 22nd 2014]
We make the case for a gold bull market driven by China... and the bear case for troubled social media play Twitter (TWTR).
SIR 23Lessons From the Palindrome
[Feb 15th 2014]
We revisit the wisdom of George Soros as he retakes the "top hedge fund manager of all time" ranking... look under the hood of the Yellen rally... and consider the bearish implosion prospects for 3D printing stocks.
SIR 22Welcome to the Party, Janet
[Feb 8th 2014]
We look at how a big decision from the new Fed Chairman could impact markets... make an alternative scenario case for gold stocks... and warn yet again -- for the third time now -- on emerging markets.
SIR 21Bad Moon Rising
[Feb 1st 2014]
We look at the three basic components of assessing market conditions... highlight an inflection point shorting opportunity... and make the bear case for McDonald's, a lumbering giant with dull prospects.
SIR 20Trapped Like Rats
[Jan 25th 2014]
We recap "how we got here" in respect to delayed consequences... take a closer look at US equity risks... and make the turnaround case for Callaway Golf.
SIR 19Bubble Round-Up
[Jan 18th 2014]
We revisit the bubble case for US equities... further explore insane developments in China... and shine a spotlight on CROX, Blackstone's latest turnaround project.
SIR 18Not From the Planet Reptilon
[Jan 11th 2014]
We take a closer look at the Federal Reserve... highlight faltering retail stocks... and take a tour of emerging market tail risk.
SIR 17"Who Can Tell"
[Jan 4th 2014]
We consider the macro dangers of China... review the bearish start to 2014... and make the short case for utilities.
SIR 16Here Comes the Flood
[Dec 21st 2013]
We compare a prominent Wall Street bear to Noah... explain why the bull run could continue... and make the short case for Lumber Liquidators (LL:NYSE).
SIR 15A Sense of Irony [Dec 14th 2013]We look at "a sense of irony" in markets... explain how Germany is killing Europe... and serve up a natgas related long idea in turnaround play Encana (ECA).
SIR 14The Meaning of Bitcoin
[Dec 7th 2013]
We look at the phenomenon of 21st century crypto-currency... interpret the garbled "no man's land" message of the markets... and dig into the short case for IBM.
SIR 13Rocket Trouble
[Nov 23rd 2013]
We look at the flailing rocket scientists -- i.e. the reckless experimenters at the Federal Reserve -- and dig into Burger King Worldwide (BKW), an attractive turnaround play.
SIR 12Oh Snap!
[Nov 16th 2013]
We compare theglobe.com, a dot com bomb of yore, to Snapchat, its present day mania counterpart. Plus exciting developments in forex and a strong shorting opportunity in Lululemon Athletica (LULU).
SIR 11Goodnight, Sweet Princes
[Nov 9th 2013]
We look at the inflection point “death knell” for a few major players to see what it says about market tops… revisit a potential short euro trade… and dig into potash and fertilizer stocks.
SIR 10The Fed's Box of Chocolates
[Nov 2nd 2013]
Sources of surprise that could hurt complacent bulls, plus the substantial upside potential of US oil refiners.
SIR 09High On Their Own Supply (Reasons For Concern)
[Oct 25th 2013]
The contrarian case for doubting the bulls — plus questioning whether BRIC equities are a value trap.
SIR 08Shutdown, What Shutdown?
[Oct 18th 2013]
Contemplating the events of a crazy week… noting a change of character for the dollar and gold… and taking a bearish look at Pandora Radio (P).
SIR 07Wake-Up Calls and Doves With Claws
[Oct 11th 2013]
Mechanics of the shutdown, the institutional bull rally, and thoughts on a Yellen Fed… plus revisiting the solar space (where we still hold longs).
SIR 06Fitness Landscapes and the Crisis Trade [Oct 4th 2013]A look at the "crisis trade”… fitness landscapes and optimism risks… plus a bullish TTWO investment thesis.
SIR 05Washington's Hill to Die On
[Sep 27th 2013]
A look at the debt ceiling / default situation, the risks of a crash, and the corresponding possibility of a market melt-up -- plus a bearish take on consumer staples stocks.
SIR 04Bernanke's Red Line [Sep 20th 2013]Parallels between the Obama / Syria and Bernanke / taper situations, plus the bullish base metals case.
SIR 03Bulls Still in Charge
[Sep 9th 2013]
The "risk on" nature of the broad market, plausible scenarios for both a sharp correction OR an acceleration higher, and a review of risks mounting for home improvement stocks.
SIR 02Crossing Over to the Dark Side
[Sep 3rd 2013]
Weakness in large caps and emerging market equities, plus a "Battle Royale" brewing for Amazon.com.
SIR 01Fed-Obsessed Market in No Man's Land
[Aug 26th 2013]
A look at rising bond yields, slack in US GDP, and the improving prospects for solar stocks.