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John Thomas - Tree

We view The Mad Hedge Fund Trader as a vital resource that helps us focus on major market trends that are most likely to make money over time. It is a resource that helps us filter out the daily noise … [Read More...]

Dinasaur

“People are investing with a rear view mirror. Last year, you had people legitimately scared out of the market. Unfortunately, you are losing a generation of investors at a time when they ought to be … [Read More...]

Global Market Comments
October 2, 2014
Fiat Lux

Featured Trade:
(INTRODUCING THE MAD HEDGE FUND TRADER TRAINING VIDEOS)
(BE CAREFUL WHO YOU SNITCH ON),
(THE LONG VIEW ON EMERGING MARKETS),
(EEM), (RSX), (EPHE), (PIN),
(TESTIMONIAL)

iShares MSCI Emerging Markets (EEM)
Market Vectors Russia ETF (RSX)
iShares MSCI Philippines (EPHE)
PowerShares India ETF (PIN)

Research

Market Floor

Why I’m Doubling Up My Shorts

I don’t double up short positions very often. I am too old to lose all my money and go back to work as an entry-level analyst at Morgan Stanley. Besides, they probably wouldn’t have me back anyway. It is a different company than it was 30 years ago, a lot different. However, the dead cat, […]

Pills

Keep Gilead Sciences on Your Radar

I am going to continue to use this correction in the stock market as an opportunity to put new names in front of you for inclusion in your investment portfolio. That way, when the markets turn, you can strike with the speed of a rattlesnake in returning to a “RISK ON” posture. Major turnarounds are […]

Bank of America - ATM

Holder Retirement Could Send Bank of America Flying

Watching the market melt down today, I have been hurriedly compiling a shopping list of stocks to buy, and writing the Trade Alerts in advance for readers to execute. If I am right about interest rates remaining flat or rising for the rest of the year, then financials have to be at the absolute top […]

More Research Master Pieces

Live Webinars

John Thomas

Don’t Miss the September 24 Global Strategy Webinar

My next global strategy webinar will be held live from San Francisco on Wednesday, September 24 at 12:00 PM EDT. Mad Day Trader, Jim Parker, will be my willing coconspirator to provide his expert short term trading ideas and comment in general on the markets as a whole. I’ll be giving you my updated outlook on […]

Global Strategy Luncheons

Lake Tahoe View

Thursday, October 9, 2014 – Incline Village, Nevada Global Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Thursday, October 9, 2014. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on […]

Free Research

China

The Long View on Emerging Markets

I managed to catch a few comments in the distinct northern accent of Jim O’Neil, the fabled analyst who invented the ‘BRIC’ term, and who recently retired from the chairman’s seat at Goldman Sachs International (GS) in London. Jim thinks that it is still the early days for the space, and that these countries have […]

House Fire

The Real Estate Market in 2030

A number of analysts, and even some of those in the real estate industry, thought that there would never be a recovery in residential real estate. Long time readers of this letter know too well that I went hugely negative on the sector in late 2005, when I unloaded all of my holdings. However, I […]

Chinese Woman

China’s Long and Winding Road

In the wake of the latest round of pro democracy demonstrations in China, I spent the evening speaking to Gao Jie, a Beijing civil judge who left the bench to join China’s growing environmental movement when her kids came home from school one day coughing and wheezing. You only have to inhale in the capitol […]

More Free Research Pieces

Travel Videos

John Thomas - Harem

Announcing the Mad Hedge Fund Trader YouTube Video in Istanbul

Come with me to visit one of the most lavish palaces ever built, complete with its own harem. Explore one of the boldest engineering works ever undertaken. Learn how to navigate your way around a Turkish bazaar. Admire some of the greatest wonders of the architectural world. These are just a few of the enticements […]

John Thomas

Announcing the Mad Hedge Fund Trader Video Channel on YouTube

One request I get more than any other, is to expand on my half century of international travel, provide a business, economic, and historical backdrop, and place it in today’s global context. Shake up such a cocktail of experience and knowledge, and more than a few trading and investment ideas spill over the top. If […]

More Travel Videos

V.I.P Friends

Steve Wozniak

Hanging Out With the Woz

I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14-year-old president of the Homestead High School Radio Club in Cupertino, California. With seven children, my dad was pretty stingy with allowance money. But when it came to electronic parts, I had an unlimited budget, as that is […]

The Pacific by Hugh Ambrose

Saluting the “Old Breed”

It was with a mixture of nostalgia and awe that I attended the reunion luncheon celebrating the 72nd anniversary of America’s invasion of Guadalcanal. The event was hosted by my former division commander in Desert Storm, Major General Mike Myatt, at the Marines Memorial Association in San Francisco. I was there to represent the family. […]

Bob

The Passing of a Great Man

It was with a heavy heart that I boarded a plane for Los Angeles to attend a funeral for Bob, the former scoutmaster of Boy Scout Troop 108. The event brought a convocation of ex-scouts from up and down the West coast, and said much about our age. Bob, 85, called me two weeks ago […]

Interviews