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John Thomas

I am an independent financial advisor in Atlanta, GA.  We have spoken via email and text a few times.  Historically, you have always been responsive, even to my complaints, and I have always … [Read More...]

Donald Trump

“They are energetic. They are very smart. But a lot of them—they are paper pushers. They make a fortune. They pay no tax. It’s ridiculous, OK?” said presidential candidate, Donald Trump. … [Read More...]

Global Market Comments
August 28, 2015
Fiat Lux

Featured Trade:
(STRESS TESTING THE MAD HEDGE FUND TRADER STRATEGY),
(SPY), (VIX), (FXY), (TLT), (LEN)
(IS THE 30-YEAR MORTGAGE AN ENDANGERED SPECIES?)

SPDR S&P 500 ETF (SPY)
VOLATILITY S&P 500 (^VIX)
CurrencyShares Japanese Yen ETF (FXY)
iShares 20+ Year Treasury Bond (TLT)
Lennar Corporation (LEN)

Research

Home Mansion

Is the 30-Year Mortgage and Endangered Species?

One of the great anomalies of the American credit markets has always been the existence of the 30-year fixed rate home mortgage. Long the favorite of homeowners, it has financed the majority of US residential property purchases since a Depression era housing stimulus program created them in 1938. That is until now. A perfect storm […]

Carl Icahn

Why Activists Have the Upper Hand

Having been in this market for yonks, ages, and even a coon’s age, I have seen trading strategies come and go. First, there was the nifty fifty during the 1960’s. Junk bonds had their day in the sun. Then portfolio insurance was all the rage. Oops! While the dollar was weak, international diversification was the […]

John Thomas

Ten Stocks to Buy at the Bottom

Suddenly, the consolidation turned into a correction. Six months of tedious, boring, low double-digit volatility exploded to the upside, the Volatility Index (VIX) reaching a stratospheric 28.3%. Trades that once seemed impossible can now get done, provided you use limit orders. Let me get this right. Stocks crashed on Friday because: 1) The Federal Reserve […]

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Live Webinars

John Thomas

Don’t Miss the August 26 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, August 26 at 12:00 PM EST. Bill Davis the Mad Day Trader will be my willing coconspirator. This time, I will be broadcasting to you live from Incline Village, Nevada, fresh back from my recent globetrotting. I’ll be giving you my updated outlook on stocks, […]

Global Strategy Luncheons

Portland, OR

Monday, October 12, 2015 – Portland, OR Global Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Portland, Oregon at noon on Monday, October 12, 2015. A three course lunch will be followed by an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, […]

Free Research

Missile

What’s Really Happening in the Middle East

Long-term observers of financial markets are befuddled, confused, and amazed at their complete lack of interest in the rapidly unfolding events in the Middle East. It seems that the more horrific the atrocities, the higher stock prices want to climb. Go figure. ISIS is in fact accelerating the most important geopolitical event so far in […]

Waterfall

Why Water Will Soon Become More Valuable Than Oil

If you think that an energy glut is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water […]

Brasher Doubloon

The Mystery of the Brasher Doubloon

I’ll never forget when my friend, Don Kagin, one of the world’s top dealers in rare coins, walked into the gym one day and announced that he made $1 million that morning.  I enquired “How is that, pray tell?” He told me that he was an investor and technical consultant to a venture hoping to […]

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 […]

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V.I.P Friends

No Easy Day

Shaking the Hand that Killed Osama bin Laden

The team fought their way up two flights of stairs in pitch-blackness, dispatching several fighters along the way. A tall figure emerged in the green glow of the night vision goggles. It hesitated. Two shots were fired, and the body hit the ground. That was how Navy Seal Team Six member, Mark Owen, described the […]

Roy Essoyan

Tribute to a Giant of Journalism, Roy Essoyan

I had been filled with great sadness when I had learned of the passing of an old friend and mentor, Roy Essoyan, the former Tokyo bureau chief for the Associated Press. When I was a young, wet behind the ears financial journalist in Japan during the early seventies, Roy had the charity to take me […]

Chinese Woman

An Evening with the Chinese Intelligence Service

Watching the Shanghai double over the past six months brought back memories of my four decade long relationship with the People’s Republic of China. I normally avoid the diplomatic circuit, as the few non-committal comments and soggy appetizers I get aren’t worth the investment of time. But I jumped at the chance to celebrate the […]

Interviews