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John Thomas

Hello John, I find your multi dimensional approach to markets are devoid of the usual Blah Blah Blah of most market analysts. It is very worthwhile, and I look forward to you using a lot of common … [Read More...]

Fortune Cooke You're Fired

“The longer you wait to fire someone, the longer it has been since you should have fired them,” said Elon Musk, founder and CEO of Space X and Tesla Motors. … [Read More...]

Global Market Comments
May 29, 2015
Fiat Lux

Featured Trade:
(JUNE 29 LONDON STRATEGY LUNCHEON),
(THE SECOND AMERICAN INDUSTRIAL REVOLUTION),
(INDU), (SPY), (QQQ), (GLD), (DBA),
(TSLA), (GOOGL), (XLK), (IBB), (XLE)

Dow Jones Industrial Average (INDU)
SPDR S&P 500 ETF (SPY)
PowerShares QQQ (QQQ)
SPDR Gold Shares (GLD)
PowerShares DB Agriculture ETF (DBA)
Tesla Motors, Inc. (TSLA)
Google Inc. (GOOGL)
Technology Select Sector SPDR ETF (XLK)
iShares Nasdaq Biotechnology (IBB)
Energy Select Sector SPDR ETF (XLE)

Research

John Thomas

The Second American Industrial Revolution

Circulating among Europe’s top global strategists last summer, visiting their corner offices, camping out in their vacation villas, or cruising on their yachts, I am increasingly hearing about a new investment theme that will lead markets for the next 20 years: The Second American Industrial Revolution. It goes something like this. You remember the first […]

Falcon 9 Rocket

Will Space X Be Your Next Ten Bagger?

I am constantly on the lookout for ten baggers, stocks that have the potential to rise tenfold over the long term. Look at the great long-term track records compiled by the most outstanding money managers, and they always have a handful of these that account for the bulk of their outperformance, or alpha, as it […]

Whining Plaque

Why Are the Markets Going Crazy?

You would think that with US interest rates spiking up, as they have done for the past month, the US dollar would be strong. After all, interest rate differentials are the principal driver of foreign exchange rates. But you would be wrong. The greenback has in fact pared 12% off its value against the Euro […]

More Research Master Pieces

Live Webinars

John Thomas

Don’t Miss the May 27 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, May 27 at 12:00 PM EDT. The Mad Day Trader Jim Parker will be my willing coconspirator, broadcasting from Chicago. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets […]

Global Strategy Luncheons

Zurich

Monday, August 3, 2015 – Zurich, Switzerland Global Strategy Luncheon

Come join me at the Mad Hedge Fund Trader’s Global Strategy luncheon, which I will be conducting in the banking capitol of Zurich, Switzerland at 12:00 PM on Monday, August 3, 2015. A three course lunch will be provided. I’ll be giving you my up to date view on stocks, bonds, foreign currencies, commodities, precious […]

Free Research

Car-Junk

Take a Ride in the New Short Junk ETF

When you look at the profusion of new ETF’s being launched today, you find that they almost always correspond with market tops. The higher the market, the greater the demand for the underlying, and the more leverage traders pay for it. The resulting returns for investors are disastrous. But occasionally a blind squirrel finds an […]

mcdonaldsJapan

Where The Economist “Big Mac” Index Finds Currency Value

My former employer, The Economist, once the ever tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its “Big Mac” index of international currency valuations. Although initially launched by an imaginative journalist as a joke three decades ago, I have followed it religiously and found it an amazingly accurate […]

Apple Watch

Watch Out for Apple in the Dow

Apple holders (AAPL) were ecstatic and even apoplectic when they heard that their beloved company would be joining the Dow Average of 30 stocks on March 18. The move requires thousands of portfolio managers to add Apple to their portfolios, like the $32 billion worth of Dow index managers, whether they want to or not. […]

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

Medal of Honor

A Tribute to a True Veteran

This coming Monday will be Memorial Day in the United States. I’ll be putting on my faded Marine Corp fatigues and railroad track bars and leading the home town’s Veteran’s Day parade. So I thought it would be a good day to tell you the story of my Uncle Mitch. Since job prospects for high […]

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 […]

Emperor's New Clothes

March 12, 2015 – Quote of the Day

“Having spent three years in Washington, it’s easy to have delusion of grandeur in terms of how much you can stimulate the economy,” said Ed Lazear, former chairman of the Council of Economic Advisors.

Interviews