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BusinessJohnThomasProfileMap2-1

A belated thank you for the time you provided to all of us at the Las Vegas Strategy Luncheon back in May.  My apologies for not submitting a prompter response. I am the Air Force C-17 pilot from … [Read More...]

Trojan Horse

Favorite headline of the day: “Greece Offers to Pay Back Debt with Giant Horse.” … [Read More...]

Global Market Comments
July 7, 2015
Fiat Lux

Featured Trade:
(MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (XLK),
(WHY THE JGB MARKET MAY BE READY TO COLLAPSE),
(FXY), (DXJ), (EWJ)

The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund (XLK)
CurrencyShares Japanese Yen Trust (FXY)
WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (DXJ)
iShares, Inc. - iShares MSCI Japan ETF (EWJ)

Research

Lady - Raspberries

The Cost of an Ageing World

Regular readers of this letter are well aware of my fascination with demographics as a market driver. They go a long way towards explaining if asset prices are facing a long-term structural headwind or tailwind. The great thing about the data is that you can get precise, high quality numbers 20, or even 50 years […]

John Thomas-Roman Colosseum

What to do About Italy?

When British Prime Minister, Winston Churchill, was informed that Italy joined the side of the Germans in the Second World War, he infamously replied, “Well, that’s only fair. They were our allies in the First World War.” Many investment strategists are similarly vexed today, trying to decide what to do about the home of the […]

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 […]

More Research Master Pieces

Live Webinars

John Thomas

Don’t Miss the July 1 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, July 1 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 Lisbon, Portugal, provided that I can log into the local broadband in Portuguese. I’ll be giving you my […]

Global Strategy Luncheons

Cowboys

SOLD OUT – Friday, June 19 2015 – Dallas Global Strategy Luncheon

Come join me at the Mad Hedge Fund Trader’s Global Strategy luncheon, which I will be conducting in Dallas, Texas at 12:00 PM on Friday, June 19, 2015. The guests and I will engage in an open discussion on the crucial issues facing investors today. I’ll be giving you my up to date view on […]

Free Research

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 […]

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 […]

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

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 […]

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 […]

Interviews