As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

Trade Alert – (UNG) – January 31, 2012 Update
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Will Facebook Mark the Market Top?
The street is chattering today over the prospect of an enormous payday with the imminent IPO for the social media company, Facebook. Price talk is valuing the company as high as $100 billion, making it the largest such floatation in history. Could the mega deal spell the end of the current bull market? Look at [...]

January 31, 2012 – Quote of the Day
“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 ‘out to be thinking about buying high quality stocks,” said Hersh Cohen of Clearbridge Advisors.

Trade Alert – (FXY) January 30, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.

Trade Alert – (UNG) January 30, 2012
As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price.
Is This the Chink in Japan’s Armor?
“Oh, how I despise the yen, let me count the ways.” I’m sure Shakespeare would have come up with a line of iambic pentameter similar to this if he were a foreign exchange trader. I firmly believe that a short position in the yen should be at the core of any hedged portfolio for the [...]

Hanging Out With 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 [...]

Thank Goodness I Don’t Live in Sweden!
I found recently found the chart below showing world tax rates as a percentage of GDP for the past 40 years. Sweden suffers the world’s heaviest tax burden at 51%, compared to only 27% in the US. The US has among the world’s lowest tax burdens, which has been falling for the last ten years. [...]

January 30, 2012 – Quote of the Day
“The next big story in credit is going to come from Asia and that will be in Japan,” said Tres Knippa of Kenai Capital Management.
Fed Says Market Rally is BS
Well, they didn’t really say that, but they could have, and perhaps should have, and the bond market wholeheartedly agrees with them. That is my takeaway from the Fed minutes released yesterday indicating that the Federal Reserve intends to extend its hyper accommodative policies for at least another 6-9 months to “late 2012.” It also [...]

Report From Beverly Hills
I am writing this letter at a table in the alcove of the Polo Lounge at the legendary Beverly Hills Hotel. They did not disappoint on the movie star front, with more than an ample supply. At the table on my right, John Hamm, who plays the predatory ad man Don Draper in AMC’s Mad [...]

January 27, 2012 – Quote of the Day
“China has been doing everything right for the last ten years. Our government is made up of ‘C’ students that were political science majors, whereas, the Chinese government is made up of PhD’s that were educated at Cambridge and Harvard,’ said one Washington observer.
Apple’s Next Stop: $1,000!
Newspapers, TV, radio, and the Internet all carried the same headline in San Francisco today: “Apple Now World’s Largest Company.” That was the response to the company’s Q4 earnings of $13 billion announced yesterday that drove its market capitalization skyward to $415 billion, surpassing ExxonMobile’s (XOM) once again. What is even more amazing is that [...]
Goodbye Steve Jobs, Hello Dividend?
Analysts continue to be stunned by the rate at which cash is rolling into Apple (AAPL). At current cash flows, the company’s hoard is expected to grow from $96.7 billion to $130 billion by next June, an increase of nearly $220 million a day! So far, the company has resisted every entreaty to part with [...]
- May 24, 2013 May 24, 2013
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Updated 2013 Strategy Luncheon Schedule
May 24, 2013
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A Tribute to a True Veteran
May 24, 2013
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Update on The Mad Day Trader
May 24, 2013
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May 24, 2013 – Quote of the Day
May 24, 2013
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Trade Alert – (AAPL) May 23, 2013
May 23, 2013
- May 23, 2013 May 23, 2013
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July 8 London Strategy Luncheon
May 23, 2013
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The American Onshoring Trend is Accelerating
May 23, 2013
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Hedge Funds: The New Dumb Money
May 23, 2013
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SOLD OUT! San Francisco November 4th Strategy Luncheon
October 25, 2011
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My 2012-13 Stock Market Forecast.
October 31, 2012
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Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
July 15, 2012
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Will Gold Coins Suffer the Fate of the $10,000 Bill?
November 25, 2011
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My Personal Leading Economic Indicator
November 25, 2011
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SOLD OUT! December 27 Chicago Strategy Luncheon
December 22, 2011
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An Evening With the Chinese Intelligence Service
December 25, 2011
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Take a Look at Occidental Petroleum (OXY)
December 26, 2011
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Another Nail in the Euro Coffin
January 16, 2012
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Sold Out! Las Vegas January 27, 2012 Strategy Luncheon
January 23, 2012





