Traders and investors have grown comfortable with a steady stream of corporate earnings reports. 2011 as a whole may come in as high as $15 a share for the S&P 500. But the gravy train may end starting next week. The number of companies reducing guidance and downshifting expectations is at a three year high. [...]
The Euro Breaks Down
(Note to Newsletter only subscribers: This trade alert went out to paying customers of my Trade Alert Service last Thursday morning.) I am going to start the New Year with a 25% allocation to the double leveraged short ETF (EUO). It’s time to do the hard trade, sell on weakness, and sell the breakdown. The [...]

January 9, 2012 – Quote of the Day
“China is not going to have a hard or soft landing. It is going to keep on flying. There is a tremendous amount of momentum in the Chinese economy. There’s a lot to be done in terms of infrastructure. At the low end there is a lot to be done in housing. And it now [...]

The Heat Turns Up On JP Morgan
Anne Barnhardt was the CEO of a money manager who was forced to shut down her firm in the wake of the MF Global collapse. She is calling for a boycott of the financial markets and JP Morgan (JPM) specifically. To listen to her blistering attack in full in an interview with by Buddy, Peter [...]

The Mystery of the Brasher Doubloon
I’ll never forgot 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 [...]

January 6, 2012 – Quote of the Day
“All of Germany is a Tea Party, and that is going to be a problem for the Euro, said Yra Harris of Praxis Trading.

Trade Alert – (EUO) January 5, 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.
My 2011 Report Card
If there was ever a year when you wanted a former combat pilot with a current aerobatic license giving you financial advice, it was the one we just completed. After enough loops, spins, barrel rolls, and whip stalls to induce air sickness in the most seasoned of veterans, the major indexes ended almost exactly where [...]

All I Want To Do is Retire
I have always believed that if you don’t have a sense of humor, then you better get the hell out of this business. Below is a link to a YouTube video entitled “All I Want To Do is Retire” which covers the decline of the brokerage industry over the last 20 years. The video is [...]

January 5, 2012 – Quote of the Day
“The days of leading companies or countries via a one-way conversation are over. The old system of ‘command and control’ – using carrots and sticks –to exert power over people is fast being replaced by ‘connect and collaborate’,” said author Dov Siedman.

Rubbing Shoulders With “The 1%” at Incline Village
If you really want to get a read on how “the 1%” are faring these days, take a ski vacation to the tony hamlet of Incline Village on the pristine shores of Nevada’s Lake Tahoe. Each morning, I trekked to Starbucks, one of the few local sources for the Wall Street Journal and the New [...]

January 4, 2012 – Quote of the Day
“America’s colleges and universities churn out lots of liberal arts graduates….By and large, the economy doesn’t need all these generals. We’re not training enough scientists and engineers. The high schools used to churn out enough people with technical skills in the fifties and sixties, but not so today. It’s cheaper just to prepare everyone to [...]
2012 Annual Asset Class Review
I am writing this report from a first class cabin on Amtrak’s California Zephyr en route from Chicago to San Francisco. The majestic snow covered Rocky Mountains are behind me. There is now a paucity of scenery, with the endless ocean of sage brush and salt flats of Northern Nevada outside my window, so there [...]
- May 22, 2013 May 22, 2013
-
July 25 Portofino, Italy Strategy Luncheon
May 22, 2013
-
Five Stocks to Buy for the Second Half
May 22, 2013
-
Testimonial
May 22, 2013
-
May 22, 2013 – Quote of the Day
May 22, 2013
-
July 25, 2013, Portofino Strategy Luncheon
May 21, 2013
- May 21, 2013 May 21, 2013
-
July 2 New York Strategy Luncheon
May 21, 2013
-
End of the Commodity Super Cycle
May 21, 2013
-
May 21, 2013 – Quote of the Day
May 21, 2013
-
SOLD OUT! San Francisco November 4th Strategy Luncheon
October 25, 2011
-
My 2012-13 Stock Market Forecast.
October 31, 2012
-
Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
July 15, 2012
-
Will Gold Coins Suffer the Fate of the $10,000 Bill?
November 25, 2011
-
My Personal Leading Economic Indicator
November 25, 2011
-
SOLD OUT! December 27 Chicago Strategy Luncheon
December 22, 2011
-
An Evening With the Chinese Intelligence Service
December 25, 2011
-
Take a Look at Occidental Petroleum (OXY)
December 26, 2011
-
Another Nail in the Euro Coffin
January 16, 2012
-
Sold Out! Las Vegas January 27, 2012 Strategy Luncheon
January 23, 2012




