The great thing about interviewing Joseph Stiglitz over dinner is that you don’t have to ask any questions. You just turn him on and he spits out one zinger after another. And he does this in a kibitzing, wizened, grandfatherly manner like one would expect from a character that just walked off the set of [...]

February 9, 2012 – Quote of the Day
“We’ll still operating off of Jackson Hole, 2011 when Ben Bernanke delivered his famous speech preceding quantitative easing,” said foreign exchange trader, Ira Harris.

The One Bright Spot in Real Estate
After my weekly dump on residential real estate, I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US from 300 million to 400 million, according to data released by the [...]

A Short History of Hedge Funds
Legendary Fortune Magazine editor, Winslow Jones, created the first hedge fund out of a shabby office on Broadway Avenue in New York City in 1948, and generated monster returns over the next 20 years. He got the idea of a 20% performance bonus, now an industry standard, from ancient Phoenician sea captains who kept a [...]

The ‘Population Bomb’ Echoes
Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world’s food supply. You might even throw in long positions in wheat, corn, soybeans, and rice. The never dull, and often controversial Stanford biology professor told me [...]

February 8, 2012 – Quote of the Day
“You can reduce discretionary spending down to zero and it won’t have much impact on our fiscal problems because it’s such a small proportion of the total,” said Ben Bernanke, chairman of the Federal Reserve.

Only Hours Left to Beat My Price Increase
Due to the overwhelming surge in new subscriptions last night, my website crashed, preventing many subscribers from renewing at the old $1,997 annual rate BEFORE THE February 7 deadline. I am therefore extending my special offer for just 24 more hours. After that, at midnight EST, Wednesday February 8, prices for both of my products [...]

SOLD OUT: Houston Strategy Luncheon – February 9, 2012
Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Houston, Texas on Thursday, February 9, 2012. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up to date view on [...]
Earnings are Slowing as the Market is Peaking
Just as portfolio managers are buying shares because the stock market is going up, the fundamental argument behind higher equity prices is starting to erode. As the totals are coming into focus for the Q4 earnings period, disappointment is becoming the order of the day. Of the 291 S&P 500 companies that have reported so [...]

February 7, 2012 – Quote of the Day
‘Changes in consumption stemming from per capita income rises from $1,000 a year to $5,000, as you are seeing in India, or $5,000 to $10,000, as you are seeing in China, is a very different kind of consumption. It is much more commodities heavy, it is food heavy, it draws a lot more on water [...]

Trade Alert – (SPY) Update – February 6, 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 – (SPY) – February 6, 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.

Last Chance to Beat My Price Increase
It is an old adage in the investment business that you get what you pay for. Followers of my Macro Millionaire trade mentoring got quite a lot last year, with my 56 recommendations bringing in a return of 40.17%. Since this is the land of the free, the home of the brave, and the last [...]
Rumblings in Tokyo
I spent ten years of my life tramping in and out of Japan’s Ministry of Finance headquarters in Tokyo’s Kasumigaseki district. It was a dreadful reinforced steel and concrete affair with a dull grey tile siding that was so solidly built that it was one of the few structures in the city to survive WWII. [...]

The Nonfarm Payroll Shocker
Economists were left speechless with Friday’s report of the January nonfarm payroll, which came in at an amazing 243,000, more than double the consensus expectations. It was the sharpest improvement in the data since April. Analysts have become inured to bad data that a mediocre report sounds like The Second Coming. The headline unemployment rate [...]
-
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
-
Follow Up to Trade Alert – (GLD) May 20, 2013
May 20, 2013
-
Trade Alert – (GLD) May 20, 2013
May 20, 2013
- May 20, 2013 May 20, 2013
-
Introducing the Mad Day Trader
May 20, 2013
-
A Special Note to Trade Alert Followers
May 20, 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





