I was more than amused when technology analyst superstar, Piper Jaffray’s Gene Munster, put out his own forecast that Apple (AAPL) would reach $1,001. Munster made the call after conducting a survey that showed that 40% of students plan on buying an iPhone in the next 6 months, while 19% of non-tablet owners plan on [...]

April 5, 2012 – Quote of the Day
“Equities lead the risk appetite on the way up, and they will lead on the way down,” said Lincoln Ellis of the Linn Group

Trade Alert – (IWM) April 4, 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.

Tribute to a Giant of Journalism, Roy Essoyan
It is with great sadness that I 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 under his wing [...]

April 4, 2012 – Quote of the Day
“Bull markets go everywhere from 1-2 years to five years after the Fed begins tightening. We’ve got a long way to go before we have to worry about bonds competing against stocks,” said Professor Jeremy Siegel of the Wharton School of Business

Follow Up – (IWM) April 3, 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.

Follow Up – (FXY) April 3, 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 – (IWM) April 3, 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 – (FXY) April 3, 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.

If You Sell in May and Go Away, What to do in April?
That is the conundrum facing traders, investors, and individuals as we enter the new quarter. For some hedge fund managers, Q1, 2012 was clearly the quarter from hell. I have been in the market for four decades, long enough to collect an encyclopedia worth of words of wisdom. One of my favorites has always been [...]

Onshoring: the New Global Trend
By now, we have all become experts in offshoring, the practice whereby American companies relocate manufacturing jobs overseas to take advantage of low wages, missing unions, the lack of regulation, and the paucity of environmental controls. The strategy has been by far the largest source of new profits enjoyed by big companies for the past [...]

April 3, 2012 – Quote of the Day
“The only surprise to me is that so many people were surprised,” said Nobel Prize winning economist Joseph Stiglitz, about the financial crisis he predicted.
Double Dipping on the Yen
You know how I love second helpings, especially when the sushi bar is involved. I especially like unagi, or cooked eel, which is said to be an oriental aphrodisiac. I am going to take advantage of Japan’s fiscal year end book closing on March 30 to reenter my short position of the Japanese yen. This [...]

Where to Play From the Short Side
This time I am going to start with the fundamental argument first, then follow up with the Trade Alert. We are getting perilously close to a substantial pull back in global risk assets. While this has already started in commodities, the ags, oil, copper, and precious metals, we have yet to see the whites of [...]

Taking a Peak at China
The handful of Chinese army officers I huddled with in the underground bunker all stared intently at their watches. Three, two, one, and then KABOOM! At exactly 12:00 noon, the blast of distant artillery sent a five inch shell screaming over our heads and exploded into the hill above us. The ground shook under our [...]
- May 17, 2013 May 17, 2013
-
An Evening With Congressman Barney Frank
May 17, 2013
-
The Most Functional Word in the English Language
May 17, 2013
-
An Evening With Nobel Prize Winner Michael Spence
May 17, 2013
-
May 17, 2013 – Quote of the Day
May 17, 2013
-
Follow Up to Trade Alert – (GLD) May 16, 2013
May 16, 2013
-
Trade Alert – (GLD) May 16, 2013
May 16, 2013
- May 16, 2013 May 16, 2013
-
On the Tesla Melt Up
May 16, 2013
-
May 16, 2013 – Quote of the Day
May 16, 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




