July 31, 2013

Global Market Comments July 31, 2013 Fiat Lux Featured Trade: (REPORT FROM BERLIN), (A SHORT HISTORY OF HEDGE FUNDS), (FAREWELL TO SENATOR DANIEL INOUE) … [Read more...]

Report From Berlin

John Thomas - Berlin

I am sitting at my MacBook Pro typing this piece in the corner Suite on the sixth floor of the Hotel Adlon in Berlin. A half finished bottle of 2001 Chateau Pech sits on my desk, a product of the French Mediterranean coast. Out the window hundreds of tourists are milling about the imposing Brandenburg Gate, taking pictures, posing with costumed cartoon characters, or texting … [Read more...]

A Short History of Hedge Funds

Money, Arms Full

Legendary Fortune Magazine editor, Winslow Jones, created the first hedge fund out of a shabby office on Broadway 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 fifth of the profits from successful voyages. Jones must have had an … [Read more...]

Farewell to Senator Daniel Inoue

Inoue and Clinton

I was greatly saddened when I had learned of the passing of Senator Daniel Inoue of Hawaii, the Senate’s longest serving member, and a close friend. After 50 years last August the legislative body had come to dominate the all powerful Ways and Means Committee, eventually becoming the President Pro Tem. He was 88 when he died. As a young correspondent for The Economist … [Read more...]

July 31, 2013 – Quote of the Day

Woman - Afghan

“If we had not entered the war in Iraq, the war in Afghanistan would be over by now,” said Richard Engle, NBC News’ chief foreign correspondent, who spent five year in the country. … [Read more...]

July 30, 2013

Global Market Comments July 30, 2013 Fiat Lux Featured Trade: (REPORT FROM VENICE), (AN EVENING WITH TRAVEL GURU ARTHUR FROMMER) … [Read more...]

An Evening with Travel Guru Arthur Frommer

Europe on $5 a Day, cover

Travel guru, Arthur Frommer, says that now is the best time to travel in 20 years, thanks to a combination of a strong dollar and desperate price-cutting forced by the recession. Five years after oil hit an historic peak at $148/barrel, when $500 fuel surcharges abounded, and the demise of the travel industry was widely predicted, costs in some countries, like Mexico and … [Read more...]

July 29, 2013 – MDT Pro Tips A.M.

SP-US2

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 29, 2013

Global Market Comments July 29, 2013 Fiat Lux Featured Trade: (AN AFTERNOON WITH GOVERNOR JERRY BROWN), (TESTIMONIAL) … [Read more...]

July 26, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 26, 2013 – MDT Pro Tips AM

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 26, 2013

Global Market Comments July 26, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT, SWITZERLAND STRATEGY SEMINAR), (LUNCH WITH SUPREME COURT JUSTICE SONYA SOTOMAYOR)   … [Read more...]

August 9 Zermatt, Switzerland Strategy Seminar

Mykonos

Come join me for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light snacks. You are welcome … [Read more...]

Lunch With Supreme Court Justice Sonia Sotomayor

Sonia Sotomayor

 I have to admit that it was with some trepidation that I joined Supreme Court Justice, Sonia Sotomayor, for lunch in San Francisco. I have friends in the New York federal prosecutor’s office who warned me that she was tough as nails and a complete bitch, first as a prosecutor herself, and later as a judge. I confided this observation to her, and she agreed completely. … [Read more...]

July 25, 2013 – MDT – Trade Alert – (EWZ) Brazil

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 25, 2013 – MDT – Linn Energy Trade Alert!

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 25, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 25, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 25, 2013

Global Market Comments July 25, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT, SWITZERLAND STRATEGY SEMINAR), (REPORT FROM THE ORIENT EXPRESS), (SO WHAT IS YOUR “INFLUENCER” SCORE) … [Read more...]

August 9 Zermatt, Switzerland Strategy Seminar

Zermatt

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light snacks. You … [Read more...]

July 24, 2013 – MDT – Order Cancellation!

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 24, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 24, 2013 – MDT 30 Yr. Bonds

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 24, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 24, 2013

Global Market Comments July 24, 2013 Fiat Lux Featured Trade: (CATCHING UP WITH DOWNTON ABBEY), (REPORT FROM LONDON) (TESTIMONIAL) … [Read more...]

July 23, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 23, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 23, 2013

Global Market Comments July 23, 2013 Fiat Lux Featured Trade: (JULY 25 PORTOFINO, ITALY STRATEGY LUNCHEON), (MY SOLUTION FOR EUROPE), (FXE), (EUO) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO) … [Read more...]

July 25 Portofino, Italy Strategy Luncheon

Portofino, Italy

Come join John Thomas for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting near Portofino, Italy on the Italian Riviera, on Thursday, July 25, 2013. 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 stocks, bonds, foreign currencies, … [Read more...]

My Solution for Europe

Store Window

Taking the express train from Paris to Frankfurt, I was playing around with Google Maps on my iPhone 5s. It was really cool watching the blue dot marking my location zip across the map at 200 miles per hour. When I zoomed in on my location, I realized that I recognized many of the names. Soissons, Chateau, Thierry, and Belleau Wood were all citations that I recalled from … [Read more...]

July 23, 2013 – Quote of the Day

warren-buffett

“I enjoy issuing Berkshire stock as much as I relish preparing for a colonoscopy” said Oracle of Omaha Warren Buffet of Berkshire Hathaway (BRK/A). … [Read more...]

July 22, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 22, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 22, 2013

Global Market Comments July 22, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (MID ATLANTIC THOUGHTS ABOARD THE QUEEN MARY 2, PART III), (AMERICA’S NATIVE AMERICAN ECONOMY) … [Read more...]

August 1 Mykonos, Greece Strategy Luncheon

Mykonos

Come join John Thomas for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. 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 stocks, bonds, foreign … [Read more...]

America’s Native American Economy

indian

When I was remodeling my 160-year-old London house, the chimney was in desperate need of attention. After the bricklayer crawled up the fireplace, he found a yellowed and somewhat singed envelope addressed to Santa Claus. Thinking it was placed there by my kids, he handed it over to me. In it was a letter dated Christmas, 1910 asking for a Red Indian suit. Europeans have … [Read more...]

July 19, 2013 – MDT Pro Tups A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 19, 2013

Global Market Comments July 19, 2013 Fiat Lux Featured Trade: (THE BIPOLAR ECONOMY), (SAY GOODBYE TO YOUR FAVORITE TEACHER), (NOT YOUR FATHER’S RAILROADS), (UNP), (CSX), (NSC), (CP), (ACI) Union Pacific Corporation (UNP) CSX Corp. (CSX) Norfolk Southern Corp. (NSC) Canadian Pacific Railway Limited (CP) Arch Coal Inc. (ACI) … [Read more...]

The Bipolar Economy

Caveat Emptor

Corporate earnings are up big! Great! Buy! No wait! The economy is going down the toilet! Sell! Buy! Sell! Buy! Sell! Help! Anyone would be forgiven for thinking that the stock market has become bipolar. There is, in fact, an explanation for this madness. According to the Commerce Department’s Bureau of Economic Analysis, the answer is that corporate profits accounts for … [Read more...]

Say Goodbye to Your Favorite Teacher

Teacher

Don’t bother taking an apple to school to give your favorite teacher, unless you want to leave it in front of a machine. The schoolteacher is about to join the sorry ranks of the service station attendant, the elevator operator, and the telephone operators whose professions have been rendered useless by technology. The next big social trend in this country will be to replace … [Read more...]

Not Your Father’s Railroads

Train-Cargo

When I rode Amtrak’s California Zephyr service from Chicago to San Francisco last year, I passed countless trains heading west hauling hoppers full of coal for shipment to China. This year I took the same trip. The coal trains were gone. Instead I saw 100 car long tanker trains transporting crude oil from North Dakota south to the Gulf Coast. I thought, “There’s got to be a … [Read more...]

July 18, 2013 – MDT Soybeans Position Update…with Oil

QO-CL 7-18-13

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

Trade Alert – (FXE) July 18, 2013

Alert

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. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

July 18, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 18, 2013

Global Market Comments July 18, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT, SWITZERLAND STRATEGY SEMINAR), (MONEY DOWN THE DRAIN), (MID ATLANTIC THOUGHTS ABOARD THE QUEEN MARY 2, PART II) … [Read more...]

August 9 Zermatt, Switzerland Strategy Seminar

Zermatt

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light snacks. You … [Read more...]

Money Down the Drain?

Girl-Money

Who was the top paid state employee in California last year? The governor? The Chief Justice of the Supreme Court? How about the leader of the Senate? Nope. It was a prison psychiatrist who took home an eye popping $838,706, most of it in overtime. I love it! The state drives people insane by sending them to jail, then tries to cure them with triple overtime. It is a wealth … [Read more...]

July 17, 2013 – MDT – 30 Yr. Bonds…A Teaching Moment

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 17, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 17, 2013

Global Market Comments July 17, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (EXPLORING MY NEW YORK ROOTS), (MID ATLANTIC THOUGHTS ABOARD THE QUEEN MARY 2, PART 1) … [Read more...]

August 1 Mykonos, Greece Strategy Luncheon

Mykonos

Come join John Thomas for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. 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 stocks, bonds, foreign … [Read more...]

Exploring my New York Roots

queenmary

While in New York waiting to board Cunard’s Queen Mary 2 to sail for Southampton, England, I decided to check out the Bay Ridge address near the Verrazano Bridge where my father grew up. I took a limo over to Brooklyn and knocked on the front door. I told the owner about my family history with the property, but I could see from the expression on his face that he didn’t … [Read more...]

July 17, 2013 – Quote of the Day

Minefield-Explosion

“It’s a bit like looking for gold in a minefield,” said Fidelity International’s China Special Situation Fund manager, Anthony Bolton, amid widespread accounting fraud in the country. … [Read more...]

July 16, 2013 – MDT – Goldman Sachs

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 16, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 16, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 16, 2013

Global Market Comments July 16, 2013 Fiat Lux Featured Trade: (JULY 25 PORTOFINO, ITALY STRATEGY LUNCHEON), (KNOWING THE PRICE OF EVERYTHING AND THE VALUE OF NOTHING), (DINNER WITH NOBEL PRIZE WINNER PAUL KRUGMAN) … [Read more...]

July 25 Portofino, Italy Strategy Luncheon

Portofino, Italy

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting near Portofino, Italy on the Italian Riviera, on Thursday, July 25, 2013. 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 stocks, bonds, foreign currencies, … [Read more...]

Knowing the Price of Everything and the Value of Nothing

Antique Road Show

As a fanatical follower of the price of everything, I have long been an avid viewer of the television program, Antiques Roadshow, for 14 years, and the English version of the show well before that. This is where you learn what stuff like “majolica” is. Many aspiring collectors come into the open appraisal events hoping they have inherited something of untold value from their … [Read more...]

Dinner with Nobel Prize Winner Paul Krugman

End This Depression Now!

The first thing I noticed when Paul walked in was the few extra pounds and silvery tinge to his hair he acquired since I saw him last. He’s clearly spending too much time behind a computer writing those acidic columns for the New York Times. We’re all short dated options in the end, I thought. We met at my favorite San Francisco restaurant, Gary Danko’s (click here for their … [Read more...]

July 15, 2013 – MDT Midday Missive – Undervalued Assets

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 15, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 15, 2013

Global Market Comments July 15, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (WHAT’S GOING ON WITH THE VIX?), (VIX), (VXX), (CONNECTING UP AMERICA), (THE MYSTERY OF THE BRASHER DOUBLOON), (GLD) VOLATILITY S&P 500 (VIX) iPath S&P 500 VIX ST Futures ETN (VXX) SPDR Gold Shares (GLD) … [Read more...]

August 1 Mykonos, Greece Strategy Luncheon

Mykonos

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. 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 stocks, bonds, foreign … [Read more...]

What’s Going on With the VIX?

John Keynes

After crawling off the mat at the 12% level, and rising all the way back up to 19%, traders are wondering if the Volatility Index (VIX) is finally coming back to life. Or is this just another dead cat bounce? It wasn’t supposed to work that way. Falling markets should send investors scrambling to buy downside protection in the form of put options, which would automatically … [Read more...]

Connecting Up America

Solar Panels

Until now, the country’s power grid has been divided into three unconnected, noncompetitive kingdoms (in the spirit of Game of Thrones), making transnational transmission impossible, leading to huge regional mispricing. While California and New York suffered from periodic brown outs and sky high prices, electricity was given away virtually for free in Texas. A group of power … [Read more...]

The Mystery of the Brasher Doubloon

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 inquired “How is that, pray tell?” He told me that he was an investor and technical consultant to a venture hoping to discover the long lost USS Central America, which sunk in a storm off the Atlantic … [Read more...]

July 15, 2013 – Quote of the Day

President Richard Nixon

“Never again will the dollar be held hostage in the hands of speculators,” said President Richard Nixon when he took the US off the gold standard in 1971. The Dow Average posted its largest point gain in history the next day. … [Read more...]

July 12, 2013 – MDT Soybean Position Update

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 12, 2013 – MDT Midday Missive w/Grain Trade Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 12, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 12, 2013

Global Market Comments July 12, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (WHEN THE DEMOGRAPHIC HEADWIND BECOMES A TAILWIND), (AN AFTERNOON WITH ACE REPORTER HELEN THOMAS) (STOPPING BY OBAMA’S HOUSE) … [Read more...]

July 16 Berlin Strategy Luncheon

Berlin-Brandenburg Gate

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Berlin, Germany, at 12:00 noon on Tuesday, July 16, 2013. 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 stocks, bonds, foreign currencies, commodities, … [Read more...]

Stopping by Obama’s House

Security-Neighborhood

During my recent quick run through Chicago to visit clients, I couldn’t resist the temptation to stop by President Obama’s house and see how close I could get. Nestled on Greenwood Avenue and 50th street in up and coming Hyde Park, I was thwarted by two concrete crash barriers, 16 cop cars, and army of elderly Chicago police happily pulling overtime. Shifty looking … [Read more...]

July 11, 2013 – MDT Midday Missive with TLT Position Update

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 11, 2013 – MDT – Follow Up to TLT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 11, 2013 – MDT – TLT Trade Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 11, 2013 – MDT Pro Tips A.M.

SP US QTLY

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 11, 2013

Global Market Comments July 11, 2013 Fiat Lux Featured Trade: (JULY 19 FRANKFURT STRATEGY LUNCHEON), (COFFEE WITH DR. ROBERT SHILLER), (INVESTING IN DINOSAUR POOP) … [Read more...]

July 19 Frankfurt Strategy Luncheon

Frankfurt-8

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Frankfurt, Germany on Friday, July 19, 2013. 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 stocks, bonds, foreign currencies, commodities, precious metals, and … [Read more...]

Investing in Dinosaur Poop

T, Rex named Sue

The dinosaur bone market has crunched. Once a favorite collectible of high-flying hedge fund managers, the prices of everything from tyrannosaurus rex to brontosaurus fossils have skidded. A recent auction of a triceratops skeleton failed to reach its minimum bid of $1 million. Even prices for fossilized dinosaur excrement, a popular niche market, have gone down the … [Read more...]

Coffee with Robert Shiller

shiller1_1

Yale professor, Robert Shiller, is the kind of imp like, peripatetic college professor you might expect to find in a Disney movie. Highly animated and jumping from one radical idea to the next it is hard to keep up with his stream of consciousness torrent of economic innovations. After a two-hour barrage, I was so intellectually exhausted that all I could do when I returned … [Read more...]

July 10, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 10, 2013

Global Market Comments July 10, 2013 Fiat Lux Featured Trade: (JULY 12 AMSTERDAM STRATEGY LUNCHEON), (PLEASE USE MY FREE DATA BASE SEARCH), (DRINKS WITH THE PRESIDENT) … [Read more...]

July 12 Amsterdam Strategy Luncheon

Amsterdam

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Amsterdam, The Netherlands, on Friday, July 12, 2013. 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 stocks, bonds, foreign currencies, commodities, … [Read more...]

Please Use My Free Data Base Search

Woman hitting head

The original purpose of this letter was to build a database of ideas to draw on in the management of my hedge fund. When a certain trade comes into play, I merely type in the symbol, name, currency, or commodity into the search box, and the entire fundamental argument in favor of that position pops up. You can do the same. Just type anything into the search box with the … [Read more...]

Drinks With the President

Obama with Security

President Barack Obama certainly arrives at a party like a rock star. Three silver GM Suburban’s flanking an armored black Cadillac limo screech to a halt with lights flashing. All of the roads in the immediate vicinity are closed to traffic. A dozen sunglass bedecked Secret Service agents leap out, immediately scanning the perimeter. The president bounds out and briskly … [Read more...]

July 10, 2013 – Quote of the Day

Nails

“We have few, if any spare tires left,” said Mohamed El-Erian, CIO of mega bond house PIMCO, about the nail studded road ahead for the US economy. … [Read more...]

July 9, 2013 – MDT – BLK & AAPL ORH Patterns

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 9, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 9, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. … [Read more...]

July 9, 2013

Global Market Comments July 9, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (WHO IS BEN BERNANKE?), (KEEP INDONESIA ON YOUR RADAR), (IDX), (WHY WE NEED SIX NEW SAUDI ARABIA’S) (USO), (RIG), (XOM), (OXY) Market Vectors Indonesia Index ETF (IDX) United States Oil (USO) Transocean Ltd. (RIG) Exxon Mobil Corporation (XOM) Occidental Petroleum … [Read more...]