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Author Archive | John Thomas

What’s Going on With Apple?

In view of the gut churning $37.05 plunge in Apple’s share price today, I was hot on the phone to my contacts in Cupertino to learn what was going on. It was the worst performance in four years in percentage terms. There were unsubstantiated rumors that Q4 smartphone sales would be flat. Was there anything […]

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The Case Against Treasury Bonds.

If you want to delve into the case against the long-term future of US Treasury bonds in all their darkness, take a look at Foreign Affairs, the establishment bimonthly journal read by academics, intelligence agencies, and politicians alike, which I am sure you all have sitting on your nightstands. In a well-researched and thought-out article […]

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Feel Like Investing in a State Sponsor of Terrorism?

How about buying shares in a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers one of the world’s highest AIDs rates, endures regular insurrections where all of […]

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December 6, 2012 — Quote of the Day

“Better to have stop and go, than no go at all,” said hedge fund legend, George Soros, about the choppy prospects for the US economy.  

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December 5, 2012

Global Market Comments December 5, 2012 Fiat Lux SPECIAL NATURAL GAS MLP ISSUE Featured Trades: (IT IS TIME TO START COOKING WITH GAS) (SEP), (CQP), (EPB), (CPI), (CIG), (BPL) Spectra Energy Partners L.P. Cheniere Energy Partners, LP El Paso Pipeline Partners LP IQ CPI Inflation Hedged ETF Companhia Energetica de Minas Geras Buckeye Partners L […]

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It Is Time to Start Cooking With Gas.

Throughout my travels around the world there is one question I can count on getting from every audience, be it in the US, China, Europe, and even the Middle East: Where can I find some yield? The favored answers are junk bonds, high-dividend equities, and emerging market sovereign debt issued by countries like double-digit yielding […]

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December 5, 2012 — Quote of the Day

“This economy is one “Grand Bargain” away from leading the world out of recession and dominating the global economy for the next 50 years,” said Mark Bertolini, CEO of Aetna

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December 4, 2012

Global Market Comments December 4, 2012 Fiat Lux Featured Trades: (JANUARY 4 CHICAGO STRATEGY LUNCHEON), (THE ULTRA BULL CASE FOR 2013), (SPX), (IWM), (FXE), (AAPL), (GOOG), (FXY), (TLT), (USO) (A CHRISTMAS DONATION FOR THE WORTHIEST OF CAUSES) S&P 500 Large Cap Index Russell 2000 iShares Currency Shares Euro Trust Apple, Inc. Google, Inc. Currency Shares […]

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The Ultra Bull Case for 2013.

I am sitting here in front of my screens in utter amusement, befuddled, and gob-smacked. The weekend produced the worst case scenario from the “Fiscal Cliff” front lines: an ultimatum from Treasury Secretary, Tim Geithner, followed by finger pointing from both parties blaming the other for the impending economic disaster. It was a news flash […]

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A Christmas Donation for the Worthiest of Causes.

I follow a broad range of unconventional, but highly-useful leading economic indicators that gives me a decisive edge when predicting the future direction of global financial markets. One of them has started flashing a warning sign. I fund an orphanage in remote Zhanjiang, in China’s southern Guangdong province near Hainan Island called The Zhanjiang Kids […]

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December 4, 2012 — Quote of the Day

“We are one budget deal away from being the hot spot of the world. Europe is in the toilet, China’s growth has fallen down, and the Middle East is going backwards. We have a lot of potential for fracking and innovation. If we can prove our nation is governable, we will be the golden spot […]

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December 3, 2012

Global Market Comments December 3, 2012 Fiat Lux Featured Trades: (PLAY TREASURIES FROM THE SHORT SIDE), (TLT) (IF DEMOGRAPHICS IS DESTINY, THEN AMERICA’S FUTURE SUCKS), (SPX), (EWJ), (VNM) iShares Barclays 20+ Year Treasury Bonnd Fund S&P 500 Large Cap Index Japan iShares Market Vectors Vietnam

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If Demographics is Destiny, Then America’s Future Sucks.

Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery for at least another 10 years. I have been using the US Census Bureau’s population pyramids as a long leading […]

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Play Treasuries From the Short Side.

I am convinced that the risk markets put in a six-month bottom on November 16. The only question from here is whether we chop sideways for the rest of the year, or keep drifting up. If I see a good entry point, I will shoot out an urgent trade alert on this as fast as […]

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I’m Avoiding Japan Like the Plague.

Now look at the world’s worst population pyramid, that for Japan (EWJ). These three graphs show that a nearly perfect pyramid drove a miracle stock market during the fifties and sixties, which I remember well, when Japan had your textbook high growth emerging market economy. That changed dramatically when the population started to age rapidly […]

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