(SPX) As a silver tsunami of 80 million baby boomers retires, they will be followed by only 65 million from generation “X” who earn half as much. The intractable problems that unhappy Japan is facing will soon arrive at our shores. Boomers, therefore, better not count on the next generation to buy them out of [...]
About John Thomas

Vietnam is a Paradise for Demographic Investors.
Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture invests in companies that get 50% or more of their earnings from that country, with an anticipated 37% exposure in finance, and 19% in energy. This will [...]

There is a Happy Ending for the US.
Unlike Japan, the US is not plunging into a multigenerational black hole. After the 80 million baby boomers are long gone, and 65 million Gen Xer’s have picked up homes at rock bottom prices, they will be followed by 85 millennials, those who are now in their early twenties. When this generation reaches its peak [...]

December 3, 2012 — Quote of the Day
“Not every conservative wants to neuter every gay, deport every immigrant, or make it difficult for every woman to have sex,” said Republican commentator, Anna Navarro.
November 30, 2012
Global Market Comments November 30, 2012 Fiat Lux Featured Trades: (JUMPING BACK INTO GOLD), (GLD) (WHO SAYS THERE AREN’T ANY JOBS?) (TESTIMONIAL) SPDR Gold Trust Shares

Jumping Back Into Gold.
I am going to use the recent day’s $40 sell off to jump back into the gold trade. It appears that it was a single, badly handled “SELL” order, probably from a foreign government, that took the barbarous relic down so precipitously. I wouldn’t be surprised if it concerned Turkey’s payment for Iranian oil with [...]

Who Says There Aren’t Any Jobs?
While recently winging my way across the South Pacific, I spotted an unusual job offer: WANTED: Social worker, tax free salary of $60,000 with free accommodation and transportation, no experience necessary, must be flexible and self-sufficient. With the unemployment rate stuck at 9.1%, and running as high as 45% for recent college grads, I was [...]

Testimonial.
“I LOVE trading with you. You are so level headed. My biggest positions are Apple-based and the recent volatility has been scary. You are a totally calming influence on my trading. Starting in January, I am going to up my trading on your suggestions to 20% of my portfolio. By comparison to the market you [...]

November 30, 2012 — Quote of the Day
“The big story in this election is that Obama won on the economy. Exit polls showed that Romney’s policies favored the rich by a margin of 53% to 34%,” said John Poedesta, chairman of the Center for American Progress.
November 29, 2012
Global Market Comments November 29, 2012 Fiat Lux (SPECIAL REIT ISSUE) Featured Trades: (REACH FOR YIELD WITH MEDICAL REIT’S) (HCP), (HCN), (HR), (VTR), (SNH), (MPW), (AGNC), (MFA), (NLY), (CXS) HCP, Inc. Health Care REIT, Inc. Healthcare Realty Tr, Inc. Ventas, Inc. Senior Housing Properties Medical Properties Trust Inc. American Capital Agency Corp. MFA Financial Inc. [...]
Reach for Yield With Medical REIT’s.
I have been warning readers for several months now of a major sell-off in all risk assets sometime in 2013. Stocks could drop as much as 25%-50%, depending on the severity and length of the next recession. The question arises of where to protect your cash during the coming slaughter. Do you want to hide [...]

November 29, 2012 — Quote of the Day
“Every time there’s a dip, you are going to see investors come in from the sidelines because they’re underinvested. On the other hand, the market is going nowhere because of growth. So every time the market sticks its head up they are going to sell the rallies. You are going to see this over and [...]
November 28, 2012
Global Market Comments November 28, 2012 Fiat Lux Featured Trades: (RIM BEATS APPLE), (RIMM), (AAPL), (HPQ), (INTC), (BAC), (AIG), (GAS), (WFC), (LUNCH WITH FBI CHIEF ROBERT MUELLER) Research in Motion Ltd. Apple, Inc. Hewlett-Packard Co. Intel Corp. Bank Of America Corp. American Intl Group, Inc. AGL Resources, Inc. Wells Fargo & Co.
Rim Beats Apple.
I thought that would get your attention with this “Man bites dog” headline. The reality is that the besieged maker of antiquated Blackberries (RIMM) has seen its stock soar by 85% since its September low, while Apple (AAPL) performed a 28% swan dive. Don’t expect the greatest pairs trade of the year to work much [...]

Lunch With FBI Chief Robert Mueller.
I immediately recognized Robert Mueller as the kind of no nonsense, ex-Marine, Vietnam Vet that he was, the kind of officer who used to rip your guts out for disobeying a direct order, which in my case was frequently. President Obama thought this was the man you want for your Director of the FBI, which [...]
- June 18, 2013 June 18, 2013
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Tuesday, July 2 New York Strategy Seminar
June 18, 2013
- The High Oil Mystery June 18, 2013
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Decoding What’s in Your Pocket
June 18, 2013
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Scam of the Week
June 18, 2013
- June 18, 2013 – Quote of the Day June 18, 2013
- June 17, 2013 June 17, 2013
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July 12 Amsterdam Strategy Luncheon
June 17, 2013
- An Environmental Activist’s Take on the Markets June 17, 2013
- Business is Booming at the Money Printers June 17, 2013
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SOLD OUT! San Francisco November 4th Strategy Luncheon
October 25, 2011
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My 2012-13 Stock Market Forecast.
October 31, 2012
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Last Chance to Come Join Me for the Paris Strategy Luncheon – July 17, 2012
July 15, 2012
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August 9, 2013, Zermatt, Switzerland Global Strategy Seminar
June 3, 2013
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Will Gold Coins Suffer the Fate of the $10,000 Bill?
November 25, 2011
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My Personal Leading Economic Indicator
November 25, 2011
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SOLD OUT! December 27 Chicago Strategy Luncheon
December 22, 2011
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An Evening With the Chinese Intelligence Service
December 25, 2011
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Take a Look at Occidental Petroleum (OXY)
December 26, 2011
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Another Nail in the Euro Coffin
January 16, 2012




