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Author Archive | John Thomas

Romney Shock Sends Markets Spilling.

“Buy the rumor, sell the news.” That seems to be the recurring theme of 2012.  Buy the QE3 whispers and then sell the momentous Federal Reserve announcement. Buy the campaign rhetoric and then sell the landslide victory. This delivered us an Election Day rally of 150 points in the Dow and then the 450 point […]

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What’s Going On With Apple?

It was after midnight Florida time when my call finally got through to my friend in Cupertino, a senior manager at Apple (AAPL). I asked, what gives? The stock is off 24% from its September peak, fresh on the heels of its wildly-successful iPhone 5 launch. Is there something going on with the company that […]

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November 13, 2012 — Quote of the Day.

“To be right when the government is wrong can be a dangerous thing,” said founding father, Benjamin Franklin, who was threatened with hanging throughout the Revolutionary War.

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November 12, 2012

Global Market Comments November 12, 2012 Fiat Lux Featured Trades: (DON’T MISS THE NOVEMBER 14 STRATEGY WEBINAR), (A TRIBUTE TO A TRUE VETERAN),  (WHERE THE ECONOMIST “BIG MAC INDEX” FINDS CURRENCY)

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Don’t Miss the November 14 Global Strategy Webinar.

My next global strategy webinar will be held on Wednesday, November 14 at 12:00 noon EST. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the appropriate […]

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A Tribute to a True Veteran.

Yesterday was Veterans Day, and I’ll be putting on my faded Marine Corp fatigues and railroad track bars and leading the home town’s Veteran’s Day parade.  So I thought it would be a good day to tell you the story of my Uncle Mitch. Since job prospects for high school graduates in rural Pennsylvania in […]

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Where The Economist “Big Mac” Index Finds Currency Value.

My former employer, The Economist, once the ever tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its “Big Mac” index of international currency valuations (click here for the link). Although initially launched as a joke three decades ago, I have followed it religiously and found it an amazingly […]

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November 12, 2012 — Quote of the Day.

“A lie can travel half way around the world before the truth gets its boots on,” said the 19th century humorist, Mark Twain.    

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November 8, 2012

Global Market Comments November 9, 2012 Fiat Lux Featured Trades: (THE TRUE COST OF OIL), (AN EVENING WITH HILLARY CLINTON), (ONLY BUY COMPANIES YOU HATE) (AAPL), (BP), (C), (MO), (PFE), (GS) Apple, Inc. BP Amoco PLC Citigroup, Inc. Altria Group Inc. Pfizer, Inc. Goldman Sachs Group, Inc.

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The True Cost of Oil.

I received some questions last week on my recent solar pieces as to whether I minded paying more money for “green” power. My answer is “hell no,” and I’ll tell you why. My annual electric bill comes to $1,500 a year. Since the California power authorities have set a goal of 33% alternative energy sources […]

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An Evening With Hillary Clinton.

When Secretary of State Hillary Rodham Clinton passed through San Francisco last week I jumped at the chance to get an up-to-date overview on American foreign policy. The former first lady was making a brief San Francisco stop off on her way to meet leaders on an extended Asian tour. She showed up wearing one […]

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Only Buy Companies You Hate.

Dilbert cartoonist, Scott Adams, argues that you should invest in companies you hate because only the most unprincipled and rapacious firms make the greatest profits. Moral bankruptcy is a great leading indicator of success, and the best ones can get you to balance your wallet on the end of your nose and bark like a […]

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November 8, 2012 — Quote of the Day

“The problem with the Fed is that they work in a refinery and they’re playing with matches. They’re doing brain surgery with a machete,” said Robert Brusca, chief economist at Fact and Opinion Economics.  

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Enjoy the Dollar Rally While it Lasts.

Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and you’re looking at a world class […]

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November 8, 2012

Global Market Comments November 8, 2012 Fiat Lux Featured Trades: (ENJOY THE DOLLAR RALLY WHILE IT LASTS), (THE PRICE TAG FOR CLEAN COAL), (THE WORLD’S LARGEST SOLAR PLANT)

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