Why I’m Chasing the Euro

Printing Press

I’m not a person inclined to chase winning positions. Making money on one trade is certainly no guarantee that you will repeat the win on the next. Lightening doesn’t strikes twice in the same place. Well, actually it does sometimes, especially when it comes to selling short the Currency Shares Euro Trust (FXE). Given the European Central Bank’s dramatic action weeks ago to … [Read more...]

September 22, 2014 – Quote of the Day

Bubbles

“I’m worried that we now have the third bubble in three decades. We had the Dotcom bubble in the nineties, the property bubble in the 2000’s, and now we have the government bond bubble. Real interest rates are now massively negative. That’s where the bubble is.” said a Wall Street trader. … [Read more...]

Follow Up to Trade Alert – (FXE) September 19, 214

Euro Symbol

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...]

September 19, 2014 – 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...]

September 19, 2014 – 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...]

September 19, 2014

Global Market CommentsSeptember 19, 2014Fiat Lux Featured Trade:(THE DEATH OF GOLD),(GLD), (ABX), (GDX),(THE STRUCTURAL BEAR CASE FOR TREASURY BONDS),(TLT), (TBT) SPDR Gold Shares (GLD)Barrick Gold Corporation (ABX)Market Vectors Gold Miners ETF (GDX)iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT) … [Read more...]

The Death of Gold

John Thomas -Gold

One of the most impressive moves in the wake of the Fed’s Wednesday move to maintain ultra low interest rates was to be found in gold. From the moment the news broke the airwaves until the next morning’s opening, the yellow metal dove $20. The damage was even worse in silver, which broke to a new four year low of a mere $17.63 an ounce. Now, here is the really bad new. The … [Read more...]

The Structural Bear Case for Treasury Bonds

Uncle Sam

If you want to delve into the case against the long-term future of US Treasury bonds in all their darkness, consider these arguments. The US has not had a history of excessive debt since the Revolutionary War, except during WWII, when it briefly exceeded 100% of GDP. That abruptly changed in 2001, when George W. Bush took office. In short order, the new president … [Read more...]

September 18, 2014 – MDT – Midday Missive with Alerts

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...]

September 18, 2014 – 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...]

September 18, 2014

Global Market CommentsSeptember 18, 2014Fiat Lux Featured Trade:(SHE SPEAKS!),(SPY), (FXE), (EUO), (FXY), (YCS), (GLD), (SLV), (TLT), (TBT),(THE RECEPTION THAT THE STARS FELL UPON) SPDR S&P 500 ETF (SPY)CurrencyShares Euro ETF (FXE)ProShares UltraShort Euro (EUO)CurrencyShares Japanese Yen ETF (FXY)ProShares UltraShort Yen (YCS)SPDR Gold Shares (GLD)iShares Silver Trust … [Read more...]

She Speaks!

John Thomas

Like a deer frozen in a car’s onrushing headlights, markets have been comatose awaiting Federal Reserve governor Janet Yellen’s decision on monetary policy and interest rates. Interest rates are unchanged. Quantitative easing gets cut by $15 billion next month, and then goes to zero. Most importantly the key “considerable period” language stayed in the FOMC statements, meaning … [Read more...]

The Reception That the Stars Fell Upon

George Shultz

My friend was having a hard time finding someone to attend a reception who was knowledgeable about financial markets, White House intrigue, international politics, and nuclear weapons. I asked who was coming. She said Reagan’s Treasury Secretary George Shultz, Clinton’s Defense Secretary William Perry, and Senate Armed Services Chairman Sam Nunn. I said I’d be there wearing my … [Read more...]

September 17, 2014 – MDT – TBT 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...]

September 17, 2014

Global Market CommentsSeptember 17, 2014Fiat Lux Featured Trade:(THURSDAY OCTOBER 9 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON),(WHY I HAVE NO POSITIONS),(TLT), (TBT), (AAPL), (XLE), (XLV), (IBB), (BIDU), (FXE), (FXY), (YCS),(TAKING A BITE OUT OF STEALTH INFLATION), (SGG), (WEAT) iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT)Apple Inc. … [Read more...]

Why I Have No Positions

John Thomas

For the first time in three years, the model trading portfolio of my Trade Alert service has no positions. It is 100% in cash. I took a small profit on my last remaining position on Friday, a long in the ProShares Ultra Short 20+ Year Treasury ETF (TBT), a bet that Treasury bond prices would fall and yields would rise. Call it rocketing back up to breakeven. It’s not that I … [Read more...]

Taking a Bite Out of Stealth Inflation

Girlscouts

When I visited the local Safeway over the weekend, I was snared by some uniformed pre-teens, backed by beaming mothers behind a card table selling Girl Scout cookies. I was a pushover. I walked away with a bag of Thin Mints, Lemon Chalet Creams, Do-Si-Dos, and Tagalongs. I have to confess a lifetime addiction to Girl Scout cookies. During the early eighties, one of the … [Read more...]

September 17, 2014 – 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...]

September 16, 2014 – MDT – VIX 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...]

September 16, 2014 – MDT – GDP/USD Correction

140916_070143_CQG_Integrated_Client_Chart_IGBPUSD_-_Great_Britain_(Pound)_Index_Daily

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...]

September 16, 2014 – 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...]

September 16, 2014

Global Market CommentsSeptember 16, 2014Fiat Lux Featured Trade:(THE BULL MARKET IS ALIVE AND WELL),(SPY), (NFLX), (TSLA), (GOOG), (TLT), (BAC), (JPM), (AAPL), (COP), (OXY), (IBB)(IS THIS THE BIG TRADE OF 2015?),(JJC), (DBA), (CORN), (CU), (USO), (KOL),(TESTIMONIAL) SPDR S&P 500 ETF (SPY)Netflix, Inc. (NFLX)Tesla Motors, Inc. (TSLA)Google Inc. (GOOG)iShares 20+ Year … [Read more...]

The Bull Market is Alive and Well

John Thomas

It’s summer time again, when my most loyal readers are to be found strolling the boardwalk at Coney Island, basking on the beach in the Hamptons, or camping out on the pristine shores of lake Tahoe. Trading in the stock market is reflecting as much, with the index flat lining all month, and trading volumes at half of normal levels. What, you say! Half of the businesses at … [Read more...]

Is This the Big Trade of 2015?

Cinderella

Watching the entire commodity complex collapse in unison this year was nothing less than amazing, with many down 30% or more. And I mean the broader definition of commodity. It includes the base metals like copper (JJC), (CU), agricultural products (CORN), (SOYB), (DBA), precious metals (GLD), (SLV), and even energy (USO), (KOL). The only products to escape the slaughter were … [Read more...]

Testimonial

John Thomas - Bomber

Thank you for the call I received from your staff the other day, but I’m afraid I’m not going to be able to renew my subscription to the Mad Hedge Fund Trader. There’s nothing I’d like to do more than renew. I truly enjoy your insights on the markets and a description of your many travels. I have been following you for years and it is really a great deal. However, I am active … [Read more...]

September 15, 2014 – MDT – Monday Afternoon

140915_115102_CQG_Integrated_Client_Chart_ICADJPY_-_Canada_Japan_Index_Daily

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...]

September 15, 2014 – 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...]

September 15, 2014 – 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...]

September 15, 2014

Global Market CommentsSeptember 15, 2014Fiat Lux Featured Trade:(RAILROADS ARE BREAKING OUT ALL OVER),(UNP), (CSX), (NSC), (CP), (ACI),(TESTIMONIAL) Union Pacific Corporation (UNP)CSX Corp. (CSX)Norfolk Southern Corporation (NSC)Canadian Pacific Railway Limited (CP)Arch Coal Inc. (ACI) … [Read more...]

Railroads Are Breaking Out All Over

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...]

Testimonial

John Thomas

Greetings from the great white north. I am a BIG fan of yours and have rejoined your Trade Alert Service for another year. You have friends around the world you have yet to meet. Enclosed is a token of my appreciation. Thanks a 100 trillion! Bob Vancouver, Canada … [Read more...]

September 15, 2014 – Quote of the Day

Quiz

“China has been doing everything right for the last ten years. Our government is made up of 'C' students that were political science majors, whereas, the Chinese government is made up of PhD's that were educated at Cambridge and Harvard,' said one Washington observer. … [Read more...]

September 12, 2014 – MDT – VIX

140912_121726_CQG_Integrated_Client_Chart_VIX_-_VIX_Volatility_Index_(S&P_500)_Daily_(Delayed_by_15_mins)

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...]

Follow Up Trade Alert – (TBT) September 12, 2014

investing-a-z-stock-market-game-for-students

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...]

September 12, 2014 – MDT – TBT 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...]

September 12, 2014 – 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...]

September 12, 2014

Global Market CommentsSeptember 12, 2014Fiat Lux Featured Trade:(MAD HEDGE FUND TRADER TOPS 30% GAIN IN 2014),(AAPL), (SPY), (TLT), (TBT), (FXE), (EUO),(THE BIPOLAR ECONOMY),(AAPL), (IBM), (INTC), (ORCL), (CAT) Apple Inc. (AAPL)SPDR S&P 500 ETF (SPY)iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT)CurrencyShares Euro ETF (FXE)ProShares … [Read more...]

The Bipolar Economy

theatre-mask1

Corporate earnings are up big! 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 only a … [Read more...]

September 11, 2014 – MDT – TBT 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...]

September 11, 2014 – 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...]

September 11, 2014 – MDT – IAT 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...]

September 11, 2014 – 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...]

September 11, 2014

Global Market Comments September 11, 2014 Fiat Lux Featured Trade: (THURSDAY OCTOBER 9 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON), (IS THE 30-YEAR MORTGAGE AN ENDANGERED SPECIES?), (HANGING OUT WITH THE WOZ), (AAPL), Apple Inc. (AAPL) … [Read more...]

Is the 30-Year Mortgage and Endangered Species?

Home Mansion

One of the great anomalies of the American credit markets has always been the existence of the 30-year fixed rate home mortgage. Long the favorite of homeowners, it has financed the majority of US residential property purchases since a Depression era housing stimulus program created them in 1938. That is until now. A perfect storm of institutional, political and economic … [Read more...]

Hanging Out With the Woz

Steve Wozniak

I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14-year-old president of the Homestead High School Radio Club in Cupertino, California. With seven children, my dad was pretty stingy with allowance money. But when it came to electronic parts, I had an unlimited budget, as that is where he saw the future. So while other kids collected baseball cards, I … [Read more...]

September 10, 2014 – 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...]

September 10, 2014

Global Market CommentsSeptember 10, 2014Fiat Lux Featured Trade:(FRIDAY OCTOBER 24 SAN FRANCISCO STRATEGY LUNCHEON)(THE BOND CRASH HAS ONLY JUST STARTED),($TNX), (TLT), (TBT) 10 Year Tresury Note Yield INDX ($TNX)iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT) … [Read more...]

The Bond Crash Has Only Just Started

Grandpa Thomas

When I was a little kid in the early 1950’s, my grandfather used to endlessly rail against Franklin Delano Roosevelt. The WWI veteran, who was mustard gassed in the trenches of France and was a lifetime, died in the wool Republican, said the former president was a dictator and a traitor to his class, who trampled the constitution with complete disregard. Candidates Hoover, … [Read more...]

September 9, 2014 – MDT – Pattern 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...]

September 9, 2014 – 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...]

SOLD OUT – Friday, October 24 – San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, October 24, 2014. An excellent meal will be followed by a wide ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real estate. And … [Read more...]

SOLD OUT – Thursday, October 9, 2014 – Incline Village, Nevada Global Strategy Luncheon

Lake Tahoe View

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Thursday, October 9, 2014. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real … [Read more...]

September 9, 2014 – 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...]

September 9, 2014

Global Market CommentsSeptember 9, 2014Fiat Lux Featured Trade:(SEPTEMBER 10 GLOBAL STRATEGY WEBINAR),(WHY SHAREHOLDER ACTIVISTS HAVE THE UPPER HAND),(JCP), (NFLX), (HLF), (AAPL),(INDIA IS CATCHING UP WITH CHINA),(FXI), (PIN), (INP), (TTM) J. C. Penney Company, Inc. (JCP)Netflix, Inc. (NFLX)Herbalife Ltd. (HLF)Apple Inc. (AAPL)iShares China Large-Cap (FXI)PowerShares India … [Read more...]

Why Activists Have the Upper Hand

Carl Icahn

Having been in this market for yonks, ages, and even a coon’s age, I have seen trading strategies come and go. First, there was the nifty fifty during the 1960’s. Junk bonds had their day in the sun. Then portfolio insurance was all the rage. While the dollar was weak, international diversification was the flavor of the day. After foreign stocks turned bitter, the IPO mania … [Read more...]

India is Catching Up With China

Rickshaw

When I first visited Calcutta in 1976, 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw driver, and drinking the water out of a tap was tantamount to committing suicide. Some 35 years later, and the subcontinent is poised to overtake China’s white hot growth rate. My friends at the International Monetary Fund issued a … [Read more...]

September 8, 2014 – 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...]

September 8, 2014

Global Market Comments September 8, 2014 Fiat Lux Featured Trade: (WELCOME TO MY NEW WEBSITE) (BEWARE THE COMING EQUITY FAMINE), (WHY WATER WILL SOON BE WORTH MORE THAN OIL), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR) Guggenheim S&P Global Water ETF (CGW) PowerShares Water Resources ETF (PHO) First Trust ISE Water ETF (FIW) Veolia Environnement S.A. (VE) Tetra … [Read more...]

Welcome to My New Website

John Thomas

So, you thought I was lounging around Europe this summer, sipping Champagne and working on my tan? Well, I confess that I did do some of that. The sad fact is that I spent most of the summer engineering a major, ground up rebuild of my website, and an expansion of our services. By the time I got home, I felt like I needed a vacation. My loyal and hard working staff, spread … [Read more...]

Beware the Coming Equity Famine

Brokers

The world is about to suffer an acute shortage of equity capital over the next eight years, which could total $12.3 trillion. That is the conclusion of the McKinsey Global Institute, an affiliate of McKinsey &Co., a great well of long-term economic thinking which I have been drawing from for the last 40 years. The cause of the coming debacle is quite simple. Investable … [Read more...]

Why Water Will Soon Become More Valuable Than Oil

Waterfall

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water rights. Although Earth is often referred to as the water planet, only … [Read more...]

September 5, 2014 – MDT – QID 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...]

September 5, 2014 – 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...]

September 5, 2014

Global Market Comments September 5, 2014 Fiat Lux Featured Trade: (SEPTEMBER 10 GLOBAL STRATEGY WEBINAR), (DEMOGRAPHICS AS DESTINY), (FXE), (EUO), (UUP), (A EURO COLLAPSE AT LAST!), (SPY), (EWJ), (EWL), (EWU), (EWG), (EWY), (FXI), (EWI), (EIRL), (GREK), (EWP), (RSX), (IDX), (EPOL), (TUR), (EWZ), (PIN), (EIS) CurrencyShares Euro ETF (FXE) ProShares UltraShort Euro … [Read more...]

A Euro Collapse At Last!

Dollar Certificate

European Central Bank president Mario Draghi pulled the rug out from under the Euro (FXE), (EUO) this morning, announcing a surprise cut in interest rate and substantially adding to its program of quantitative easing. The action caused the beleaguered currency to immediately gap down two full cents against the dollar, the ETF hitting a 15 month low of $127.40. Surprise, that … [Read more...]

Demographics as Destiny

Matzos

If demographics is destiny, then America’s future looks bleak. At least, that is the inevitable conclusion if demographics is your only consideration. I have long been a fan of demographic investing, which creates opportunities for traders to execute on what I call “intergenerational arbitrage”.  When the numbers of the middle aged are falling, risk markets plunge. Front run … [Read more...]

September 4, 2014 – MDT – QID 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...]

September 4, 2014 – 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...]

September 4, 2014 – 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...]

September 4, 2014

Global Market Comments September 4, 2014 Fiat Lux Featured Trade: (WHAT’S REALLY HAPPENING IN THE MIDDLE EAST), (USO), (TLT), (SPY), (GLD), (UUP), (XLK), (XLI), (XLF) United States Oil (USO) iShares 20+ Year Treasury Bond (TLT) SPDR S&P 500 (SPY) SPDR Gold Shares (GLD) PowerShares DB US Dollar Bullish ETF (UUP) Technology Select Sector SPDR ETF (XLK) Industrial … [Read more...]

What’s Really Happening in the Middle East

Missile

Long-term observers of financial markets are befuddled, confused, and amazed at their complete lack of interest in the rapidly unfolding events in the Middle East. It seems that the more horrific the atrocities, the higher stock prices want to climb. Go figure. ISIS is in fact accelerating the most important geopolitical event so far in this century, the rapprochement of … [Read more...]

September 3, 2014 – 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...]

September 3, 2014 – 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...]

September 3, 2014

Global Market Comments September 3, 2014 Fiat Lux Featured Trade: (THE CASE FOR BUYING FINANCIALS) (BAC), (C), (AXP), (TLT), (THE MYSTERY OF THE BRASHER DOUBLOON), (TESTIMONIAL) Bank of America Corporation (BAC) Citigroup Inc. (C) American Express Company (AXP) iShares 20+ Year Treasury Bond (TLT) … [Read more...]

The Case for Buying Financials

John Thomas and Barney Frank

Regular readers of this letter are probably weary of me harping away about the financials as a great place to put your money for the rest of 2014. Never mind that these names have all jumped 10% in the past month. But this is not an “I told you so” story. This is more of a “But wait, there’s more,” story. The basis for my call is quite simple. I believe that bond prices are … [Read more...]

The Mystery of the Brasher Doubloon

Brasher Doubloon

I’ll never forget 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 enquired “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...]

Testimonial

John Thomas

It would be remiss of me not to give thanks to you during this Thanksgiving season for all of your wise and profitable trading advice and wonderfully captivating and intense diaries. You are indeed very generous to your subscribers. Based on what I have received so far it could not have been more fortuitous for me to have taken up your generous offer to profit from your … [Read more...]

September 2, 2014 – MDT – Pattern 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...]

September 2, 2014 – 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...]

September 2, 2014 – MDT – IWM 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...]

September 2, 2014 – MDT Pro Tips A.M.

AUDJPY 9-1-14

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...]

September 2, 2014

Global Market Comments September 2, 2014 Fiat Lux Featured Trade: (TACKLING THE INFLATION MYTH), (AAPL), (GOOG), (TWTR), (FB), (THE BULL MARKET IN AMERICAN COLLEGE DEGREES) Apple Inc. (AAPL) Google Inc. (GOOG) Twitter, Inc. (TWTR) Facebook, Inc. (FB) … [Read more...]

Tackling the Low Inflation Myth

David Stockman

I have long told my listeners at conferences, webinars and strategy luncheons my definition of the “new inflation”: The price for whatever you have to buy is rising, as with energy, health care and a college education. The price of the things you need to sell, such as your labor and services, is falling. So while official government numbers show that the overall rate of … [Read more...]

The Bull Market in American College Degrees

Graduation Cap

I recently spent a weekend attending a graduation in Washington State, a stone’s throw from where the 2010 Vancouver Winter Olympics were held. While sitting through the tedious reading of 550 names, I was struck by how many seemed to come from abroad. As I listened to the wailing ceremonial bagpipes, I did several calculations on the back of the commencement program and was … [Read more...]

September 1, 2014

Global Market Comments September 1, 2014 Fiat Lux Featured Trade: (SALUTING THE “OLD BREED”) (WHERE THE ECONOMIST “BIG MAC” INDEX FINDS CURRENCY VALUE), (MCD), (FXE), (YCS), (FXF), (CYB) (TESTIMONIAL) McDonald's Corp. (MCD) CurrencyShares Euro ETF (FXE) … [Read more...]