Economic Policy for the Second Obama Administration.

The call came in from Treasury Secretary, Timothy Geithner’s office. He was inviting me to join a select group of hedge fund managers to suggest economic policy priorities for the second Obama administration. He was leaving the job in three months, and wanted to make sure I knew the key career staffers who would carry […]

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November 2, 2012 — Quote of the Day.

“If it bleeds, we can kill it”, said former governor, Arnold Schwarzenegger, in the hit movie, Predator.  

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Trade Alert – (IWM) November 1, 2012

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.

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Trade Alert – (GOOG) November 1, 2012

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.

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Trade Alert – (CORN) November 1, 2012

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.

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My 2012-13 Stock Market Forecast.

I see four black swans inbound on my radar. When they land, they will have a major impact on your investment performance this year and next. Get it right, and you should end up among the top of your investing peers. Misread the cues and you will go down in flames. It’s that simple. Let […]

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October 31, 2012 — Quote of the Day.

“It is not the strongest of the species that survives, nor the most intelligent, it is the one that is the most adaptable to change,” said the discoverer of evolution, Charles Darwin  

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Trade Alert – (SPY) October 31, 2012

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.

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Note to Readers:

I finally heard from my research man in New York. There is no power in midtown Manhattan, and life is pretty boring living by candlelight on the 35th floor of a building with no elevator. So he stopped at a KFC long enough to charge a cell phone battery and call me to tell me […]

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The Bank of Japan Delivers on More QE.

 As I expected, last night, the Bank of Japan expanded its quantitative easing program by ¥11 trillion yen ($138 billion) to ¥66 trillion yen. The cumulative size of the Japanese monetary stimulus program is now a staggering ¥66 trillion, or $825 billion. Virtually everyone in the hedge fund universe expected this desperate move to prompt […]

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How to Avoid Ponzi Schemes.

I spent a sad and depressing, but highly instructional evening with Dr. Stephen Greenspan, who lost most of his personal fortune with Bernie Madoff. The University of Connecticut psychology professor had poured the bulk of his savings into Sandra Mansky’s Tremont feeder fund; receiving convincing trade confirms and rock solid custody statements from the Bank […]

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October 31, 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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Hurricane Sandy and Your Portfolio.

It’s only Monday, but what a week it’s been! First, the hometown San Francisco Giants win the World Series, sparking a riot downtown, causing cars to be overturned and windows smashed. Then, I get an unexpected two-day vacation when hurricane Sandy closes all stock and bond trading in the United States. Even my own New […]

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My Corn Short is Looking Good.

Corn continued to grind lower last week, giving up ground from the near record draught-induced highs last summer. That bodes well for those running short positions in the grain such as the enthusiastic followers of my Trade Alert Service. The decline picked up steam thanks to a report from the U.S. Department Of Agriculture indicating […]

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October 30, 2012 — Quote of the Day.

“The Black-Scholes model of options pricing dramatically misprices options at secular turning points,” said Kyle Bass of hedge fund Hayman Capital Management.

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