SOLD OUT – November 7, 2012 Houston Strategy Luncheon.

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Houston, Texas on Wednesday, November 7, 2012. A three-course lunch will be followed by a PowerPoint presentation and an extended question-and-answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, […]

Read full story Comments are closed

Why Gold Has Turned Into Paper.

One of the most amazing things that has happened in the global capital markets in the past month is that gold and silver have turned into equities.  You know, those precious metals that were supposed to be a store of value and a safe haven during troubled times? They have morphed overnight from hard assets […]

Read full story Comments are closed

Report From Your World Series Correspondent.

You knew this was going to be one hell of an event when the people waiting in line to enter San Francisco’s cool, retro AT&T Park were so pumped up on adrenaline they were practically levitating off the ground. They were high from a few other things too, with the smell of incense pervading the […]

Read full story Comments are closed

October 29, 2012 — Quote of the Day.

“Anyone who has a yearend price target is a fool,” said Jack Bogle, founder of the Vanguard index funds.

Read full story Comments are closed

It’s Still Looking Like an Obama Win.

We are now coming down to the wire in the most expensive and hardest fought presidential election in history. Combined spending by the two candidates is approaching $2 billion. After making a final check of 150 polls in 50 states, I still see Obama coasting home for a win. Look at the spreadsheet of the […]

Read full story Comments are closed

The Apple Earnings Are Out.

I am literally running out the door now to get to AT&T Park for the second game of the World Series. However, the Apple (AAPL) Q3 earnings just came out, so I want to get you some quick numbers. Apple’s fiscal fourth-quarter profit climbed 24% and revenue topped Wall Street’s forecasts, though profit on a […]

Read full story Comments are closed

October 26, 2012 — Quote of the Day.

“What is there to come home to roost? This isn’t the Weimar Republic. When they had problems, they were running a budget deficit of 180% of GDP. Our budget deficit is 9% of GDP,” said hedge fund legend Ron Baron, chairman of Baron Capital  

Read full story Comments are closed

SOLD OUT – Orlando November 8, 2012 Strategy Luncheon

Orlando November 8 Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Orlando, Florida on Thursday, November 8, 2012. An excellent meal will be followed by a PowerPoint presentation and a wide ranging discussion and an open ended question and answer period. […]

Read full story Comments are closed

Why I Bailed on Gold.

This trade has been a real disappointment. Despite seeing the greatest monetary stimulus package in history, gold is now lower than when QE3 was announced. You can do all the research in the world, but when market sentiment and election fears overwhelm you, it does no good. Having broken the 50-day moving average, it now […]

Read full story Comments are closed

October 25, 2012 — Quote of the Day.

“With QE1, QE2, and QE3, the economy has been running on QE for three years now. They did solve the problems of the new York Stock Exchange,” but that’s not the economy,” said legendary hedge fund managers, Jim Rogers.  

Read full story Comments are closed

Trade Alert – (GLD) October 24, 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.

Read full story Comments are closed

The Fat Lady is Singing for the Japanese Yen.

It is clear from the recent economic data from Japan that its cold war with China over the Senkaku Islands is really starting to bite. Relations are so bad that Japanese guests at restaurants in the Middle Kingdom are being assaulted for no reason. Japan reported a trade deficit for the third successive month in […]

Read full story Comments are closed

I’m Off to the World Series.

Don’t count on me to deliver any brilliant or insightful market commentary early Friday morning. I am going to the second game of the World Series to watch the hometown San Francisco Giants best the Detroit Tigers, and might well be seriously hungover. The match was triggered by San Francisco’s amazing 9-0 over the St. […]

Read full story Comments are closed

October 24, 2012 — Quote of the Day.

“The one bright spot during the quarter was that cyanide demand was up,” said Dow Chemical (DOW) in its recent earnings report, according to Reuters News.  

Read full story Comments are closed

Trade Alert – (FXY) October 23, 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.

Read full story Comments are closed