Report From London, Part III

The city is now the most crowded that it has been at any time since WWII. Most hotels have tripled their rates, forcing traveling students on a budget to sleep in doorways and under bridges everywhere.  My usual abode here, The Naval Officers Club near Piccadilly, honored their regular price since I have been such […]

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My Visit to Obama’s House

During my recent quick run through Chicago, I stopped by Obama’s house on Greenwood Avenue and 50th street in up and coming Hyde Park to say hello. I was thwarted by two concrete crash barriers, 16 cop cars, and army of elderly Chicago police happily pulling overtime. Shifty looking characters wearing long overcoats and sprouting […]

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June 26, 2012 – Quote of the Day

“ The modern Olympic Games are orgies of lachrymose nationalism. War by other means, warrior-athletes, watched by men in suits and uniforms….rogue California chemists running their eye popping, vein-clustered, vest stripping robots against degendered state laboratory freaks,” said author, Ian Sinclair, and outspoken critic of the Olympics.

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Farewell to Barton Biggs

It is with a great sense of sorrow that I learned of the passing of industry legend, Barton Biggs. He was 79. I was speaking to him only a few weeks ago when I passed through New York for my strategy seminar, attempting to decipher the medium term trends for these fractious and conflicting markets. […]

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US Earnings Are Headed Down the Drain

Remember the $2 trillion US corporate cash mountain that you have heard so much about? Well, it is finally starting to shrink. Have they started reinvesting profits in America? Are they hiring more people? Did they finally get those tax breaks they were begging for? Have they dramatically increased dividends and share buy backs or […]

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Report From London, Part II

I write this to you from my double suite on the Orient Express crossing the Swiss Alps. My manservant, Charles, is off fetching a cup of tea and steam pressing my white dinner jacket for tonight’s formal dinner. My first night at the Naval & Military Club in London, a group of British Army officers […]

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July 25, 2012 – Quote of the Day

“The biggest mistake you can make in a bear market is to cover your shorts too soon” he said.

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How the Fed Will Trigger the Next Crash

Over the last two months, I have witnessed one of the least convincing rallies in the US stock market in recent memory. Looking at the chart for the S&P 500 below you can clearly see a modest, low conviction, declining volume rally in an ever-narrowing channel. This is further confirmed by the chart of the […]

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Report from London, Part I

I am writing this report on the Eurostar Express train 300 feet under the English Channel, which is speeding its way from London to Paris at 200 miles per hour. Waking up in my suite on the Queen Mary 2 at the port of Southampton the other day, the first thing I noticed was that […]

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Testimonial

You may not be the only renaissance man around today but you certainly must be the most unselfish. We vicariously live what you are living today and what you have experienced in the past through your wonderful prose. Oh, and by the, we also get paid (profits)!! John, go see my doctor in New York […]

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June 24, 2012 – Quote of the Day

“I used to tell lies. But I’ve given it up, because the field has become overrun with amateurs,” said the great American 19th century humorist, Mark Twain.

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Trade Alert – (FXY) Expiration – July 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.

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SOLD OUT Last Chance to Come Join Me for the Zermatt, Switzerland July 27, 2012 Seminar

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Apls in Zermatt, Switzerland at 2:00 PM on Friday, July 27, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnaps […]

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The Declining America Myth

It seems that it has become fashionable to bash America these days. As I run around the country giving my strategy luncheons, I hear a lament that has become all too familiar. America has peaked as a civilization, the story goes, and will follow the British, French, Roman, and even the Egyptian empires into the […]

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July 23, 2012 – Quote of the Day

“We’re all just one trade away from humility, Bud,” said a stockbroker in the classic film, Wall Street.  

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