If Demographics is Destiny, Then America’s Future Sucks

Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at least another 15 years. I have been using the US Census Bureau’s population pyramids as long leading indicator of […]

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November 10, 2011 – Quote of the Day

“When I came into Disney, it was a brand, yes, but a museum mostly. It’s was not all about Pinocchio and Snow White. We had to look forward,” said Michael Eisner, the former CEO of Walt Disney (DIS).  

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SOLD OUT! Last Chance to Join the Orlando November 10 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 10, 2011. An excellent meal will be followed by a wide ranging discussion and an open ended question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, […]

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Silver Is Starting to Shine

I received an urgent call from my friend at Fidelitrade (http://fidelitrade.com/) this morning, a leading dealer in 1,000 ounce bars of gold and silver. He had just been cleaned out of the 1,000 ounce silver bars at $34,930 each, and there was nothing in the pipeline. What the hell was going on with silver? I […]

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Take a look at Jeffries

I have an unusually sensitive nose. Maybe that is because it is so big. It is particularly attuned to detecting bullpucky in broker research reports. So when an analyst recently downgraded the mid-level broker, Jeffries & Co (JEF), on the back of its European debt exposure, the stench was overwhelming. I went to the website […]

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November 8, 2011 – Quote of the Day

“The bond markets are telling the truth about the financial markets right now. It’s not being told by the equity markets,” said Constance Hunter, chief economist at Aladdin Capital Management of bond house.  

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Trade Alert Update – (SLV) November 8, 2011

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 – (SLV) November 8, 2011

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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What’s up with BYD?

When I first bought shares in the Chinese electric car manufacturer, BYD (BYDDF) (or Build Your Dreams) in 2009 on the heels of Warren Buffet’s 10% investment, it looked like a total home run. The stock soared from $1.50 to $11, given me a paper return of 730%. Undercover, I Totally Blend Last year, the […]

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European Style Homeland Security

The English are feeling the pinch in relation to recent events in Libya, and have therefore raised their security level from “Miffed” to “Peeved.” Soon, though, security levels may be raised yet again to “Irritated” or even “A Bit Cross.” The English have not been “A Bit Cross” since the blitz in 1940, when tea […]

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November 8, 2011 – Quote of the day

“There are more beauty parlors than there are beauties,” said the late CBS commentator, Andy Rooney. The same can be said about stock brokers. He also said “I just wish insignificance had more stature.”  

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November 7, 2011: Quote of the Day

“I’m not a dove or a hawk on monetary policy, I’m an owl,” said Richard Fisher, president of the Federal Reserve Bank of Dallas.  

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Testimonial

A full double on my FXE puts means…a dancing girl for you. You deserve it! Raising a glass to the Greek Prime Minister as I type this. Thanks John. You rock!! CK

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Goodbye Steve Jobs, Hello Dividend?

Analysts continue to be stunned by the rate at which cash is rolling into Apple (AAPL). At current cash flows, the company’s hoard is expected to grow from $81 billion to $120 billion by next June, an increase of nearly $200 million a day! So far, the company has resisted every entreaty to part with […]

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October Nonfarm Payroll Surprise Points to Market Upside

The October nonfarm payroll came in at a pedestrian 80,000, compared to 158,000 in September, a rate that is somewhat less than what matches population growth. But it is the numbers behind the numbers that will deliver the big market impact. The headline unemployment rate came in at a nosebleed 9.0%. August and September were […]

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