I have long sat beside the table of McKinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom. So, I jumped at the chance to have breakfast with Shanghai based Worldwide Managing Director, Dominic Barton, when he passed through San Francisco visiting clients. These are usually sedentary affairs, [...]

Global Market Comments June 12, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (TESLA GETS AGGRESSIVE ON MARKETING),  (TSLA), (GM), (F), (WATCH OUT FOR THE CHIHUAHUA GLUT) Tesla Motors, Inc. (TSLA) General Motors Company (GM) Ford Motor Co. (F)

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, July 8, 2013. 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, [...]

Tesla (TSLA) CEO, Elon Musk, has taken off the gloves and is offering an innovative new hybrid lease that promises to bring in thousands of new buyers of his revolutionary, all electric S-1 sedan. The package eliminates the downside risk that concerned prospective customers about the resale value of their cars down the road. Under [...]

You never know what the third, fourth, or fifth derivative impacts a major economic trend can cause. That is how the collapse of the housing market has created a Chihuahua glut in California, where evicted homeowners are handing over their pets to animal shelters. The diminutive Mexican canine enjoyed a boom in popularity in recent [...]

Global Market Comments June 11, 2013 Fiat Lux Featured Trade: (JULY 2 NEW YORK STRATEGY LUNCHEON), (MY BIG MISS IN SWITZERLAND), (FXF), (EWL), (TESTIMONIAL) CurrencyShares Swiss Franc Trust (FXF) iShares MSCI Switzerland Capped Index (EWL)

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting in New York, NY on Tuesday, July 2, 2013. An excellent three-course lunch will be provided. A PowerPoint presentation will be followed by an extended question and answer period. I’ll be giving you my up to [...]

I have got a lot right in the markets lately, especially this year, when 90% of my Trade Alerts went well. But as they say in karate school in Japan, you can’t block all the punches. I certainly missed the opportunity of a lifetime to load up on the stocks of a certain country, which [...]

Global Market Comments June 10, 2013 Fiat Lux Featured Trade: (UPDATED 2013 SUMMER STRATEGY LUNCHEON SCHEDULE), (LEARNING IN THE SCHOOL OF HARD KNOCKS), (FXY), (YCS), (DXJ), (THE NEW DEFLATION DEFINITION), (THE WORLD IN 100 YEARS) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) WisdomTree Japan Hedged Equity (DXJ)

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Updates, which I will be conducting throughout Europe during the summer of 2013. 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, [...]

It seems that all you hear about these days is deflation. That is certainly what the bond market is telling us, with my screen blaring at me a miserable 2.10% yield for the ten year Treasury bond. But there is a new definition for this economic malady that applies to us hapless consumers. In the [...]

George Friedman, geopolitical forecaster and founder of the Austin, Texas based private intelligence firm, STRATFOR Global Intelligence (click here for website), delivers a fascinating list of future political, military, and economic scenarios in his new book, The Next 100 years: A Forecast for the 21st Century. Friedman claims the current Islamic assault on the West [...]

Global Market Comments June 7, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (JUNE 12 GLOBAL STRATEGY WEBINAR), (NEW NUCLEAR DEMOLISHED BY NEW NATURAL GAS), (UNG), (NLR), (CCJ), (DUK), (NRG), (DRU), (MAKE YOUR NEXT KILLING IN AFRICA), (AFK), (GAF) United States Natural Gas (UNG) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation [...]

My next global strategy webinar will be held on Wednesday, June 12 at 12:00 noon EDT. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the [...]

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving [...]