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Tribute to a Giant of Journalism, Roy Essoyan

I had been filled with great sadness when I had learned of the passing of an old friend and mentor, Roy Essoyan, the former Tokyo bureau chief for the Associated Press. When I was a young, wet behind the ears financial journalist in Japan during the early seventies, Roy had the charity to take me […]

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The China View from 30,000 Feet

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, […]

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June 19, 2014

Global Market Comments June 19, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (NOTICE TO MILITARY SUBSCRIBERS), (CHINA’S COMING DEMOGRAPHIC NIGHTMARE)

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July 7 Rome, Italy Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Rome, Italy on Monday, July 7, 2014. 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 […]

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Notice to Military Subscribers

To the dozens of subscribers in Afghanistan and the surrounding ships at sea, thank you for your service! I think it is very wise to use your free time to read my letter and learn about financial markets in preparation for an entry into the financial services when you muster out. Nobody is going to […]

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China’s Coming Demographic Nightmare

Thanks to China’s “one child only” policy adopted 30 years ago, and a cultural preference for children who grow up to become family safety nets, there are now 32 million more boys under the age of 20 than girls. Large scale interference with the natural male: female ratio has been tracked with some fascination by […]

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June 18, 2014

Global Market Comments June 18, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON) (AMERICA’S NATIVE INDIAN ECONOMY)

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June 26 Istanbul, Turkey Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Istanbul, Turkey on Thursday, June 26, 2014. 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 […]

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America’s Native Indian Economy

When I was remodeling my 160-year-old London house, the chimney was in desperate need of attention. After the bricklayer crawled up the fireplace, he found a yellowed and somewhat singed envelope addressed to Santa Claus. Thinking it was placed there by my kids, he handed it over to me. In it was a letter penned […]

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June 17, 2014

Global Market Comments June 17, 2014 Fiat Lux Featured Trade: (JUNE 18 GLOBAL STRATEGY WEBINAR), (LAST CHANCE TO ATTEND THE JUNE 23 LONDON STRATEGY LUNCHEON) (ARE JUNK BONDS PEAKING?),  (JNK), (HYG), (A TOUCHDOWN FOR USC), (INTC) SPDR Barclays High Yield Bond (JNK) iShares iBoxx $ High Yield Corporate Bd (HYG) Intel Corporation (INTC)

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Don’t Miss the June 18 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, June 18 at 12:00 PM EDT. This time Mad Day Trader Jim Parker will be my willing coconspirator. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the […]

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Last Chance to Attend the June 23 London Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, June 23, 2014. 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, […]

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Are Junk Bonds Peaking?

There is no happier corner of the fixed income universe than junk bonds (JNK), (HYG), which have been soaring like a bat out of hell for the past four years. Average yields for the bond class most sensitive to the economy have collapsed from 18% to near an all-time low of 6%, a scant 315 […]

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A Touchdown for USC

One of my many alma maters, the University of Southern California, announced that they had received their largest private donation ever. As a third generation alumni of this fanatical football factory (I went to school with Mark Harmon, Lynn Swan, and oops, OJ Simpson), I still receive their alumni newsletter, where I learned the good […]

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June 16, 2014

Global Market Comments June 16, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 17 NEW YORK STRATEGY LUNCHEON), (DIAMONDS ARE STILL AN INVESTOR’S BEST FRIEND), (SO YOU THINK THEY’RE NOT WATCHING YOUR PC?)

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