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The Fusion in Your Future

Expect to hear a lot about ignition in the next year. No, I don’t mean the rebuilt ignition for the beat up ’68 Cadillac El Dorado up on blocks in your front yard. I’m referring to the inauguration of the National Ignition Facility next door to me at Lawrence Livermore National Labs in Livermore, California. […]

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What About Asset Allocation?

Asset allocation is the one question that I get every day, which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $1 billion, are a sophisticated investor or an average Joe, in the top or the […]

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February 13, 2014

Global Market Comments February 13, 2014 Fiat Lux Featured Trade: (THURSDAY FEBRUARY 20 MELBOURNE, AUSTRALIA STRATEGY LUNCH) (THERE ARE NO GURUS), (WATCH OUT FOR THE MILLENNIAL VOTER) (TESTIMONIAL)

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Thursday, February 20 Melbourne Lunch Invitation

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Melbourne, Australia on Thursday, February 20, 2014. An excellent meal will be followed by a wide ranging discussion and a minute question and answer period. I’ll be giving you my up to date view on […]

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There Are No Gurus

If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JP Morgan. It shows that despite all of the reforms passed after the dotcom […]

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Watch Out for the Millennial Voter

I have been banging the table for years now about the importance of demographic trends for the economy, the financial markets, and the housing market. Well, politics is no different. According to recent surveys, Millennials, who are now aged 23-34 (I have three of them) are suspicious of government, have a strong anti-business bias, are […]

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February 12, 2014

Global Market Comments February 12, 2014 Fiat Lux Featured Trade: (GET READY FOR THE NEXT GOLDEN AGE), (SPY), (QQQ), (IWM), (EEM), (KOL), (USO), (UNG), (TSLA), (NSANY), (FXY), (YCS), (FXE) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) iShares MSCI Emerging Markets (EEM) Market Vectors Coal ETF (KOL) United States Oil (USO) United […]

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Get Ready for the Next Golden Age

I believe that the global economy is setting up for a new golden age reminiscent of the one the United States enjoyed during the 1950’s, and which I still remember fondly. This is not some pie in the sky prediction. It simply assumes a continuation of existing trends in demographics, technology, politics, and economics. The […]

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February 11, 2014

Global Market Comments February 11, 2014 Fiat Lux Featured Trade: (FRIDAY FEBRUARY 14 SYDNEY, AUSTRALIA STRATEGY LUNCH), (WHY WARREN BUFFETT HATES GOLD), (GLD), (GDX), (ABX), (AN EVENING WITH JAMES BAKER III), (CONNECTING UP AMERICA) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) Barrick Gold Corporation (ABX)

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Friday, February 14 Sydney, Australia Lunch invitation

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Sydney, Australia at 12:00 noon on Friday, February 14, 2014. An excellent meal will be followed by a wide ranging discussion and a minute question and answer period. I’ll be giving you my up to […]

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Why Warren Buffet Hates Gold

The ‘Oracle of Omaha’ expounded at length today on why he despises the barbarous relic. The sage doesn’t really care about the yellow metal, whatever the price. He sees it primarily as a bet on fear. If investors are more afraid in a year than they are today, then you make money. If they aren’t, […]

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An Evening With James Baker III

“We have 3,500 nuclear weapons left over from the cold war we don’t need, they take 20 seconds to re-aim, we’re not afraid to use them. And by the way, they’re already aimed at you.” That is the approach James Baker III thinks America should take with Iran, Ronald Reagan’s Chief of Staff and Secretary […]

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Connecting Up America

Until now, the country’s power grid has been divided into three unconnected, noncompetitive kingdoms (in the spirit of Game of Thrones), making transnational transmission impossible, leading to huge regional mispricing. While California and New York suffered from periodic brown outs and sky-high prices, electricity was given away virtually for free in Texas. A group of […]

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February 10, 2014

Global Market Comments February 10, 2014 Fiat Lux Featured Trade: (FEBRUARY 12 AUCKLAND NEW ZEALND STRATEGY LUNCH) (ARE JUNK BONDS PEAKING?),  (JNK), (HYG), (TESTIMONIAL), (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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Wednesday, February 12 Auckland, New Zealand Strategy Lunch

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Auckland, New Zealand on Wednesday, February 12, 2014. An excellent meal will be followed by a wide-ranging discussion and question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious metals, […]

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