Archive | Newsletter RSS feed for this section

It’s “RISK ON” Again

“Well, I’ll either be up 25% by the end of June or I just blew up my 2014 performance.” That is what I told my esteemed colleague, Mad Day Trader Jim Parker, right after I engineered a major “RISK ON” adjustment for my model trading portfolio. If I am right, and bonds peaked and yields […]

Read full story Comments are closed

Meet John Thomas and Jim Parker in New York on June 17

Come join Mad Day Trader Jim Parker and I for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which we will be conducting in New York, NY on Tuesday, June 17, 2014. An excellent three course lunch will be provided. A PowerPoint presentation will be followed by an extended question and answer period. […]

Read full story Comments are closed

About That Tesla Recommendation

Will the person who bought Tesla shares (TSLA) on my recommendation last year at $30 please email me? I have been traveling a lot recently and lost your email address. I would like to get a testimonial from you. The stock hit $250 earlier this year and is up 833% from your cost, making it […]

Read full story Comments are closed

June 9, 2014

Global Market Comments June 9, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE) (JULY 18 BARCELONA, SPAIN STRATEGY LUNCHEON) (THE SOLAR ROAD REVISTED), (AAPL), (GOOG), (TSLA), (FB), (TWTR) Apple Inc. (AAPL) Google Inc. (GOOG) Tesla Motors, Inc. (TSLA) Facebook, Inc. (FB) Twitter, Inc. (TWTR)

Read full story Comments are closed

Come to the June 13-14 Invest Like a Monster Las Vegas Conference

Please come to hear me, Mad Hedge Fund Trader John Thomas, as the keynote speaker at the Invest Like a Monster Las Vegas Conference on June 13-14. I will be joined by many old friends from across the investment spectrum. Jon and Pete Najarian will teach you the tricks of the trade for navigating the […]

Read full story Comments are closed

July 18 Barcelona, Spain Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Barcelona, Spain on Friday, July 18, 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, […]

Read full story Comments are closed

The Solar Road Revisited

“The Solar Road Revisited”. Somehow this modernized version of Bob Dylan’s epic folk album doesn’t quite ring true when couched in terms of our hyper accelerating 21st century technology. Perhaps a Millennial bard will improve on this in the future on iTunes, Pandora, and Beats, of course? Yet, such a futuristic invention has already been […]

Read full story Comments are closed

June 6, 2014

Global Market Comments June 6, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (THE ECB’S DRAGHI FINALLY USES HIS BAZOOKA), (FXE), (EUO), (EZU), (EEM), (SPY), (A COW BASED ECONOMICS LESSON) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO) iShares MSCI EMU Index (EZU) iShares MSCI Emerging Markets (EEM) SPDR S&P 500 (SPY)

Read full story Comments are closed

July 11 Sardinia, Italy Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Golfo Arancia, Italy on Friday, July 11, 2014. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. Golfo Arancia is on the famous Costa Smeralda, some […]

Read full story Comments are closed

The ECB’s Draghi Finally Uses His Bazooka

After remaining woefully behind the curve on European monetary policy, European Central Bank president, Mario Draghi, has finally leapt to the forefront. Specifically, he has announced a package of measures designed to stimulate the beleaguered continental economy that includes generous doses of interest rate cuts and quantitative easing. In short, his has finally pulled that […]

Read full story Comments are closed

A Cow Based Economics Lesson

SOCIALISM -You have 2 cows. You give one to your neighbor. COMMUNISM -You have 2 cows. The State takes both and gives you some milk. FASCISM -You have 2 cows. The State takes both and sells you some milk. NAZISM -You have 2 cows. The State takes both and shoots you. BUREAUCRATISM -You have 2 […]

Read full story Comments are closed

June 5, 2014

Global Market Comments June 5, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (IS CYTRX (CYTR) ANOTHER TEN BAGGER?), (CYTR), (TSLA), (BIDU), (MCP), (LNG), (DNA), (AN EVENING WITH “GOVERNMENT MOTORS”), (GM) CytRx Corporation (CYTR) Tesla Motors, Inc. (TSLA) Baidu, Inc. (BIDU) Molycorp, Inc. (MCP) Cheniere Energy, Inc. (LNG) Genentech, Inc (DNA) General […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

Is CytRx Corp (CYTR) Another Ten Bagger?

If there is one complaint about the Diary of a Mad Hedge Fund Trader, it is that I am too short term in my orientation. My response is that this is the only way you can obtain a 138% trading return in 3 ½ years. I can skim off the cream when others can’t. There […]

Read full story Comments are closed

An Evening with “Government Motors”

Yesterday, the auto industry announced blowout sales figures for May which came in at an eye popping SAAR of 16.77 million units. We are now within a hairs breadth of the 17 million units we last saw during the salad days of 2001-2002. It all provides more evidence of the ultra bull scenario for the […]

Read full story Comments are closed