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May 15, 2014

Global Market Comments May 15, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (AN AFTER NOON WITH GENERAL COLIN POWELL)

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Chicago Friday, May 23 Global Strategy Luncheon

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

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An Afternoon with General Colin Powell

I have long had enormous respect for General Colin Powell. My commanding four star general when I was flying errands for the Marine Corps. during Desert Storm, he fights my kind of war; they’re very short, three days in the case of desert storm, and we won. And topping everything else, the Kuwaitis paid for […]

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May 14, 2014

Global Market Comments May 14, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON) (I’M OFF TO THE LAS VEGAS SALT CONFERENCE), (THE TECHNICAL/FUNDAMENTAL TUG OF WAR), (SPY), (INDU), (IWM) SPDR S&P 500 (SPY) Dow Jones Industrial Average (^DJI) iShares Russell 2000 (IWM)

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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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I’m Off to the Las Vegas SALT Conference

I will spend the rest of the week attending the 6th annual SALT conference at the Bellagio Hotel in Las Vegas. This is the preeminent get together of the major players in the hedge fund industry. There, I will hook up with readers, consulting clients, old pals, and former staff, many of whom now run […]

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The Technical/Fundamental Tug of War: Who Will Win?

For the last few weeks, I have had two groups of analysts screaming in my ears. Fundamental researchers are asserting that at $120 per share in earnings, generating price earnings multiple of 18, stocks are at the historic middle of a 10-22 range. Q1 earnings are almost over and modestly outperformed on the upside, although […]

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May 13, 2014

Global Market Comments May 13, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON) (THE ENDLESS SUMMER OF 2014), (SPX), (RIDING WITH TREASURY SECRETARY JACK LEW) S&P 500 Index (SPX)

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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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The Endless Summer of 2014

We have just endured three weary months of tedious range trading, typical of a normal summer’s action. The problem is that the actual summer is about to begin. Are we going to suffer another three months of tedious range trading? Is summer trading this year going to last a full six months? Is this the […]

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Riding with Treasury Secretary Jack Lew

I was perusing my morning email in Zermatt a few weeks ago, and spotted the familiar White House address with the .gov ending. Would I be interested in meeting with the new Treasury Secretary, Jack Lew? It was just what I needed to lure me out of my Alpine lair back to the USA. I […]

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May 12, 2014

Global Market Comments May 12, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTAEND THE ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON) (WHY ARE BOND YIELDS SO LOW?) (TLT), (TBT), (LQD), (MUB), (LINE), (ELD), (QQQ), (UUP), (EEM), (DBA) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares iBoxx $ Invst […]

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Last Chance to Attend the Orlando, Florida Saturday May 17 Global Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Orlando, Florida on Saturday, May 17. 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, […]

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Why Are Bond Yields So Low?

Investors around the world have been confused, befuddled, and surprised by the ultra low level of long term interest rates in the United States. At Friday’s close, the 30 year Treasury bond yielded a parsimonious 3.46%, the ten year, 2.62%, and the five year only 1.63%. The ten-year is threatening its all time low yield […]

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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. I’ll […]

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