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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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The Game Changer in India

“The India election result is the biggest development to affect emerging markets over the last 30 years.” That is what retired chairman of Goldman Sachs Asset Management and originator of the “BRIC” term, Jim O’Neal, told me last week. Indeed, the stunning news has sent long term country specialists scampering. In my long term strategy […]

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India is Catching Up With China

When I first visited Calcutta in 1976, more than 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw driver, and drinking the water out of a tap was tantamount to committing suicide. Aggressive population control measures were underway, and strict quotas were in force. Everyone was taking […]

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May 21, 2014

Global Market Comments May 21, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON), (BACK AT THE RANCH), (GILD), (PFE), (IBB), (HCA) Gilead Sciences Inc. (GILD) Pfizer Inc. (PFE) iShares Nasdaq Biotechnology (IBB) HCA Holdings, Inc. (HCA)

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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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Back at the Ranch

“Give us all your money,” said the largest of the three men who snuck up behind me at the entrance to the Orlando Marriott World Hotel. It was 1:30 AM, pitch dark, and the area was abandoned. I had my wallet out to pay the taxi driver, brimming with $5,000 in cash, my winnings at […]

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May 20, 2014

Global Market Comments May 20, 2014 Fiat Lux SPECIAL LAS VEGAS SALT ISSUE Featured Trade: (LAST CHANCE TO ATTEND THE CHICAGO FRIDAY, MAY 23 GLOBAL STRATEGY LUNCHEON), (REPORT ON THE 6th ANNUAL SKYBRIDGE ALTERNATIVES (SALT) CONFERENCE)  

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Last Chance to Attend the 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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Report on the 6th Annual SkyBridge Alternatives (SALT) Conference

Once again, I am writing to you from the poolside cabana B-2 at the Bellagio Hotel in Las Vegas. It is a baking hot 100 degrees in the shade and the air is bone-dry, so I’m draining my third rum punch for the day. The days when I risked getting dragged out to the parking […]

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May 19, 2014

Global Market Comments May 19, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON), (MAY 21 GLOBAL STRATEGY WEBINAR), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE)

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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. […]

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Don’t Miss the May 21 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, May 21 at 12:00 PM EDT. 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 world to buy, the most expensive to sell short, and the appropriate […]

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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 ever complex options markets. […]

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May 16, 2014

Global Market Comments May 16, 2014 Fiat Lux (SPECIAL DAVID TEPPER ISSUE), Featured Trade: (AN EVENING WITH DAVID TEPPER), (SPY), (QQQ), (IWM) (TLT), (FXE) (MAY 21 GLOBAL STRATEGY WEBINAR) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro Trust (FXE)

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An Evening with David Tepper

“There is a time to make money, and a time to not lose money. This is one of those times.” That was the insightful gem I came away with after listening to David Tepper speak at the 7th annual SALT Alternative Investment Conference in Las Vegas Nevada. Tepper continued, opining that the markets are “dangerous” […]

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