Global Market Comments August 5, 2013 Fiat Lux Featured Trade: (THE MYSTERY OF THE STRONG EURO), (FXE), (EUO), (THE LONG VIEW OF THE US ECONOMY) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO)
I sit here on the Carrera marble paved terrace of the Emperor’s Suite of the Imperial Hotel, in Santa Margherita Ligure on the Italian Riviera. As the sun sets into a languid Mediterranean, a distant church bell tolls, calling the evening mass. A flock of larks perform a spectacular aerobatic display overhead. A never-ending torrent […]
A number of analysts, and even some of those in the real estate industry, are finally coming around to the depressing conclusion that there will never be a recovery in residential real estate. Long time readers of this letter know too well that I have been hugely negative on the sector since late 2005, when […]
Global Market Comments August 2, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT, SWITZERLAND STRATEGY SEMINAR), (THE WORLD’S LARGEST SOLAR PLANT), (DINNER WITH JOSEPH STIGLITZ)
Come join me for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be […]
Unfortunately, I know Blythe, California too well. This natural blast furnace is in a God forsaken corner of the state where I hunted jackrabbits as a kid, the Indians survived on Gila monsters for protein, and it regularly reaches 130 degrees in the shade. It is also where Peter Fonda and Dennis Hopper crossed the […]
The great thing about interviewing Joseph Stiglitz over dinner is that you don’t have to ask any questions. You just turn him on and he spits out one zinger after another. And he does this in a kibitzing, wizened, grandfatherly manner like one would expect from a character that just walked off the set of […]
Global Market Comments August 1, 2013 Fiat Lux Featured Trade: (AN EVENING WITH THE CHINESE INTELLIGENCE SERVICE), (FXI), (CYB), (CHL), (BIDU), (PBR), (WMT), (MSFT), (ORCL), (HPQ), (GOOG) iShares China Large-Cap (FXI) WisdomTree Chinese Yuan (CYB) China Mobile Limited (CHL) Baidu, Inc. (BIDU) Petr (PBR) Wal-Mart Stores Inc. (WMT) Microsoft Corporation (MSFT) Oracle Corporation (ORCL) Hewlett-Packard […]
I normally avoid the diplomatic circuit, as the few non-committal comments and soggy appetizers I get aren’t worth the investment of time. But I jumped at the chance to celebrate the 62nd anniversary of the founding of the People’s Republic of China with San Francisco consul general Gao Zhansheng. Happy Birthday China! When I casually […]
Global Market Comments July 31, 2013 Fiat Lux Featured Trade: (REPORT FROM BERLIN), (A SHORT HISTORY OF HEDGE FUNDS), (FAREWELL TO SENATOR DANIEL INOUE)
I am sitting at my MacBook Pro typing this piece in the corner Suite on the sixth floor of the Hotel Adlon in Berlin. A half finished bottle of 2001 Chateau Pech sits on my desk, a product of the French Mediterranean coast. Out the window hundreds of tourists are milling about the imposing Brandenburg […]
Legendary Fortune Magazine editor, Winslow Jones, created the first hedge fund out of a shabby office on Broadway in New York City in 1948, and generated monster returns over the next 20 years. He got the idea of a 20% performance bonus, now an industry standard, from ancient Phoenician sea captains who kept a fifth […]
I was greatly saddened when I had learned of the passing of Senator Daniel Inoue of Hawaii, the Senate’s longest serving member, and a close friend. After 50 years last August the legislative body had come to dominate the all powerful Ways and Means Committee, eventually becoming the President Pro Tem. He was 88 when […]
Global Market Comments July 30, 2013 Fiat Lux Featured Trade: (REPORT FROM VENICE), (AN EVENING WITH TRAVEL GURU ARTHUR FROMMER)
If you ever need someone to owe you a big favor, make sure it is the world’s best hotel. That is what I discovered when I checked into the legendary Cipriani Hotel in Venice, Italy. I had booked their cheapest room at $1,500 a day. Due to a screw up on the reservations, I learned […]
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