Yale professor, Robert Shiller, is the kind of imp like, peripatetic college professor you might expect to find in a Disney movie. Highly animated and jumping from one radical idea to the next it is hard to keep up with his stream of consciousness torrent of economic innovations. After a two-hour barrage, I was so […]
Global Market Comments July 10, 2013 Fiat Lux Featured Trade: (JULY 12 AMSTERDAM STRATEGY LUNCHEON), (PLEASE USE MY FREE DATA BASE SEARCH), (DRINKS WITH THE PRESIDENT)
Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Amsterdam, The Netherlands, on Friday, July 12, 2013. 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 […]
The original purpose of this letter was to build a database of ideas to draw on in the management of my hedge fund. When a certain trade comes into play, I merely type in the symbol, name, currency, or commodity into the search box, and the entire fundamental argument in favor of that position pops […]
President Barack Obama certainly arrives at a party like a rock star. Three silver GM Suburban’s flanking an armored black Cadillac limo screech to a halt with lights flashing. All of the roads in the immediate vicinity are closed to traffic. A dozen sunglass bedecked Secret Service agents leap out, immediately scanning the perimeter. The […]
Global Market Comments July 9, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (WHO IS BEN BERNANKE?), (KEEP INDONESIA ON YOUR RADAR), (IDX), (WHY WE NEED SIX NEW SAUDI ARABIA’S) (USO), (RIG), (XOM), (OXY) Market Vectors Indonesia Index ETF (IDX) United States Oil (USO) Transocean Ltd. (RIG) Exxon Mobil Corporation (XOM) Occidental Petroleum […]
Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Berlin, Germany, at 12:00 noon on Tuesday, July 16, 2013. 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 […]
Since nothing less than the fate of the free world depends on the judgment of Ben Bernanke these days, I thought I’d touch base with David Wessel, the Wall Street Journal economics editor, who has just published In Fed We Trust: Ben Bernanke’s War on the Great Panic. I doubted David could tell me anything […]
If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim country offers a combination that I love, a population with great demographics that is also a major energy and commodities exporter. The archipelago is the […]
I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye opening things to say about the energy space. The IEA was first set up as a counterweight to OPEC during the oil crisis in 1974, and has since evolved into a […]
Global Market Comments July 8, 2013 Fiat Lux Featured Trade: (JULY 19 FRANKFURT STRATEGY LUNCHEON), (THE TWO CENTURY DOLLAR SHORT), (UUP), (FXY), (FXE), (FXB), (FXC), (FXA), (BNZ), (CYB) (CNN’S JOHN LEWIS; THE DEATH OF A COLLEAGUE) PowerShares DB US Dollar Index Bullish (UUP) CurrencyShares Japanese Yen Trust (FXY) CurrencyShares Euro Trust (FXE) CurrencyShares British Pound […]
Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Frankfurt, Germany on Friday, July 19, 2013. 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, […]
Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and you’re looking at a world class […]
I was deeply saddened by the death of my old friend, CNN Asia correspondent, John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV, bootstrap style. […]
Global Market Comments July 5, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (XLK), (CSCO), (GOOG), (PHO), (CGW), (RSX), (FXI), (WHY THE JGB MARKET MAY BE READY TO COLLAPSE), (ONLY BUY COMPANIES YOU HATE), (AAPL), (BP),(GS), (C), (PFE), (MO) Technology Select Sector SPDR (XLK) Cisco […]
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