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Friday, February 14 Sydney Lunch invitation

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Sydney, Australia at 12:00 noon on Friday, February 14, 2014. An excellent meal will be followed by a wide ranging discussion and a minute question and answer period. I’ll be giving you my up to […]

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Three Charts That Will Turn the Markets

I wrote at length yesterday about why this is not a new bear market, but a traditional 7%-10% correction instead. Now, I’ll show you three charts that will call the exact turnaround. The ten-year Treasury bond (TLT), (TBT) is clearly the lead contract. It has, far and away, been the most accurate in anticipating the […]

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Grapes of Wrath Redux

It’s another sign of the times when the weekend fruit picker population has doubled by people hard hit by the economy, looking to save money on food costs. After driving through miles of undulating brown hills studded with oak trees, passing mile upon mile of horse ranches, rusted out cars, and abandoned mobile homes, you come […]

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February 4, 2014

Global Market Comments February 4, 2014 Fiat Lux Featured Trade: (THREE CORRECTIONS FOR THE PRICE OF ONE), (TLT), (TBT), (SPY), (CHINA’S VIEW OF CHINA), (FXI), (EEM) (FEBRUARY 12 AUCKLAND NEW ZEALND STRATEGY LUNCH) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) SPDR S&P 500 (SPY) iShares China Large-Cap (FXI) iShares MSCI […]

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Three Corrections for the Price of One

I love this market action. For me, it means that we are setting up ideal entry points for a broad range of asset classes that will deliver another +67% year. It will set up for you too, if you continue to read this letter. What the market is in fact doing is giving us three […]

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China’s View of China

I ran into Minxin Pei, a scholar at the Carnegie Endowment for International Peace, who imparted to me some iconoclastic, out of consensus views on China’s position in the world today. He thinks that power is not shifting from West to East; Asia is just lifting itself off the mat, with per capita GDP at […]

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Wednesday, February 12 Auckland, New Zealand Strategy Lunch

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Auckland, New Zealand on Wednesday, February 12, 2014. An excellent meal will be followed by a wide-ranging discussion and question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious metals, […]

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February 3, 2014

Global Market Comments February 3, 2014 Fiat Lux Featured Trade: (FEBRUARY 5 GLOBAL STRATEGY WEBINAR), (NOW WE’RE COOKING WITH GAS), (AMERICA’S DEMOGRAPHIC TIME BOMB), (TESTIMONIAL)  

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Don’t Miss the February 5 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, February 5 at 12:00 PM EST. This time Mad Day Trader Jim Parker will be my willing co-conspirator. 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 […]

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Now We’re Cooking With Gas (UNG)

Now We’re Cooking With Gas (UNG) Those who followed my advice to buy the United States Natural Gas Fund (UNG) July, 2014 $23 puts at $1.68 yesterday are now in the enviable position of owning a security that is running away to the upside. At this morning’s high the puts traded at $2.40, a one […]

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America’s Demographic Time Bomb

You can never underestimate the importance of demographics in shaping long term investment trends, so I thought I’d pass on these two highly instructive maps. The first shows a map of the world drawn in terms of the population of children, while the second illustrates the globe in terms of its 100 year olds. Notice […]

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January 31, 2014

Global Market Comments January 31, 2014 Fiat Lux Featured Trade: (TIME TO SELL NATURL GAS), (UNG), (USO), (MAD HEDGE FUND TRADER 2014 GLOBAL STRATEGY LUNCHEON SCHEDULE) United States Natural Gas (UNG) United States Oil (USO)

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Time to Sell Natural Gas

Time to Sell Natural Gas I received a crackly, hard to understand call late last night from one of my old natural gas buddies in the Barnet shale in Texas. Chances are that CH4 peaked in price last night with the expiration of the front month contract. It was time to sell. I spent five […]

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The Mad Hedge Fund Trader 2014 Global Strategy Luncheon Schedule

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheons, which I will be conducting around the world throughout 2014. Please find the schedule for the next six months below. To warm you up, I’ll email you a PowerPoint presentation covering the broad range of topics we may cover, which is […]

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January 30, 2014

Global Market Comments January 30, 2014 Fiat Lux Featured Trade: (SATURDAY FEBRUARY 22 BRISBANE AUSTRALIA STRATEGY LUNCH) (PULLING THE RIPCORD ON SOFTBANK), (SFTBY), (HAPPY BIRTHDAY IRS!), (THE TECHNOLOGY NIGHTMARE COMING TO YOUR CITY) SoftBank Corp. (SFTBY)

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