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Report from The Orient Express

I was awoken from a dead sleep in the middle of the night in my suite on the Orient Express by a juddering halt and the smell of burning breaks in the air. We were somewhere high in the Swiss Alps, and every single passenger on the first class only train had to be thinking […]

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So What is Your “Influencer” Score?

First there was your grade point average, then your SAT score, followed by GMAT and LSAT scores, and finally your FICO. Now there is a new metric with which you will be judged, your “Influencer” score. A new breed of marketing research firms are using data from social media sites, like Facebook, LinkedIn, and Twitter, […]

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July 24, 2013

Global Market Comments July 24, 2013 Fiat Lux Featured Trade: (CATCHING UP WITH DOWNTON ABBEY), (REPORT FROM LONDON) (TESTIMONIAL)

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Catching Up With Downton Abbey

I decided to flee the madness in London for a day and visit some old friends in the countryside, the 8th Earl and Countess of Carnarvon. The late 7th Earl was an early investor in my first hedge fund and I have kept in touch with the family ever since. His grandfather, the 5th Earl […]

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Report from London

I write this to you from my double suite on the Orient Express crossing the Swiss Alps. My manservant, Charles, is off fetching a cup of tea and steam pressing my white dinner jacket for tonight’s luxury feast. Customs at London’s Heathrow airport was a breeze, and the new express train whisked me into Paddington […]

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July 23, 2013

Global Market Comments July 23, 2013 Fiat Lux Featured Trade: (JULY 25 PORTOFINO, ITALY STRATEGY LUNCHEON), (MY SOLUTION FOR EUROPE), (FXE), (EUO) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO)

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July 25 Portofino, Italy Strategy Luncheon

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting near Portofino, Italy on the Italian Riviera, on Thursday, July 25, 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 […]

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My Solution for Europe

Taking the express train from Paris to Frankfurt, I was playing around with Google Maps on my iPhone 5s. It was really cool watching the blue dot marking my location zip across the map at 200 miles per hour. When I zoomed in on my location, I realized that I recognized many of the names. […]

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July 22, 2013

Global Market Comments July 22, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (MID ATLANTIC THOUGHTS ABOARD THE QUEEN MARY 2, PART III), (AMERICA’S NATIVE AMERICAN ECONOMY)

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August 1 Mykonos, Greece Strategy Luncheon

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving […]

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Mid Atlantic Thoughts Aboard the Queen Mary 2, Part III

LOCATION: 50 degrees, 26.68 minutes North, 022 degrees, 29.98 minutes West, or 1,000 nautical miles South of Iceland, heading 089 degrees. Four days of hearing foghorns is starting to get tiring. Captain Wells has been ducking many of his social responsibilities, feeling more secure in the bridge close to the radar. After a few days […]

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America’s Native American Economy

When I was remodeling my 160-year-old London house, the chimney was in desperate need of attention. After the bricklayer crawled up the fireplace, he found a yellowed and somewhat singed envelope addressed to Santa Claus. Thinking it was placed there by my kids, he handed it over to me. In it was a letter dated […]

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July 19, 2013

Global Market Comments July 19, 2013 Fiat Lux Featured Trade: (THE BIPOLAR ECONOMY), (SAY GOODBYE TO YOUR FAVORITE TEACHER), (NOT YOUR FATHER’S RAILROADS), (UNP), (CSX), (NSC), (CP), (ACI) Union Pacific Corporation (UNP) CSX Corp. (CSX) Norfolk Southern Corp. (NSC) Canadian Pacific Railway Limited (CP) Arch Coal Inc. (ACI)

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The Bipolar Economy

Corporate earnings are up big! Great! Buy! No wait! The economy is going down the toilet! Sell! Buy! Sell! Buy! Sell! Help! Anyone would be forgiven for thinking that the stock market has become bipolar. There is, in fact, an explanation for this madness. According to the Commerce Department’s Bureau of Economic Analysis, the answer […]

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Say Goodbye to Your Favorite Teacher

Don’t bother taking an apple to school to give your favorite teacher, unless you want to leave it in front of a machine. The schoolteacher is about to join the sorry ranks of the service station attendant, the elevator operator, and the telephone operators whose professions have been rendered useless by technology. The next big […]

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