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Don’t Miss the June 26 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, June 26 at 11:00 AM EDT. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

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July 12 Amsterdam Strategy Luncheon

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 […]

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The Best Financial Book Ever

I have just finished reading the best financial book ever, and I have read most of them. It is The Ascent of Money: A Financial History of the World by Harvard professor Niall Ferguson. It gives you a great explanation of how the broad sweep of history delivered us to the doorstep of today’s crisis. […]

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A Day with Tom Friedman of the New York Times

I took a day off to attend the New York Times Global Forum at San Francisco’s Sony Metreon Center. Their goal was to put together 400 of the most forward thinking and influential minds in the Bay Area, stand back, and see what happened. It was organized by my old friend, fellow traveler, and veteran […]

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June 21, 2013

Global Market Comments June 21, 2013 Fiat Lux Featured Trade: (UPDATED 2013 STRATEGY LUNCHEON SCHEDULE), (THE PROBLEM WITH GM), (GM) (WHY I LOVE/HATE THE OIL COMPANIES), (XOM), (USO), (THE WORST TRADE IN HISTORY), (AAPL) General Motors Company (GM) Exxon Mobil Corporation (XOM) United States Oil (USO) Apple Inc. (AAPL)

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Updated 2013 Strategy Luncheon Schedule

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Updates, which I will be conducting throughout Europe during the summer of 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, bonds, […]

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The Problem With GM

Like a heroin addict who just can’t wean himself off of the good stuff, General Motors is going back into subprime lending to finance new auto sales. Although the much-diminished company has made great strides at reforming its errant ways, they still do not understand their fundamental problem. My dad was a lifetime GM customer, […]

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Why I Love/Hate the Oil Companies

The first thing I do when I get up every morning is to curse the oil companies as the blood sucking scourges of modern civilization. I then fall down on my knees and thank God that we have oil companies. This is why petroleum engineers are getting $100,000 straight out of college, while English and […]

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The Worst Trade in History

Say you owned 10% of Apple (AAPL) and you sold it for $800 in 1976. What would that stake be worth today? Try $22 billion. That is the harsh reality that Ron Wayne, 76, faces every morning when he wakes up, one of the three original founders of the consumer electronics giant. Ron first met […]

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June 20, 2013

Global Market Comments June 20, 2013 Fiat Lux Featured Trade: (JULY 25 PORTOFINO, ITALY STRATEGY LUNCHEON), (MORE OF THE SAME FROM UNCLE BEN), (SPY), (FXY), (YCS), (GLD), (TLT), (TBT), (THE NEW COLD WAR) SPDR S&P 500 (SPY) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) SPDR Gold Shares (GLD) iShares Barclays 20+ Year Treas […]

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Note To Subscribers

You may have noticed that our website has been down for the past day. We are undertaking a major upgrade to our infrastructure, and I thought completing this while you are all on vacation would be timely. This means that our store is down as well, so you may need to wait until the weekend […]

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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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More of the Same from Uncle Ben

Ben Bernanke delivered exactly what I expected today, continuing his massively simulative monetary policy as is. The taper went missing in action, and search parties have been already sent out by the bears. In the past this move would have triggered a massive move up in risk assets, and a collapse of the bond market, […]

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The New Cold War

My friend, Ian Bremmer of the Eurasia Group, a global risk analyst who I regularly follow, has published an outstanding book entitled The End of the Free Markets: Who Wins the War Between States and Corporations. I find this highly depressing, as it takes me as long to read one of Ian’s books as it […]

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June 19, 2013

Global Market Comments June 19, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (TRADE ALERT SERVICE RANKS SIXTH AMONG HEDGE FUNDS) (THE HISTORY OF TECHNOLOGY), (THE FUTURE OF CONSUMER SPENDING), (EEM), (PIN), (IDX), (EWC) iShares MSCI Emerging Markets Index (EEM) PowerShares India (PIN) Market Vectors Indonesia Index ETF (IDX) iShares MSCI Canada Index […]

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