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Why the JGB Market May Be Ready to Collapse

When I first arrived in Japan in 1974, international investors widely expected the country to collapse, a casualty of the overnight quadrupling of oil prices to $12 and the global recession that followed. Japanese borrowers were only able to tap foreign debt markets by paying a 200 basis point premium to the market, a condition […]

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Only Buy Companies You Hate

Dilbert cartoonist Scott Adams argues that you should invest in companies you hate because only the most unprincipled and rapacious firms make the greatest profits. Moral bankruptcy is a great leading indicator of success, and the best ones can get you to balance your wallet on the end of your nose and bark like a […]

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July 3, 2013

Global Market Comments July 3, 2013 Fiat Lux Featured Trade: (JULY 12 AMSTERDAM STRATEGY LUNCHEON), (IRAN SHOULD FOLD ITS NUCLEAR PROGRAM, OR ELSE), (PETER F. DRUCKER ON MANAGEMENT)

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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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Iran Should Fold Its Nuclear Program, Or Else

“We have 3,500 nuclear weapons left over from the cold war we don’t need, they take 20 seconds to re-aim, we’re not afraid to use them. And by the way, they’re already aimed at you.” That is the approach James Baker III thinks America should take with Iran, Ronald Reagan’s Chief of Staff and Secretary […]

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Peter F. Drucker on Management

If you have been living in a cave for the last 71 years and missed the work of management guru, Peter F. Drucker, here is your chance to catch up. I just finished reading The Essential Drucker, a weighty tome of 368 pages which summarized the high points and pearls of wisdom of the author’s […]

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July 2, 2013

Global Market Comments July 2, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (DIAMONDS ARE STILL AN INVESTOR’S BEST FRIEND), (SO YOU THINK THEY’RE NOT WATCHING YOUR PC?)  

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July 16 Berlin Strategy Luncheon

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 […]

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Diamonds Are Still an Investor’s Best Friend

If you forgot to buy your loved one a birthday present and spent a week sleeping on the sofa, eating canned food, and cleaning out the cat box, you now have a chance to redeem yourself. A revolutionary new website exists called Mazal Diamond, which promises to turn the online jewelry business upside down. I […]

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So You Think They’re Not Watching Your PC?

Hey! You there, staring at this monitor. This is your PC talking to you. No, not you over there standing in the background. I’m talking to the guy sitting in front of me poking at my keys. Ouch! That one hurt! So you thought no one was watching, did you? Let me set you straight. […]

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July 1, 2013

Global Market Comments July 1, 2013 Fiat Lux Featured Trade: (MAD DAY TRADER IS NOW FOR SALE), (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (BE CAREFUL WHO YOU SNITCH ON), (COULD YOU QUALIFY TO BECOME A US CITIZEN?)

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Mad Day Trader is Now for Sale!

I am pleased to announce that the The Mad Day Trader is now for sale, my first major upgrade to your service. While the Global Trading Dispatch focuses on investment over a one week to six-month time frame, Mad Day Trader will exploit money-making opportunities over a ten minute to three day window. It is […]

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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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Be Careful Who You Snitch On

Buried in the recently passed Dodd-Frank financial reform bill are massive financial rewards for turning in your boss. The SEC is hoping that multimillion dollar rewards amounting to 10%-30% of sanction amounts will drive a stampede of whistle-blowers to their doors with evidence of malfeasance and fraud by their employers. If such rules were in […]

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Could You Qualify to Become a US Citizen?

The coming Fourth of July celebration brings back memories of my late wife’s campaign to become an American citizen, who originally came from Japan. Part of the process required a verbal quiz about US history and government. Our family spent a year energetically prepping her, with nightly grilling’s over dinner about the most obscure details […]

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