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July 11, 2013

Global Market Comments July 11, 2013 Fiat Lux Featured Trade: (JULY 19 FRANKFURT STRATEGY LUNCHEON), (COFFEE WITH DR. ROBERT SHILLER), (INVESTING IN DINOSAUR POOP)

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July 19 Frankfurt Strategy Luncheon

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 […]

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Investing in Dinosaur Poop

The dinosaur bone market has crunched. Once a favorite collectible of high-flying hedge fund managers, the prices of everything from tyrannosaurus rex to brontosaurus fossils have skidded. A recent auction of a triceratops skeleton failed to reach its minimum bid of $1 million. Even prices for fossilized dinosaur excrement, a popular niche market, have gone […]

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Coffee with Robert Shiller

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 […]

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July 10, 2013

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)

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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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Please Use My Free Data Base Search

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 […]

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Drinks With the President

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 […]

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July 9, 2013

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 […]

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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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Who is Ben Bernanke?

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 […]

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Keep Indonesia on your Radar

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 […]

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Why We Need Six New Saudi Arabia’s

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 […]

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July 8, 2013

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 […]

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July 19 Frankfurt Strategy Luncheon

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, […]

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