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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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The Two Century Dollar Short

Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and you’re looking at a world class […]

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CNN’s John Lewis; the Death of a Colleague

I was deeply saddened by the death of my old friend, CNN Asia correspondent, John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV, bootstrap style. […]

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July 5, 2013

Global Market Comments July 5, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (XLK), (CSCO), (GOOG), (PHO), (CGW), (RSX), (FXI), (WHY THE JGB MARKET MAY BE READY TO COLLAPSE), (ONLY BUY COMPANIES YOU HATE), (AAPL), (BP),(GS), (C), (PFE), (MO) Technology Select Sector SPDR (XLK) Cisco […]

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July 8 London Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, July 8, 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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My Briefing from the Joint Chiefs of Staff

I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a handful of three and four star generals. So I thought that I would review my notes from a dinner I had with General James E. […]

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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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