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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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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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Trade Alert Service Ranks Sixth Among Hedge Funds

The Trade Alert service of the Mad Hedge Fund Trader ranked as the sixth top-performing hedge fund in the world, according to statistics compiled by Barron’s. The Dow Jones subsidiary tallied results of the top 100 funds from a potential global universe of over 10,000. It then ranked results according to their three-year compound annual […]

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The History of Technology

I have just finished leisurely reading Tom Standage’s book The Victorian Internet: The Remarkable Story of the Telegraph and the Nineteenth Century On-Line Pioneers. Standage discusses the creation and development of the telegraph system and how it revolutionized communication in the nineteenth century. The book claims that Modern Internet users are in many ways the […]

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The Future of Consumer Spending?

As part of my never ending campaign to get you to move more money into emerging markets, please take a look at the chart below from Goldman Sachs. It shows that the global middle class will rise from 1.8 billion today to 4 billion by 2040, with the overwhelming portion of the increase occurring in […]

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June 18, 2013

Global Market Comments June 18, 2013 Fiat Lux Featured Trade: (JULY 2 NEW YORK STRATEGY LUNCHEON), (THE HIGH OIL MYSTERY), (USO), (UNG), (SCAM OF THE WEEK), (DECODING WHAT’S IN YOUR POCKET) United States Oil (USO) United States Natural Gas (UNG)

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Tuesday, July 2 New York Strategy Seminar

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting in New York, NY on Tuesday, July 2, 2013. An excellent three course lunch will be provided. A PowerPoint presentation will be followed by an extended question and answer period. I’ll be giving you my up […]

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The High Oil Mystery

American oil imports from the Middle East are in free fall, down 35% in two years. They are quickly being replaced by tar sands imports from Canada, which are ballooning to 2 million barrels a day and at all time highs. American energy production is surging, thanks to new finds of natural gas showing up […]

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Decoding What’s in Your Pocket

If you want to impress your friends with your vast knowledge of financial matters, then here are the Latin translations of the script on the backside of a US dollar bill. “ANNUIT COEPTIS” means “God has favored our undertaking.” “NOVUS ORDO SECLORUM” translates into “A new order has begun.” The Roman numerals at the base […]

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Scam of the Week

Having trouble raising capital for your new hedge fund? Just list Warren Buffet as your “Honorary Chairman.” That’s what California prison guard, Ottoniel Medrano, did. To help his marketing efforts, he also claimed that he had $4.8 billion in assets under management as well as massive real estate holdings in Asia. With this scam, Medrano’s […]

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June 17, 2013

Global Market Comments June 17, 2013 Fiat Lux Featured Trade: (JULY 12 AMSTERDAM STRATEGY LUNCHEON) (AN ENVIRONMENTAL ACTIVISTS TAKE ON THE MARKETS), (DBA), (MOO), (PHO), (FIW). (BUSINESS IS BOOMING AT THE MONEY PRINTERS), (ON EXECUTING TRADE ALERTS) PowerShares DB Agriculture (DBA) Market Vectors Agribusiness ETF (MOO) PowerShares Water Resources (PHO) First Trust ISE Water Idx […]

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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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An Environmental Activist’s Take on the Markets

I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long-term thinking about the environment and its investment implications. Global warming is causing the melting of ice sheets in Greenland and Antarctica, glaciers in the Himalayas, and the Sierra snowpack. Water tables […]

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Business is Booming at the Money Printers

All of the high-grade paper used by the US Treasury to print money is bought by one firm, Crane & Co., which has been in the same family for seven generations. Last year, the Feds printed 38 million banknotes worth $639 million. Although they have seen the recession cause the velocity of money to decline, […]

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