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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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Where’s This Market Bottom?

After yesterday’s 217 point swoon, the S&P 500 (SPX) has fallen 4.3% from its late May peak. It looks like the “Sell in May” crowd is having the last laugh after all, of which I was one. Is this a modest 5% correction in a continuing bull market? Or is it the beginning of a […]

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The One Safe Place in Real Estate

I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US from 300 million to 400 million, according to data released by the US Census Bureau and the CIA fact Book […]

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June 5, 2013

Global Market Comments June 5, 2013 Fiat Lux Featured Trade: (JULY 2 NEW YORK STRATEGY LUNCHEON), (WELCOME TO THE SACK OF ROME), (TLT), (TBT), (LQD), (MUB), (VNQ), (KMP), (BREAKFAST WITH FED GOVERNOR BOB McTEER) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares iBoxx $ Invest Grade Corp Bond (LQD) […]

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July 2 New York Strategy Luncheon

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 to […]

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Welcome to the Sack of Rome

Let’s face it, the carnage in the bond markets in May outdid the sack of Rome. Not only did the Treasury bonds (TLT) get hit. The entire high yield space was slaughtered, including corporates (LQD), junk bonds (JNK), REITS (VNQ), master limited partnerships (KMP), municipal bonds (MUB), and high dividend equities. Anything that looked and […]

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Breakfast with Fed Governor Bob McTeer

No one can explain the most complex economic and monetary issues in a simpler, more homespun fashion than former governor of the Federal Reserve, Bob McTeer. He is known for carrying around two yardsticks, one slightly longer than the other, to demonstrate to your average guy the monthly changes in employment. Bob argues that the […]

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June 4, 2013

Global Market Comments June 4, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT STRATEGY SEMINAR), (BREAKFAST WITH PIMCO’S MOHAMED EL-ERIAN), (TAKE A RIDE IN THE NEW SHORT JUNK ETF), (JNK), (SJB), (CORN), (TBT) SPDR Barclays High Yield Bond (JNK) ProShares Short High Yield (SJB) Teucrium Corn (CORN) ProShares UltraShort 20+ Year Treasury (TBT)

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August 9 Zermatt Global Strategy Seminar

Come join me for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be […]

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Breakfast with PIMCO’s Mohamed El-Erian

On the way back from a funeral in Los Angeles last weekend, I thought I would take a walk down Nostalgia Lane and have breakfast at the historic Langham Huntington Hotel, the venue for my 1970 senior prom. I was half way through my eggs benedict in the Terrace Room when, who sits at the […]

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Take a Ride in the New Short Junk ETF

When you look at the profusion of new ETF’s being launched today, you find that they almost always correspond with market tops. The higher the market, the greater the demand for the underlying, and the more leverage traders bay for it. The resulting returns for investors are disastrous. But occasionally a blind squirrel finds an […]

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June 3, 2013

Global Market Comments June 3, 2013 Fiat Lux Featured Trade: (HARRY S. DENT, JR. ON HEDGE FUND RADIO), (SPY), (IWM), (UUP), (GLD), (SLV), (USO), (XLE), (TLT) (A RELIGIOUS EXPERIENCE) SPDR S&P 500 (SPY) iShares Russell 2000 Index (IWM) PowerShares DB US Dollar Index Bullish (UUP) SPDR Gold Shares (GLD) iShares Silver Trust (SLV) United States […]

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Harry S. Dent, Jr. on Hedge Fund Radio

Your stock portfolio will get decimated by a stock market crash that could take the Dow average down 60% to 6,000 or lower. There will be no place to hide, as gold, silver, oil, real estate will see declines of similar magnitude. Given the fresh dose of uncertainty besieging the markets these days, I thought […]

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A Religious Experience

A couple times a year, I feel the need to abandon civilization and contemplate the meaning of life, while accomplishing a great physical challenge. For me, this is a mandatory religious experience. That’s why I was up at Lake Tahoe last week, completing a 100 mile hike in eight days, mostly over 8,000 feet, carrying […]

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May 31, 2013

Global Market Comments May 31, 2013 Fiat Lux Featured Trade: (UPDATED 2013 STRATEGY LUNCHEON SCHEDULE), (WHY JIM CHANOS IS WRONG ON CHINA), (FXI), (CYB) (DRINKS WITH ROBERT REICH), (BECOME MY FACEBOOK FRIEND) iShares FTSE China 25 Index Fund (FXI) WisdomTree Chinese Yuan (CYB)

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