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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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On Executing Trade Alerts

From time to time I receive an email from a subscriber telling me that they are unable to get executions on trade alerts that are as good as the ones I get. There are several possible reasons for this: 1) Markets move, sometimes quite dramatically so. 2) Your Trade Alert email was hung up on […]

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June 14, 2013

Global Market Comments June 14, 2013 Fiat Lux Featured Trade: (UPDATED 2013 SUMMER STRATEGY LUNCHEON SCHEDULE), (THE YEN CARRY TRADE BLOW UP), (FXY), (YCS), (DXJ), (SNE), (HMC), (TM), (THE SERVICE JOB IN YOUR FUTURE), (MCD) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) WisdomTree Japan Hedged Equity (DXJ) Sony Corporation (SNE) Honda Motor Co., […]

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John Thomas

Updated 2013 Summer Strategy Luncheon Schedule

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Updates, which I will be conducting throughout Europe during the summer of 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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The Yen Carry Trade Blow Up

When I staggered downstairs at 11:00 PM to check the close for the Tokyo stock market, my eyes just about popped out of my head. Yikes! Down 6.3%! The yen was up another 2% to ¥94 against the US dollar as well!! It looked like the world was in for another round of “RISK OFF” […]

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The Service Job in Your Future

Anyone wondering about the long term future of the US economy should take a look at the chart below. It shows the unrelenting growth of services’ share of American GDP growing from 25% to 45% over the last sixty years. Far and away the fastest growth area has been in health care, and with the […]

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June 13, 2013

Global Market Comments June 13, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (ANOTHER NAIL IN THE NUCLEAR COFFIN), (SCE-PF), (NLR), (CCJ) (THE CHINA VIEW FROM 30,000 FEET) (FXI), (DBC), (DYY), (DBA), (PHO) Southern California Edison Trus (SCE-PF) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) iShares FTSE China 25 Index Fund […]

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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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Another Nail in the Nuclear Coffin

Southern California Edison (SCE/PF) has announced that it is permanently closing its controversial nuclear power plant at San Onofre. The move is only the latest in a series of closures implemented by utilities around the country, and could well spell the end of this flagging industry. This is further dismal news for holders of ETF’s […]

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The China View from 30,000 Feet

I have long sat beside the table of McKinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom. So, I jumped at the chance to have breakfast with Shanghai based Worldwide Managing Director, Dominic Barton, when he passed through San Francisco visiting clients. These are usually sedentary affairs, […]

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June 12, 2013

Global Market Comments June 12, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (TESLA GETS AGGRESSIVE ON MARKETING),  (TSLA), (GM), (F), (WATCH OUT FOR THE CHIHUAHUA GLUT) Tesla Motors, Inc. (TSLA) General Motors Company (GM) Ford Motor Co. (F)

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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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Tesla Takes Off the Gloves

Tesla (TSLA) CEO, Elon Musk, has taken off the gloves and is offering an innovative new hybrid lease that promises to bring in thousands of new buyers of his revolutionary, all electric S-1 sedan. The package eliminates the downside risk that concerned prospective customers about the resale value of their cars down the road. Under […]

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