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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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May 9, 2013

Global Market Comments May 9, 2013 Fiat Lux Featured Trade: (THE RECEPTION THAT THE STARS FELL UPON), (NLR), (CCJ), (CORN), (WEAT), (SOYB), (DBA), (EUROPEAN STYLE HOMELAND SECURITY) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) Teucrium Corn (CORN) Teucrium Wheat (WEAT) Teucrium Soybean (SOYB) PowerShares DB Agriculture (DBA)

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The Reception That the Stars Fell Upon

My friend was having a hard time finding someone to attend a reception who was knowledgeable about financial markets, White House intrigue, international politics, and nuclear weapons. I asked who was coming. She said Reagan’s Treasury Secretary, George Shultz, Clinton’s Defense Secretary, William Perry, and Senate Armed Services Chairman, Sam Nunn. I said I’d be […]

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European Style Homeland Security

The English are feeling the pinch in relation to recent events in Libya, and have therefore raised their security level from “Miffed” to “Peeved.” Soon, though, security levels may be raised yet again to “Irritated” or even “A Bit Cross.” The English have not been “A Bit Cross” since the blitz in 1940, when tea […]

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May 8, 2013

Global Market Comments May 8, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (WHY BEN BERNANKE HATES ME)

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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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Why Ben Bernanke Hates Me

I don’t just think he hates me. He truly despises me. In fact, he does everything he can to put me out of business. Take last Wednesday, for example, when the Federal Reserve Open Market Committee gave me and my views a complete thrashing. Additional quantitative easing was the last thing in the world I […]

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May 7, 2013

Global Market Comments May 7, 2013 Fiat Lux Featured Trade: (I’M OFF TO THE SALT CONFERENCE), (JULY 12 AMSTERDAM STRATEGY LUNCHEON), (BE CAREFUL! YOUR PC IS WATCHING), (TESTIMONIAL)

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I’m Off to the SALT Conference

I will spend the rest of the week attending the 5th annual SALT conference at the Bellagio Hotel in Las Vegas. This is the preeminent get together of the major players in the hedge fund industry. There, I will hook up with readers, consulting clients, old pals, and former staff, many of whom now run […]

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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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Be Careful! Your PC is Watching

Hey! You there, staring at this monitor. This is your PC talking to you. No, not you over there standing in the background. I’m talking to the guy sitting in front of me poking at my keys. Ouch! That one hurt! So you thought no one was watching, did you? Let me straighten you out. […]

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May 6, 2013

Global Market Comments May 6, 2013 Fiat Lux Featured Trade: (MAY 8 LAS VEGAS STRATEGY LUNCHEON), (BEN’S NEW LEG FOR THE BULL MARKET), (SPY), (IWM), (AAPL), (GLD), (SLV), (CU), (TLT), (YCS), (FXY) (PLEASE USE MY FREE DATA BASE SEARCH) SPDR S&P 500 (SPY) iShares Russell 2000 Index (IWM) Apple Inc. (AAPL) SPDR Gold Shares (GLD) […]

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May 8 Las Vegas Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 8, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on […]

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Ben’s New Leg for the Bull Market

I just returned from my round of monthly wine club pick-ups in California’s lush and fertile Napa Valley. I invested a half hour soaking up the breathtaking views at the hilltop Silverado winery. Duckhorn offered a lavish lunch event, which I ducked out on. The Wagner family is prospering as always, recently opening a tasting […]

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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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