Archive | Newsletter RSS feed for this section

The Bottom is in for the Ags

Take a look at the drought monitor below, and you’ll see that it looks exactly like the one we saw a year ago. Yes, that’s the one right before we saw prices double for corn (CORN) and most other agricultural products. The global warming trade may be about to return with a vengeance. If the […]

Read full story Comments are closed

The One Economic Indicator You Can Rely On

There is no end to which I am willing to go to understand the future direction of the world economy. So when I learned that the price of Brazilian bikini waxes was going through the roof, I had to sit up and take note. Last month, the price of the popular beauty treatment soared by […]

Read full story Comments are closed

An Evening With Malcolm Gladwell

I spent an evening with the New Yorker magazine columnist, Malcolm Gladwell, author of The Tipping Point, Blink, and Outliers, and probably the most prolific publisher of original, consensus challenging ideas today. Half English and half Jamaican, the preeminent challenger of clichés and stereotypes was himself a cliché and a stereotype. He wore the standard […]

Read full story Comments are closed

May 29, 2013

Global Market Comments May 29, 2013 Fiat Lux Featured Trade: (JULY 2 NEW YORK STRATEGY LUNCHEON), (RECOLLECTIONS OF A MARINE), (THE BLACK SWAN SOLUTION TO OUR ENERGY PROBLEMS)  

Read full story Comments are closed

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 […]

Read full story Comments are closed

Recollections of a Marine

As the son of a Marine who served on Guadalcanal in 1942, I had an unusual childhood. The memories all came flooding back to me as the HBO program, The Pacific, which aired once again over this Memorial Day weekend. Every scene in the ten-hour series I had already heard about around campfires, at veteran’s […]

Read full story Comments are closed

May 28, 2013

Global Market Comments May 28, 2013 Fiat Lux Featured Trade: (MAY 29 GLOBAL STRATEGY WEBINAR), (ANNOUNCING THE RELAUNCH OF HEDGE FUND RADIO), (SKYBRIDGE CAPITAL’S ANTHONY SCARAMUCCI ON HEDGE FUND RADIO) (SPY), (EWJ), (DXJ), (TLT), (FXY),  (YCS), (IDX), (EWM), (EWS), (GLD) SPDR S&P 500 (SPY) iShares MSCI Japan Index (EWJ) WisdomTree Japan Hedged Equity (DXJ) iShares […]

Read full story Comments are closed

Don’t Miss the May 29 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, May 29 at 12:00 noon EST. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

Read full story Comments are closed

Announcing the Relaunch of Hedge Fund Radio

I often get asked by readers to share the industry contacts that enable me to make such timely and insightful market calls. Now you have the opportunity to do so. Hedge Fund Radio is the online radio program for the true investment professional. There, you can hear me roll out my 40-year accumulation of trading […]

Read full story Comments are closed

SkyBridge Capital’s Anthony Scaramucci on Hedge Fund Radio

Markets are overbought now, especially given that the US economy is only growing at a subpar 2% annual rate. But the S&P 500 (SPY) will close higher by yearend. Despite the fact that 30-year Treasury prices (TLT) are near all time highs, there are still huge opportunities in the fixed income space. And both the […]

Read full story Comments are closed

May 24, 2013

Global Market Comments May 24, 2013 Fiat Lux Featured Trade: (UPDATED 2013 STRATEGY LUNCHEON SCHEDULE), (A TRIBUTE TO A TRUE VETERAN) (UPDATE ON THE MAD DAY TRADER), (JJG), (TBT) iPath DJ-UBS Grains TR Sub-Idx ETN (JJG) ProShares UltraShort 20+ Year Treasury (TBT)

Read full story Comments are closed

Updated 2013 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, […]

Read full story Comments are closed

A Tribute to a True Veteran

This coming Monday will be Memorial Day in the United States. I’ll be putting on my faded Marine Corp fatigues, with gold railroad track bars on my shoulders, and leading the home town’s parade. So I thought it would be a good day to tell you the story of my Uncle Mitch. Since job prospects […]

Read full story Comments are closed

Update on The Mad Day Trader

I am happy to report that we are making great progress with The Mad Day Trader, rapidly evolving the service to best meet the needs of the professional trader. We have already closed huge winners in soybeans (SM), the iPath Dow Jones AIG Grains Total Return Index ETF (JJG), and short Treasury bond (TBT). It […]

Read full story Comments are closed

May 23, 2013

Global Market Comments May 23, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (THE AMERICAN ONSHORING TREND IS ACCELERATING), (GE), (TSLA), (HEDGE FUNDS: THE NEW DUMB MONEY) General Electric Company (GE) Tesla Motors, Inc. (TSLA)

Read full story Comments are closed