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The Most Functional Word in the English Language

Passed on by a friend with my apologies: Well, it’s shit… That’s right, shit! Shit may just be the most functional word in the English language. You can smoke shit, buy shit, sell shit, lose shit, find shit, forget shit, and tell others to eat shit. Some people know their shit, while others can’t tell […]

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An Evening With Nobel Prize Winner Michael Spence

I have always been a sucker for a visiting Nobel Prize winner in economics. So when I heard that Dr. Michael Spence was passing through town, I was on the next BART train. Michael was here to promote his latest book, The Next Convergence; The Future of Economic Growth in a Multispeed World. Michael believes […]

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May 16, 2013

Global Market Comments May 16, 2013 Fiat Lux SPECIAL TESLA EDITION Featured Trade: (ONE THE TESLA MELT UP), (TSLA), (F), (FIATY), (PEUGY), (SCTY), (BBRY), (HLF), (NFLX), (FSLR) Tesla Motors, Inc. (TSLA) Ford Motor Co. (F) Fiat S.p.A. (FIATY) Peugeot S.A. (PEUGY) SolarCity Corporation (SCTY) Research In Motion Limited (BBRY) Herbalife Ltd. (HLF) Netflix, Inc. (NFLX) […]

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On the Tesla Melt Up

This was the short squeeze that was begging to happen. Five guys owned 50% of the company, including the visionary founder, Elon Musk. Of the remaining float, 45% had been borrowed and sold short by hedge funds. All that was needed to ignite a rally was for someone to say “Boo.” That is exactly what […]

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May 15, 2013

Global Market Comments May 15, 2013 Fiat Lux Featured Trade: (JULY 19 FRANKFURT, GERMANY STRATEGY LUNCHEON), (TESTIMONIAL), (MY FAVORITE SECRET ECONOMIC INDICATOR), (RUNNING THE SAN FRANCISCO BAY TO BREAKERS)

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July 19 Frankfurt, Germany Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Frankfurt, Germany on Friday, July 19, 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, […]

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Running the San Francisco Bay to Breakers

I suffer earthquakes, forest fires, floods, dubious neighbors, high taxes, corrupt politicians, and a bankrupt state government to live in California. It is all worth it just to run the Bay to Breakers every year, a five mile run from the San Francisco Bay to the Pacific Ocean, which has evolved into the world’s most […]

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My Favorite Secret Economic Indicator

It was with an enormous sense of pride and relief that I watched the last of my kids graduate from the University of California at Berkeley. Clutching his hard fought degree in political economics in hand, Robert posed for photos among friends, with thousands of beaming parents looking on. His mother died ten years ago, […]

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May 14, 2013

Global Market Comments May 14, 2013 Fiat Lux Featured Trade: (REPORT ON THE SKYBRIDGE ALTERNATIVES CONFERENCE) (REPORT FROM LAS VEGAS)

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Report on the SkyBridge Alternatives Conference

I am writing to you from the poolside cabana number B-2 at the Bellagio Hotel in Las Vegas. It is an unseasonably cool 70 degrees in the shade and the air is bone- dry, so I’m on my third banana daiquiri for the day. The days when I risked getting my hands broken with a […]

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Report From Las Vegas

As with all of my visits to Sin City, I made a beeline to my inside guy — a blackjack dealer at Caesar’s Palace. It’s been a slow summer and an even slower fall. With global warming delivering the hottest summer in history, the last place tourists wanted to visit was the desert. Midwesterners have […]

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May 13, 2013

Global Market Comments May 13, 2013 Fiat Lux Featured Trade: (MAY 15 GLOBAL STRATEGY WEBINAR), (JAPAN IS JUST GETTING STARTED), (THE PASSING OF A GREAT MAN)

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Don’t Miss the May 15 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, May 15 at 12:00 noon EDT. 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 […]

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Japan is Just Getting Started

Constantly chained to my MacBook Pro at home writing this letter, it is not often that I am in the room when a major market-moving event occurs. That is what happened at the SkyBridge Alternatives Asset Conference (SALT) in Las Vegas on Thursday (click here for the link at http://www.saltconference.com/). I was listening to one […]

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The Passing of a Great Man

It was with a heavy heart that I boarded a plane for Los Angeles to attend a funeral for Bob, the former scoutmaster of Boy Scout Troop 108. The event brought a convocation of ex-scouts from up and down the West coast, and said much about our age. Bob, 85, called me two weeks ago […]

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