Time to Take Another Ride with General Motors

Corvette

It is safe to say that all of the bad news is finally in the price at General Motors (GM). In the wake of the latest batch of recalls last week, the total number of cars slated for mandatory repairs now equals virtually all of the company’s production of the last five years. Woe to the outside supplier who provided those faulty, but cheap ignition switches to the beleaguered … [Read more...]

Quantitative Easing Explained to a Twelve Year Old

QE Explained youtube

I know you spend all day trolling the internet for the most entertaining video on YouTube every day. What, you don’t? I’m shocked, shocked. That’s OK, so I’ve done it for you. Click on the link below to watch a six-minute animation explaining quantitative easing to a 12 year old, using cute little cuddly figures. Was Ben Bernanke a plumber who was called to fix a pipe only … [Read more...]

July 7, 2014

Global Market Comments July 7, 2014 Fiat Lux Featured Trade: (THE TIME TO DUMP THE EURO IS HERE), (FXE), (EUO), (UUP), (TAKING PROFITS ON CATERPILLAR), (CAT)  CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO) PowerShares DB US Dollar Index Bullish (UUP) Caterpillar Inc. (CAT) … [Read more...]

Taking Profits on Caterpillar

Caterpillar Tractor

So, I’m sitting here in my Turkish redoubt, fighting off unusually aggressive flies and going over my charts. It’s further proof that no matter where in the world you travel, work follows you. There is truly no rest for the wicked. As a respite, I have the Best of the Guess Who playing on iTunes. I noticed that the market priced our Caterpillar (CAT) July, 2014 … [Read more...]

July 4, 2014

Global Market Comments July 4, 2013 Fiat Lux Featured Trade: (PRESIDENT HILLARY AND THE MARKETS), (TESTIMONIAL) … [Read more...]

The Markets and President Hillary

Hillary Clinton

Yes, I know that the presidential election of 2016 is another two years off. But if you already know the outcome of that contest you can use it to your advantage trading the markets today. You don’t want to get caught out like many conservatives did in 2012, who were forced to dump stock in a hurry to beat a surprise jump in capital gains taxes after an unexpected Obama win, … [Read more...]

July 3, 2014

Global Market Comments July 3, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER SETS NEW ALL TIME HIGH WITH 19.74% GAIN IN 2014), (GOOGL), (TLT), (CAT), (IBM), (SPY), (VIX), (MSFT), (POPULATION BOMB ECHOES), (POT), (MOS), (AGU), (WEAT), (CORN), (SOYB), (RJA) (THE COOLEST TOMBSTONE CONTEST) Google Inc. (GOOGL) iShares 20+ Year Treasury Bond (TLT) Caterpillar Inc. … [Read more...]

Mad Hedge Fund Trader Sets New All Time High with 19.74% Gain in 2014

John Thomas

I am writing this to you from the ancient city of Bodrum on the southwest coast of Turkey. Coming here, I had to set my watch ahead ten hours, then back 3,000 years. As I sit here on my balcony, a flotilla of yachts, both large and small, motor by with the Greek island of Kos hovering in the background in the haze. Smoke from the gurgling water pipes below waft in my … [Read more...]

Population Bomb Echoes

Crowd - Overcrowding

Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS) and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse of the world’s food supply. You might even throw in long positions in wheat (WEAT), corn (CORN), soybeans (SOYB) and rice. The never dull and often controversial Stanford biology professor told me he expects … [Read more...]

The Coolest Tombstone Contest

Tombstone

To prove that The Diary of a Mad Hedge Fund Trader only deals with the highest quality, top drawer clientele, I want to share the picture below sent in by a subscriber. … [Read more...]

July 2, 2014

Global Market Comments July 2, 2014 Fiat Lux Featured Trade: (JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (WHO WAS BEN BERNANKE?), (PLEASE USE MY FREE DATA BASE SEARCH), (DRINKS WITH THE PRESIDENT) … [Read more...]

July 24 Zermatt, Switzerland Global Strategy Seminar

matterhorn-Copy2-1

Come join me for afternoon tea 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 Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light … [Read more...]

Who is Ben Bernanke?

220px-Ben_Bernanke_official_portrait

Since nothing less than the fate of the free world depended on the judgment of Ben Bernanke, I thought I’d touch base with David Wessel, the Wall Street Journal economics editor, who has just published In Fed We Trust: Ben Bernanke’s War on the Great Panic. I doubted David could tell me anything more about the former Princeton professor I didn’t already know. I couldn’t have … [Read more...]

Please Use My Free Data Base Search

Woman hitting head

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 up. You can do the same. Just type anything into the search box with the … [Read more...]

Drinks with the President

Obama with Security

President Barrack Obama certainly arrives at a party like a rock star. Three silver GM Suburban’s flanking a hulking, armored black Cadillac limo screech to a halt with lights flashing. All of the roads in the immediate vicinity are closed to traffic. A dozen sunglasses bedecked Secret Service agents leap out, immediately scanning the perimeter. The president bounds out … [Read more...]

July 1, 2014

Global Market Comments July 1, 2014 Fiat Lux Featured Trade: (WHEN THE DEMOGRAPHIC HEADWIND BECOMES A TAILWIND), (LISTEN TO JOHN THOMAS ON HEDGE FUND RADIO), (AN AFTERNOON WITH ACE REPORTER HELEN THOMAS) (THE TAX RATE FALLACY) … [Read more...]

When the Demographic Headwind Becomes a Tailwind

People

I managed to catch up with my friend, Harry Dent, the other day, the guru on all things demographic (click here for his). Regular readers of this letter are well aware of the enormous headwind impeding all assets classes caused by the retirement of 80 billion baby boomers, which started in earnest at the beginning of 2012. With only 65 million Gen Xer’s of the following … [Read more...]

Listen to John Thomas on Hedge Fund Radio

BusinessJohnThomasProfileMap2-1

During my recent trip to Australia, I had the privilege to be interviewed by Alan Patching, one of the leaders of the country’s vibrant business community. Alan was the chief organizer of the 2000 Sydney Olympics. He is the author of several business books. He is also a professor at Bond University in Perth, Australia. Patching is one of the top entrepreneurs in Australia, … [Read more...]

An Afternoon with Ace Reporter Helen Thomas

Helen Thomas

I managed to catch up with my former white House Press Corp colleague, Helen Thomas, just a short time before she passed away last year at the age of 92. Helen was the oldest and longest serving member of this esteemed group of journalists and had the traditional right to ask the first question at each press conference. The native Kentuckian covered every president since … [Read more...]

June 30, 2014

Global Market Comments June 30, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON), (HOW OBAMACARE WILL BOOST YOUR PORTFOLIO), (XLV), (GILD), (XLS), (XPH), (XBI), (GOOG) Health Care Select Sector SPDR (XLV) Gilead Sciences Inc. (GILD) Exelis Inc. (XLS) SPDR S&P Pharmaceuticals ETF (XPH) SPDR S&P Biotech ETF (XBI) Google Inc. (GOOG) … [Read more...]

July 7 Rome, Italy Strategy Luncheon

Rome, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Rome, Italy on Monday, July 7, 2014. 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, foreign currencies, commodities, precious metals, and real estate. … [Read more...]

How Obamacare Will Boost Your Portfolio

Obama

Still basking in the glow of 2013’s spectacular 26% gain in the Dow, I sat down on a rock on a high mountain the other day to try and figure out what happened. The last time I saw a move this healthy was back in the nineties, when a perfect trifecta of the Internet going mainstream, cheap graphical user interface enabled personal computers, and an easy to use World Wide Web … [Read more...]

June 27, 2014

Global Market Comments June 27, 2014 Fiat Lux Featured Trade: (DON’T MISS THE JULY 2 GLOBAL STRATEGY WEBINAR) (JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (THE TWO CENTURY DOLLAR SHORT), (CNN’S JOHN LEWIS; THE DEATH OF A COLLEAGUE) … [Read more...]

Don’t Miss the July 2 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, July 2 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the appropriate securities with which to take positions. I will also be opining … [Read more...]

July 24 Zermatt, Switzerland Global Strategy Seminar

matterhorn-Copy2-1

Come join me for afternoon tea 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 Thursday July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light … [Read more...]

The Two Century Dollar Short

10 Dollar Bill

Any trader will tell you the trend is your friend and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and you’re looking at a world class horn dog, a swordsman of the first order. When he wasn’t … [Read more...]

CNN’s John Lewis; the Death of a Colleague

johnlewis

I was deeply saddened by the death, 4 years ago, of my old friend, CNN Asia correspondent, John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV, bootstrap style. Personable and easy going, he was one of the few in the … [Read more...]

June 26, 2014

Global Market Comments June 26, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON), (MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (XLK), (WHY THE JGB MARKET MAY BE READY TO COLLAPSE), (FXY), (DXJ), (EWJ) Technology Select Sector SPDR ETF (XLK) CurrencyShares Japanese Yen Trust (FXY) WisdomTree Japan Hedged Equity (DXJ) iShares MSCI Japan (EWJ) … [Read more...]

July 11 Sardinia, Italy Strategy Luncheon

Map of Sardinia

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Golfo Arancia, Italy on Friday, July 11, 2014. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. Golfo Arancia is on the famous Costa Smeralda, some 15 kilometers north of Olbia, on the island of Sardinia. You … [Read more...]

My Briefing from the Joint Chiefs of Staff

General James Cartwright

I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a handful of three and four star generals. So I thought that I would review my notes from a dinner I had with General James E. Cartwright, the former Vice Chairman of the Joint Chiefs of Staff, and … [Read more...]

Why the JGB Market May Be Ready to Collapse

Population Pyramid chart

When I first arrived in Japan in 1974, international investors widely expected the country to collapse, a casualty of the overnight quadrupling of oil prices from $3 per barrel to $1, and the global recession that followed. Japanese borrowers were only able to tap foreign debt markets by paying a 200 basis point premium to the market, a condition that came to be known as “Japan … [Read more...]

June 25, 2014

Global Market Comments June 25, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (WHERE THE ECONOMIST BIG MAC INDEX FINDS CURRENCY VALUE), (FXF), (FXE), (FXA), (FXE), (CYB) (THE FALLING MARKET FOR KIDS), (HOLLYWOOD CASHES IN ON WALL STREET TROUBLES) CurrencyShares Swiss Franc Trust (FXF) CurrencyShares Euro Trust (FXE) CurrencyShares Australian … [Read more...]

July 7 Rome, Italy Strategy Luncheon

Rome, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Rome, Italy on Monday, July 7, 2014. 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, foreign currencies, commodities, precious metals, and real estate. … [Read more...]

Where The Economist “Big Mac” Index Finds Currency Value

McDonalds - China

My former employer, The Economist, once the ever tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its “Big Mac” index of international currency valuations. Although initially launched as a joke three decades ago, I have followed it religiously and found it an amazingly accurate predictor of future economic success. The … [Read more...]

The Falling Market for Kids

Kids

Until the 19th century, children used to provide income and security for their parents as they worked on the family farm. That dynamic continued when industrialization brought families into the cities and kids into the factories. Since then, children have been a great short. A hundred years of state mandated education and child labor laws increased the cost of raising … [Read more...]

Hollywood Cashes in on Wall Street’s Troubles

Michael Douglas

I have done many things in my life: hedge fund manager, pilot, cowboy, journalist, stockbroker, mountain climber, translator, guide, etc, etc. etc. Now add technical consultant to Hollywood to the list. According to the New York Times, Simon Baker, star of the TV show “The Mentalist”, is using the Diary of a Mad Hedge Fund Trader as a resource to humanize Wall Street … [Read more...]

June 24, 2014

Global Market Comments June 24, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON), (THE BEST FINANCIAL BOOK EVER), (A DAY WITH TOM FRIEDMAN OF THE NEW YORK TIMES) … [Read more...]

Last Chance to Attend the June 26 Istanbul, Turkey Strategy Luncheon

Istanbul, Turkey

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Istanbul, Turkey on Thursday, June 26, 2014. 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, foreign currencies, commodities, precious metals, and real … [Read more...]

June 23, 2014

Global Market Comments June 23, 2014 Fiat Lux Featured Trade: (JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (THE NEW COLD WAR), (WHY I LOVE/HATE THE OIL COMPANIES), (XOM), (USO), (THE WORST TRADE IN HISTORY), (AAPL) Exxon Mobil Corporation (XOM) United States Oil (USO) Apple Inc. (AAPL) … [Read more...]

July 24 Zermatt, Switzerland Global Strategy Seminar

matterhorn-Copy2-1

Come join me for afternoon tea 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 Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light … [Read more...]

Why I Love/Hate the Oil Companies

oil

The first thing I do when I get up every morning is to curse the oil companies as the blood sucking scourges of modern civilization. I then fall down on my knees and thank God that we have the oil companies. This is why petroleum engineers are getting $100,000 straight out of college, while English and political science majors are going straight on to food stamps. I … [Read more...]

The Worst Trade in History

Apple Computer

Say you owned 10% of Apple (AAPL) and you sold it for $800 in 1976. What would that stake be worth today? Try $22 billion. That is the harsh reality that Ron Wayne, 76, faces every morning when he wakes up, one of the three original founders of the consumer electronics giant. Ron first met Steve Jobs when he was a spritely 21-year-old marketing guy at Atari, the inventor of … [Read more...]

June 20, 2014

Global Market Comments June 20, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (THE CHINA VIEW FROM 30,000 FEET), (FXI), (DBC), (DYY), (DBA), (PHO). (TRIBUTE TO A GIANT OF JOURNALISM, ROY ESSOYAN) (TESTIMONIAL) iShares China Large-Cap (FXI) PowerShares DB Commodity Index Tracking (DBC) PowerShares DB Commodity Dble Long ETN … [Read more...]

July 11 Sardinia, Italy Strategy Luncheon

Sardinia, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Golfo Arancia, Italy on Friday, July 11, 2014. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. Golfo Arancia is on the famous Costa Smeralda, some 15 kilometers north of Olbia, on the island of Sardinia. You … [Read more...]

The China View from 30,000 Feet

Great Wall of China

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, but Dominic spit out fascinating … [Read more...]

June 19, 2014

Global Market Comments June 19, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (NOTICE TO MILITARY SUBSCRIBERS), (CHINA’S COMING DEMOGRAPHIC NIGHTMARE) … [Read more...]

July 7 Rome, Italy Strategy Luncheon

Rome, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Rome, Italy on Monday, July 7, 2014. 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, foreign currencies, commodities, precious metals, and real estate. … [Read more...]

June 18, 2014

Global Market Comments June 18, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON) (AMERICA’S NATIVE INDIAN ECONOMY) … [Read more...]

June 26 Istanbul, Turkey Strategy Luncheon

Istanbul, Turkey

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Istanbul, Turkey on Thursday, June 26, 2014. 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, foreign currencies, commodities, precious metals, and real … [Read more...]

June 17, 2014

Global Market Comments June 17, 2014 Fiat Lux Featured Trade: (JUNE 18 GLOBAL STRATEGY WEBINAR), (LAST CHANCE TO ATTEND THE JUNE 23 LONDON STRATEGY LUNCHEON) (ARE JUNK BONDS PEAKING?),  (JNK), (HYG), (A TOUCHDOWN FOR USC), (INTC) SPDR Barclays High Yield Bond (JNK) iShares iBoxx $ High Yield Corporate Bd (HYG) Intel Corporation (INTC) … [Read more...]

Don’t Miss the June 18 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, June 18 at 12:00 PM EDT. This time Mad Day Trader Jim Parker will be my willing coconspirator. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the … [Read more...]

Last Chance to Attend the June 23 London Strategy Luncheon

Big_Ben_8583a

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, June 23, 2014. 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, currencies commodities, precious metals, and real estate. And to keep … [Read more...]

Are Junk Bonds Peaking?

Childrens Game

There is no happier corner of the fixed income universe than junk bonds (JNK), (HYG), which have been soaring like a bat out of hell for the past four years. Average yields for the bond class most sensitive to the economy have collapsed from 18% to near an all-time low of 6%, a scant 315 basis points over ten year Treasury bonds. The ETF (JNK), which I have been aggressively … [Read more...]

A Touchdown for USC

David and Dana Dornsife

One of my many alma maters, the University of Southern California, announced that they had received their largest private donation ever. As a third generation alumni of this fanatical football factory (I went to school with Mark Harmon, Lynn Swan, and oops, OJ Simpson), I still receive their alumni newsletter, where I learned the good news. David and Dana Dornsife gave $200 … [Read more...]

June 16, 2014

Global Market Comments June 16, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 17 NEW YORK STRATEGY LUNCHEON), (DIAMONDS ARE STILL AN INVESTOR’S BEST FRIEND), (SO YOU THINK THEY’RE NOT WATCHING YOUR PC?) … [Read more...]

Last Chance to Meet John Thomas and Jim Parker in New York on June 17

Empire State Building

Come join Mad Day Trader Jim Parker and I for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which we will be conducting in New York, NY on Tuesday, June 17, 2014. 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 date view on stocks, bonds, … [Read more...]

Diamonds Are Still an Investor’s Best Friend

ring

If you forgot to buy your loved one a birthday present and spent a week sleeping on the sofa, eating canned food, and cleaning out the cat box, you now have a chance to redeem yourself. A revolutionary new website exists called Mazal Diamond, which promises to turn the online jewelry business upside down. I went to the privately held company’s website at … [Read more...]

So You Think they’re not Watching Your PC?

Computer

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 set you straight. About a month ago you clicked on a certain website and I installed myself as a cookie on your … [Read more...]

June 13, 2014

Global Market Comments June 13, 2014 Fiat Lux Featured Trade: (JUNE 18 GLOBAL STRATEGY WEBINAR), (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (BE CAREFUL WHO YOU SNITCH ON), (COULD YOU QUALIFY TO BECOME A US CITIZEN?)   … [Read more...]

Don’t Miss the June 18 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, June 18 at 12:00 PM EDT. I'll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the appropriate securities with which to take positions. I will also be opining … [Read more...]

July 11 Sardinia, Italy Strategy Luncheon

Map of Sardinia

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Golfo Arancia, Italy on Friday, July 11, 2014. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. Golfo Arancia is on the famous Costa Smeralda, some 15 kilometers north of Olbia, on the island of Sardinia. You … [Read more...]

Could You Qualify to Become a US Citizen?

Fireworks

The coming Fourth of July celebration brings back memories of my late wife’s campaign to become an American citizen, who originally came from Japan. Part of the process required a verbal quiz about US history and government. Our family spent a year energetically prepping her, with nightly grilling’s over dinner about the most obscure details of our independent form of … [Read more...]

June 12, 2014

Global Market Comments June 12, 2014 Fiat Lux (TAKING OFF FOR EUROPE) … [Read more...]

Taking off for Europe

Electrical Adaptors

My tux and white dinner jacket are packed, the hotels are booked, and the limo is waiting outside. The Cessna is fully fueled and the flight plan filed. I am taking off for my annual European Strategy Luncheon Tour. I have worked the hardest in my life the past year, and it is time for a break. I have also put myself through the most grueling training regimen, hiking 2,000 … [Read more...]

June 11, 2014

Global Market Comments June 11, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER TOPS 2014 GAIN OF 17.8%), (AAPL), (GOOG), (TLT), (FXY), (THE BEST STOP LOSS OF THE YEAR), (VXX), (SPY), (JUNE 17 NEW YORK STRATEGY LUNCHEON) Apple Inc. (AAPL) Google Inc. (GOOG) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Japanese Yen Trust (FXY) iPath S&P 500 VIX ST … [Read more...]

Mad Hedge Fund Trader Punches Tops 2014 Gain of 17.8%

TA Performance

The industry beating performance of the Mad Hedge Fund Trader’s Trade Alert Service has punched through to a new all time high almost every day for the past ten days. The total return for my followers so far in 2014 has reached 17.82%, compared to a far more modest 4.6% for the Dow Average during the same period. June so far is up a healthy 2.32%. I managed to pull this … [Read more...]

The Best Stop Loss of the Year

Skateboard Fall

Traders throughout the industry have been left with their jaws hanging open in the wake of the complete collapse of volatility for the S&P 500 (SPY). When the volatility hit the $10 handle a few days ago, it was the lowest level in nearly a decade. Especially hard hit has been the iPath S&P 500 VIX Short Term Futures ETN (VXX), which has cratered from $56 to $30, … [Read more...]

June 10, 2014

Global Market Comments June 10, 2014 Fiat Lux Featured Trade: (JULY 25 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (IT’S “RISK ON” AGAIN), (SPY), (CAT), (IBM), (JPM), (MSFT), (AAPL), (TLT), (TBT), (MUB), (LQD), (LINE), (ELD), (FXE), (ABOUT THAT TESLA RECOMMENDATION), (TSLA) SPDR S&P 500 (SPY) Caterpillar Inc. (CAT) International Business Machines Corporation … [Read more...]

July 24 Zermatt, Switzerland Global Strategy Seminar

matterhorn-Copy2-1

Come join me for afternoon tea 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 Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light … [Read more...]

Meet John Thomas and Jim Parker in New York on June 17

Empire State Building

Come join Mad Day Trader Jim Parker and I for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which we will be conducting in New York, NY on Tuesday, June 17, 2014. 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 date view on stocks, bonds, … [Read more...]

About That Tesla Recommendation

JT with Tesla

Will the person who bought Tesla shares (TSLA) on my recommendation last year at $30 please email me? I have been traveling a lot recently and lost your email address. I would like to get a testimonial from you. The stock hit $250 earlier this year and is up 833% from your cost, making it one of the best performing shares in US over the last 18 months With the money … [Read more...]

June 9, 2014

Global Market Comments June 9, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE) (JULY 18 BARCELONA, SPAIN STRATEGY LUNCHEON) (THE SOLAR ROAD REVISTED), (AAPL), (GOOG), (TSLA), (FB), (TWTR) Apple Inc. (AAPL) Google Inc. (GOOG) Tesla Motors, Inc. (TSLA) Facebook, Inc. (FB) Twitter, Inc. (TWTR) … [Read more...]

Come to the June 13-14 Invest Like a Monster Las Vegas Conference

ilam-lasvegas-baby

Please come to hear me, Mad Hedge Fund Trader John Thomas, as the keynote speaker at the Invest Like a Monster Las Vegas Conference on June 13-14. I will be joined by many old friends from across the investment spectrum. Jon and Pete Najarian will teach you the tricks of the trade for navigating the ever complex options markets. Fellow former combat pilot, Chuck Hughes, … [Read more...]

July 18 Barcelona, Spain Strategy Luncheon

Barcelona, Spain

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Barcelona, Spain on Friday, July 18, 2014. 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, foreign currencies, commodities, precious metals, and real … [Read more...]

June 6, 2014

Global Market Comments June 6, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (THE ECB’S DRAGHI FINALLY USES HIS BAZOOKA), (FXE), (EUO), (EZU), (EEM), (SPY), (A COW BASED ECONOMICS LESSON) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO) iShares MSCI EMU Index (EZU) iShares MSCI Emerging Markets (EEM) SPDR S&P 500 (SPY) … [Read more...]

July 11 Sardinia, Italy Strategy Luncheon

Sardinia, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Golfo Arancia, Italy on Friday, July 11, 2014. A three course lunch will be followed by a PowerPoint presentation and an extended question and answer period. Golfo Arancia is on the famous Costa Smeralda, some 15 kilometers north of Olbia, on the island of Sardinia. You … [Read more...]

June 5, 2014

Global Market Comments June 5, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (IS CYTRX (CYTR) ANOTHER TEN BAGGER?), (CYTR), (TSLA), (BIDU), (MCP), (LNG), (DNA), (AN EVENING WITH “GOVERNMENT MOTORS”), (GM) CytRx Corporation (CYTR) Tesla Motors, Inc. (TSLA) Baidu, Inc. (BIDU) Molycorp, Inc. (MCP) Cheniere Energy, Inc. (LNG) Genentech, Inc … [Read more...]

July 7 Rome, Italy Strategy Luncheon

Rome, Italy

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Rome, Italy on Monday, July 7, 2014. 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, foreign currencies, commodities, precious metals, and real estate. … [Read more...]

An Evening with “Government Motors”

GM-CEO-Dan-Akerson-1

Yesterday, the auto industry announced blowout sales figures for May which came in at an eye popping SAAR of 16.77 million units. We are now within a hairs breadth of the 17 million units we last saw during the salad days of 2001-2002. It all provides more evidence of the ultra bull scenario for the rest of 2014, which has the economy growing a 4% annualized rate during the … [Read more...]

June 4, 2014

Global Market Comments June 4, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON), (GET READY FOR THE COMING GOLDEN AGE), (SPY), (INDU), (FXE), (FXY), (UNG), (EEM), (USO), (TLT), (NSANY), (TSLA) SPDR S&P 500 (SPY) Dow Jones Industrial Average (^DJI) CurrencyShares Euro Trust (FXE) CurrencyShares Japanese Yen Trust (FXY) United States … [Read more...]

June 26 Istanbul, Turkey Strategy Luncheon

Istanbul, Turkey

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Istanbul, Turkey on Thursday, June 26, 2014. 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, foreign currencies, commodities, precious metals, and real … [Read more...]

Get Ready for the Coming Golden Age

thunderbird_1

I believe that the global economy is setting up for a new golden age reminiscent of the one the United States enjoyed during the 1950’s, and which I still remember fondly. This is not some pie in the sky prediction. It simply assumes a continuation of existing trends in demographics, technology, politics, and economics. The implications for your investment portfolio will be … [Read more...]

June 3, 2014

Global Market Comments June 3, 2014 Fiat Lux Featured Trade: (JUNE 4 GLOBAL STRATEGY WEBINAR), (JUNE 23 LONDON STRATEGY LUNCHEON), (THERE ARE NO GURUS), (THE COST OF CLEAN COAL), (KOL), (UNG), (PCE), (BTU), (JOY) Market Vectors Coal ETF (KOL) United States Natural Gas (UNG) PG&E Corporation (PCG) Peabody Energy Corp. (BTU) Joy Global, Inc. (JOY) … [Read more...]

Don’t Miss the June 4 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, June 4 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the appropriate securities with which to take positions. I will also be opining … [Read more...]

June 23 London Strategy Luncheon

Big_Ben_8583a

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, June 23, 2014. 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, currencies commodities, precious metals, and real estate. And to keep … [Read more...]

June 2, 2014

Global Market Comments June 2, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER PUNCHES THROUGH TO NEW ALL TIME HIGH), (AAPL), (GOOG), (TLT), (FXY), (JUNE 17 NEW YORK STRATEGY LUNCHEON), (TESTIMONIAL) Apple Inc. (AAPL) Google Inc. (GOOG) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Japanese Yen Trust (FXY) … [Read more...]

Mad Hedge Fund Trader Punches Through to New All Time High

John Thomas

The industry beating performance of the Mad Hedge Fund Trader’s Trade Alert Service has finally punched through to a new all time high for the first time in seven weeks. The total return for my followers so far in 2014 has reached 15.50%, compared to a feeble 1.3% for the Dow Average during the same period. May alone is up a blistering 4.61%. I managed to pull this off … [Read more...]

Meet John Thomas and Jim Parker in New York on June 17

Empire State Building

Come join Mad Day Trader Jim Parker and I for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which we will be conducting in New York, NY on Tuesday, June 17, 2014. 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 date view on stocks, bonds, … [Read more...]

May 30, 2014

Global Market Comments May 30, 2014 Fiat Lux Featured Trade: (JUNE 4 GLOBAL STRATEGY WEBINAR), (JULY 18 BARCELONA, SPAIN STRATEGY LUNCHEON) (WHY I’M SELLING SHORT TREASURY BONDS), (TLT), (TBT), (SPY), (VIX), (VXX) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) SPDR S&P 500 (SPY) VOLATILITY S&P 500 (^VIX) iPath S&P 500 … [Read more...]

Don’t Miss the June 4 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, June 4 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the appropriate securities with which to take positions. I will also be opining … [Read more...]

July 18 Barcelona, Spain Strategy Luncheon

Barcelona, Spain

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Barcelona, Spain on Friday, July 18, 2014. 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, foreign currencies, commodities, precious metals, and real … [Read more...]

May 29, 2014

Global Market Comments May 29, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON) (JOHN THOMAS AND ALAN PATCHING ON HEDGE FUND RADIO), (UUP), (FXI), (FXA), (EWA), (AAPL), (GOOG), (GLD), (SLV), (MON), (POT), (MOS), (AND MY PREDICTION IS….), (TESTIMONIAL) PowerShares DB US Dollar Index Bullish (UUP) iShares China Large-Cap (FXI) CurrencyShares … [Read more...]

June 23 London Strategy Luncheon

Big_Ben_8583a

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, June 23, 2014. 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, currencies commodities, precious metals, and real estate. And to keep … [Read more...]

John Thomas and Alan Patching on Hedge Fund Radio

Alan Patching

During my recent trip to Australia, I had the privilege to be interviewed by Alan Patching, one of the leaders of the country’s vibrant business community, on his show, Transforming Business Minds. Alan was the chief organizer of the 2000 Sydney Olympics. He is the author of several business books. He is also a professor at Bond University on Queensland’s Gold Coast in … [Read more...]

And My Prediction Is…

The Beatles

Take those predictions, forecasts, and prognostications with so many grains of salt. They have a notorious track record for being completely wrong, even when made by the leading experts in their fields. In preparing for my autumn lecture series, I came across the following nuggets and thought I’d share them with you. There are some real howlers. 1876  “This 'telephone' has … [Read more...]

May 28, 2014

Global Market Comments May 28, 2014 Fiat Lux Featured Trade: (JULY 25 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (THE 60-40 CORRECTION), (SPY), (QQQ), (IWM), (TLT), (FXY), (GLD), (IBB), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) iShares 20+ Year Treasury Bond … [Read more...]

July 24 Zermatt, Switzerland Global Strategy Seminar

matterhorn-Copy2-1

Come join me for afternoon tea 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 Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be made available, along with light … [Read more...]

Come to the June 13-14 Invest Like a Monster Las Vegas Conference

ilam-lasvegas-baby

Please come to hear me, Mad Hedge Fund Trader John Thomas, as the keynote speaker at the Invest Like a Monster Las Vegas Conference on June 13-14. I will be joined by many old friends from across the investment spectrum. Jon and Pete Najarian will teach you the tricks of the trade for navigating the ever complex options markets. Fellow former combat pilot, Chuck Hughes, … [Read more...]

May 27, 2014

Global Market Comments May 27, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON) (INTRODUCING “THE OPENING BELL WITH JIM PARKER”), (BUY NOW TO BEAT THE PRICE INCREASE), (ORDER EXECUTION 101)   … [Read more...]

Meet John Thomas and Jim Parker in New York on June 17

Empire State Building

Come join Mad Day Trader Jim Parker and me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which we will be conducting in New York, NY on Tuesday, June 17, 2014. 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 date view on stocks, bonds, … [Read more...]