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...]

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...]

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...]

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...]

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...]

It’s “RISK ON” Again

Leonard DiCaprio

“Well, I’ll either be up 25% by the end of June or I just blew up my 2014 performance.” That is what I told my esteemed colleague, Mad Day Trader Jim Parker, right after I engineered a major “RISK ON” adjustment for my model trading portfolio. If I am right, and bonds peaked and yields bottomed for the year, then my followers will make a fortune. Money will pour out of … [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...]

The ECB’s Draghi Finally Uses His Bazooka

Soldier

After remaining woefully behind the curve on European monetary policy, European Central Bank president, Mario Draghi, has finally leapt to the forefront. Specifically, he has announced a package of measures designed to stimulate the beleaguered continental economy that includes generous doses of interest rate cuts and quantitative easing. In short, his has finally pulled … [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...]

Is CytRx Corp (CYTR) Another Ten Bagger?

JT with Tesla

If there is one complaint about the Diary of a Mad Hedge Fund Trader, it is that I am too short term in my orientation. My response is that this is the only way you can obtain a 138% trading return in 3 ½ years. I can skim off the cream when others can’t. There is a reason why we are the only investment newsletter that publishes our performance on a daily basis. Basically, … [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 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...]

Why I’m Selling Short Treasury Bonds

Shocked

This has really been one of those incredible, jaw dropping, knock your socks off kind of years. It seems like every asset class is doing exactly the opposite of what it should do. A slowing economy delivered a huge move up in bonds, which is fine. The extent of the damage the harsh winter wrought on the economy was confirmed this morning, with a full one-point drop in Q1 … [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...]

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...]

The 60-40 Correction

Scale

Traders have been tearing their hair out this year, if they have any left. The indecisive, flip flopping, “RISK ON”/”RISK OFF” state of play has been devoid of any direction clues for the past three months. Gold (GLD), the yen (FXY), and bonds (TLT) have been even worse, flat lining inside of narrow ranges. Hedge fund P & L’s have been hemorrhaging everywhere. The … [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...]

Buy Now to Beat the Price Increase

John Thomas

In 2013, the Mad Hedge Fund Trader Trade Alert Service delivered a blowout return of 68% for followers. As I present my Global Strategy luncheons around the world, I am learning that many made much more. I am therefore raising the price for our flagship product, Mad Hedge Fund Trader Pro, by $500 to $4,500 a year and Mad Day Trader to $2,500 a year or $859 per quarter. We … [Read more...]

May 23, 2014

Global Market Comments May 23, 2014 Fiat Lux SPECIAL MEMORIAL DAY ISSUE Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON) (A TRIBUTE TO A TRUE VETERAN) … [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...]

May 22, 2014

Global Market Comments May 22, 2014 Fiat Lux SPECIAL INDIA ISSUE Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON) (THE GAME CHANGER IN INDIA), (INP), (PIN), (EPI), (EEM), (CEW), (ELD), (USO), (KOL), (CU), (GLD), (INDIA IS CATCHING UP WITH CHINA) iPath MSCI India Index ETN (INP) PowerShares India (PIN) WisdomTree India Earnings (EPI) iShares MSCI … [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...]

May 21, 2014

Global Market Comments May 21, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON), (BACK AT THE RANCH), (GILD), (PFE), (IBB), (HCA) Gilead Sciences Inc. (GILD) Pfizer Inc. (PFE) iShares Nasdaq Biotechnology (IBB) HCA Holdings, Inc. (HCA) … [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...]

Back at the Ranch

John Thomas

“Give us all your money,” said the largest of the three men who snuck up behind me at the entrance to the Orlando Marriott World Hotel. It was 1:30 AM, pitch dark, and the area was abandoned. I had my wallet out to pay the taxi driver, brimming with $5,000 in cash, my winnings at the blackjack tables at the just completed SALT conference in Las Vegas. He took off like a … [Read more...]

May 20, 2014

Global Market Comments May 20, 2014 Fiat Lux SPECIAL LAS VEGAS SALT ISSUE Featured Trade: (LAST CHANCE TO ATTEND THE CHICAGO FRIDAY, MAY 23 GLOBAL STRATEGY LUNCHEON), (REPORT ON THE 6th ANNUAL SKYBRIDGE ALTERNATIVES (SALT) CONFERENCE)   … [Read more...]

Last Chance to Attend the Chicago Friday, May 23 Global Strategy Luncheon

Chicago

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Friday, May 23. 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. And to … [Read more...]

May 19, 2014

Global Market Comments May 19, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON), (MAY 21 GLOBAL STRATEGY WEBINAR), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE) … [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...]

Don’t Miss the May 21 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, May 21 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...]

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 16, 2014

Global Market Comments May 16, 2014 Fiat Lux (SPECIAL DAVID TEPPER ISSUE), Featured Trade: (AN EVENING WITH DAVID TEPPER), (SPY), (QQQ), (IWM) (TLT), (FXE) (MAY 21 GLOBAL STRATEGY WEBINAR) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro Trust (FXE) … [Read more...]

Don’t Miss the May 21 Global Strategy Webinar

Making Sure that your Next  Trade Alert brings home some Bacon

My next global strategy webinar will be held on Wednesday, May 21 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...]

May 15, 2014

Global Market Comments May 15, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (AN AFTER NOON WITH GENERAL COLIN POWELL) … [Read more...]

Chicago Friday, May 23 Global Strategy Luncheon

Chicago

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Friday, May 23. 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. And to … [Read more...]

May 14, 2014

Global Market Comments May 14, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON) (I’M OFF TO THE LAS VEGAS SALT CONFERENCE), (THE TECHNICAL/FUNDAMENTAL TUG OF WAR), (SPY), (INDU), (IWM) SPDR S&P 500 (SPY) Dow Jones Industrial Average (^DJI) iShares Russell 2000 (IWM) … [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...]

I’m Off to the Las Vegas SALT Conference

Anthony Scaramucci

I will spend the rest of the week attending the 6th 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 their own multi billion dollar hedge funds. I could write a letter entirely … [Read more...]

May 13, 2014

Global Market Comments May 13, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON) (THE ENDLESS SUMMER OF 2014), (SPX), (RIDING WITH TREASURY SECRETARY JACK LEW) S&P 500 Index (SPX) … [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...]

The Endless Summer of 2014

Game of Thrones

We have just endured three weary months of tedious range trading, typical of a normal summer’s action. The problem is that the actual summer is about to begin. Are we going to suffer another three months of tedious range trading? Is summer trading this year going to last a full six months? Is this the endless summer of 2014? That is the alarming conclusion of the many … [Read more...]

Riding with Treasury Secretary Jack Lew

Jack Lew

I was perusing my morning email in Zermatt a few weeks ago, and spotted the familiar White House address with the .gov ending. Would I be interested in meeting with the new Treasury Secretary, Jack Lew? It was just what I needed to lure me out of my Alpine lair back to the USA. I responded “yes,” and instructions followed to meet him at the private jet terminal at San Francisco … [Read more...]

May 12, 2014

Global Market Comments May 12, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTAEND THE ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON) (WHY ARE BOND YIELDS SO LOW?) (TLT), (TBT), (LQD), (MUB), (LINE), (ELD), (QQQ), (UUP), (EEM), (DBA) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares iBoxx $ Invst Grade Crp Bond … [Read more...]

Last Chance to Attend the Orlando, Florida Saturday May 17 Global Strategy Luncheon

Magic Kingdon, Orland, FL

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Orlando, Florida on Saturday, May 17. 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...]

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...]