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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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 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...]

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...]

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...]

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...]

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...]

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 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 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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

I’m Off to the Las Vegas SALT Conference

Anthony Scaramucci

I often get asked where I obtain the sources for my endless flood of interesting information. For example, this week I will be meeting with the former leader of the Soviet Union Mikhail Gorbachev, the prime ministers of Greece and Australia, Mohamed El-Erian, formerly the co-head of bond giant PIMCO, Michael J. Fox of Flashboys and Moneyball fame, hedge fund legends Daniel … [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...]

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...]

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 8, 2014

Global Market Comments May 8, 2014 Fiat Lux Featured Trade: (JULY 25 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (A SPECIAL OFFER FOR AUSTRALIAN SUBSCRIBERS), (HOW TO TRADE CALL SPREADS IN AUSTRALIA), (WILL THE ABIBABA IPO BLOW UP THE MARKET?) (YHOO), (SFTBY), (MSFT), (AMZN), (EBAY) Yahoo! Inc. (YHOO) SoftBank Corp. (SFTBY) Microsoft Corporation (MSFT) Amazon.com … [Read more...]

A Special Offer for Australian Subscribers

kang1

Executing the Mad Hedge Fund Trader’s Trade Alerts from the other side of the world can pose some annoying challenges. After speaking with many of my Australian followers on my recent trip down under, I learned of the obstacles presented by distant time zones, dealing in foreign currencies, regulations, and obtaining live customer support. I want to make my service easy as … [Read more...]

How Australians Can Save on Taxes While Trading

Kangaroo

There are two types of trading accounts permitted by Australian financial regulators: Cash Accounts – opened by individuals Regulation “T” accounts -  opened by corporations and trusts Reg “T” accounts have no problems executing any of my Trade Alerts, including those for stocks, bonds, exchange trade funds, options, call spreads, and put spreads. However, regulators … [Read more...]

Will the Alibaba IPO Blow Up the Market?

Alibaba

The biggest initial public offering in history is about to be issued by Chinese Internet commerce giant, Alibaba. The floatation, which could raise as much as $18 billion in cash, could value the total company as high as $220 billion, making it the fifth largest company in the US. The big question now facing equity strategists around the world is whether the Alibaba issue is … [Read more...]

May 7, 2014

Global Market Comments May 7, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (THE NEW COLD WAR), (THE BIPOLAR ECONOMY), (TESTIMONIAL) … [Read more...]

The New Cold War

Ian Bremmer

My friend, Ian Bremmer of the Eurasia Group, a global risk analyst who I regularly follow, has published an outstanding book entitled The End of the Free Markets: Who Wins the War Between States and Corporations. I find this highly depressing, as it takes me as long to read one of Ian’s books as it takes him to write another one. To read a review of his highly insightful … [Read more...]

May 6, 2014

Global Market Comments May 6, 2014 Fiat Lux SPECIAL ISSUE ABOUT THE FAR FUTURE Featured Trade: (LAS VEGAS WEDNESDAY MAY 14 GLOBAL STRAGEGY LUNCHEON) (PEAKING INTO THE FUTURE WITH RAY KURZWEIL), (GOOG), (INTC), (AAPL), (TXN) Google Inc. (GOOG) Intel Corporation (INTC) Apple Inc. (AAPL) Texas Instruments Inc. (TXN) … [Read more...]

Peeking into the Future with Ray Kurzweil

Borg

This is the most important research piece you will ever read, bar none. But you have to finish it to understand why. So, I will get on with the show. I have been hammering away at my followers at investment conferences, webinars, and strategy luncheons this year about one recurring theme. Things are good, and about to get better, a whole lot better. The driver will be the … [Read more...]

May 5, 2014

Global Market Comments May 5, 2014 Fiat Lux SPECIAL ISSUE ABOUT THE FUTURE Featured Trade: (ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON), (BEWARE THE “SPINNING TOPS”), (SPY), (TLT), (THE HISTORY OF TECHNOLOGY) SPDR S&P 500 (SPY) iShares 20+ Year Treasury Bond (TLT) … [Read more...]

Beware the “Spinning Tops”

Tops

Winter is definitely over here in Incline Village, Nevada. When I started my daily ten-mile hikes from the Tunnel Creek Café ten days ago, I had to don snowshoes in the parking lot. Yesterday, I had to climb for two hours to find snow at 8,000 feet. It’s definitely time to put my winter equipment into storage. The aspen trees are budding and yellow crocuses are breaking out … [Read more...]

May 2, 2014

Global Market Comments May 2, 2014 Fiat Lux Featured Trade: (JUNE 23 LONDON STRATEGY LUNCHEON) (APRIL 23 GLOBAL STRATEGY WEBINAR), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE), (SCAM OF THE MONTH) … [Read more...]

Don’t Miss the May 7 Global Strategy Webinar

John Thomas

My next global strategy webinar will be held on Wednesday, May 7 at 12:00 PM EDT. 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 appropriate … [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 1, 2014

Global Market Comments May 1, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON) (MY MEA CULPA ON THE MARKETS), (AN ENVIRONMENTAL ACTIVISTS TAKE ON THE MARKETS), (DBA), (MOO), (PHO), (FIW) PowerShares DB Agriculture (DBA) Market Vectors Agribusiness ETF (MOO) PowerShares Water Resources (PHO) First Trust ISE Water Idx (FIW) … [Read more...]

My Mea Culpa on the Markets

Burning Building

When the market let’s you out with a nice profit ahead of two major risk events, you take it. We have 64% of the potential profit in the S&P 500 (SPY) May, 2014 $192-$195 in-the-money bear put spread at today’s prices. We have an important Federal Reserve meeting where they are expected to announce Taper IV, cutting their monthly bond buying to only $45 billion. The Fed … [Read more...]

April 30, 2014

Global Market Comments April 30, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON) (IS THE REAL ESTATE MARKET CATCHING COLD?), (ITB), (KBE), (ON EXECUTING TRADE ALERTS) iShares US Home Construction (ITB) SPDR S&P Bank ETF (KBE) … [Read more...]

April 29, 2014

Global Market Comments April 29, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON), (BUSINESS IS BOOMING AT THE MONEY PRINTERS), (CROWDFUNDING OUR CHALLENGES IN EDUCATION) … [Read more...]

Crowd Funding Our Challenges in Education

Graffiti 2

One of the constant challenges in living in the San Francisco Bay Area is figuring out all of the new business models that you have thrown at you on a daily basis. I can tap on an icon on my iPhone, and two minutes later a taxi shows up (Uber). Another app downloads books on my favorite topics straight into my phone so I can listen to them while hiking (Audible). And heaven … [Read more...]

April 28, 2014

Global Market Comments April 28, 2014 Fiat Lux Featured Trade: (JULY 18 BARCELONA, SPAIN STRATEGY LUNCHEON), (WATCH OUT FOR THE HEAD AND SHOULDERS), (SPY), (QQQ), (TLT), (FXE), (FXY), (GLD), (SLV), (THE SERVICE JOB IN YOUR FUTURE), (MCD) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro Trust (FXE) CurrencyShares … [Read more...]

April 25, 2014

Global Market Comments April 25, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (STOCKS TO BUY AT THE BOTTOM), (LNG), (GOOGL), (AAPL), (IBB), (BRKA), (AMZN), (DIS), (FB), (YHOO), (SSO), (XLV), (QQQ), (THE CHINA VIEW FROM 30,000 FEET) (FXI), (DBC), (DYY), (DBA), (PHO) Cheniere Energy, Inc. (LNG) Google Inc. (GOOGL) Apple Inc. … [Read more...]

Stocks to Buy at the Bottom

Jim Parker

My friend and esteemed colleague, Mad Day Trader Jim Parker, spent the weekend perusing hundreds of long term charts. He was assembling a short list of attractive names to buy after the next major sell off. I am not talking about a modest 4% decline. Even a textbook 10% won’t get his attention. I’m talking about the kind of gut churning, rip your face off, time to change the … [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 (click here for their home page). 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, … [Read more...]

April 24, 2014

Global Market Comments April 24, 2014 Fiat Lux Featured Trade: (ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON), (APPLE BLOWS OUT Q2), (AAPL), (ANOTHER NAIL IN THE NUCLEAR COFFIN), (NLR), (CCJ) Apple Inc. (AAPL) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) … [Read more...]

Apple Blows Out Q2

apple logo

Steve Jobs must be rolling over in his grave. He hated the idea of rewarding Wall Street in any way viewing the entire industry as nothing more than a collection of thieves, con men, and charlatans. Today, we learned that Apple will carry out a 7:1 stock split in June, creating an absolute windfall for the brokerage industry. It seems that the brokers are having the last … [Read more...]

April 23, 2014

Global Market Comments April 23, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON) (APRIL 23 GLOBAL STRATEGY WEBINAR), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE)   … [Read more...]