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...]

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...]

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...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

Las Vegas

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

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...]

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...]

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...]

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...]

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...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

Las Vegas

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

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...]

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...]

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...]

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, foreign … [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...]

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...]

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...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

Las Vegas

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

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...]

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...]

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...]

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...]

Don’t Miss the April 23 Global Strategy Webinar

John Thomas

My next global strategy webinar will be held on Wednesday, April 23 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...]

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...]

April 22, 2014

Global Market Comments April 22, 2014 Fiat Lux ANOTHER SPECIAL TESLA ISSUE Featured Trade: (LAST CHANCE TO ATTEND THE APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON), (CRASH TESTING THE TESLA), (TSLA) Tesla Motors, Inc. (TSLA) … [Read more...]

Last Chance to Attend the April 25 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 25, 2014. An excellent meal will be followed by a wide-ranging discussion 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 … [Read more...]

April 21, 2014

Global Market Comments April 21, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (THE 1% AND THE BOND MARKET), (TLT), (TBT), (MUB), (LQD), (ELD), (JNK), (MAKE YOUR NEXT KILLING IN AFRICA), (AFK), (GAF) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares National AMT-Free Muni Bond (MUB) iShares iBoxx $ … [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...]

April 17, 2014

Global Market Comments April 17, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (THE MARKETS ARE NOT RIGGED) … [Read more...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

Las Vegas

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

April 16, 2014

Global Market Comments April 16, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (BUY SOLAR STOCKS ON THE DIP), (FSLR), (SPWR), (SCTY), (TAN), (USO), (UNG), (XLU), (THE ONE SAFE PLACE IN REAL ESTATE) First Solar, Inc. (FSLR) SunPower Corporation (SPWR) SolarCity Corporation (SCTY) Guggenheim Solar (TAN) United States Oil … [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...]

Buy Solar Stocks on the Dip

House - Solar Panels

Now that the stock market appears destined to soon enter correction territory, I have started searching for industries and companies that I want to buy at the bottom. The solar industry is at the top of that list. Solar has a been a long time in coming. For decades, it was a niche energy source with very narrow following among scientists, the military, and Greenpeace … [Read more...]

April 15, 2014

Global Market Comments April 15, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON), (HOW LONG WILL THE RUN IN MASTER LIMITED PARTNERSHIPS CONTINUE?), (LINE), (BWP), (USO), (UNG), (PILING ON THE SHORTS AGAIN), (SPY) Linn Energy, LLC (LINE) Boardwalk Pipeline Partners, LP (BWP) United States Oil (USO) United States Natural Gas (UNG) SPDR … [Read more...]

How Long Will the Run in Master Limited Partnerships Continue?

Pipeline

Boy, that was one hell of a recommendation I made back in 2012, getting readers to buy Master Limited Partnerships (MLP’s). The share price for my favorite, Linn Energy (LINN), is unchanged from when I urged readers to pick it up. However, they have taken home nearly 25% in dividend payoffs during the same period. Not a bad return in this zero interest rate world. The … [Read more...]

Piling on the Shorts Again

Burning Building

This is a bet that the S&P 500 does not rocket to a new all time high by the May 16, 2014 expiration. The news flow this morning is giving us an opportunity to re enter the short positions that I covered on Friday. Half of the opening 80-point pop in the Dow came from Citibank (C), which surprised to the upside with its Q1 earnings report. We also got March retail … [Read more...]

April 14, 2014

Global Market Comments April 14, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON), (CASHING IN ON MY SHORTS), (VXX), (VIX), (SPY), (TLT), (FXY), (QQQ), (TESTIMONIAL), (WHERE IS THE MARKET BOTTOM?), (SPY), (QQQ) iPath S&P 500 VIX ST Futures ETN (VXX) VOLATILITY S&P 500 (^VIX) SPDR S&P 500 (SPY) iShares 20+ Year Treasury Bond … [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...]

Cashing in on My Shorts

Burning Building

Take the easy money and run. No one every got fired for taking a profit. That’s the mood I was in when I came in and saw my long volatility ETF (VXX) spiking and my short in the S&P 500 (SPY) cratering. I sent out Trade Alerts immediately that took my model-trading portfolio into a rare 100% cash position. The Volatility Index (VIX) is up a breakneck 35% in a week, while … [Read more...]

Where’s This Market Bottom?

Girl with Chopsticks

After yesterday’s 267 point swoon, the S&P 500 (SPX) has fallen 4.2% from its late March peak. It looks like the “Sell in May” crowd, of which I was one, is having the last laugh after all. Is this a modest 5% correction in a continuing bull market? Or is it the beginning of a Harry Dent style crash to (SPX) 300 (click here for the interview on Hedge Fund Radio … [Read more...]

April 11, 2014

Global Market Comments April 11, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON) (MAD HEDGE FUND TRADER BLASTS TO NEW ALL TIME HIGH) (SPY), (IWM), (VXX), (TLT), (GE),  (GS), (FXY), (UUP), (GLD), (USO), (THE RETURN OF PETER THE GREAT), (RSX) SPDR S&P 500 (SPY) iShares Russell 2000 (IWM) iPath S&P 500 VIX ST Futures ETN … [Read more...]

Friday April 25 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 25, 2014. An excellent meal will be followed by a wide-ranging discussion 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 … [Read more...]

Mad Hedge Fund Trader Blasts to New All Time High

John Thomas

The industry beating performance of the Mad Hedge Fund Trader’s Trade Alert Service has maintained its gobsmacking pace from last year, picking up another 14.5% profit so far in 2014. The Dow Average was down a pitiful 1% during the same period, pegging my outperformance of the index at a stunning 15.50%. April alone is up a blistering 6.89%. The trailing 12-month return is … [Read more...]

The Return of Peter the Great

Peter the Great

Peter the Great is back! That is what the latest rumblings out of Russia confirm, with President Vladimir Putin demanding no less than $18 billion in payments from the Ukraine for its natural gas purchases. Never mind that this is more than the beleaguered country could possibly ever use. “Pay up, or we invade” seems to be the message. The Dow Average promptly sold off … [Read more...]

April 10, 2014

Global Market Comments April 10, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON) (INCLINE VILLAGE STRATEGY LUNCH REVIEW), (TESTIMONIAL), (2014 EUROPEAN STRATEGY LUNCHEONS) … [Read more...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

las-vegas-welcome-sign

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

Incline Village Strategy Lunch Review

John Thomas

There is no better was to start off a strategy luncheon than sending out, not just one, but two Trade Alerts in the morning, and then watching them soar 50% by the time the appetizer was served. That was the case on April 4, when I picked up short positions in the Russell 2000 and the S&P 500 for my model trading portfolio the morning of my event in sleepy Incline … [Read more...]

2014 European Strategies Luncheons

and some fun...

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy luncheons, which I will be conducting throughout Europe during the summer of 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 … [Read more...]

April 9, 2014

Global Market Comments April 9, 2014 Fiat Lux Featured Trade: (JUNE 26 ISTANBUL, TURKEY STRATEGY LUNCHEON), (BOJ BOMBSHELL HITS YEN SELLERS IN THE SHORTS), (FXY), (YCS), (BREAKFAST WITH MOHAMED EL-ERIAN) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) … [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...]

BOJ Bombshell Hits Yen Sellers in the Shorts

Japanese Lady-Sad

It was little after midnight west coast time when the Bank of Japan dropped its bombshell. It said it would refrain from stimulating the economy further to offset the deflationary effects of the VAT tax increase from 5% to 8%, which took effect on April 1. Within seconds, the Japanese yen rocketed and never looked back. The Nikkei stock average crashed. Traders were stunned … [Read more...]

April 8, 2014

Global Market Comments April 8, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON) (APRIL 9 GLOBAL STRATEGY WEBINAR), (HARRY S. DENT ON HEDGE FUND RADIO), (SPY), (IWM), (UUP), (GLD), (SLV), (USO), (XLE), (TLT) SPDR S&P 500 (SPY) iShares Russell 2000 (IWM) PowerShares DB US Dollar Index Bullish (UUP) SPDR Gold Shares (GLD) iShares … [Read more...]

Friday April 25 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 25, 2014. An excellent meal will be followed by a wide ranging discussion 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 … [Read more...]

Don’t Miss the April 9 Global Strategy Webinar

John Thomas

My next global strategy webinar will be held on Wednesday, April 9 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...]

Harry S. Dent, Jr. on Hedge Fund Radio

Harry S. Dent, Jr.

Your stock portfolio will get decimated by a stock market crash that could take the Dow average down 60% to 6,000 or lower. There will be no place to hide, as gold, silver, oil, real estate will see declines of similar magnitude. Given the fresh dose of uncertainty besieging the markets these days, I thought I'd touch base with my pal, co-conspiring Eagle Scout, and fellow … [Read more...]

April 7, 2014

Global Market Comments April 7, 2014 Fiat Lux SPECIAL SHORT SELLING ISSUE Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (A VERY BAD CHART DAY), (SPY), (QQQ), (IWM), (TLT), (TSLA), (AMZN), (NFLX), (FB) (SHORT SELLING SCHOOL 101), (SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL),  (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE) SPDR S&P 500 … [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...]

A Very Bad Chart Day

monks

I spoke to the best traders I know in the market Thursday night, and to a man they said the market looked terrible. Although prices were high, the momentum was totally gone and volume was shrinking. Worse, these conditions prevail as we head into May, the onset of the traditional “RISK OFF” season (click here for “The Hard Numbers Behind Selling in May”). Best case, it … [Read more...]

April 4, 2014

Global Market Comments April 4, 2014 Fiat Lux Featured Trade: (ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON) (APRIL 9 GLOBAL STRATEGY WEBINAR), (WHY JIM CHANOS IS WRONG ON CHINA), (FXI), (CYB) (DRINKS WITH ROBERT REICH) iShares China Large-Cap (FXI) WisdomTree Chinese Yuan Strategy (CYB) … [Read more...]

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...]

Don’t Miss the April 9 Global Strategy Webinar

John Thomas

My next global strategy webinar will be held on Wednesday, April 9 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...]

Why Jim Chanos is Wrong on China

China

Hedge fund titan, Jim Chanos, is well known for his extremely bearish views on China. He says that the cracks are spreading on the façade, real estate sales are falling, and that the economic engine is starting to sputter. This will be bad news for the rest of us, as China imports 50%-80% of the world’s commodities. Commodity exporting countries will be especially hard hit, … [Read more...]

April 3, 2014

Global Market Comments April 3, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (MAD DAY TRADER JIM PARKER’S Q2 VIEWS), (SPX), (NDX), (XLK), (TLT), (FXB), (FXY), (YCS), (FXA),  (GLD), (SLV), (SOYB), (CORN), (WEAT), (VIX), (VXX) (THE BLACK SWAN SOLUTION TO OUR ENERGY PROBLEMS) S&P 500 Index (SPX) Nasdaq 100 Index … [Read more...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

las-vegas-welcome-sign

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

Mad Day Trader Jim Parker’s Q2 Views

Jim Parker

Mad Day Trader Jim Parker is expecting the second quarter of 2014 to be an uneventful, low volume, range trading affair. There is insufficient momentum in the major indexes to substantially break out of the ranges established in Q1. He does see a modest upward bias to the market. But it is going to have to fight for every point. Sector leadership will change daily, with a … [Read more...]

April 2, 2014

Global Market Comments April 2, 2014 Fiat Lux Featured Trade: (ABSOLUTELY THE LAST CHANCE TO ATTEND THE FRIDAY APRIL 4 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON) (A DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (SPX), (QQQ), (GOOG), (FSLR), (UNG), (TLT), (TBT), (FXE), (GLD), (GDX), (TSLA), (USO) SPDR S&P 500 (SPY) S&P 500 Index (SPX) PowerShares QQQ … [Read more...]

Absolutely the Last Chance to Attend the Friday April 4 Incline Village, Nevada Global Strategy Luncheon

Lake Tahoe View

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Friday, April 4, 2014. Incline Village is about a one-hour drive from the Reno Airport. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on … [Read more...]

A Day in the Life of the Mad Hedge Fund Trader

Frozen

Diary Entry for Tuesday, April 1, 2014 Dear Diary, 4:30 PM Monday-the day before- Thought I’d check my Bloomberg to see how the Asian markets were opening. Wow! Japan finally had an up day. It must be fiscal year end window dressing. The VAT tax hike that takes effect tomorrow, from 5% to 8%, certainly has sucked the life out of that market. Nothing like strangling a … [Read more...]

April 1, 2014

Global Market Comments April 1, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON), (WILL SYNBIO SAVE OR DESTROY THE WORLD?), (XLV), (XPH), (XBI), (MON), (IBM), (GOOG), (AAPL), (CSCO) Health Care Select Sector SPDR (XLV) SPDR S&P Pharmaceuticals ETF (XPH) SPDR S&P Biotech ETF (XBI) Monsanto Company (MON) International Business … [Read more...]

Friday April 25 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 25, 2014. An excellent meal will be followed by a wide ranging discussion 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 … [Read more...]

Will SynBio Save or Destroy the World?

Phi X 174 - Synthetic  Bacteria

Some 40 years ago, when I was a biotechnology student at UCLA, a handful of graduate students speculated about how dangerous our work really was. It only took us an hour to figure out how to synthesize a microbe that had a 99% fatality rate, was immune to antibiotics, and was so simple it could be produced in your home kitchen. Basically, a bunch of bored students discovered … [Read more...]

March 31, 2014

Global Market Comments March 31, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY APRIL 4 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON) (THE HARD NUMBERS BEHIND SELLING IN MAY),  (SPY), (QQQ), (GOOG), (HEDGE FUNDS: THE NEW DUMB MONEY) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) Google Inc. (GOOG) … [Read more...]

Last Chance to Attend the Friday April 4 Incline Village, Nevada Global Strategy Luncheon

Lake Tahoe View

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on this coming Friday, April 4, 2014. An excellent meal will be followed by a wide-ranging discussion 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 … [Read more...]

The Hard Numbers Behind Selling in May

May Calendar

Followers of my Trade Alert service have watched me build up a substantial long volatility position in recent days. That’s because I am a big fan of buying straw hats in the dead of winter and umbrellas in the sizzling heat of the summer. I even load up on Christmas ornaments every January when they go on sale for ten cents on the dollar. There is a method to my … [Read more...]

March 28, 2014

Global Market Comments March 28, 2014 Fiat Lux SPECIAL TESLA EDITION Featured Trade: (ON THE TESLA MELT UP), (TSLA), (F), (FIATY), (PEUGY), (SCTY), (BBRY), (HLF), (NFLX), (FSLR) Tesla Motors, Inc. (TSLA) Ford Motor Co. (F) Fiat S.p.A. (FIATY) Peugeot S.A. (PEUGY) SolarCity Corporation (SCTY) BlackBerry Limited (BBRY) Herbalife Ltd. (HLF) Netflix, Inc. … [Read more...]

On The Tesla Melt Up

Tesla

Tesla (TSLA) was the short squeeze that was begging to happen. Five guys owned 50% of the company, including the visionary founder, Elon Musk. Of the remaining float, 45% had been borrowed and sold short by hedge funds. All that was needed to ignite a rally was for someone to say “Boo”. Someone said exactly that, and their shares rocketed from $30 to $265 in little more than … [Read more...]

March 27, 2014

Global Market Comments March 27, 2014 Fiat Lux SPECIAL VOLATILITY ISSUE Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (WILL CANDY CRUSH CRUSH THE MARKET?), (SPY), (QQQ), (IWM), (KING), (VIX), (VXX), (BUY FLOOD INSRANCE WITH THE (VXX), (VIX) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) King Digital Entertainment … [Read more...]

Las Vegas Wednesday, May 14 Global Strategy Luncheon

las-vegas-welcome-sign

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 14. 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...]

Will Candy Crush Crush the Market?

Girl on Pogo Stick

Feed the ducks while they are quacking. That is one of the oldest nostrums heard on Wall Street, and feed them they have, to the point of absolute gluttony. This year we have seen the market for new initial public offerings for newly listed companies explode to life. There have been 46 so far in 2014, some 26 from the biotechnology area alone. Last Friday, there were an … [Read more...]

SOLD OUT – Monday, June 23, 2014 – London Global 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...]

March 26, 2014

Global Market Comments March 26, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON) (THE AMERICAN ONSHORING TREND IS ACCELERATING), (GE), (TSLA), (TESTIMONIAL) General Electric Company (GE) Tesla Motors, Inc. (TSLA) … [Read more...]

Friday April 25 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 25, 2014. An excellent meal will be followed by a wide-ranging discussion 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 … [Read more...]

March 25, 2014

Global Market Comments March 25, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 4 INCLINE VILLAGE, NEVADA STRATEGY), (HEED THE MAD DAY TRADER’S Q2 FORECASTS), (SPY), (QQQ), (IWM), (TLT), (TBT), (FXY), (FXE), (FXA), (CU), (USO), (GLD), (GDX) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 (IWM) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort … [Read more...]

Friday April 4 Incline Village, Nevada Global Strategy Luncheon

Lake Tahoe View

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Friday, April 4, 2014. An excellent meal will be followed by a wide-ranging discussion 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 … [Read more...]

Heed the Mad Day Trader’s Q2 Forecasts

Jim Parker

Mad Day Trader, Jim Parker, thinks that the next three to six months will be a tough time for the financial markets. They won’t crash, but won’t break out to new highs either. Instead, they will stay confined to technically driven, narrow, low volume ranges that will cause traders to tear their hair out. It will be an environment where it will be tough for anyone to make … [Read more...]

March 24, 2014

Global Market Comments March 24, 2014 Fiat Lux Featured Trade: (MARCH 26 GLOBAL STRATEGY WEBINAR), (READ OIL & ENERGY INSIDER FOR TRADING CLUES), (USO), (UNG), (APC), (NBL) (END OF THE COMMODITY SUPERCYCLE), (SLV), (PPLT), (PALL), (CU), (BHP), (USO), (CORN), (WEAT), (SOYB), (DBA), (RSX) United States Oil (USO) United States Natural Gas (UNG) Anadarko Petroleum … [Read more...]

Don’t Miss the March 26 Global Strategy Webinar

John Thomas

My next global strategy webinar will be held on Wednesday, March 26 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...]

Read Oil & Energy Insider for Trading Clues

Oil fire

I am often asked to divulge my research sources that give me my unfair advantage in trading. I usually decline such requests, unwilling to part with the “secret sauce” that enables me to beat the market, as well as most other hedge fund managers year after year. Why level the playing field for my competitors, what few there are? However, it would be greedy and selfish of me … [Read more...]

March 21, 2014

Global Market Comments March 21, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON) (THE RECEPTION THAT THE STARS FELL UPON), (NLR), (CCJ), (CORN), (WEAT), (SOYB), (DBA), (THE MOST FUNCTIONAL WORD IN THE ENGLISH LANGUAGE) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) Teucrium Corn (CORN) Teucrium Wheat … [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...]