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John Thomas Dining

John's newsletter is, in my view, the Secretariat of the investment newsletter derby. No one else is even a close second. Gary New Jersey … [Read More...]

Sinking Ship - Titanic

“Everything is expensive now. Worries about the future can cause safe assets to become highly priced….I call it the “Titanic Effect.” When the Titanic was going down, people would pay a fortune for … [Read More...]

Global Market Comments
July 30, 2015
Fiat Lux

Featured Trade:
(LAST CHANCE TO ATTEND THE AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON),
(WELCOME TO THE DEFLATIONARY CENTURY),
(TLT), (TBT),
(MY PERSONAL ECONOMIC INDICATOR),
(HMC), (NSANY), (GM), (F), (TSLA)

iShares 20+ Year Treasury Bond (TLT)
ProShares UltraShort 20+ Year Treasury (TBT)
Honda Motor Co., Ltd. (HMC)
Nissan Motor Co. Ltd. (NSANY)
General Motors Company (GM)
Ford Motor Co. (F)
Tesla Motors, Inc. (TSLA)

Research

John Thomas

Mad Hedge Fund Trader Hits 31.5% Gain in 2015

Life is good. Since my last letter to you, I hired a Mercedes and a Moroccan driver, driven the three hours from Tangier to Casablanca, and spent a day touring the architecture of the French colonial art deco center of that storied city. It turns out that my driver only did his job part time. […]

Solar Panel Installation 2

How to Buy a Solar System

I have already established in previous research pieces how solar will become the dominant form of energy in the US within 24 years, creating a generational investment opportunity for the shares of those companies today (click: “Why Solar Stocks Are Catching on Fire” and “Taking a Look at Solar City”). It’s just a question of […]

Lady - Raspberries

The Cost of an Ageing World

Regular readers of this letter are well aware of my fascination with demographics as a market driver. They go a long way towards explaining if asset prices are facing a long-term structural headwind or tailwind. The great thing about the data is that you can get precise, high quality numbers 20, or even 50 years […]

More Research Master Pieces

Live Webinars

John Thomas

Don’t Miss the July 22 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, July 22 at 12:00 PM EST. Bill Davis the Mad Day Trader will be my willing coconspirator. This time, I will be broadcasting to you live from Milan, Italy, provided I can log into the local broadband in Italian, always an iffy prospect. I’ll be […]

Global Strategy Luncheons

Cowboys

SOLD OUT – Friday, June 19 2015 – Dallas Global Strategy Luncheon

Come join me at the Mad Hedge Fund Trader’s Global Strategy luncheon, which I will be conducting in Dallas, Texas at 12:00 PM on Friday, June 19, 2015. The guests and I will engage in an open discussion on the crucial issues facing investors today. I’ll be giving you my up to date view on […]

Free Research

Honda Car Lot

My Personal Leading Economic Indicator

There is no limit to my desire to get an early and accurate read on the US economy, which at the end of the day is what dictates the future of all of our investments. I flew over one of my favorite leading economic indicators only last month. Honda (HMC) and Nissan (NSANY) import millions […]

John Thomas

Mad Hedge Fund Trader Hits 31.5% Gain in 2015

Life is good. Since my last letter to you, I hired a Mercedes and a Moroccan driver, driven the three hours from Tangier to Casablanca, and spent a day touring the architecture of the French colonial art deco center of that storied city. It turns out that my driver only did his job part time. […]

ten-thousand-10000-dollar-bill

Will Gold Coins Suffer the Fate of the $10,000 Bill?

The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill was a new requirement for gold dealers to file Form 1099’s for all retail sales by individuals over $600. Specifically, the measure can be found in section 9006 of the Patient Protection and Affordability Act of […]

More Free Research Pieces

Travel Videos

John Thomas - Harem

Announcing the Mad Hedge Fund Trader YouTube Video in Istanbul

Come with me to visit one of the most lavish palaces ever built, complete with its own harem. Explore one of the boldest engineering works ever undertaken. Learn how to navigate your way around a Turkish bazaar. Admire some of the greatest wonders of the architectural world. These are just a few of the enticements […]

John Thomas

Announcing the Mad Hedge Fund Trader Video Channel on YouTube

One request I get more than any other, is to expand on my half century of international travel, provide a business, economic, and historical backdrop, and place it in today’s global context. Shake up such a cocktail of experience and knowledge, and more than a few trading and investment ideas spill over the top. If […]

More Travel Videos

V.I.P Friends

Roy Essoyan

Tribute to a Giant of Journalism, Roy Essoyan

I had been filled with great sadness when I had learned of the passing of an old friend and mentor, Roy Essoyan, the former Tokyo bureau chief for the Associated Press. When I was a young, wet behind the ears financial journalist in Japan during the early seventies, Roy had the charity to take me […]

Chinese Woman

An Evening with the Chinese Intelligence Service

Watching the Shanghai double over the past six months brought back memories of my four decade long relationship with the People’s Republic of China. I normally avoid the diplomatic circuit, as the few non-committal comments and soggy appetizers I get aren’t worth the investment of time. But I jumped at the chance to celebrate the […]

Medal of Honor

A Tribute to a True Veteran

This coming Monday will be Memorial Day in the United States. I’ll be putting on my faded Marine Corp fatigues and railroad track bars and leading the home town’s Veteran’s Day parade. So I thought it would be a good day to tell you the story of my Uncle Mitch. Since job prospects for high […]

Interviews