While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more
Global Market Comments
June 30, 2016
Fiat Lux
Featured Trade:
(JULY 9 FLORENCE, ITALY GLOBAL STRATEGY LUNCHEON),
(THE BUY AND FORGET PORTFOLIO),
(SPY), (IXUS), (EEM), (VNQ), (TLT), (TIP)
?
SPDR S&P 500 ETF (SPY)
iShares Core MSCI Total Intl Stk (IXUS)
iShares MSCI Emerging Markets (EEM)
Vanguard REIT ETF (VNQ)
iShares 20+ Year Treasury Bond (TLT)
iShares TIPS Bond (TIP)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Florence, Italy on Saturday, July 9, 2016.
A three-course lunch will be followed by 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 keep you in suspense, I?ll be tossing a few surprises out there too. Enough charts, tables, graphs, and statistics will be thrown at you to keep your ears ringing for a week. Tickets are available for $227.
I?ll be arriving at 11:30 AM and leaving late in case anyone wants to have a one on one discussion, or just sit around and chew the fat about the financial markets.
The lunch will be held at an exclusive five star hotel in the downtown area of the city, the location of which will be emailed to you with your purchase confirmation.
Florence is one of those bucket list cities that everyone must visit once in their lives. I have been dropping by the Renaissance capitol since 1968.
Michelangelo?s statue of David, a true masterpiece, is a must see. The Galleria dell? Academia is one of the finest art museums in the world, as is the Uffizi Gallery.
The Duomo, the Cathedral of Santa Maria del Fiore, is a highpoint of medieval architecture. The ancient Ponte Vecchio, the only bridge the Germans failed to blow up during WWII, is perfect for souvenir shopping, but watch out for pickpockets!
For my stay in Florence I have rented one of the city?s lesser palaces. You will find me in the mornings at the Piazza del Signoria sipping my double espressos and practicing my Italian with the locals. It?s amazing what you can learn! Ciao!
I look forward to meeting you, and thank you for supporting my research.
To purchase tickets for the luncheons, please click here.
Favorite headline of the day: ?Greece Offers to Pay Back Debt with Giant Horse.?
While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more
Global Market Comments
June 29, 2015
Fiat Lux
Featured Trade:
(JULY 22 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR)
(CATCHING UP WITH DOWNTON ABBEY)
(TESTIMONIAL)
I decided to flee the madness in London for a day and visit some old friends in the countryside, the 8th Earl and Countess of Carnarvon.
The late 7th Earl was an early investor in my first hedge fund and I have kept in touch with the family ever since.
His grandfather, the 5th Earl gained fame and fortune from his co-discovery of King Tut?s tomb in Egypt?s Valley of the Kings in 1922.
His early death, shortly thereafter, was the origin of ?The Mummy?s Curse? of depression era horror film fame. Many of his discoveries today make up the bulk of the Egyptian collection in New York?s Metropolitan Museum of Art, which the family sold to pay estate taxes.
Recently, the family has been renting out their 350 year old home, a 15-minute taxi ride south of Newbury in England, the spectacular Highclere Castle, for use as a film set.
The period drama series that resulted, ?Downtown Abbey,? unexpectedly became a blockbuster in the US where viewers, stupefied by endless low budget reality shows, were starved for quality, thoughtful content and adult writing.
It also sent 100,000 visitors a year their way, as well as $25 million in ticket fees. This windfall enables them to maintain the house and the magnificent gardens in immaculate condition.
The cash flow also allows them to ramp up the other family business, breeding racehorses for the queen. Portraits of past winners adorn almost every room.
After tea with my hosts and a personal tour of the estate, I picked up some tea towels for friends at home who worship this kind of thing. I also saw a display of some spectacular early Egyptian relics, which the family found bricked up behind a wall 60 years after the Met sale.
Given the huge reception by the viewing public, we can count on this drama to extend to six seasons, when it will then be syndicated for the rest of our lives. That works fine for the real life Carnarvon?s, who can now reinvest in even more thoroughbreds.
Who needs hedge funds?
A belated thank you for the time you provided to all of us at the Las Vegas Strategy Luncheon back in May.? My apologies for not submitting a prompter response.
I am the Air Force C-17 pilot from Seattle; you graciously gave me additional time on your walk back to the room during the SALT Conference.? I was honored to be a part of your luncheon.?
Your advice regarding the investing world and my progress into it was insightful and helpful. I quickly relayed all of?your sage commentary?to my wife and have used it in my further studies since.?
Fantastic info on the Tesla, flying etc as well?- I relayed all of that to my buddies back in the squadron.? I plan on attending more luncheons as the opportunities present themselves.
My offer to take you in the simulator still stands, if you’re ever here in the Seattle area again.? Yes, the MiG has a better climb rate but we have a stand-up bathroom, kitchen and two bunks.
Again, thank you for?your time;
Ben
Seattle, Washington
?If the yen goes to ?150, what does Toyota do to Ford?? said Barry Sternlicht, CEO of the private equity firm, Starwood Capital.
While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more