May 22, 2026 - Quote of the Day
“There were three things the Russians were afraid of: AIDS, Jewish people, and Ronald Reagan. They were afraid he was going to push the button,” said KGB defector, Jack Barsky.
Entries by Mad Hedge Fund Trader
May 18, 2026 - Quote of the Day
“With valuations rising and fundamentals deteriorating we are in Looney Tunes Land here. The coyote is running in midair”, said a hedge fund friend of mine about current stock market conditions.
May 14, 2026 - Quote of the Day
“I looked all over the basement when I was at the White House, and there is no big lever you can throw to make things good again,” said Austin Goolsby, former chairman of the Council of Economic Advisors.
April 28, 2026 - Quote of the Day
“We are one budget deal away from being the hot spot of the world. Europe is in the toilet, China’s growth has fallen down, and the Middle East is going backwards. We have a lot of potential for fracking and innovation. If we can prove our nation is governable, we will be the golden spot
Testimonial
Ingenious writing, John, in your Monday morning strategy letter. I forwarded it to all my family and kids, and made my 16-year-old read it out loud to my wife. I made sure he understood what he was reading. I got choked up by the whole article. Go Ukraine! Best regards, Greg Las Vegas, NV
April 6, 2026 - Quote of the Day
“By 2027, 75% of the companies in the Fortune 500 will not be there unless they make bold changes and digitally transform their companies. It’s do or die,” said Bill McDermott, CEO of ServiceNow (NOW), which offers cloud computing platforms for companies. I couldn’t agree more.
March 27, 2026 - Quote of the Day
“Sometimes, when you jump off a bridge, you have to grow your wings on the way down,” said author Danielle Steele.
Saturday, April 4, 2026 Dubai, United Arab Emirates Global Strategy Luncheon (copy)
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Dubai in the United Arab Emirates on Saturday, April 4, 2026. 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
March 24, 2026 - Quote of the Day
“Believe nothing that you hear, and half of what you see,” said the legendary investor, Ron Baron.
Thursday, June 16, 2026 New York City Global Strategy Luncheon
For the first time in three years, I’m back in the Big Apple! Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in New York City on Tuesday, June 16, 2026. An excellent meal will be followed by a wide-ranging discussion and an extended