Come join John Thomas for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Amsterdam, The Netherlands, on Friday, July 12, 2013. 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
I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long-term thinking about the environment and its investment implications. Global warming is causing the melting of ice sheets in Greenland and Antarctica, glaciers in the Himalayas, and the Sierra snowpack. Water tables
All of the high-grade paper used by the US Treasury to print money is bought by one firm, Crane & Co., which has been in the same family for seven generations. Last year, the Feds printed 38 million banknotes worth $639 million. Although they have seen the recession cause the velocity of money to decline,
?The art of taxation consists of so plucking the goose as to obtain the largest amount of feathers with the smallest amount of hissing,? said Jean-Baptist Colbert, a 17th century French minister of Finance.
Global Market Comments June 14, 2013 Fiat Lux Featured Trade: (UPDATED 2013 SUMMER STRATEGY LUNCHEON SCHEDULE), (THE YEN CARRY TRADE BLOW UP), (FXY), (YCS), (DXJ), (SNE), (HMC), (TM), (THE SERVICE JOB IN YOUR FUTURE), (MCD) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) WisdomTree Japan Hedged Equity (DXJ) Sony Corporation (SNE) Honda Motor Co.,
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Updates, which I will be conducting throughout Europe during the summer of 2013. 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,
When I staggered downstairs at 11:00 PM to check the close for the Tokyo stock market, my eyes just about popped out of my head. Yikes! Down 6.3%! The yen was up another 2% to ?94 against the US dollar as well!! It looked like the world was in for another round of ?RISK OFF?
Anyone wondering about the long term future of the US economy should take a look at the chart below. It shows the unrelenting growth of services? share of American GDP growing from 25% to 45% over the last sixty years. Far and away the fastest growth area has been in health care, and with the
I don?t like listening to the ratings agencies. It?s like talking to someone standing next to the smoking hulk of your house and listening to him tell you that your house burned down,? said Scott Nations of NationShares.
Global Market Comments June 13, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (ANOTHER NAIL IN THE NUCLEAR COFFIN), (SCE-PF), (NLR), (CCJ) (THE CHINA VIEW FROM 30,000 FEET) (FXI), (DBC), (DYY), (DBA), (PHO) Southern California Edison Trus (SCE-PF) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) iShares FTSE China 25 Index Fund
