Come join me for lunch for the?Mad Hedge Fund Trader?s?Global Strategy luncheon, which I will be conducting in Marrakesh, Morocco on Monday, July 13, 2015. 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, 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 $277.

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 mud walled?riad?in the historic Medina district, an impenetrable maze of ancient souks and alleyways. Believe it or not, you can find this place with your Google mapping app. The precise location will be emailed with your purchase confirmation.

I have been assured that the air conditioning there works, as the temperatures can range up to 135 F degrees during the summer.

Marrakesh is a 1,000-year-old caravan stop on the edge of the Sahara Desert on the storied route to Timbuktu. During the 14th?century, it was the seat of the early Moroccan kings.

It has long been an entrepot for the trading of gold, spices, dates, ivory, guns and slaves. With this trip we will be adding investment advice to that list.

The pink city, just east of the snow-capped Atlas Mountains is one of the most interesting cities in the world, and should be on everyone?s bucket list.

Every evening, snake charmers, magicians and acrobats put on a show for the customers of 100 open-air food stalls at the?Djemaa el-Fna?square. The event is listed as a United Nations World Heritage Site.

Palm oases dot the outside of the town. Today, many of the old shops have been converted to designer boutiques. Berber rugs and leather slippers are sought after items. I have been visiting here since 1968.

Morocco is one of the few Islamic countries that has so far been free of terrorist attacks. However, traffic is down from last year, as are prices, thanks to the ISIS invasion of Iraq. French is widely spoken, so be sure to have the app installed on your iPhone.

If you have extra time, be sure to visit the spectacularly ornate Koutoubia Mosque. Women are required to wear a scarf, and men trousers.

It is not advisable for women to travel alone in North Africa.

Marrakesh can be reached via Royal Air Maroc with a transfer in Casablanca (click here for their site at?http://www.royalairmaroc.com/us-en), which will happily bill your credit card in Euros. Alternatively, you can take a sleeping compartment on the overnight Marrakesh Express from Tangier (yes, it really exists!).

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for the luncheon, please?click here.

Morroco

Morroco - Camel Ride

Global Market Comments
July 1, 2015
Fiat Lux

Featured Trade:
(LAST CHANCE TO ATTEND THE JULY 2 LISBON, PORTUGAL GLOBAL STRATEGY LUNCHEON)
(THE BEST FINANCIAL BOOK EVER),
(A DAY WITH TOM FRIEDMAN OF THE NEW YORK TIMES)

Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Lisbon, Portugal on Thursday, July 2, 2015. A three course lunch will be provided.

I?ll be giving you my up to date view on stocks, bonds, currencies commodities, precious metals, and real estate. And to keep you in suspense, I?ll be throwing 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 $257.

I?ll be arriving at 11:30 A.M. 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 restaurant in the elegant Chiado district of the city that will be emailed with your purchase confirmation.

Take an extra day, and you can explore the hillside capitol?s intriguing neighborhoods.

Stroll the picturesque plazas of the riverfront Baixa area. Get lost in the medina like lanes of Alfama that date back to the 13th century Islamic period. Hit the swanky designer shops of Chiado. Belem still has traces of its 15th century colonial origins.

You can also get a decent workout climbing to the mountaintop Castelo de Sao Jorge and investigate its medieval fortifications. Then end you day with a world class bottle of port or rose.

The lunch will be held at a private club on St. James?s Square, the details of which will be emailed to you with your purchase confirmation.

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for the luncheons, please click here.

Lisbon, Portugal 2

Global Market Comments
June 30, 2015
Fiat Lux

Featured Trade:
(JULY 1 GLOBAL STRATEGY WEBINAR),
(AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON)
(THE NEW COLD WAR)
(WHY I LOVE/HATE THE OIL COMPANIES), (XOM), (USO)

Exxon Mobil Corporation (XOM)
United States Oil Fund LP (USO)

Global Market Comments
June 29, 2015
Fiat Lux

Featured Trade:
(JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR)
(THE CHINA VIEW FROM 30,000 FEET),
(FXI), (DBC), (DYY), (DBA), (PHO).
(TRIBUTE TO A GIANT OF JOURNALISM, ROY ESSOYAN)
(TESTIMONIAL)

Global Market Comments
June 26, 2015
Fiat Lux

Featured Trade:
(JULY 1 GLOBAL STRATEGY WEBINAR),
(JULY 22 MILAN, ITALY GLOBAL STRATEGY LUNCHEON)
(NOTICE TO MILITARY SUBSCRIBERS),
(CHINA?S COMING DEMOGRAPHIC NIGHTMARE)

 

Global Market Comments
June 25, 2015
Fiat Lux

Featured Trade:
(LAST CHANCE TO ATTEND THE JUNE 29 LONDON STRATEGY LUNCHEON)
(AMERICA?S NATIVE INDIAN ECONOMY)

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 29, 2015. A three course lunch is included.

I?ll be giving you my up to date view on stocks, bonds, currencies commodities, precious metals, and real estate. And to keep you in suspense, I?ll be throwing 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 $247.

I?ll be arriving an hour early 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 a private club on St. James?s Square, the details of which will be emailed to you with your purchase confirmation.

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for the luncheons, please go to my online store.

 

Big_Ben_8583a

Global Market Comments
June 24, 2015
Fiat Lux

Featured Trade:
(JULY 13 MARRAKESH, MOROCCO GLOBAL STRATEGY LUNCHEON)
(ARE JUNK BONDS PEAKING?),
(JNK), (HYG),
(A TOUCHDOWN FOR USC), (INTC)

?SPDR Series Trust - SPDR Barclays High Yield Bond ETF (JNK)
iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Intel Corporation (INTC)

One of my many alma maters, the University of Southern California, announced that they had received their largest private donation ever.

As a third generation alumni of this fanatical football factory (I went to school with Mark Harmon, Lynn Swan, and oops, OJ Simpson), I still receive their alumni newsletter, where I learned the good news.

David and Dana Dornsife gave $200 million to the downtown Los Angeles home of the Trojans. The money has been used to fund the College of Letters, Arts, and Sciences, which has been renamed after them.

Dornsife made his fortune as the owner of Herrick Corp., a Stockton based maker of the prefabricated steel that was used to build many of the skyscrapers in the center of Los Angeles.

The gift tops the university's previous largest gift from George Lucas, of Star Wars fame, who in 2006 contributed $175 million to USC's film school, which he once attended with another legendary director, Steven Spielberg.

For the record, the largest charitable contribution to a university in history was the $600 million that Gordon Moore, of Moore?s Law fame and a founder of Intel (INTC), gave Caltech in nearby Pasadena. As a teenager, I used to sit in on the Math classes there. Notice that all of these big donations to education are happening in California.

Tommy Trojan will no doubt be happy, provided that a Bruin from UCLA has not stolen his sword again, or painted him blue. And don?t ask me about ?Old Tire Biter.?

David and Dana Dornsife