Where did that global synchronous economic recovery go? You know, the one strategists were gushing about as the foundation for the bull market in stocks? Last week we saw ISM, Pending Home Sales, Capital Goods Orders, Chicago PMI, and Prices Paid all disappoint. And Europe just posted a dismal Q1 GDP of only +0.4%. What
John, you make me laugh. Following you has been awesome. If it weren't for you, I'd have been a mega bear for the last three years Cheers Justin Western Australia
"The profits at Apple are unprecedented in American history. They are double the next largest competitor. All their products would fit on a small table. We've never seen anything like that," said Oracle of Omaha Warren Buffet.
Global Market Comments May 4, 2018 Fiat Lux Featured Trade: (DON'T MISS THE MAY 9 GLOBAL STRATEGY WEBINAR), (A DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (TLT), (TBT), (FXE),(GLD), (GDX), (USO), (AMLP), (STBX), (NFLX), (DIS), (AAPL), (GM)
My next global strategy webinar will be held live from Silicon Valley on Wednesday, May 9, at 12:00 PM EST. Co-hosting the show will Mad Day Trader?Bill Davis. I'll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the
Global Market Comments May 3, 2018 Fiat Lux Featured Trade: (STORAGE WARS), (MSFT), (IBM), (CSCO), (SWCH), (DON'T BE SHORT CHINA HERE), ($SSEC), (FXI), (CYB), (CHL), (BIDU),
Everyone who has been reading this letter for the past decade (yes, there are quite a few of you), know that I am a fundamentalist first and a technician second. Of course, you need to use both, as those who mistakenly leave one tool in the bag reliably underperform indexes. The one-liner here is that
"I can calculate the motions of heavenly bodies, but never the madness of crowds," said Sir Isaac Newton, the inventor of calculus and discoverer of Newton's Laws, who lost his entire fortune in a 17th century investment scam called "the South Sea Bubble."
Global Market Comments May 2, 2018 Fiat Lux Featured Trade: (TRADING THE U.S. STEEL FIASCO), (X), (XLI), (TSLA), (BA) (ANNOUNCING THE MAD HEDGE LAKE TAHOE, NEVADA, CONFERENCE, OCTOBER 26-27, 2018) (THE COOLEST TOMBSTONE CONTEST)
Talk about unintended consequences. Tamper with the free market and it will usually blow up in your face. You would have thought that U.S. Steel was going to announce blockbuster earnings in the wake of the new 25% steel tariff imposed by the administration, right? Wrong. Instead, it has triggered a disaster of epic proportions.
Tickets for the Mad Hedge Lake Tahoe Conference are selling briskly. If you want to obtain a ticket that includes a dinner with John Thomas and Arthur Henry you better get your order in soon. The conference date has been set for Friday and Saturday, October 26-27. Come learn from the greatest trading minds in
"We have not been investing this year, we have been on a battleground," said noted UK hedge fund manager Crispin Odey.
Global Market Comments May 1, 2018 Fiat Lux Featured Trade: (FRIDAY, JUNE 15, 2018, DENVER, CO, GLOBAL STRATEGY LUNCHEON) (ANATOMY OF A GREAT TRADE) (TLT), (TBT), (SPY), (GLD), (USO), (CYBERSECURITY IS ONLY JUST GETTING STARTED), (PANW), (HACK), (FEYE), (CSCO), (FTNT), (JNPR), (CIBR)
So, I'm sitting here agonizing over whether I should sell short the US Treasury bond market (TLT) once again. Thanks to the bombshell Israel announced today alleging the existence of a secret Iranian nuclear missile program, oil has rallied by 2%, the US dollar has soared, and stocks have been crushed. The (TLT) has popped
Global Market Comments April 30, 2018 Fiat Lux Featured Trade: (FRIDAY, JUNE 15, 2018, DENVER, CO, GLOBAL STRATEGY LUNCHEON) (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or I HATE IT WHEN I'M RIGHT!)
Come join me for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting in Denver, CO, on Friday, June 15, 2018. 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 on stocks, bonds, currencies, commodities, precious
"We are in the ninth year of an economic expansion and the ninth year of a bull market. Investors are at a crossroads now, whether to hold cash or stocks," said Tom Lee, cofounder of Fundstrat Global Advisors.
Global Market Comments April 27, 2018 Fiat Lux Featured Trade: (THURSDAY, JUNE 14, 2018, NEW YORK, NY, GLOBAL STRATEGY LUNCHEON) (APRIL 25 BIWEEKLY STRATEGY WEBINAR Q&A), (TLT), (TBT), (GOOGL), (NVDA), (PIN), (SPY), (C), (AMD), (EEM), (HEDJ)
Come join me for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting in New York City on Thursday, June 14, 2018. 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 on stocks, bonds, currencies, commodities,
Below please find subscribers Q&A for the Mad Hedge Fund Trader April Global Strategy Webinar with my guest co-host Mike Pisani of Smart Option Trading. As usual, every asset class long and short was covered. You are certainly an inquisitive lot, and keep those questions coming! Q: Are you out of Alphabet (GOOGL) and Microsoft