I have been covering Silicon Valley since it was a verdant, sun-kissed peach orchard in Northern California. I have to say that in the half century that I have followed the technology industry, I have never seen the principals, gurus, and visionaries so excited about a major new trend. That would be artificial intelligence or
Global Market Comments November 1, 2016 Fiat Lux Featured Trade: (THE QUANTUM COMPUTER IN YOUR FUTURE), (AMZN), (GOOG), (FREE REPLAY LINK FOR THE GREAT JOHN THOMAS VERSUS HARRY DENT DEBATE), (WATCH OUT FOR THE MILLENNIAL VOTER) Amazon.com, Inc. (AMZN) Alphabet Inc. (GOOG)
This event made the Clinton Trump debates pale by comparison. It was a knock down, drag out, tooth and nail affair. Think of mud wrestling meets extreme fighting. Over one and a half hours, Harry and I covered every asset class, each major geopolitical trend, as well as the outcome of the presidential election and
I have been banging the table for years now about the importance of demographic trends for the economy, the financial markets, and the housing market.Well, politics is no different.Millennials were born during 1982-1998, and are now aged 18-34 (I have three of them). According to recent surveys, they are suspicious of government, have a strong
Global Market Comments October 31, 2016 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK OF OCTOBER 31ST), (THANK GOODNESS I DON?T LIVE IN SWEDEN), (EWD), (PLEASE SEARCH MY FREE DATA BASE)iShares MSCI Sweden (EWD)
So who will win the contest of the century? The nation is sitting on the edge of its seats and holding its collective breath. No, I?m not talking about the presidential election, dummy! I?m referring to the World Series, and whether the Chicago Cubs will break a 108-year losing streak. Go Cubs! Welcome to the
The original purpose of this letter was to build a database of ideas to draw on in the management of my hedge fund.When a certain trade comes into play, I merely type the symbol, name, currency, or commodity into the search box, and the entire fundamental argument in favor of that position pops up.You can
?Travel is fatal to prejudice, bigotry, and open mindedness.? said the 19th century American humorist, Mark Twain.
Market Comments October 28, 2016 Fiat Lux Featured Trade: (HERE COMES THE NEXT BIG SHORT), (USO), (TSLA), (TM), (GM), (NSANY), (A COW BASED ECONOMICS LESSON), (YOU ARE INVITED TO JOIN THE GREAT JOHN THOMAS-HARRY DENT DEBATE) United States Oil (USO) Tesla Motors, Inc. (TSLA) Toyota Motor Corporation (TM) General Motors Company (GM) Nissan Motor Co.
Remembers the billions of dollars that were made by clever hedge funds selling short bond derivatives at the peak of the housing market? A similar opportunity may be presenting itself. As electric cars go mainstream, a number of unintended consequences may be triggered. One big one that no one is thinking about is that a
I have been debating, arguing, and kibitzing with Harry S. Dent for nearly a decade. You may know Harry as the cutting edge economic and demographics guru who's written many books on topics I have reviewed in past years (read more here for ?When the Demographics Tailwind Becomes a Headwind? . Sometimes I agree with
Global Market Comments October 27, 2016 Fiat Lux Featured Trade: (NOVEMBER 18TH LAS VEGAS,? NV GLOBAL STRATEGY LUNCHEON), (TRADING THE DAY AFTER THE ELECTION), (SPY), (TLT), (UUP), (USO), (AAPL), (GLD), (THE TECHNOLOGY NIGHTMARE COMING TO YOUR CITY) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT) PowerShares DB US Dollar Bullish ETF (UUP)
November 9th, the day after the presidential election, could prove the most challenging day to trade the markets in four years. Stocks could explode higher, utterly collapse, do nothing, or do all three on the same day. This could be the preeminent whipsaw day of the decade, if not the century. At the moment, the
I tell people at my strategy luncheons that living in the San Francisco Bay area is like living in the future.There is an explosion of high tech innovation going on here, and we locals often find ourselves the guinea pigs for the latest hot products.However, sometimes the future is not such a great place to
Global Market Comments October 26, 2016 Fiat Lux Featured Trade: (YOU ARE INVITED TO JOIN THE GREAT JOHN THOMAS-HARRY DENT DEBATE), (IS RESIDENTIAL REAL ESTATE TOPPING OUT?.OR NOT),? (DHI), (LEN), (HD), (TPH), (AN EVENING WITH TRAVEL GURU ARTHUR FROMMER) DR Horton Inc. (DHI) Lennar Corporation (LEN) The Home Depot, Inc. (HD) TRI Pointe Group, Inc.
Location, location, location. Those are the three most important elements of a successful real estate transaction. A glut of $2 million plus mansions has suddenly hit the market in the posh Berkeley Hills, with dozens of signs for weekend open houses congesting every corner. However, in nearby West Oakland a mere few miles away the
Travel guru, Arthur Frommer, says that now is the best time to travel in 20 years, thanks to a combination of a strong dollar and desperate price cutting forced by the recession overseas.Nine? years after oil hit a historic peak at $148/barrel, when $500 fuel surcharges abounded, and the demise of the travel industry was
Global Market Comments October 25, 2016 Fiat Lux Featured Trade: (DON'T MISS THE OCTOBER 26TH LIVE GLOBAL STRATEGY WEBINAR), (ABOUT FRIDAY?S MASS HACK ATTACK), (PANW), (FEYE), (HACK), (SNE), (THE TAX RATE FALLACY) Palo Alto Networks, Inc. (PANW) FireEye, Inc. (FEYE) PureFunds ISE Cyber Security ETF (HACK) Sony Corporation (SNE)
The distressing emails started coming in on Friday, October 21st like SOS signals from a sinking ship. First, AWeber went down, stopping me from sending out newsletters and Trade Alerts. Then Interactive Brokers crashed, making options price updates impossible. Suddenly, Yahoo Mail wouldn?t take attachments. Then Twitter went down. Yikes! What in the world was
When anyone starts lecturing you that the US has the highest tax rate in the industrialized world, just turn around, walk away, and pretend you never heard of them.This person is either ignorant about this country's taxation system, or is deliberately trying to deceive you.According to a report released by the Internal Revenue Service, America's