The Internet has recently been abuzz about a revolutionary new discovery that converts carbon dioxide (CO2) into ethanol. Readers often refer me to new, incredible, and earth-shattering technologies which often turn out to be nothing more than investment scams. The cold fusion boom of the 1990s comes to mind. As a reformed and non-practicing biochemist,
If you think that an energy shortage was bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme.One theory about the endless wars in the Middle East since 1918 is that they have really been over water rights.Although
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I am up 22% on the year. I like being up 22% on the year, and I want to stay up 22%, or more. I am pulling this off in the worst trading year in hedge fund history, beating funds that have hundreds of in-house analysts. So I am therefore going to stick to my
Occasionally I hear from subscribers to the flagship publication of Mad Hedge Fund Trader, Global Trading Dispatch, that they can?t execute one of my market beating Trade Alerts because broker commissions will eat up a large chunk of their potential profits. This is especially true with low dollar priced stocks, like Bank of America (BAC),
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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
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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
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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.
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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
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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