Your article on ?The Ten Baggers in Solar Energy? is the best, well informed, educated piece of literature I have read for a long time. Thank you for your honest and well informed article. I am going to be 86 years YOUNG in coming November and appreciate a simple jewel in this money chasing jungle.
?You always sound smarter when you?re a bear than when you?re a bull,? said Adam Parker of Morgan Stanley.
Global Market Comments July 5, 2016 Fiat Lux Featured Trade: (JULY 6 GLOBAL STRATEGY WEBINAR), (PROOF THE STOCK MARKET IS HEADED TO NEW HIGHS), (SPY), (TLT), (FXY), (YCS), (GLD) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Japanese Yen ETF (FXY) ProShares UltraShort Yen (YCS) SPDR Gold Shares (GLD)
There?s nothing like a quick morning dip in the eastern Adriatic to clear the mind, blow out the cobwebs, and focus thought. The great European postwar economic boom bypassed the former Yugoslavia for lack of capital and a bankrupt communist system. As a result, the waters here in Dubrovnik, Croatia are crystal clear compared to
?We are going to be working off backlogs of construction, mining, oil, and gas for years,? said my friend, famed short seller Jim Chanos of Kynikos Associates.
Global Market Comments July 1, 2016 Fiat Lux Featured Trade: (JULY 6 GLOBAL STRATEGY WEBINAR), (MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (CGW), (PHO), (RSX), (GOOGL), (CSCO), (FXI), (XLK), (WHY THE JGB MARKET MAY BE READY TO COLLAPSE), (FXY), (YCS), (DXJ) Guggenheim S&P Global Water ETF (CGW) PowerShares Water Resources ETF (PHO) VanEck Vectors
I have always considered the US military to have one of the world?s greatest research organizations. The frustrating thing is that their ?clients? only consist of the President and a handful of three and four star generals.So I thought that I would review my notes from a dinner I had with General James E. Cartwright,
When I first arrived in Japan in 1974, international investors widely expected the country to collapse, a casualty of the overnight quadrupling of oil prices from $3 per barrel to $12, and the global recession that followed.Japanese borrowers were only able to tap foreign debt markets by paying a 200 basis point premium to the
?Free choice is not relevant in financial markets because there are too many players. A stock with a million holders is much more predictable than one with five.? said Charles Nenner, of Charles Nenner Research in Amsterdam.
Global Market Comments June 30, 2016 Fiat Lux Featured Trade: (JULY 9 FLORENCE, ITALY GLOBAL STRATEGY LUNCHEON), (THE BUY AND FORGET PORTFOLIO), (SPY), (IXUS), (EEM), (VNQ), (TLT), (TIP) ?SPDR S&P 500 ETF (SPY) iShares Core MSCI Total Intl Stk (IXUS) iShares MSCI Emerging Markets (EEM) Vanguard REIT ETF (VNQ) iShares 20+ Year Treasury Bond (TLT)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Florence, Italy on Saturday, July 9, 2016.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, foreign currencies, commodities, precious metals,
Global Market Comments June 29, 2015 Fiat Lux Featured Trade: (JULY 22 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (CATCHING UP WITH DOWNTON ABBEY) (TESTIMONIAL)
I decided to flee the madness in London for a day and visit some old friends in the countryside, the 8th Earl and Countess of Carnarvon.The late 7th Earl was an early investor in my first hedge fund and I have kept in touch with the family ever since.His grandfather, the 5th Earl gained fame
A belated thank you for the time you provided to all of us at the Las Vegas Strategy Luncheon back in May.? My apologies for not submitting a prompter response.I am the Air Force C-17 pilot from Seattle; you graciously gave me additional time on your walk back to the room during the SALT Conference.?
?If the yen goes to ?150, what does Toyota do to Ford?? said Barry Sternlicht, CEO of the private equity firm, Starwood Capital.
Global Market Comments June 28, 2016 Fiat Lux (EMERGENCY UPDATE) Featured Trade: (JOHN THOMAS RETAINED BY THE BRITISH GOVERNMENT)
I have just been retained by the British government to explore ways for the United Kingdom to remain within the European Community. Needless to say, this means that I will be extending my stay in London for an extra week, save for a brief jump across the Irish Sea for my Dublin Global Strategy Luncheon
Global Market Comments June 28, 2016 Fiat Lux Featured Trade: (THE BEST FINANCIAL BOOK EVER), (A DAY WITH TOM FRIEDMAN OF THE NEW YORK TIMES), (THOUGHTS AT SEA ABOARD THE QE2-PART I)
Location: 48 degrees, 02.12 minutes North, 043 degrees, 42.08 minutes West, or 1,421 nautical miles ENE of New York.The Queen Mary 2 is currently plowing its way through a massive fog bank a thousand miles thick, sounding the foghorn every two minutes. Visibility is less than 100 yards, and the waves are a rough 12
?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.?