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.?
Global Market Comments June 27, 2016 Fiat Lux SPECIAL BREXIT ISSUE Featured Trade: (LAST CHANCE TO ATTEND THE JUNE 29 DUBLIN, IRELAND GLOBAL STRATEGY LUNCHEON), (WHAT?S IN BREXIT FOR YOU?), (FXB), (FXE), (FXY), (TLT), (SPY), (UUP), (IBB), (PANW), (MSFT), (FB), (JNK) CurrencyShares British Pound Ster ETF (FXB) CurrencyShares Euro ETF (FXE) CurrencyShares Japanese Yen ETF
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Dublin, Ireland on Wednesday, June 29, 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,
From Your Correspondent in London The evening started out so hopefully. My old employer, the British Broadcasting Corporation, projected in bright lights, a running referendum tally on the side of the building in giant ten-foot tall numbers. When we went to bed, early results from the cities were showing a 52% to 48% margin in
Global Market Comments June 24, 2016 Fiat Lux SPECIAL TEN BAGGERS SERIES Featured Trade: (JULY 7 DUBROVNIK, CROATIA GLOBAL STRATEGY LUNCHEON), (THE TEN BAGGERS IN SOLAR ENERGY), (FSLR), (SPWR),(TSLA), (SCTY), (GOOG) First Solar, Inc. (FSLR) SunPower Corporation (SPWR) Tesla Motors, Inc. (TSLA) SolarCity Corporation (SCTY) Alphabet Inc. (GOOG)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Dubrovnik, Croatia, on Thursday, July 7, 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,
What we are seeing now is nothing less than the complete remaking of the American energy supply. It is a metamorphosis, just as, if not more, dramatic than the initial electrification of the United States launched by Thomas Edison in 1876. Think of it as a disruptive technology with a turbocharger. Eventually, the cost of
?The speed of change has accelerated tremendously. What used to happen in three years now happens in three months,? said my friend, Hewlett Packard CEO, Meg Whitman.
Global Market Comments June 23, 2016 Fiat Lux Featured Trade: (JULY 9 FLORENCE, ITALY GLOBAL STRATEGY LUNCHEON), (THE CHINA VIEW FROM 30,000 FEET), (FXI), (DBC), (DYY), (DBA), (PHO), (TRIBUTE TO A GIANT OF JOURNALISM, ROY ESSOYAN), (TESTIMONIAL) iShares China Large-Cap (FXI) PowerShares DB Commodity Tracking ETF (DBC) DB Commodity Double Long ETN (DYY) PowerShares DB
I had been filled with great sadness when I had learned of the passing of an old friend and mentor, Roy Essoyan, the former Tokyo bureau chief for the Associated Press.When I was a young, wet behind the ears financial journalist in Japan during the early seventies, Roy had the charity to take me under
?Japan has gone from Paul Volcker to Ben Bernanke overnight,? said legendary hedge fund manager, Stan Druckenmiller.
Global Market Comments June 22, 2016 Fiat Lux Featured Trade: (JULY 27 BASEL, SWITZERLAND GLOBAL STRATEGY LUNCHEON), (NOTICE TO MILITARY SUBSCRIBERS), (CHINA?S COMING DEMOGRAPHIC NIGHTMARE)