It seems that all you hear about these days is deflation. That is certainly what the bond market is telling us, with my screen blaring at me a miserable 2.10% yield for the ten year Treasury bond. But there is a new definition for this economic malady that applies to us hapless consumers. In the
George Friedman, geopolitical forecaster and founder of the Austin, Texas based private intelligence firm, STRATFOR Global Intelligence (click here for website), delivers a fascinating list of future political, military, and economic scenarios in his new book, The Next 100 years: A Forecast for the 21st Century. Friedman claims the current Islamic assault on the West
Global Market Comments June 7, 2013 Fiat Lux Featured Trade: (AUGUST 1 MYKONOS, GREECE STRATEGY LUNCHEON), (JUNE 12 GLOBAL STRATEGY WEBINAR), (NEW NUCLEAR DEMOLISHED BY NEW NATURAL GAS), (UNG), (NLR), (CCJ), (DUK), (NRG), (DRU), (MAKE YOUR NEXT KILLING IN AFRICA), (AFK), (GAF) United States Natural Gas (UNG) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation
Come join John Thomas for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting on the Greek island of Mykonos in the Aegean Sea on Thursday, August 1, 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I?ll be giving
Four years ago, the dreams of a nuclear renaissance seemed close to coming to fruition. President Obama supported it. Congress passed a raft of new subsidies, tax breaks, liability caps, and cost overrun indemnifications, to grease the works. The goal was to bring the private sector back in a non-oil, non-carbon energy source which had
Feel like investing in a state sponsor of terrorism? How about a country whose leaders have stolen $400 billion in the last decade and has seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers the world?s highest AIDS rate, regularly endures
Global Market Comments June 6, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (WHERE?S THIS MARKET BOTTOM?), (SPX), (DXJ), (FXY), ($NIKK), (THE ONE SAFE PLACE IN REAL ESTATE) S&P 500 Index (SPX) WisdomTree Japan Hedged Equity (DXJ) CurrencyShares Japanese Yen Trust (FXY) Nikkei Index ($NIKK)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in London on Monday, July 8, 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I?ll be giving you my up to date view on stocks, bonds,
After yesterday?s 217 point swoon, the S&P 500 (SPX) has fallen 4.3% from its late May peak. It looks like the ?Sell in May? crowd is having the last laugh after all, of which I was one. Is this a modest 5% correction in a continuing bull market? Or is it the beginning of a
I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US from 300 million to 400 million, according to data released by the US Census Bureau and the CIA fact Book
Global Market Comments June 5, 2013 Fiat Lux Featured Trade: (JULY 2 NEW YORK STRATEGY LUNCHEON), (WELCOME TO THE SACK OF ROME), (TLT), (TBT), (LQD), (MUB), (VNQ), (KMP), (BREAKFAST WITH FED GOVERNOR BOB McTEER) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares iBoxx $ Invest Grade Corp Bond (LQD)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Seminar, which I will be conducting in New York, NY on Tuesday, July 2, 2013. An excellent three-course lunch will be provided. A PowerPoint presentation will be followed by an extended question and answer period. I?ll be giving you my up to
Let?s face it, the carnage in the bond markets in May outdid the sack of Rome. Not only did the Treasury bonds (TLT) get hit. The entire high yield space was slaughtered, including corporates (LQD), junk bonds (JNK), REITS (VNQ), master limited partnerships (KMP), municipal bonds (MUB), and high dividend equities. Anything that looked and
Global Market Comments June 4, 2013 Fiat Lux Featured Trade: (AUGUST 9 ZERMATT STRATEGY SEMINAR), (BREAKFAST WITH PIMCO?S MOHAMED EL-ERIAN), (TAKE A RIDE IN THE NEW SHORT JUNK ETF), (JNK), (SJB), (CORN), (TBT) SPDR Barclays High Yield Bond (JNK) ProShares Short High Yield (SJB) Teucrium Corn (CORN) ProShares UltraShort 20+ Year Treasury (TBT)
Come join me for the Mad Hedge Fund Trader?s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, August 9, 2012. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and schnapps will be
Global Market Comments June 3, 2013 Fiat Lux Featured Trade: (HARRY S. DENT, JR. ON HEDGE FUND RADIO), (SPY), (IWM), (UUP), (GLD), (SLV), (USO), (XLE), (TLT) (A RELIGIOUS EXPERIENCE) SPDR S&P 500 (SPY) iShares Russell 2000 Index (IWM) PowerShares DB US Dollar Index Bullish (UUP) SPDR Gold Shares (GLD) iShares Silver Trust (SLV) United States
Your stock portfolio will get decimated by a stock market crash that could take the Dow average down 60% to 6,000 or lower. There will be no place to hide, as gold, silver, oil, real estate will see declines of similar magnitude. Given the fresh dose of uncertainty besieging the markets these days, I thought
A couple times a year, I feel the need to abandon civilization and contemplate the meaning of life, while accomplishing a great physical challenge. For me, this is a mandatory religious experience. That?s why I was up at Lake Tahoe last week, completing a 100 mile hike in eight days, mostly over 8,000 feet, carrying
Global Market Comments May 31, 2013 Fiat Lux Featured Trade: (UPDATED 2013 STRATEGY LUNCHEON SCHEDULE), (WHY JIM CHANOS IS WRONG ON CHINA), (FXI), (CYB) (DRINKS WITH ROBERT REICH), (BECOME MY FACEBOOK FRIEND) iShares FTSE China 25 Index Fund (FXI) WisdomTree Chinese Yuan (CYB)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Updates, which I will be conducting throughout Europe during the summer of 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I?ll be giving you my up to date view on stocks, bonds,