With covid cases down 98% in two months and headed much lower, it is time for me to re-introduce the Mad Hedge Seminar at Sea. I firmly believe that the pandemic will be over by the summer, and what better way to celebrate than with an elegant Norwegian fiord cruise. Come join me on Cunard
Global Market Comments May 11, 2022 Fiat Lux Featured Trade: (JOIN ME ON CUNARD’S MS QUEEN VICTORIA FOR MY JULY 9, 2022 SEMINAR AT SEA)
Global Market Comments May 10, 2022 Fiat Lux Featured Trade: (MAY 4 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (ROM), (ARKK), (LMT), (RTN), (USO), (AAPL), (BRKB), (TLT), (TBT), (HYG), (AMZN)
Below please find subscribers’ Q&A for the May 4 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley. Q: How confident are you to jump into stocks right now? A: Not confident at all. If you look at all of my positions, they’re very deep in the money and fully hedged—I have longs
"20 years ago, I could read the Wall Street Journal every morning and feel that I knew enough to at least start my day. That is no longer true," said technology guru and venture capital investor, Roger McNamee.
Global Market Comments May 9, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HEADED FOR THE LEPER COLONY), (SPY), (TLT), (TBT), (BRKB), (TSLA), (GLD), (AAPL), (GOOGL), (MSFT), (NVDA)
My worst-case scenario for the S&P 500 this year was a dive of 20%. We are now off by 14%. And of course, most stocks are down a lot more than that. Which means that we are getting close to the tag ends of this move. The kind of wild, daily 1,000-point move up and
Global Market Comments May 5, 2022 Fiat Lux Featured Trade: (A NOTE ON OPTIONS CALLED AWAY) (TLT), (BRKB), (SPY), (CCJ), (GLD)
Global Market Comments May 4, 2022 Fiat Lux Featured Trade: (I HAVE AN OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (SOME SAGE ADVICE ON ASSET ALLOCATION)
“The bubble is in the bond market, not the stock market,” said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990s hedge fund.
Global Trading Dispatch May 3, 2022 Fiat Lux Featured Trade: (FRIDAY, MAY 20 SAN FRANCISCO STRATEGY LUNCHEON) (A BUY WRITE PRIMER), (AAPL)
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, May 20, 2016. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies,
Global Market Comments May 2, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE MARKETS CONTINUE THEIR HEADLONG RUSH TO “CHEAP”) (SPY), (TLT), (TBT), (CCJ), (FCX), (GOLD), (VIX), (BRKB)
As I expected, the markets have continued their march to “cheap”, with the price-earnings multiple plunging in a week from 19X to 17X. This has occurred both through rising earnings and falling share prices. “Cheap,” is now within range, a mere 10% drop in the (SPX) to $3,800 only 10% away, taking us to a
A friend of mine asked me what the Global Money supply was. I just so happen to know that number. It is $100 trillion. That includes the world's total M2 money supply, all the physical cash in circulation plus deposits, promissory notes, and other liquid money instruments. Writing for The Economist magazine in London for
Global Market Comments April 29, 2022 Fiat Lux Featured Trade: (LOOKING AT THE LARGE NUMBERS) (TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)
Global Market Comments April 28, 2022 Fiat Lux Featured Trade: (WHY SPAC’S ARE A SCAM) (PSTH), (SPAK), (NKLA)
Global Market Comments April 27, 2022 Fiat Lux Featured Trade: (WATCH THE JOHN THOMAS LIBRARY OF CONGRESS INTERVIEW) (PLEASE USE MY FREE DATABASE SEARCH)
Global Market Comments April 26, 2022 Fiat Lux Featured Trade: (FRIDAY, MAY 20 SAN FRANCISCO STRATEGY LUNCHEON) (FLYING THE 1929 TRAVEL AIR D4D, or WHY YOU NEVER WANT TO FLY WITH JOHN THOMAS)
When you make millions of dollars for your clients, you get a lot of pretty interesting invitations. $5,000 cases of wine, lunches on superyachts, free tickets to the Olympics, and dates with movie stars (Hi, Cybil!). So it was in that spirit that I made my way down to the beachside community of Oxnard, California