Global Market Comments
November 21, 2017
Fiat Lux
Featured Trade:
(DON'T LET THOSE UNICORNS BITE YOU IN THE ASS),
(APRN), (SNAP), (GPRO), (SQ), (TSLA),
(TESTIMONIAL)
Global Market Comments
November 21, 2017
Fiat Lux
Featured Trade:
(DON'T LET THOSE UNICORNS BITE YOU IN THE ASS),
(APRN), (SNAP), (GPRO), (SQ), (TSLA),
(TESTIMONIAL)
From the start, I have really enjoyed the newsletters and webinars. My day begins at 0700 AM reading about your global adventures with a big smile.
And you keep amazing me with your financial skills and somehow always seem to surprise me with an original market view and a constant stream of new stock discoveries.
With your guidance I am now actually making money, although my trading skills are still lousy. I know you have heard this so many times, but it feels like a honour to look over your shoulders.
I really feel lucky and privileged, that I found you!
Rolf
The Netherlands
Global Market Comments
November 20, 2017
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, OR
DUCKING THAT PUNCH),
($INDU), (TLT), (BITCOIN), (UUP), (JNK), (SJB),
(SIGN UP NOW FOR TEXT MESSAGING OF TRADE ALERTS)
As a large number of new subscribers just poured in, I invite them to sign up for our text messaging service.
Paid subscribers are able to receive instantaneous text messages of my proprietary Trade Alerts. This eliminates frustrating delays caused by traffic surges on the Internet itself, and by your local server.
This service is provided free to paid members of the Global Trading Dispatch or Mad Hedge Fund Trader Pro.
To activate your free service, please contact our customer support team at support@madhedgefundtrader.com. In your request, please insert "Free Trade Alerts" as the subject, include your mobile number and if you are located outside the United States then please include your country code.
Time is of the essence in the volatile markets. Individual traders need to grab every advantage they can. This is an important one.
Good luck and good trading.
John Thomas
Global Market Comments
November 17, 2017
Fiat Lux
Featured Trade:
(WHY ENERGY WILL MAKE YOUR 2018 PERFORMANCE),
(USO), (XOM), (CVX), (OXY), (EPD), (AMLP), (MPLX),
(WHY YOUR OTHER INVESTMENT NEWSLETTER IS SO DANGEROUS)
Global Market Comments
November 16, 2017
Fiat Lux
Featured Trade:
(STANDBY FOR THE COMING GOLDEN AGE OF INVESTMENT),
(SPY), (INDU), (FXE), (FXY), (UNG), (EEM), (USO),
(TLT), (NSANY), (TSLA)
"By historic, fundamental measures, stocks are extremely high. PE multiples are at 100 years highs. But if you look at stock prices relative to interest rates, they are exactly where they should be" said hedge fund legend, Stanley Druckenmiller.
Global Market Comments
November 15, 2017
Fiat Lux
Featured Trade:
(NVIDIA REPORTS...STOCK ROCKETS, AGAIN),
(NVDA), (IBM), (HPQ), (TSLA), (DVMT),
(IS USA, INC. A "SELL")
What would happen if I recommended a stock that had no profits, was losing billions of dollars a year, and had a net worth of negative $44 trillion?
Chances are, you would cancel your subscription to the Mad Hedge Fund Trader, demand a refund, unfriend me on Facebook, and unfollow me on Twitter.
Yet, that is precisely what my former colleague at Morgan Stanley, technology guru Mary Meeker, did.
Now a partner at venture capital giant, Kleiner Perkins, Mary has brought her formidable analytical talents to bear on analyzing the United States of America as a stand-alone corporation.
The bottom line: the challenges are so great they would daunt the best turnaround expert. The good news is that our problems are not hopeless or unsolvable.
The US government was a miniscule affair until the Great Depression and WWII, when it exploded in size. Since 1965 when Lyndon Johnson's "Great Society" egan, GDP rose by 2.7 times, while entitlement spending leapt by 11.1 times.
If current trends continue, the Congressional Budget Office says that entitlements and interest payments will exceed all federal revenues by 2025.
Of course, the biggest problem is health care spending which will see no solution until health care costs are somehow capped. Despite spending more than any other nation, we get one of the worst results, with lagging quality of life, life span, and infant mortality.
Some 28% of Medicare spending is devoted to a recipient's final four months of life. Somewhere, there are emergency room cardiologists making a fortune off of this. A night in an American hospital costs 500% more than in any other country.
Social Security is an easier fix. Since it started in 1935, life expectancy has risen by 26% to 78, while the retirement age is up only 3% to 66. Any reforms have to involve raising the retirement age to at least 70 and means testing recipients.
The solutions to our other problems are simple, but require political suicide for those making the case.
For example, you could eliminate all tax deductions, including those for home mortgage interest, charitable contributions, IRA contributions, dependents, and medical expenses. That would raise $1 trillion a year, and more than wipe out the current budget deficit in one fell swoop.
Mary reminds us that government spending on technology laid the foundations of our modern economy. If the old DARPANET had not been funded during the 1960s, Google, Yahoo, EBay, Facebook, Cisco, and Oracle would be missing in action today.
Global Positioning Systems (GPS) were also invented by and are still run by the government. They have been another great wellspring of profits (I got to use it during the 1980s while flying across Greenland when it was still top secret).
There are a few gaping holes in Mary's "thought experiment". I doubt she knows that the Treasury Department carries the value of America's gold reserves, the world's largest at 8,965 tons worth $576 billion, at only $34 an ounce versus an actual current market price of $1,280.
Nor is she aware that our ten aircraft carriers are valued at $1 each, against an actual cost of $5 billion each in today's dollars. And what is Yosemite worth on the open market, or Yellowstone, or the Grand Canyon or the Grand Tetons? These all render her net worth calculations meaningless.
Mary expounds at length on her analysis, which you can buy in a book entitled USA Inc. at Amazon by clicking here.
"The rule of thumb is to do your homework, do your analysis, don't give up prudent risk management for the sake of certain fads. Look for real valuations, and stay true to your time frames," said Marc Chandler, the global head of currency strategy at Brown Brothers Harriman.
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