Global Market Comments
November 23, 2015
Fiat Lux
Featured Trade:
(THE ?INTRODUCTION TO RISK MANAGEMENT? TRAINING VIDEO IS POSTED),
(THERE ARE NO GURUS),
(THE FUSION IN YOUR FUTURE),
(TESTIMONIAL)
Expect to hear a lot about ignition in the next year. No, I don?t mean the rebuilt ignition for the beat up ?68 Cadillac El Dorado up on blocks in your front yard.
I?m referring to the inauguration of the National Ignition Facility next door to me at Lawrence Livermore National Labs in Livermore, California.
Mention California to most people, and images of love beads, tie died T-shirts, and Birkenstocks come to mind. But it is also the home of the hydrogen bomb, which was originally designed amid the vineyards and cow pastures of this bucolic suburb.
The thinking at the time was that if someone accidentally flipped the wrong switch, it wouldn?t blow up San Francisco, or more importantly, Berkeley.
The $5 billion project aims 192 lasers at a BB sized piece of frozen hydrogen, using fusion to convert it to helium and unlimited amounts of clean energy.
The heat released by this process reaches 100 million degrees, hotter than the core of the sun, and will be used to fuel conventional steam electric power plants.
There is no need for a four foot thick reinforced concrete containment structure that accounts for half the construction cost of conventional nuclear plants. The entire facility is housed in a large warehouse.
The raw material is seawater, and a byproduct is liquid hydrogen, which can be used to fuel cars, trucks, and aircraft. If this all sounds like it is out of Star Trek, you?d be right.
I worked with these guys in the early seventies, back when math was used to make things, and before it was used to game financial markets, and I can tell you, there is not a smarter and more dedicated bunch of people on the planet.
If it works, we will get unlimited amounts of clean energy for low cost in about 20 years. Oil will only be used to make plastics and fertilizer, taking the price down to $10 for domestic production only.
The crude left in the Middle East will become worthless. Lumps of coal will only be found in museums, or in jewelry, its original use. If it doesn?t work, it will melt the adjacent Mt. Diablo and take me with it.
If you don?t get your newsletter tomorrow, you?ll know what happened. Now what is this switch for?
Global Market Comments
November 20, 2015
Fiat Lux
Featured Trade:
(TRADING THE KENNEDY ASSASSINATION)
Global Market Comments
November 19, 2015
Fiat Lux
Featured Trade:
(THE BUY AND FORGET PORTFOLIO),
(SPY), (IXUS), (EEM), (VNQ), (TLT), (TIP)
(GRAPES OF WRATH REDUX),
(TESTIMONIAL)
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)
iShares TIPS Bond (TIP)
It?s another sign of the times when the weekend fruit picker population has doubled by people hard hit by the economy,?looking to save money on food costs.
After driving through miles of undulating brown hills studded with oak trees, passing mile upon mile of horse ranches, rusted out cars, and abandoned mobile homes, you come to Brentwood, the fruit capital of Northern California.
There, thousands of families, half from Asia, harvesting ripe Bing cherries and peaches at the wholesale price of $1 a pound, fruit that normally costs $6 a pound at the supermarket.
It all is a great opportunity to teach young kids the value of hard work, and where their food comes from. Anything you eat in the orchard is free, an old California tradition. No doubt none of these people are counted in the government?s employment statistics. It?s all a sign of the snowballing ?local? food movement, where California has been a leader.
It is all a great deal if you don?t mind having purple fingertips at the end of the day. Just watch out for the cars pulled over on the side of the road on the way home, their occupants puking out all their excess cherries.
In a nod to the 21st century, growers in this Grapes of Wrath industry compile lists of email addresses, and notify their itinerant fruit pickers which crops are ready for harvest via the internet. Also on the calendar this season are grapes, apples, apricots, plums, loquats, nectarines, mandarin oranges, and wheel chair accessible walnuts (?).
At the end of each harvest, professional crews sweep through and pick up what?s left, if the prices will bear it. If you wonder why we put up with the earthquakes, high taxes, gridlocked politics, and a non-functioning state government, this is the reason.
By the way, does anyone know what to do with 50 pounds of cherries? Send me your recipes.
Global Market Comments
November 18, 2015
Fiat Lux
Featured Trade:
(INTRODUCING THE MAD HEDGE FUND TRADER EXECUTIVE SERVICE),
(WHY WARREN BUFFETT HATES GOLD),
(GLD), (GDX), (ABX)
SPDR Gold Trust (GLD)
Market Vectors ETF Trust - Market Vectors Gold Miners ETF (GDX)
Barrick Gold Corporation (ABX)
I am pleased to announce the launch of the Mad Hedge Fund Trader Executive Service, a program that is aimed at our most valuable clients.
The goal is to provide high net worth individuals with the extra degree of assistance they may require in managing diversified portfolios. Tax, political, and economic issues will all be covered.
It is also the ideal service for the small and medium sized hedge fund that lacks the resources to support their own in-house global strategist full time.
The service includes the following:
1) A risk analysis of your own personal portfolio with the goal of focusing your investment in the highest return sectors for the long term.
2) A monthly phone call from John Thomas to update you on the current state of play in the global financial markets.
3) Personal meetings with John Thomas anywhere in the world once a year to continue your in depth discussions.
4) A subscription to Mad Hedge Fund Trader PRO.
The cost for this highly personalized, bespoke service is $10,000 a year.
To best take advantage of Mad Hedge Fund Trader Executive Service, you should possess the following:
1) Be an existing subscriber the Mad Hedge Fund Trader PRO who is already well aware of our strengths and limitations.
2) Have a liquid net worth of over $500,000.
3) Possess a degree of knowledge and sophistication of financial markets. This is NOT for beginners.
As my time is limited, we can only provide the Mad Hedge Fund Trader Executive Service to the first ten subscribers.
To subscribe to Mad Hedge Fund Trader Executive Service please click link: https://www.madhedgefundtrader.com/pro-exec.
Global Market Comments
November 17, 2015
Fiat Lux
Featured Trade:
(NOVEMBER 18 GLOBAL STRATEGY WEBINAR),
(THE PARIS ATTACKS AND YOUR PORTFOLIO),
(FXE) (EUO)
CurrencyShares Euro ETF (FXE)
ProShares UltraShort Euro (EUO)
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