By the time you read this, I will be on a flight to New York City where I will meet with Concierge clients and host my Strategy Luncheon.
I will eventually end up at my chalet in Zermatt, Switzerland where I traditionally restart my year. Weather permitting, I will climb the 14,692-foot Matterhorn again. Is it seven times this year, or eight? I can’t remember.
Otherwise, I’ll rejoin Zermatt Search and Rescue again visiting old friends and pulling stranded Americans off of Alpine peaks. It seems I’m the only one up there who has a sense of humor and speaks English.
I leave you with a “mission accomplished.” We are closing out the first half up +64.39% so far in 2023. If all three remaining positions expire at max profit, we will be up +66.40%.
While most investors are only slowly becoming aware that we are in a bull market, you got the heads-up last October. Since the October 13 low, Mad Hedge has gained an awesome +76.15%! This is a year when a lot of people are wrong and YOU are right.
I have worked the hardest in my life the past year, and it is time for a break. I have also put myself through the most grueling training regimen ever, hiking 2,000 miles in torrential rains and snowshoeing another 600, all with a 50-pound pack.
Covid took a lot out of me in 2022.
Every year, it seems to get harder to keep the calendar at bay.
Getting out into the real world and soaking up new data and opinions is invaluable in shaping my own global view, and your performance benefits from it.
I will be traveling with my laptop and keeping in touch with the markets. While 18th century Internet service is passable, the bandwidth can be snail-like. So, unless I see something extraordinary, I will cut back on new Trade Alerts.
I never actually STOP working, I just change my office location from home offices in Incline Village and San Francisco, to a French castle, and Italian villa, or a Mediterranean mega yacht.
So, I deserve a break. I am risking over trading. I need to spend some time alone on a mountaintop, communing with the spirits, attempting to discover the new long-term market trends hiding themselves in the mist.
While on the road, I will continue writing my newsletter, giving you my daily dose of market insight. I will also be re-running some of my favorite research pieces from the past when my travel schedule does not allow Internet access.
This is to expose my thousands of new subscribers to the golden oldies and to remind the legacy readers who have since forgotten them.
I will be back in San Francisco in early August, glued to my screens once again for another year of toil in the salt mines. In the meantime, please feel free to email me. Concierge members can call me any time for free on WhatsApp.
In the meantime, I shall be raising a glass to all of you at dinner, the loyal readers of The Diary of a Mad Hedge Fund Trader. Salute! Prost! Kampai, and Cheers! Thanks for making this letter a huge success!
If you want to take the opportunity to meet me in person, please find my strategy luncheon schedule below. To purchase tickets for the luncheons, please go to my online store and click on the country and city of your choice.
Thursday, July 6, 12:00 PM New York City
Thursday, July 13, 12:00 PM Seminar at Sea on the Queen Mary II
Thursday, July 19, 12:00 PM London England
Friday, July 27, 3:00 PM Cortina d’Ampezzo, Italy
Thursday, August 1, 12:00 PM Florence Italy
Thursday, August 4, 12:00 PM Vienna Austria
Saturday, August 5, 12:00 PM Rome Italy
I look forward to seeing you there, and thanks for supporting my research.
John Thomas
CEO & Publisher
Diary of a Mad Hedge Fund Trader
Mad Hedge Market Timing Index
Now Which One of These is for Austria?
