LATEST INSTABLOGS POSTS

  • Last Chance to Attend The July 7 Los Angeles Strategy Luncheon
    Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on Thursday, July 7, 2011 at 12:00 noon. A three course lunch will be followed by a 30 minute PowerPoint presentation and a 45 minute question and answer period.... More »
    Jul. 6, 2011
  • Quote of the Day
    “We have few, if any spare tires left,” said Mohamed El-Erian, CIO of mega bond house PIMCO, about the nail studded road ahead for the US
    Jul. 6, 2011
  • Report From Europe, Part I
    I write this to you from my double suite on the Orient Express crossing the Swiss Alps. My manservant, Charles, is off fetching a cup of tea and steam pressing my white dinner jacket for tonight’s luxury feast. Customs at London’s Heathrow airport was a breeze, and the new express... More »
    Jul. 6, 2011
  • Ambush in the Oil Market
    The most significant development in the financial markets during my recent sojourns in Europe was the International Energy Agency’s shocking release of strategic petroleum reserves. Unprecedented during peacetime, the move caught oil traders completely by surprise and prompted an immediate... More »
    Jul. 6, 2011
  • The Mad Hedge Fund Trader’s July 18 Chicago Strategy Luncheon
    Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Thursday, July 18, 2010. A three course lunch will be followed by a 30 minute PowerPoint presentation and a one hour question and answer period. I’ll be giving you... More »
    Jul. 6, 2011
  • Quote of the Day
    “We’ve seen the S&P 500 drop 50% twice in the last decade. That is the new normal”, said Richard Kang of Emerging Global Advisors.
    Jul. 6, 2011
  • Why We Need Six New Saudi Arabia’s
     I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye opening things to say about the energy space. The IEA was first set up as a counterweight to OPEC during the oil crisis in 1974, and has... More »
    Jul. 6, 2011
  • Keep Indonesia on your Radar.
    If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim country offers a combination that I love, a population with great demographics that is also a major energy and commodities exporter.... More »
    Jul. 6, 2011
  • Who is Ben Bernanke?
    Since nothing less than the fate of the free world depends on the judgment of Ben Bernanke these days, I thought I’d touch base with David Wessel, the Wall Street Journal economics editor, who has just published In Fed We Trust: Ben Bernanke’s War on the Great Panic. I doubted David... More »
    Jul. 6, 2011
  • Enjoy the Dollar Rally While it Lasts.
    Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and... More »
    Jul. 6, 2011