John Thomas | TalkMarkets | Page 5
Hedge Fund Executive
Contributor's Links: Mad Hedge Fund Trader
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in ...more

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The Great Rotation Continues
The leading technology companies are still trading poorly. They may have another 5% to the downside. But it’s too late to sell them short.
Is The Great Rotation Upon Us?
Is the great rotation upon us? Or is this the umpteenth head fake of 2017?
Market Outlook For The Week Of August 15th
If the massive crowding of vacation destinations is any indicator of the health of the economy, business is booming. Here at Incline Village, Nevada the state beaches on pristine Lake Tahoe are closing at 10:00 AM because the parking lots are full.
An Update To The Economist “Big Mac” Foreign Exchange Index
My former employer, The Economist, has released its new “Big Mac” index of international currency valuations.
A Very Bright Spot In Real Estate
By 2050 the population of California will soar from 37 million to 50 million, and that of the US from 300 million to 400 million. That means enormous demand for the low end of the housing market, apartments in multi-family dwellings.
Time To Rotate From Defensives To Cyclicals
As difficult as this may be to believe, we have had a defensive, “RISK OFF” stock market for most of 2016.
How CRISPR Technology May Save Your Life
Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR). Memorize this term, and put it on a post it note on your computer. It may save your life some day, if not add decades to it. And it could also make you a multimillionaire.
Why The Bull Market Is Alive And Well
The perma bears are always out there in force, and with the memories of the 2008 crash still fresh and painful, the fears of a sudden market meltdown are constant and ever present.
What’s On Your Plate For The Week Of August 8th?
The week will kick off further discounting the barn-burner July Nonfarm Payroll Report, which reeled in a healthy 255,000 new jobs. The economy has now added jobs for seventy consecutive months, the longest such streak in history.
The American Onshoring Trend Is Gaining Momentum
Onshoring, the return of US manufacturing from abroad, is rapidly gathering steam. Get onshoring right and all of a sudden sector selection and rotation become a piece of cake.
Are Stocks Now The New Bonds?
The Q2 GDP figure of 1.2% released by the Department of Commerce on Friday couldn’t have been more dismal. What’s worse, Q1 GDP was revised down from 1.1% to 0.8%. All asset classes behaved in a classic “RISK OFF” fashion, except for one: Stocks.
Blame It All On The Risk Parity Traders
Investment advisors everywhere are bemoaning the shenanigans of high frequency traders, offshore hedge funds, and the Chinese for the recent volatility of the market that has been scaring the living daylights out of their clients.
What’s On Your Plate For The Week Of July 25, 2016?
The summer doldrums are back! That is the only conclusion one can draw after observing the market action last week. As I expected, last week stopped the monster stock market rally in its tracks.
Potential Black Swans Of 2016
Let me make this clear. These are not forecasts, predictions, or prognostications. They are not even guesses. They are events which have a very low probability of occurring, but which can have an extremely large market impact if they do.
The Volatility Bottom Is In
On Wednesday I voiced my opinion that, after hitting a decade low at $11.35, the Volatility Index (VIX) would go no lower.
Watch Out For The August Stock Market Correction
U.S. stocks are now more overbought than any time in their history. Price earnings multiples at 20X in a 2% a year growth economy is unheard of. The geopolitical backdrop is worsening, with black swans arriving weekly.
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