Author Archives: Mad Hedge Fund Trader

Here is Your Next Decade Long Play

The urgent question of the day is, WHICH stocks do you buy and forget about for good? The answer is very simple. You buy cheap ones. And what are the cheapest stocks out there? Commodity stocks. My friend, Jim Umpleby, said that we are just entering a ten-year super cycle in commodities. Jim should know. […]

Looking at the Large Numbers

I friend of mine asked me what the Global Money supply was. I just so happen to know that number. It is around $100 trillion. That includes the world’s total M2 money supply, all the physical cash in circulation, plus deposits, promissory notes, and other liquid money instruments. Writing for The Economist magazine in London […]

A Different View of the US

My mother lives in Pakistan, my daughter in Greece, and I have a ski chalet in Peru. What’s more, I have strategy luncheons planned for Australia, Thailand, and Turkey. At least these would be my conclusions after looking at a map prepared by my esteemed former employer, The Economist magazine in London, of the United […]

The Government’s War on Money

When I lived as a student in West Berlin during the 1960s, I had a nice little side business. I organized weekend walking tours through the Berlin Wall at Checkpoint Charlie to visit East Berlin for American students who were too afraid to go alone. To pay for it, I smuggled in my boots lots […]