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The Mesh Report - 2/9 - Mad Hedge Fund Trader

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Be Careful Who You Snitch On

Be Careful Who You Snitch On

John Thomas July 5, 2017 Comments Off on Be Careful Who You Snitch On

Buried in the Dodd-Frank financial reform bill are massive financial rewards for turning in your boss. The SEC is hoping that multi-million dollar rewards amounting to 10%-30% of sanction amounts will drive a stampede

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Market Outlook for the Week Ahead

Market Outlook for the Week Ahead

John Thomas July 3, 2017 Comments Off on Market Outlook for the Week Ahead

Is The Great Rotation upon us? Or is this the umpteenth head fake of 2017? I am talking about the transition of the market focus from technology growth stocks to reflationary value stocks, which

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Why The “Underground” Economy is Growing

Why The “Underground” Economy is Growing

John Thomas June 29, 2017 Comments Off on Why The “Underground” Economy is Growing

There is no doubt that the “underground” economy is growing. No, I’m not talking about violent crime, drug dealing, or prostitution. Those are all largely driven by demographics, which right now, are at a

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The Mystery of the San Francisco Sublease

The Mystery of the San Francisco Sublease

John Thomas June 28, 2017 Comments Off on The Mystery of the San Francisco Sublease

Commercial real estate agents are baffled. Economists are confused. Even Federal Reserve Chairman Janet Yellen is focusing a great deal of attention on the issue. What the heck is going on with the San

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As If You Needed Another Reason to Buy Stocks

As If You Needed Another Reason to Buy Stocks

John Thomas June 27, 2017 Comments Off on As If You Needed Another Reason to Buy Stocks

“Buy it because they’re not making it any more” Used to be a popular reason to buy gold and real estate. Now the same argument can be applied to the stock market as well.

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Who Says There Aren’t Any Jobs?

Who Says There Aren’t Any Jobs?

John Thomas June 23, 2017 Comments Off on Who Says There Aren’t Any Jobs?

While recently winging my way across the South Pacific last year, I spotted an unusual job offer: WANTED: Social worker, tax free salary of $60,000 with free accommodation and transportation, no experience necessary, must

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Here is Your Top Performing Investment for the Next Five Years

Here is Your Top Performing Investment for the Next Five Years

John Thomas June 20, 2017 Comments Off on Here is Your Top Performing Investment for the Next Five Years

Will gold be your best performing asset for the next five years? Is it high growth technology stocks? Energy stocks? Or maybe biotech shares? How about French collectible postage stamps or vintage racing cars?

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The Ultra Bull Argument for Gold

The Ultra Bull Argument for Gold

John Thomas June 19, 2017 Comments Off on The Ultra Bull Argument for Gold

I have been an unmitigated bull on the price of gold since the beginning of 2016. In recent years, the world has been obsessed with yields, chasing them down to historic levels across all

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Will Gold Coins Suffer the Fate of the $10,000 Bill?

Will Gold Coins Suffer the Fate of the $10,000 Bill?

John Thomas June 16, 2017 Comments Off on Will Gold Coins Suffer the Fate of the $10,000 Bill?

The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill was a new requirement for gold dealers to file Form 1099’s for all retail sales

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Onshoring Takes another Great Leap Forward

Onshoring Takes another Great Leap Forward

John Thomas June 15, 2017 Comments Off on Onshoring Takes another Great Leap Forward

Have you tried to hire a sewing machine operator lately? I haven’t, but I have friends running major apparel companies who have (guess where I get all those tight fitting jeans?). Guess what? There

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