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The Mesh Report - 3/12 - Mad Hedge Fund Trader

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Here Comes Your Next Black Swan

Here Comes Your Next Black Swan

John Thomas July 27, 2017 Comments Off on Here Comes Your Next Black Swan

The Dow Average just hit my target for the end of 2017, up 12%, including dividends My Mad Hedge Market Timing Index is just short of a new high for the year at 78.

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Ten Stocks to Buy on the Dip

Ten Stocks to Buy on the Dip

John Thomas July 26, 2017 Comments Off on Ten Stocks to Buy on the Dip

If we do get another 5% correction in stocks in August, it is best to have your “BUY” list on the table and ready to go. That way you don’t have to waste time

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Why I Have Become So Boring

Why I Have Become So Boring

John Thomas July 25, 2017 Comments Off on Why I Have Become So Boring

I have recently received a few complaints from readers that I have become boring. I have to confess that they are right. I am not a person who boredom comes to easily. I???m the

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It’s All About Who You Know

It’s All About Who You Know

John Thomas July 24, 2017 Comments Off on It’s All About Who You Know

YOU have just become the big winner of the latest reshuffle of White House personnel. No, this is not the result of your own Machiavellian skills in intrigue, backstabbing, and betrayal. You have ME

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Here is Your “RISK OFF” Portfolio for August

Here is Your “RISK OFF” Portfolio for August

John Thomas July 21, 2017 Comments Off on Here is Your “RISK OFF” Portfolio for August

With the expiration of my final July options position in Goldman Sachs (GS) today, I am on the verge of taking my model trading portfolio to a rare 100% cash position. Despite a lot

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What We Learned from the Goldman Sachs Earnings Report

What We Learned from the Goldman Sachs Earnings Report

John Thomas July 20, 2017 Comments Off on What We Learned from the Goldman Sachs Earnings Report

Trading is hard. But then, I could have told you that. That is the great revelation from yesterday’s Goldman Sachs (GS) Q2 earnings report. The Wall Street giant saw profit of $3.95 per share

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Why No One Hears the Alarm Bells

Why No One Hears the Alarm Bells

John Thomas July 17, 2017 Comments Off on Why No One Hears the Alarm Bells

Alarm Bells are ringing everywhere in the hedge fund industry. The problem is that no one seems to hear them. Liquidity, Liquidity, liquidity. That’s all you need to know about this market. Chaos in

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The Declining America Myth

The Declining America Myth

John Thomas July 14, 2017 Comments Off on The Declining America Myth

It seems that it has become fashionable to bash America these days

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The Wonders of Option Spreads

The Wonders of Option Spreads

John Thomas July 13, 2017 Comments Off on The Wonders of Option Spreads

This year, it’s all about risk control. Ignore it at you peril. So I thought it timely to review trade structures that allow you to maximize your profits, while minimizing your risk. Again, the

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Are Junk Bonds Peaking?

Are Junk Bonds Peaking?

John Thomas July 12, 2017 Comments Off on Are Junk Bonds Peaking?

There is no happier corner of the fixed income universe than junk bonds (JNK), (HYG), which have been soaring like a bat out of hell for the past eight years. Average yields for the

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