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The Mesh Report - 10/15 - Mad Hedge Fund Trader

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From Boom to Bust

From Boom to Bust

John Thomas May 18, 2017 Comments Off on From Boom to Bust

For years now, I have been listening to pundits bemoan the slow rate of the current recovery, mired around 2%. Get used to it. It may be the new permanent state of affairs. You

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Mad Hedge Fund Trader Dinner with Ben Bernanke

Mad Hedge Fund Trader Dinner with Ben Bernanke

John Thomas May 17, 2017 Comments Off on Mad Hedge Fund Trader Dinner with Ben Bernanke

You would never guess in meeting Dr. Ben Bernanke that he was once one of the most powerful men in the world, indeed in all of human history. There he sat across the table

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Why Indexers Are Toast

Why Indexers Are Toast

John Thomas May 16, 2017 Comments Off on Why Indexers Are Toast

Hardly a day goes by without some market expert predicting that it’s only a matter of time before machines completely take over the stock market. Humans are about to be tossed on the dustbin

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An Evening with Bill Gates, Sr.

An Evening with Bill Gates, Sr.

John Thomas May 15, 2017 Comments Off on An Evening with Bill Gates, Sr.

I had a chat with Bill Gates, Sr. recently, co-chairman of the Bill and Melinda Gates Foundation, the world’s largest private philanthropic organization. There, a staff of 800 helps him manage $30 billion. The

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The Great American Jobs Mismatch

The Great American Jobs Mismatch

John Thomas May 12, 2017 Comments Off on The Great American Jobs Mismatch

With the Weekly Jobless Claims hitting a new 43 year low at 236,000 this morning, it’s time to review the state of the US labor market. Yes, I know this research piece isn’t going

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Now What Do We Do About Apple?

Now What Do We Do About Apple?

John Thomas May 11, 2017 Comments Off on Now What Do We Do About Apple?

It is the world’s largest company. It is the planet’s most widely owned stock. Of the 200 million Americans who possess financial assets, probably all of them own Apple (AAPL), either directly through a

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The Great Volatility Crash

The Great Volatility Crash

John Thomas May 10, 2017 Comments Off on The Great Volatility Crash

Short term traders are amazed, aghast, and gob smacked to see the Volatility Index (VIX) trading at a new decade low of $9.70. To show you how insanely low this is, a $9.70 VIX

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The Real Estate Crash Coming to a Market Near You

The Real Estate Crash Coming to a Market Near You

John Thomas May 9, 2017 Comments Off on The Real Estate Crash Coming to a Market Near You

Hardly a day goes by when a reader doesn’t ask me when the Australian real estate bubble is going to burst. They are right to be concerned. In the table below, Sydney is ranked

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The Two Century Dollar Short

The Two Century Dollar Short

John Thomas May 8, 2017 Comments Off on The Two Century Dollar Short

Any trader will tell you the trend is your friend and the overwhelming direction for the US dollar for the last 235 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself

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How to Kill Yourself

How to Kill Yourself

John Thomas May 5, 2017 Comments Off on How to Kill Yourself

You have just been given license to slit your own wrists. No wait, that’s too graphic. How about hanging yourself? No, that’s too depressing. Perhaps a nice drug overdose? No. I’m not talking about

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