Jim Talks Markets

Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.

Monday, October 31, 2016

U.S. Stocks: The Generals Will Be The Last To Fall

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More U.S. stocks are down then up. The Generals, the big tech companies like Google, Amazon, Facebook are the "Generals" and will ...
Thursday, October 27, 2016

Investing: Agriculture Will Be A Exciting Place To Be Invested

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Agriculture will have a good return over the next decade. After a 30-year bear market, when it turns around it will be a exciting place to b...
Wednesday, October 26, 2016

Bearish On Bonds Anywhere In The World

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I do not really want to hold bonds anywhere in the world. If I held US government bonds on my portfolio I would get rid of them. (iShares Ba...

Trump May Win The U.S. Elections

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I suspect Donald Trump will be the winner but whoever wins the U.S. Presidential Elections it will  not be good. You better be prepared beca...
Friday, October 21, 2016

I Have Short Positions In The U.S.

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I do not have any investment on the long side or the short side in the United Kingdom. I am just watching, I am not doing anything. I have s...
Thursday, October 20, 2016

The New Natural Value For The British Pound (GBP)

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Given the fact that the debt is so very, very high, the balance of trade is so bad, the City of London is now under so much pressure, Europe...
Wednesday, October 19, 2016

The U.K. Is Facing Serious Problems

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The U.K. has big debts, the U.K. has a serious balance of trade problem that is not being corrected. I can`t see anything that can make the ...
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