Thoughts From the Frontline, Strategic Investor Conference

2 posts tagged with “Strategic Investor Conference”.

Trading With the Big Boys

January 30, 2009

This week we are going to do something a little different. I am in Bermuda taking a little weekend R&R after a speech, as well as working on my book. There is not the time for the usual letter this week, but I have asked Barry Ritholtz to write about his new trading program, FusionIQ, for reasons I will talk about below.

But first, and quickly, if you are planning on attending my Strategic Investment Conference this April 2-4 you need to act soon. You can get more details at the end of the letter. And the first of the "Conversations with John Mauldin" is up. We recorded it this week, with Ed Easterling and Dr. Lacy Hunt. I thought it went very well for an inaugural talk. The transcript is there already. For those who have subscribed, you should have received an email and be able to log in and listen or read the transcript. And I welcome feedback as we launch this new service. And I want to thank Tiffani, Ryan, and Anne in my office, who have worked long hours getting this ready. There is a lot of back-room work that has to be done to make something like this available, and I am happy to have their support.

Warning: This e-letter is about a new trading platform that I think is interesting. While not trying to be promotional, it will offer you a product at the end. As I write below, there is reason to think about what tools other are using when you are trading against them; but for those of you who are looking for economic analysis, skip this and wait till next week, when I am back in the office. For the rest of us, let's jump right in.


2008: Annus Horribilis, RIP

January 2, 2009

I meant to take yet another Friday away from my writing, but as I am researching for next week's annual prediction issue, there is so much material that begs to be covered that I thought I would put out a short letter with 3 or 4 points as a preface to my prognostications of next week.

This week we look at a very interesting, if not altogether encouraging, piece of research on the length and severity of recessions that come during periods of financial crisis, which can apply to not just the US but all countries that are involved in the current crisis. But being forewarned is better than blindly stumbling through, so we will take some time to peruse it. Then we (briefly) look at the depth of the manufacturing numbers in the US, which leads us into the recent bout of earnings downgrades and some thoughts as to where that might suggest the market is going. That should be enough for this week.

But first, and quickly, my annual Strategic Investor Conference that is co-hosted by my partners Altegris Investments will be April 2-4 this year in La Jolla. We will have information out next week, but save the date in your calendar. Like last year, we expect it to sell out. We have the best line-up of speakers ever: Martin Barnes, Dr. Woody Brock, Dennis Gartman, Louis Gave, and George Friedman are already committed, and we have a few who we expect to announce soon.

And we had a large response to the Richard Russell Tribute Dinner for that Saturday night, April 4. That, too, looks like it could sell out. If you have already responded that you are interested, we will contact you shortly. If you haven't and would like to be part of a dinner honoring Richard Russell for a lifetime of service to investors through writing his Dow Theory Letters, then drop me a response and we will add you to the list of invitees. And now to the letter.