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Please Stand By John Thomas for Macro Millionaire Wednesday, July 27, 2011

Please Stand By John Thomas for Macro Millionaire Wednesday, July 27, 2011. The Webinar will begin at 12:00 pm EST. The Mad Hedge Fund Trader Waiting for the Poker Game to End. Diary of a Mad Hedge Fund Trader July 13, 2011 www.macromillionaire.com.

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Please Stand By John Thomas for Macro Millionaire Wednesday, July 27, 2011

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  1. Please Stand ByJohn Thomas for Macro MillionaireWednesday, July 27, 2011 The Webinar will begin at 12:00 pm EST
  2. The Mad Hedge Fund TraderWaiting for the Poker Game to End Diary of a Mad Hedge Fund TraderJuly 13, 2011www.macromillionaire.com
  3. Macro Millionaire Global Strategy LuncheonsBuy tickets at www.madhedgefundtrader.com Friday, September 16 Seattle Friday, Sept. 23, 2011 Las Vegas
  4. Macro Millionaire PerformanceMonday Figures *July 1.61% MTD*First 34 weeks of Trading+ 33.23%, all time high +42%26 out of 31 closed trades profitable3 open trade profitable85% success rate *Versus 13.1% for the S&P500
  5. Portfolio ReviewSticking my Toe in the Water
  6. The Economy *2.5% GDP growth looking more likely*Companies are posting great profits because they are not hiring*Jobless Claims came in up 10,000 to 418,000 *Stuck over 400,000*Deflation still a risk*Q2 GDP revision on Friday could be as low as 1%*Great cross market insights now
  7. Bonds *Five Month Rally looking tired*Waiting for a debt ceiling deal*Is a double top setting up?*Toying with a “RISK ON” trade*(TBT) could be a big trade in the second half of the year
  8. (TLT)
  9. (TBT)
  10. StocksThe glass has gone from half full back to half empty *Going nowhere, but very fast*Stuck in the 1,250-1,350 change*Positioning for a modest fall rally*Residual QE2 liquidity could give us 50-100 points to the upside*A market of one stock (AAPL)
  11. (SPY)
  12. (VIX)
  13. Apple (AAPL)
  14. The Dollar *Breakdown predicts a “RISK ON” trade*Euro breaks out to upside*Yen taking a new run at the highs don’t touch now, wait for spiketo exhaust
  15. (UUP)
  16. (FXE)
  17. (YCS)
  18. OIL *Waiting for the second shoe to drop on IEA intervention*Substantial gains by rebels in Libya on all three fronts*Natural Gas Still Putting in a bottom*Long term oil always goes up*If “RISK ON” hits, then you could get another run to $110.
  19. West Texas Intermediate
  20. Natural Gas
  21. Precious Metals *New all time high in gold flight to safety bid by Europeanscould reach $1,650 could peak on resolution of debt crisisMy long term target is $2,300*Silver breaking out to the upside pulled up by improving industrial demand*Platinum and palladium major break out on Ford earnings and global strikes
  22. Gold
  23. Silver
  24. (Platinum)
  25. Palladium
  26. The Ags *Blistering summer weather supporting prices*Late plantings still a problem*Cotton hits new low for the year
  27. (CORN)
  28. (JJG)
  29. Cotton (BAL)
  30. Real EstateMay
  31. Trade SheetThe bottom line: Toying with a “RISK ON” trade *Stocks-trade the 1250-1350 range, could hit 1400 in fall*Bonds- sell out of the money calls, sell rallies*Commodities- stand aside, missed rally*Currencies-stand aside, dollar a breaking down*Precious Metals- stand aside, too high to chase*Volatility-stand aside*The ags – wait for a bigger dip*Real estate-bouncing along a bottomNext Webinar is on Wednesday, August 10
  32. To Access my Research Data Base Please Go towww.madhedgefundtrader.com
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