Category: Trading Ideas

Personal Insights from a Global Hedge Fund Trader

This week Brad discusses his view on short and long term trading ideas, and outlines the criteria he uses to screen the companies. If you have any questions, thoughts or comments for Brad feel free to drop them here. Brad is a trading veteran with 20+ years of experience under

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Trading Floor Insights – How to Protect Against an Inevitable Risk

Recently, while going through the process of changing an insurance policy on a home I own, I was subjected to the stereotypical fear driven sales “facts”. Apparently THOUSANDS of homes each year burn to the ground! Thousands, I tell you. Hail Mary, save us from the terror. With the requisite

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Trading Floor Insights with Brad Thomas

Record debt levels, record margin levels, record central bank stimulus, and record government intervention. It certainly feels like we’re in uncharted territory. I’d be inclined to say we are experiencing record stupidity at a government level, but then I’ve read enough history to realise that this is not true. Unfortunately

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Friday Q&A: Brad Thomas – Professional Trader

We can all pretend that debt doesn’t matter. We can pretend that demographics don’t matter. We can pretend that raising taxes aids rather than frustrates an economy, and we can pretend that citizens will continue to bend over and be sodomized by central bankers. But we’ll only ever be pretending,

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Friday Q&A: Brad Thomas – Professional Trader

Recently, while corresponding with our friend Chris Mayer from the simply outstanding Mayer’s Special Situations, Chris shared with me the GMO quarterly newsletter. For those of you who are thinking GMO is something to do with crops that promise to make you sterile, or grow you another finger you’d be

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Friday Q&A: Brad Thomas – Professional Trader

I had an interesting conversation with Brad covering the global macro situation which I decided to record. I’ve excerpted a slice of it below which I felt was pertinent to the types of trades that Brad hunts for, and then we answer a couple of this week’s questions. If you

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Friday Q&A: Brad Thomas – Professional Trader

We live in a surreal world dominated by central bank interference, liquidity driven markets and simultaneous collapsing credit conditions (China) and record bond purchasing (US). As if this wasn’t enough, we have the crisis in Ukraine forcing liquidity out of Europe. Over in Japan we’re experiencing a body slam to

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Friday Q&A: Brad Thomas – Professional Trader

We are pleased to announce that a new and much-anticipated feature of Capitalist Exploits is now here. Every Friday our “head” Trader, Brad Thomas will be answering readers questions. Questions about the markets, how to trade them, how to manage risk, the macro, the micro and much in between. If

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