Global Market Comments
July 1, 2025
Fiat Lux
Featured Trade:
(THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED),
(COPX), (GLD), (FCX), (BHP), (RIO), (SIL),
(PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
"If horses could have voted, there never would have been cars," said my friend, Tom Friedman, a columnist at the New York Times.
Global Market Comments
June 30, 2025
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET)
(SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)
"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty," said the late British Prime Minister, Winston Churchill.
Global Market Comments
June 27, 2025
Fiat Lux
Featured Trade:
(A BUY WRITE PRIMER),
(AAPL)
"It is fine to have the longest view in the room, as long as the thing at the end of the vista is a gigantic hill of money," said John Lanchester of The New Yorker magazine.
Global Market Comments
June 26, 2025
Fiat Lux
Featured Trade:
(THE NINE WORST TRADES IN HISTORY),
(TESTIMONIAL)
“It’s really dangerous to look for rationality in the market, so much of it is psychology…. Stocks will rotate from flawless to hopeless,” said Howard Marks of Oaktree Capital Management.
Global Market Comments
June 25, 2025
Fiat Lux
Featured Trade:
(MY FAVORITE SECRET ECONOMIC INDICATOR)
“This isn’t a choice between vanilla and chocolate, folks! It’s all rocky road: a few marshmallows to get you excited before the elections, but with a lot of nuts to ruin the aftermath,” said the ever insightful Bill Gross at PIMCO.
