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July 25, 2014

Global Market Comments July 25, 2014 Fiat Lux Featured Trade: (JULY 30 GLOBAL STRATEGY WEBINAR FROM ZERMATT, SWITZERLAND), (A SPECIAL NOTE ON EXERCISED OPTIONS), (AN AFTERNOON WITH DR. PAUL EHRLICH), (POT), (MOS), (AGU), (CORN), (WEAT), (SOYB) Potash Corp. of Saskatchewan, Inc. (POT) The Mosaic Company (MOS) Agrium Inc. (AGU) Teucrium Corn ETF (CORN) Teucrium Wheat […]

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Don’t Miss the July 30 Global Strategy Webinar Live From Zermatt, Switzerland

My next global strategy webinar will be held live from Zermatt, Switzerland on Wednesday, July 30 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell […]

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A Special Note on Exercised Options

I received a few emails from readers whose call option holdings have already been exercised against them, and have asked me for advice on how best to proceed. So, here we go. The options traded on US exchanges and referred to in my Trade Alerts are American style, meaning that they can be exercised at any time […]

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An Afternoon with Dr. Paul Ehrlich

Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world’s food supply. You might even throw in long positions in wheat, corn, soybeans, and rice. The never dull and often controversial Stanford biology professor told me […]

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July 24, 2014

Global Market Comments July 24, 2014 Fiat Lux Featured Trade: (JAPAN TO LAUNCH IRA’S), (DXJ), (FXY), (YCS), (KISS THAT UNION JOB GOODBYE) WisdomTree Japan Hedged Equity (DXJ) CurrencyShares Japanese Yen ETF (FXY) ProShares UltraShort Yen (YCS)

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Japan to Launch IRA’s

The Japanese government has introduced the Individual Retirement Account for individual investors in Japan for the first time. The move is part of Prime Minister Shinzo Abe’s multifaceted efforts to revive Japan’s economy, and could unleash as much as $690 billion in net buying into Japanese equities by 2018. The move was inspired American IRA’s, […]

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Kiss That Union Job Goodbye

Those of you counting on getting your old union assembly line job back in Detroit can forget it. The eight year forecast published by the Bureau of Labor Statistics shows that 4.19 million jobs will be gained in the US in professional and business services, followed by 4 million health care and social assistance jobs, […]

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July 23, 2014

Global Market Comments July 23, 2014 Fiat Lux Featured Trade: (THE SECOND AMERICAN INDUSTRIAL REVOLUTION), (INDU), (SPY), (QQQ), (USO), (UNG), (GLD), (DBA), (TESTIMONIAL) Dow Jones Industrial Average (^DJI) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) United States Oil (USO) United States Natural Gas (UNG) SPDR Gold Shares (GLD) PowerShares DB Agriculture ETF (DBA)

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The Second American Industrial Revolution

Circulating among Europe’s top global strategists this summer, visiting their corner offices, camping out in their vacation villas or cruising on their yachts, I am increasingly hearing about a new investment theme that will lead markets for the next 20 years: The Second American Industrial Revolution. It goes something like this. You remember the first […]

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July 22, 2014

Global Market Comments July 22, 2014 Fiat Lux SPECIAL ISSUE ON TURKEY Featured Trade: (LAST CHANCE TO ATTEND THE JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (HAS TURKEY SUFFERED ENOUGH?),  (TUR), (EEM) iShares MSCI Turkey (TUR) iShares MSCI Emerging Markets (EEM)

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Last Chance to Attend the July 24 Zermatt, Switzerland Global Strategy Seminar

Come join me for afternoon tea for the Mad Hedge Fund Trader’s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and […]

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Has Turkey Suffered Enough?

I am writing this to you from the veranda of the presidential suite at the Ciragan Palace Hotel in Istanbul. The former palace of an Ottoman prince, the commerce of the Straights of Bosphorus plays out before me. Empty supertankers lumber up the narrow waterway to pick up another load of Russian crude at Baku, […]

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July 21, 2014

Global Market Comments July 21, 2014 Fiat Lux Featured Trade: (CHECKING IN WITH SKYBRIDGE’S ANTHONY SCARAMUCCI)

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Checking in With SkyBridge’s Anthony Scaramucci

“We are in a broad based liquidity driven bull market.” Furthermore, the major indexes are poised to tack on “another 10% by the end of this year.” That was the informed view of SkyBridge Capital managing partner Anthony Scaramucci, known as the “Mooch” to his friends. I touched based with Anthony while passing through New […]

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July 18, 2014

Global Market Comments July 18, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER SETS NEW ALL TIME HIGH WITH 22.9% GAIN IN 2014), (AAPL), (CAT), (MSFT), (TLT), (GM), (SPY) (PLAY CHINA’S YUAN FROM THE LONG SIDE), (CYB), ($SSEC), (EEM) Apple Inc. (AAPL) Caterpillar Inc. (CAT) Microsoft Corporation (MSFT) iShares 20+ Year Treasury Bond (TLT) […]

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