Global Market Comments October 10, 2013 Fiat Lux Featured Trade: (THE BEST ETF’S OF 2013), Guggenheim Solar ETF (TAN) Market Vectors Solar Energy ETF (KWT) First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) Market Vectors Global Alternative Energy ETF (GEX) The PowerShares Wilderhill Clean Energy Portfolio (PBW) The First Trust ISE Global Wind […]
I’m sure you all spent the better part of last January explaining to your clients that they should be pouring all of their money into alternative energy, social media, and biotech ETF’s. What! You didn’t? You obviously failed to get the memo. Well, neither did I. Yes, I know this sounds like the makeup of […]
You can’ keep a good stock down. That’s the obvious message on Tesla (TLSA) shares in the wake of the fire that consumed one of its $80,000 Model’s S-1’s on a Washington state road after it ran over the rear bumper of the truck it was following. The video was quickly plastered all over YouTube […]
Global Market Comments October 9, 2013 Fiat Lux Featured Trade: (CUTTING BACK MY RISK), (SPY), (FXY), (YCS), (DXJ), (AAPL), (NFLX), (HLF), (VIX), (WHAT’S GOING ON WITH THE VOLATILITY INDEX?), (VIX), (VXX) SPDR S&P 500 (SPY) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) WisdomTree Japan Hedged Equity (DXJ) Apple Inc. (AAPL) Netflix, Inc. (NFLX) […]
By now, you have figured out that I executed a major “derisking” of my model trading portfolio today, cutting my exposure by two thirds. Most of these positions only had a few basis points in maximum profit left, so bailing here was a no brainer, a case of “Basic Risk Control 101.” Better to laugh […]
After crawling off the mat at the 12% level, and rising all the way back up to 21%, traders are wondering if the Volatility Index (VIX) is finally coming back to life. Or is this just another dead cat bounce? It wasn’t supposed to work that way. Falling markets should send investors scrambling to buy […]
Global Market Comments October 8, 2013 Fiat Lux Featured Trade: (THE NEW WAR ON HEDGE FUND MANAGERS), (TEA WITH SECRETARY OF STATE GEORGE SHULTZ)
Yang Yanming was slowly led from his cell by two burly uniformed guards in Beijing’s central prison to a waiting van in the courtyard, his hands cuffed behind him and his head bowed. Once in the vehicle, he was strapped to a gurney, hooked up to an IV, and given a highly concentrated injection of […]
Having spent time as an economics professor at MIT, Dean of the University of Chicago business school, Treasury Secretary, and Secretary of State, George Schultz has certainly covered all the bases. Now 91, he is the senior statesman and eminence gris of San Francisco, as well as a major philanthropist. When I read his bio, […]
Global Market Comments October 7, 2013 Fiat Lux Featured Trade: (NOVEMBER 1 SAN FRANCISCO STRATEGY LUNCHEON), (SAY GOODBYE TO THE WASHINGTON DISCOUNT), (XLY), (UCC), (XLI), (UXI), (XLK), (ROM), (XLV), (RXL), (THIS IS NOT YOUR FATHER’S NUCLEAR POWER PLANT) Consumer Discret Select Sector SPDR (XLY) ProShares Ultra Consumer Services (UCC) Industrial Select Sector SPDR (XLI) ProShares […]
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, November 1, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, […]
If it hasn’t happened by today, then it is no more than a week away. The deep discount suffered by American stocks is about to go away. Thanks to the manufactured uncertainty emanating from the nation’s capital created by the government shutdown, stocks have been selling at a 10% or more discount to where they […]
On my recent trip to Oregon I met with venture capital investors in NuScale Power, which is trailblazing, the brave new world of “new” nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School of Engineering at Oregon State University in Corvallis. This is definitely not your father’s nuclear power plant. […]
Global Market Comments October 4, 2013 Fiat Lux Featured Trade: (OCTOBER 9 GLOBAL STRATEGY WEBINAR), (AN EVENING WITH THE CHINESE INTELLIGENCE SERVICE), (FXI), (CYB), (BIDU), (CHL), (BYDDF), (CHA) iShares China Large-Cap (FXI) WisdomTree Chinese Yuan (CYB) Baidu, Inc. (BIDU) China Mobile Limited (CHL) BYD Company Ltd. (BYDDF) China Telecom Corp. Ltd. (CHA)
My next global strategy webinar will be held on Wednesday, October 9 at 12:00 noon EDT. Login in early to get a space. 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 […]
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