Two years ago, there was an open house listed in the San Francisco Chronicle in my neighborhood for $1.8 million. It offered a cavernous 6,000 square feet, five bedrooms, a generous den I could use as a home office, a gourmet kitchen, and a spectacular view of the entire bay area. It was a slow […]
Global Market Comments March 27, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (WHY WARREN BUFFETT HATES GOLD), (GLD), (GDX), (ABX), (US HEADED TOWARDS ENERGY INDEPENDENCE), (USO), (UNG), (XOM), (OXY), (KOL), (A TOUCHDOWN FOR USC) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) Barrick Gold Corporation (ABX) United States Oil […]
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, April 12, 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, […]
The ‘Oracle of Omaha’ expounded at length today on why he despises the barbarous relic. The sage doesn’t really care about the yellow metal, whatever the price. He sees it primarily as a bet on fear. If investors are more afraid in a year than they are today, then you make money. If they aren’t, […]
My inbox was clogged with responses to my recent prediction of US energy independence. This will be the most important change to the global economy for the next 20 years. So I shall go into more depth. The energy research house, Raymond James, put out an estimate that domestic American oil production (USO) would rise […]
One of my many alma maters, the University of Southern California, announced that they had received their largest private donation in history. As a third generation alumni of this fanatical football factory (I went to school with Mark Harmon, Lynn Swan, and, oops, OJ Simpson), I still receive their alumni newsletter, where I learned the […]
Global Market Comments March 26, 2013 Fiat Lux Featured Trade: (MAY 8 LAS VEGAS STRATEGY LUNCHEON), (HERE COMES THE ROLLING TOP), (VIX), (BAC), (UAL), (SPX), (IWM), (A DIFFERENT VIEW OF THE US) VOLATILITY S&P 500 (VIX) Bank of America Corporation (BAC) United Continental Holdings, Inc. (UAL) S&P 500 Large Cap Index (SPX) iShares Russell 2000 […]
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 8, 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 […]
The S&P 500 is now at 1,564, and most strategist forecasts for the end of 2013 hover around 1,550-1,600, plus or minus some spare change. So the next nine months are going to be incredibly boring. Or they won’t. Even in a bull market, one expects to see pullbacks of at least one third of […]
My mother lives in Pakistan, my daughter in Greece, and I have a ski chalet in Peru. What’s more, I have strategy luncheons planned for Australia, Thailand, and Turkey. At least these would be my conclusions after looking at a map of the United States prepared by my esteemed former employer, The Economist magazine, renaming […]
Global Market Comments March 25, 2013 Fiat Lux Featured Trade: (AIRLINE STOCKS ARE CLEARED FOR TAKEOFF), (UAL), (DAL), (LUV), (AAMRQ), (LCC), (ARE JUNK BONDS PEAKING?), (JNK), (HYG), (TESTIMONIAL) United Continental Holdings, Inc. (UAL) Delta Air Lines Inc. (DAL) Southwest Airlines Co. (LUV) AMR Corporation (AAMRQ) US Airways Group, Inc. (LCC) SPDR Barclays High Yield Bond […]
When I was a young, clueless investment banker at Morgan Stanley 30 years ago, the head of equity sales took me aside to give me some fatherly advice. Never touch the airlines. The profitability of this industry was totally dependent on fuel costs, interest rates, and the state of the economy, and management hadn’t the […]
There is no happier corner of the fixed income universe than junk bonds (JNK), (HYG), which have been soaring like a bat out of hell for the past four years. Average yields for the bond class most sensitive to the economy have collapsed from 18% to near an all-time low of 6%, a scant 400 […]
Global Market Comments March 22, 2013 Fiat Lux Featured Trade: (BUY EVERY BLACK SWAN), (SPY), (QQQ), (IWM), (AAPL), (UAL) (REVISITING CHENIERE ENERGY), (LNG), (UNG), (USO), (DVN), (CHK) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 Index (IWM) Apple Inc. (AAPL) United Continental Holdings, Inc. (UAL) Cheniere Energy, Inc. (LNG) United States Natural Gas […]
At least that’s what Ben Bernanke thinks. He said as much in his press conference yesterday in the wake of the latest Fed statement. He might as well have waved a red Flag at a bull. The central bank took the opportunity to downgrade its US growth forecasts going forward as a result of sequestration […]
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