Boy, am I spoiled for choice on what to do this weekend. On the one hand, I have been invited to join the president on the reviewing stand for Monday’s inauguration in Washington DC. On the other, the Maverick’s World Surf competition near California’s Half Moon Bay is on the same day, which has not […]
Global Market Comments January 17, 2013 Fiat Lux Featured Trades: (APRIL 19 CHICAGO STRATEGY LUNCHEON) (MLP’S ARE ON FIRE), (CVRR), (SXCP), (AMJ), (EEP), (KMP), (TLP) (ALL I WANT TO DO IS RETIRE)
Master Limited Partnerships have been on fire since the beginning of the year. Once the deal on the “Fiscal Cliff” was done, and these instruments’ special tax treatment protected, it was off to the races. These unique and versatile instruments combine the tax benefits of a limited partnership with the liquidity of publicly traded securities. […]
I have always believed that if you don’t have a sense of humor, then you better get the hell out of this business. Below is a link to a YouTube video entitled “All I Want to do is Retire” which covers the decline of the brokerage industry over the last 20 years. The video is […]
Global Market Comments January 16, 2013 Fiat Lux Featured Trades: (VIX), (VXX), (AAPL), (SPY), (IWM), (BA), (TLT), (USO), (FXY), (YCS), (FXE), (YCS), (EUO), (GLD), (SLV)
I’ll give myself a “B” on this one. Sure, with the Trade Alert Service generating a 14.87% net profit for the year, I was able to bring in double the Dow average, and triple what most hedge funds delivered, including some of the biggest ones. But for once, I did not achieve true greatness. I […]
From time to time I receive an email from a subscriber telling me that they are unable to get executions on trade alerts that are as good as the ones I get. There are several possible reasons for this: 1) Markets move, sometimes quite dramatically so. 2) Your Trade Alert email was hung up on […]
I was in a huge hurry last week when I sent out a Trade Alert to buy insurance giant American International Group (AIG), operating from a Chicago hotel suite with a stock market that was flying. Now that I am home, and have single handedly brought Oakland’s crime wave to a juddering halt, I have […]
I have been relying on David Hale as my de facto global macro economist for decades, and I never miss an opportunity to get his updated views. The challenge is in writing down David’s eye popping, out of consensus ideas fast enough, because he spits them out in such a rapid-fire succession. Since David is […]
Global Market Comments January 7, 2013 Fiat Lux 2013 Annual Asset Class Review FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPX), (QQQQ), (AAPL), (XLF), (BAC), (EEM),(EWZ), (RSX), (PIN), (FXI), (TUR), (EWY), (EWT), (IDX) (TLT), (TBT), (JNK), (PHB), (HYG), (PCY), (MUB), (HCP) (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB) (FCX), (VALE), (MOO), (DBA), (MOS), (MON), (AGU), (POT), […]
I am writing this report from a first class sleeping cabin on Amtrak’s California Zephyr. We are now pulling away from Chicago’s Union Station, leaving its hurried commuters, buskers, panhandlers, and majestic great halls behind. I am headed for Emeryville, California, just across the bay from San Francisco. That gives me only 56 hours to […]
Who the hell needs an umbrella in the middle of a draught? Snow boots in a roasting desert? A National Rifle Association bumper sticker at a UC Berkeley sit-in? For traders, the bigger question is why they should be long gold during one of the most aggressive “RISK ON” rallies in recent years, when asset […]
With a resolution of the fiscal cliff imminent, I am going to take off my last “RISK OFF” position that I used to hedge all of my other remaining “RISK ON” positions in Apple, Google, the S&P 500, and the Russell 2000. The Currency Shares Euro Trust (FXE) January, 2013 $126-$131 in-the-money bear put spread […]
If you followed my long position with Google (GOOG), I’m sure you have seen the stock rise significantly since my recommendation. Readers who have yet to touch the stock should use the next dip to get into a long-term investment. I just wanted to update you on the latest goings on at this Internet pioneer. […]
I always pay attention when mega hedge fund manger, David Tepper, speaks. The trading legend is able to use his gritty, Pittsburgh roots to distill down massively complicated global macro trends into a few simple truths, and make a fortune trading off them. In 2010, his comments triggered the “Tepper Rally”, which my readers and […]
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