Global Market Comments
May 15, 2024
Fiat Lux

 

Featured Trade:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (TTEK), (PNR)

“Every recession sows the seeds for the next business recovery, and every recovery sows the seeds of the next recession,” said hedge fund manager Leon Cooperman of Omega Advisors.

 

Global Market Comments
May 14, 2024
Fiat Lux

 

Featured Trade:

(LOOKING AT THE LARGE NUMBERS)
(TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)

“In the next recession, the US will be the worst-performing stock market in the world. We won’t see new highs again in my lifetime,” said Doubleline Capital’s Jeffrey Gundlach.

 

Global Market Comments
May 13, 2024
Fiat Lux

 

Featured Trade:

(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT AMERICAN GOLDEN AGE HAS ONLY JUST BEGUN and SWIMMING WITH THE SHARKS)
(AAPL), (NVDA), (META), (GLD), (GOLD), (SLV), (WPM), (MSFT), (NVDA), (TLT), (FCX), (FXI), (BRK/B)

Global Market Comments
May 10, 2024
Fiat Lux

 

Featured Trade:

(A DIFFERENT VIEW OF THE US)

"Kamikaze missions are rarely successful, least of all for the pilots," said Robert Gibbs, former White House Press Secretary.

 

Global Market Comments
May 9, 2024
Fiat Lux

 

Featured Trade:

(DECODING THE GREENBACK),
(BRING BACK THE OLD ASSET ALLOCATION RULES)
(TLT), (JNK), (HYG), (REIT), (BKLN)

“Incentive structures work, so you have to be very careful about what you incent people to do because various incentive structures create all sorts of consequences which you can’t anticipate,” said Apple founder Steve Jobs.

 

Global Market Comments
May 8, 2024
Fiat Lux

 

Featured Trade:

(TAKING A LOOK AT HOME DEPOT)
(HD)