“Success is a double-edged sword. You want to shadow box with it and not dance with it,” said my late neighbor, Robert Redford.
Global Market Comments
September 22, 2025
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or WHY THE CRASH WILL START ON NOVEMBER 5)
(GS), (JPM), (AAPL), (TLT), (MSFT)
“A life not self-examined is not worth living,” said the Greek philosopher Socrates.
Global Market Comments
September 19, 2025
Fiat Lux
Featured Trade:
(SEPTEMBER 17 BIWEEKLY STRATEGY WEBINAR Q&A),
(GS), (HOOD), (DAX), (SPY), (TLT),
(GLD), (MSTR), (PFE), (FCX), (BITO)
“I’m long and I hate it. The closer we get to the top of the mountain, the closer we get to the other side, which can be terrible,” said old friend, hedge fund legend David Tepper.
Global Market Comments
September 17, 2025
Fiat Lux
Featured Trade:
(TAKE A LEAP INTO LEAPS)
“You can reduce discretionary spending down to zero and it won’t have much impact on our fiscal problems because it’s such a small proportion of the total,” said Ben Bernanke, former chairman of the Federal Reserve.
Global Market Comments
September 16, 2025
Fiat Lux
Featured Trade:
(HOW TO HANDLE THE FRIDAY, SEPTEMBER 19, OPTIONS EXPIRATION)
(GS), (JPM)
“People are investing with a rearview mirror. Last year, you had people legitimately scared out of the market. Unfortunately, you are losing a generation of investors at a time when they ought to be thinking about buying high quality stocks,” said Hersh Cohen of Clearbridge Advisors.
Global Market Comments
September 15, 2025
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or WATCHING THE DANCING FOOLS)