Global Market Comments
June 12, 2026
Fiat Lux
Featured Trade:
(FRIDAY, JULY 10, 2026, LONDON, ENGLAND GLOBAL STRATEGY LUNCHEON)
(JUNE 10 BIWEEKLY STRATEGY WEBINAR Q&A),
(SPY), (MU), (FXI), (MSFT), (USO), (SLV), (GLD), (PLTM), (TSLA), (CCJ), (QQQ), (AVGO, (DHI)
“First, get your facts straight. Then, distort them at your leisure,” said the humorist, Mark Twain.
Global Market Comments
June 10, 2026
Fiat Lux
Featured Trade:
(LAST CHANCE TO JOIN ON CUNARD'S QUEEN MARY 2, FOR MY FRIDAY, JUNE 19 TRANSATLANTIC SEMINAR AT SEA LUNCHEON)
(A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY),
(MS)
“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
June 8, 2026
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD or THE TOP IS IN)
(SOXX), (IGV), (XLV), (XLRE), (XLF), (XLK), (TLT),
(USO) (SLV), (UPS), (GLD), (SLV), (MSTR)
“You can become rich by having more than you need, or by needing less than you have,” said a wise friend.
Global Market Comments
June 4, 2026
Fiat Lux
Featured Trade:
(LOOKING AT THE LARGE NUMBERS UPDATED)
(TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)
“It’s not true that the government spends money like a drunken sailor. A drunken sailor spends his own money,” said JP Morgan CEO Jamie Diamond.
Global Market Comments
June 3, 2026
Fiat Lux
Featured Trade:
(THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED),
(COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
"If horses could have voted, there never would have been cars," said my friend, Tom Friedman, a columnist at the New York Times.
