(A GLOBAL PORTFOLIO + REAL ASSETS MAY BE THE BEST INVESTMENT FOR THE FUTURE) July 22, 2024 Hello everyone, The week ahead calendar Monday, July 22 8:30 a.m. Chicago Fed National Activity Index (June) Earnings: Verizon Tuesday, July 23 10 a.m. Existing Home Sales (June) 10 a.m. Richmond Fed Index (July)
Global Market Comments July 22, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT ROTATION IS ON)
I am sitting on the balcony of my chalet in Zermatt Switzerland with a river roaring past me sipping a glass of stiff cherry schnapps. Facing south, the Matterhorn towers above me. It is 4:00 AM and pitch black. Of course, I have nine hours of jetlag bedeviling me flying straight out from San Francisco.
Mad Hedge Technology Letter July 19, 2024 Fiat Lux Featured Trade: (FOLLOW THE CELL TOWERS IN TECH) (CCI)
I will explain to everyone why the digital revolution is becoming supercharged in the blink of an eye. Market valuations reflect the state of expected future cash flows in a company. Under this assumption, some could argue that most big tech companies with staying power are almost a good buy at any price. No-brainers would
(AIRSPACE DEVELOPMENT IS GROWING IN AUSTRALIA) July 19, 2024 Hello everyone, Adding rooftop units is like making money from air According to Warren Livesey, Airspace development is growing in Australia. Livesey finds old buildings around Sydney that have the capacity to hold a home or two on top and checks their zoning requirements.
Global Market Comments July 19, 2024 Fiat Lux Featured Trade: (THE BARBELL PLAY WITH BERKSHIRE HATHAWAY), (BRK/B)
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline.
Mad Hedge Biotech and Healthcare Letter July 18, 2024 Fiat Lux Featured Trade: (FROM GOLDEN EGG TO DUD, AND BACK AGAIN?) (PFE), (LLY), (NVO), (VKTX), (GILD), (GPCR), (BNTX)
Remember when Pfizer (PFE) was strutting around Wall Street like a rooster in a henhouse, clucking about their $10 billion-a-year weight-loss wonder drug? Well, that golden egg turned out to be a dud, with safety issues and side effects sending their experimental pills to the scrap heap faster than you can say "clinical trial failure."