(ARE WE ON THE VERGE OF A RENAISSANCE IN NUCLEAR ENERGY?) May 27, 2024 Hello everyone, Week Ahead Calendar Monday, May 27 Australian Retail Sales Previous: -0.4% Time: 9:30 p.m. ET Tuesday, May 28 9 a.m. FHFA Home Price Index (March) 9 a.m. S&P/Case Shiller comp. 20 HPI (March) 10 a.m. Consumer
Global Market Comments May 27, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE TOP IS IN and (THE PASSING OF A GREAT MAN) (NVDA), ($INDU), (SPY), (TLT), (GLD), (SLV), (SREIT)
In the end, it proved to be a one-stock market. As I expected, once the NVIDIA earnings were out it proved to be not only the top for (NVDA), but also for every other stock and asset class. It was “risk off” with a vengeance. The Dow ($INDU) and S&P 500 (SPY) suffered their worst
Mad Hedge Technology Letter May 24, 2024 Fiat Lux Featured Trade: (CBDC BANNED BY THE HOUSE) (CBDC), ($COMPQ)
The US House of Representatives passed a bill effectively banning the Federal Reserve from creating a digital version of the dollar. Even though this action doesn’t specifically target the tech sector, the tech sector ($COMPQ) has a lot at stake in this bill. First, the irony here is how polarized the US Central Bank has
(MAY 22ND WAS WORLD BIODIVERSITY DAY) May 24, 2024 Hello everyone, On Wednesday – the International Day for Biological Diversity – the International Union for the Conservation of Nature released a report that found that more than half of the world’s mangrove ecosystems are at risk of collapse due to development,
Global Market Comments May 24, 2024 Fiat Lux Featured Trade: (WELCOME TO THE PAX AMERICANA)
1) A huge demographic tailwind has kicked in during the 2020’s 2) The last time this happened was during the 1980’s when stocks rose twentyfold 3) Don’t believe today’s doomsayers, America is the first place to invest and will remain so for decades 4) It all sets up a Pax Americana that could continue for
Mad Hedge Biotech and Healthcare Letter May 23, 2024 Fiat Lux Featured Trade: (A DIVIDEND DERBY WINNER) (ABT)
When you're at a racetrack, eyeing the horses before the big race, you're not just looking for a quick win. You want a stallion that'll keep delivering, race after race. Well, that's exactly what we're hunting for in the stock market – companies that can keep those dividend payouts growing year after year. And if