Come join me for lunch for my Global Strategy Luncheon, which I will be conducting in Havana Cuba at 12:00 PM on Tuesday, April 23, 2024. A three-course lunch is included. I’ll be giving you my up-to-date view on stocks, bonds, currencies commodities, precious metals, and real estate. And to keep you in suspense, I’ll
Mad Hedge Technology Letter April 8, 2024 Fiat Lux Featured Trade: (BRANCHING OUT) (INTC), (MSFT)
Intel (INTC) is an intriguing chip company that has been around for a long time but has seldom been at the vanguard of the tech movement. Until now… Remember the US government is pouring dollars at the tune of billions upon billions into the domestic semiconductor industry to maintain a competitive advantage that is quickly
(MARKETS HAVE A LOT OF DATA TO DIGEST THIS WEEK) April 8, 2024 Hello everyone, Week ahead calendar Monday, April 8 Switzerland Unemployment Rate Previous: 2.4% Time: 1:45 am Tuesday, April 9 6 a.m. NFIB Small Business Index (March) Japan Consumer Confidence Previous: 39.1 Time: 1:00 am Wednesday, April 10
Global Market Comments April 8, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE WINDFALL YEAR), (FCX), (TLT), (TSLA), (NVDA), (FCX), (XOM), (WPM), (GLD), (CCJ), (META), (AMZN), (AN EVENING WITH TRAVEL GURU ARTHUR FROMMER)
This year seems to be the year of the windfall. In January, we loaded up on Big Tech (AMZN), (MSFT), which then went ballistic. In February, we doubled up on NVIDIA (NVDA), which then nearly doubled. In March, spotting the shift into commodities, energy, and precious metals we loaded the boat with gold Freeport McMoRan
Mad Hedge Technology Letter April 5, 2024 Fiat Lux Featured Trade: (DELL IS NOT A DINOSAUR ANYMORE) (DELL), (AMD), (NVDA)
Investors are looking through any bad part of Dell’s business because they have faith in the AI narrative. Dell is one of those legacy companies that produce a great deal of enterprise products. The stock went nowhere for a long time but now it is different. Mixed into their earnings story was a torrent of
“We want to make money when people use our devices, not when they buy our devices.” – Said Founder of Amazon Jeff Bezos
(SUMMARY OF JOHN’S APRIL 3, 2024 WEBINAR) April 5, 2024 Hello everyone. TITLE The Three Margarita Webinar PERFORMANCE April – 2.00% MTD Average annualized return: +51.40 for 16 years. Trailing one-year return: +46.58% PORTFOLIO Risk On (FCX) 4/$37-$40 call spread 10%. (XOM) 4/$100-$105 call spread 10%. (OXY) 4/$59-$62 call spread 10%. (WPM) 4/$39-$42