The bazookas have been unloaded, and the results are big. The aftermath is reverberating through the rest of the world’s equity markets. The Chinese economy is in the dumps and the Chinese communist party is using every tool in the proverbial toolkit to pull them out of their slump. Juxtapose that in the face of
(CHINA INFLATES WHILE THE U.S. TROUNCES INFLATION) September 30, 2024 Hello everyone WEEK AHEAD CALENDAR Monday Se,pt. 30 9:45 a.m. Chicago PMI (September) 10:30 a.m. Dallas Fed Index (September) 1:55 p.m. Federal Reserve Chair Jerome Powell speaks on the economic outlook at the National Association for Business Economics’ annul meeting in Nashville. Earnings:
Global Market Comments September 30, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or CHINA IS BACK! plus MY ENCOUNTER WITH ALIENS), (GLD), (CCJ), (NEM), (TSLA), TLT), (DHI), (FXI), (BIDU), (TNE) (USO), (BTU), (UNG), (CORN), (WEAT), (SOYB), (LVS), (WYNN) (LVUY) (HESAF)
There are always many unintended consequences to any Fed move, such as the 50-basis point interest rate cut on September 18. This time, a big one is that China would match and then exceed our own central bank’s move with a blockbuster stimulus package of their own. China has finally reached the “whatever it takes”
Mad Hedge Technology Letter September 27, 2024 Fiat Lux Featured Trade: (CHIPS SHINE THROUGH AGAIN) (MU), (NVDA)
I have been pounding on the table urging my readers to buy chip stocks. Why? Because chip stocks will carry the Nasdaq to higher highs. Jump on the bandwagon while you can. My thesis was validated when Micron stock (MU) jumped over 17% yesterday and is up over 20% for the week. That type of
“Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1.” – Said American investor Warren Buffett
(SUMMARY OF JOHN’S SEPTEMBER 25TH 2024 WEBINAR) September 27, 2024 Hello everyone TITLE – The Market Melt Up TRADE ALERT PERFORMANCE September +9.67% MTD 2024 YTD +44.36% Average annualized return +52.43% Trailing one year return +63.00% Since inception +720.99% PORTFOLIO Risk On (GLD) 10/$220/$225 call spread 10% (CCJ) 10/$33/$36 call
Global Market Comments September 27, 2024 Fiat Lux Featured Trade: (THE MAD HEDGE SEPTEMBER 17-19 SUMMIT REPLAYS ARE UP), (SEPTEMBER 25 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (NVDA), (GLD), (SLV), (AGQ), (URA), (X), (PGE), (FDX), (V), (CEG), (NEE), (CCJ), (FSLR), (TLT), (WMT), (FCX), (UBER), (LYFT), (FXB), (T)
Below please find subscribers’ Q&A for the September 25 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Lake Tahoe Nevada. Q: The iShares 20+ Year Treasury Bond ETF (TLT) is not advancing like I had hoped. I’m not sure why the interest rate cuts have not impacted the 20-year maturity—is it too far out?