"This is very bullish for markets. It's bullish for markets intermediate term. Before, I thought we were in the seventh inning of a four-year bull market. Two waiters just came in and delivered another punch bowl. We're going into extra innings, baby," said Stanley Druckenmiller formerly of hedge fund Duquesne Capital Management, about the Fed's
Global Market Comments July 31, 2018 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 3 AMSTERDAM, THE NETHERLANDS GLOBAL STRATEGY DINNER), (THE INSIDER'S VIEW ON THE FUTURE OF TECHNOLOGY), (AMZN), (GOOG), (DELL), (MSFT), (EBAY), (MY DATE WITH HITLER'S GIRLFRIEND)
Come join John Thomas at the Mad Hedge Fund Trader's Global Strategy Dinner, which I will be conducting in Amsterdam, The Netherlands, on Friday, August 3, 2018 at 7:00 PM. A three-course dinner will be followed by an extended question-and-answer period. I'll be giving you my up-to-date view on stocks, bonds, foreign currencies, commodities, precious
Mad Hedge Technology Letter July 31, 2018 Fiat Lux Featured Trade: (THE BEST IN THE BUSINESS), (AMZN), (FB), (GOOGL), (AAPL), (NVDA), (CRM)
Scale works, and Amazon (AMZN) is proving it. Jeff Bezos' company is hyper-charging its levers and pumping out growth to the tune of $2.5 billion in net profit as of last quarter. This is a big deal for a company that has largely been considered using the AWS engine to fund the e-commerce business. The
Global Market Comments July 30, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or POURING GASOLINE ON THE FIRE), (MSFT), (AMZN), (FB), (NFLX), (TWTR), (TESTIMONIAL)
Pour gasoline on a fire and you get a reaction. It's a simple matter of physics. That is the natural result of hitting the economy with tax cuts, fiscal stimulus, and low interest rates all at once. But at what price? Of course, the headline number of the week was the first read on Q2
Mad Hedge Technology Letter July 30, 2018 Fiat Lux Featured Trade: (INSTAGRAM TO THE RESCUE), (FB)
He did it. Facebook CEO Mark Zuckerberg decided it was time to pull the plug and reset. After the data leak scandal, Facebook's torrid rise from the pullback of $157 to $219 was one of the best trades of the quarter. Management felt this was the perfect time to snatch breathing room to fix the
Global Market Comments July 27, 2018 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 3, 2018, AMSTERDAM, THE NETHERLANDS GLOBAL STRATEGY DINNER), (STOCKS TO BUY ON THE OUTBREAK OF TRADE PEACE), (QQQ), (SPY), (SOYB), (CORN), (WEAT), (CAT), (DE), (BA), (QCOM), (MU), (LRCX), (CRUS), (ORIENT EXPRESS PART II, or REPORT FROM VENICE)