Come join me for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting high in the western desert in Salt Lake City, Utah, at the foot of the Wasatch Mountains. The event begins at 12:00 noon on Wednesday, December 10, 2025. A three-course meal will be provided and there will
“The French have more fun in one year than the English do in ten,” said John Adams, America’s second president, and one-time ambassador to Paris and London.
“Most inventions fail because the timing is wrong. Inventing is a lot like surfing. You have to anticipate and catch the wave just at the right moment,” said computer scientist and futurologist, Ray Kurzweil.
Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Orlando, Florida at 12:00 PM on Thursday, January 8, 2026. 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
“If politicians delivered everything they promised, there would be absolutely no reason to go to Heaven,” said American humorist Will Rodgers.
“No one is line dancing over the fact that the market is at 4,000. No one feels good about it. The market likes to climb a wall of worry, and the stonemason has been hard at work. So, I think we continue to grind higher,” said Jason Trennert, chief investment strategist at Strategas Research Partners.
“Unless you are breaking stuff, you are not moving fast enough.” – Said CEO of Facebook, Mark Zuckerberg
“It's very difficult to navigate a business through a paradigm shift. You must hard wire your system to second guess all the time, questioning what is next, and then what is next. You've got to retain optionality for both investment portfolios and the business you run to navigate this well,” said Mohamed El-Erian, former co-chairman
Global Market Comments October 23, 2025 Fiat Lux SPECIAL VOLATILITY ISSUE Featured Trade: (MAKING VOLATILITY YOUR FRIEND), (VIX), (VXX), (XIV)
Ingenious writing John in your Monday morning strategy letter. I forwarded it to all my family and kids, and made my 16-year old read it out loud to my wife. I made sure he understood what he was reading. I got choked up by the whole article. Go Ukraine! Best regards, Greg Las Vegas, NV