Global Market Comments
July 3, 2025
Fiat Lux
Featured Trade:
(JULY 2 BIWEEKLY STRATEGY WEBINAR Q&A)
(SPY), (NVDA), (MSFT), (META), (SNOW), (GOOGL), (DHI), (LEN), (KBH), (FXE), (FXA), (FXY), (FXY), (GLD), (SLV), (PPLT), (ALB), (SQM), (NEM), (ABX)
"The next leg of the bull market is going to have to be a fundamental leg, not a liquidity leg, and investors are in a little bit of a malaise trying to figure that out," said Anthony Scaramucci of Skybridge Capital.
Global Market Comments
July 2, 2025
Fiat Lux
SPECIAL ISSUE ABOUT THE FAR FUTURE
Featured Trade:
(PEAKING INTO THE FUTURE WITH RAY KURZWEIL),
(GOOG), (INTC), (AAPL), (TXN)
"The future ain't what it used to be," said the former New York Yankees baseball manager, Yogi Berra.
Global Market Comments
July 1, 2025
Fiat Lux
Featured Trade:
(THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED),
(COPX), (GLD), (FCX), (BHP), (RIO), (SIL),
(PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
"If horses could have voted, there never would have been cars," said my friend, Tom Friedman, a columnist at the New York Times.
Global Market Comments
June 30, 2025
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET)
(SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)
"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty," said the late British Prime Minister, Winston Churchill.
Global Market Comments
June 27, 2025
Fiat Lux
Featured Trade:
(A BUY WRITE PRIMER),
(AAPL)
"It is fine to have the longest view in the room, as long as the thing at the end of the vista is a gigantic hill of money," said John Lanchester of The New Yorker magazine.