Global Market Comments
June 4, 2026
Fiat Lux
Featured Trade:
(LOOKING AT THE LARGE NUMBERS UPDATED)
(TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)
“It’s not true that the government spends money like a drunken sailor. A drunken sailor spends his own money,” said JP Morgan CEO Jamie Diamond.
Global Market Comments
June 3, 2026
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 2, 2026
Fiat Lux
Featured Trade:
(A BUY WRITE PRIMER),
(AAPL), (AMZN), (GOOGL)
"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.
Global Market Comments
June 1, 2026
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO THE EARNINGS BUBBLE)
(SOXX), (SNDK), (INTC), (STX), (WD), (MU), (GOOGL), (AMZN), (MSFT), (META), (DELL), (HPC), (SPCX), (XLV), (IGV), (SOXX), (MU), (TLT), (XRT), (BBY), (RKL), (SPCE), (XLE), (XLP), (XLV)
“To pursue the mosquito theory as a cause of yellow fever would be a complete waste of government money,” said an army doctor in 1898.
Global Market Comments
May 29, 2026
Fiat Lux
Featured Trade:
(TUESDAY, JUNE 16, 2026 NEW YORK CITY GLOBAL STRATEGY LUNCHEON)
(RIGHT SIZING YOUR TRADING)
“Savers are losers”, said a radio ad for a mortgage broker in Reno, Nevada.