Global Market Comments
May 8, 2026
Fiat Lux
Featured Trades:
(MAY 6 BIWEEKLY STRATEGY WEBINAR Q&A),
(ET), (TK), (LNG), (USO), (UBER), (TSLA), (AMZN), (QQQ), (T), (VZ), (TMUS), (CCJ)
"The time to worry about the Fed is not when they go from accommodative to neutral, it is when they go from neutral to tight," said Bill Miller, the legendary former chairman and chief investment officer of Legg Mason Capital Management.
Global Market Comments
May 7, 2026
Fiat Lux
Featured Trades:
(RIGHT SIZING YOUR TRADING)
“Savers are losers”, said a radio ad for a mortgage broker in Reno, Nevada.
Global Market Comments
May 6, 2026
Fiat Lux
Featured Trades:
(DECODING THE GREENBACK),
(BRING BACK THE OLD ASSET ALLOCATION RULES)
(TLT), (JNK), (HYG), (REIT), (BKLN)
“Incentive structures work, so you have to be very careful about what you incent people to do, because various incentive structures create all sorts of consequences which you can’t anticipate,” said Apple founder Steve Jobs.
Global Market Comments
May 5, 2026
Fiat Lux
Featured Trades:
(A NOTE ON OPTIONS CALLED AWAY UPDATED),
(NFLX), (SLB), (USO)
"I can calculate the motions of heavenly bodies, but never the madness of crowds," said Sir Isaac Newton, the inventor of calculus and discoverer of Newton's Laws who lost his entire fortune in a 17th century investment scam called "the South Sea Bubble."
Global Market Comments
May 4, 2026
Fiat Lux
Featured Trades:
(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or MY LONG COMMUTE),
(SPY), (TLT), (QQQ), (IWM), (AAPL), (AXP), (BAC), (KO), (CVX), (BRK/B), (XOM), (SLB), (NFLX), (NVDA), (AMD), (MU), (INTC), ($VIX), (GOOGL), (AAPL), (TSLA), (XLP), (XLI)
“Of the 60 years I have been investing, only five of them have been really juicy,” said Oracle of Omaha Warren Buffett.
