Global Market Comments
April 13, 2026
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or WHAT TO BUY AT THE BOTTOM),
(AAPL), (GOOGL), (AMZN), (NFLX), (PANW), (ZM), (GS), (MS), (JPM), (BAC), (C), (BA), (CAT), (FCX), (WMT), (COST),
(DAL), (RTX), (FXA), (SLB), (CCJ), (GLD), (GDX), (NEM), (WPM), (XOM), (OXY), (NVDA), (AMD), (MU)
"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
April 10, 2026
Fiat Lux
Featured Trade:
(APRIL 8 BIWEEKLY STRATEGY WEBINAR Q&A),
(SPY), (BITO), (USO), (NVDA), (XOM), (OXY), (MS), (HPQ), (SDS)
“Getting information off of the Internet is akin to trying to sweep back the ocean with a broom,” said Ray Kurzweil, director of engineering at Google.
Global Market Comments
April 9, 2026
Fiat Lux
Featured Trade:
(JULY 10 LONDON ENGLAND STRATEGY LUNCHEON)
Global Market Comments
April 7, 2026
Fiat Lux
SPECIAL VOLATILITY ISSUE
Featured Trade:
(TESTIMONIAL)
(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
“You always sound smarter when you’re a bear than when you’re a bull,” said Adam Parker formerly of Morgan Stanley.
Global Market Comments
April 6, 2026
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD or A WEEK….OR 50 YEARS IN DUBAI),
(USO), (SPY), ($INDU), (GLD), (B), (NEM), (NG), (GDX), (NFLX), (WBD), (NVDA)
“By 2027, 75% of the companies in the Fortune 500 will not be there unless they make bold changes and digitally transform their companies. It’s do or die,” said Bill McDermott, CEO of ServiceNow (NOW), which offers cloud computing platforms for companies. I couldn’t agree more.
