Newsletters

Global Market Comments October 8, 2026 Fiat Lux   Featured Trade: (A NOTE ON OPTIONS CALLED AWAY UPDATED) (NFLX), (SLB), (USO)

“The VIX right here is unsustainably low. I think China has more of a downside surprise. Analyst expectations for earnings are overly aggressive. There are just a few too many things that can go wrong out there,” said Vadim Zlotnikov, chief market strategist at Alliance Bernstein.

Global Market Comments October 7, 2026 Fiat Lux   Featured Trade: (THE BEST LEAPS TESTIMONIAL EVER)

'If you can get a dividend higher than the yield on ten-year debt, it's an opportunity we haven't seen in our lifetime. On a five-year horizon, investing in large multinationals with high dividends will have a large payday' said Lawrence Fink, CEO of Black Rock.    

Global Market Comments October 6, 2026 Fiat Lux   Featured Trade: (INCLINE VILLAGE, NEVADA THURSDAY, OCTOBER 15, 2026 GLOBAL STRATEGY LUNCHEON) (HOW TO AVOID THE PONZI SCHEME TRAP) (TESTIMONIAL)

Come join me for dinner at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Incline Village, Nevada, on Thursday, October 15, 2026, at 1:00 PM. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I’ll be giving you my up-to-date view on stocks,

“Success is a double-edged sword. You want to shadow box with it and not dance with it,” said my late neighbor, Robert Redford.  

Global Market Comments October 5, 2026 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or LOOKING FOR LEAPS), (LEN), (KBH), (DHI), (PHM), (SPY), ($SPXEW), (MAGS), ($COMPQ), (SOXX), (IGV), (XLK), (XLE), (COHR), (LITE), (AMAT), (STRL), (MTZ), (XLU), (KRE), (IWM), (XLI), (XLP), (XLF), (TLT), ($VIX), (XLV)

“As an investor you’re not looking to avoid corrections, you’re looking to avoid bear markets, said Liz Young, Sofi head of investment strategy.  

Global Market Comments October 2, 2026 Fiat Lux   Featured Trade: (I HAVE A NEW OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE) (TESTIMONIAL)

"A statistical model built around a normal distribution when applied to markets can be a very dangerous thing,? said David Kelly of JP Morgan.    

Global Market Comments October 1, 2026 Fiat Lux   Featured Trade: (JOIN ME ON THE REGENT SEVEN SEAS GRANDEUR FOR MY MONDAY, FEBRUARY 22 WESTERN CARIBBEAN SEMINAR AT SEA LUNCHEON) (THERE ARE NO GURUS)

“It’s a terrible mistake to own something, just because somebody else owns it, even if that other persona is Benjamin Graham, the head of investing,” said Oracle of Omaha, Warren Buffett.  

Global Market Comments September 30, 2026 Fiat Lux   Featured Trade: (THURSDAY, OCTOBER 15, 2026 INCLINE VILLAGE, NEVADA GLOBAL STRATEGY LUNCHEON) (HOW TO READ THE MAD HEDGE DAILY POSITION SHEET)

“I looked all over the basement when I was at the White House, and there is no big lever you can throw to make things good again,” said Austin Goolsby, former chairman of the Council of Economic Advisors.  

Global Market Comments September 29, 2026 Fiat Lux   Featured Trade: (THE MAD HEDGE SEPTEMBER 15-18 SUMMIT REPLAYS ARE UP), (TESTIMONIAL)

  Hello John, I’ll not be renewing my subscription this month.   It’s been a great run.  You’ve been so instrumental in increasing my understanding of markets and how to take advantage of opportunities.  It’s time for me to give my knowledge and money to my grandsons and great-grandchildren.   While my grandsons gather their

“At some point in 2019, knuckles are going to be turning white, and we'll see whatever rabbits Janet Yellen is going to have to pull out of her hat,” said David Rosenberg of Gluskin, Sheff & Associates.  

Global Market Comments September 28, 2026 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT AI JOB DESTRUCTION MYTH), (SPY) ($VIX), (XYZ), (XLK), (XLC), (SOXX), (XLV), (XLE), (DAL), (XLU), REITS (XLRE), (IWM), (XRT), (XBX), (XLI), (TLT), (AAPL), (PANW), (CRWD), (FTNT), (USO), ($VIX), (MSFT), (PANW), (BA), (NFLX), (AAPL), (AMD), (WBD), (META)

“At an age when other high school kids were sneaking out of the house to go partying, Paul and I would sneak out to go use the computers in a lab at the University of Washington,” said Bill gates about his late partner, Paul Allen.