Newsletters

Global Market Comments June 12, 2026 Fiat Lux Featured Trade: (FRIDAY, JULY 10, 2026,  LONDON, ENGLAND GLOBAL STRATEGY LUNCHEON) (JUNE 10 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (MU), (FXI), (MSFT), (USO), (SLV), (GLD), (PLTM), (TSLA), (CCJ), (QQQ), (AVGO, (DHI)

“First, get your facts straight. Then, distort them at your leisure,” said the humorist, Mark Twain.  

Global Market Comments June 10, 2026 Fiat Lux Featured Trade: (LAST CHANCE TO JOIN ON CUNARD'S QUEEN MARY 2, FOR MY FRIDAY, JUNE 19 TRANSATLANTIC SEMINAR AT SEA LUNCHEON) (A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY),  (MS)

“In the next recession, the US will be the worst-performing stock market in the world. We won’t see new highs again in my lifetime,” said Doubleline Capital’s Jeffrey Gundlach.  

Global Market Comments June 8, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or THE TOP IS IN) (SOXX), (IGV), (XLV), (XLRE), (XLF), (XLK), (TLT), (USO) (SLV), (UPS), (GLD), (SLV), (MSTR)

“You can become rich by having more than you need, or by needing less than you have,” said a wise friend.  

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.  

Global Market Comments May 26, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE NEW MAN IN TOWN) (TSLA), (GOOGL), (AMZN), (NVDA), (SPY), (USO), (XLK), (SOXX), (NVDA), (IGV), (DELL), (IBM), (AAPL), (SPCX), (TSLA), (DAL), (BRK/B), (XLY), (XLF), (GS), (MS), (IWM), (KRE), (XRT), (XLF), (WMT), (XLC), (SLV)

“If I had asked what the customers wanted, they would have told me faster horses,” said Henry Ford.  

Global Market Comments May 25, 2026 Fiat Lux SPECIAL MEMORIAL DAY ISSUE Featured Trade: (A TRIBUTE TO A TRUE VETERAN)

"No better friend, nor worse enemy," says the motto of First Division of the US Marine Corps.