Newsletters

Global Market Comments July 7, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE UNITED STATES OF DEBT), (TSLA), (AMGN), (TLT), (SPY) (NVDA), (MSFT), (META), (SNOW), (GOOGL), (AMD)

"Send us your freaks," said an Amazon human resources executive to a temp agency during its early days.

Global Market Comments July 3, 2025 Fiat Lux   Featured Trade: (JULY 2 BIWEEKLY STRATEGY WEBINAR Q&A) (SPY), (NVDA), (MSFT), (META), (SNOW), (GOOGL), (DHI), (LEN), (KBH), (FXE), (FXA), (FXY), (FXY), (GLD), (SLV), (PPLT), (ALB), (SQM), (NEM), (ABX)

"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 July 2, 2025 Fiat Lux   SPECIAL ISSUE ABOUT THE FAR FUTURE Featured Trade: (PEAKING INTO THE FUTURE WITH RAY KURZWEIL), (GOOG), (INTC), (AAPL), (TXN)

Global Market Comments July 1, 2025 Fiat Lux   Featured Trade: (THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)

Global Market Comments June 30, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET) (SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)

"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty," said the late British Prime Minister, Winston Churchill.

Global Market Comments June 27, 2025 Fiat Lux   Featured Trade: (A BUY WRITE PRIMER), (AAPL)

"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 26, 2025 Fiat Lux   Featured Trade: (THE NINE WORST TRADES IN HISTORY), (TESTIMONIAL)

Global Market Comments June 25, 2025 Fiat Lux   Featured Trade: (MY FAVORITE SECRET ECONOMIC INDICATOR)

“This isn’t a choice between vanilla and chocolate, folks! It’s all rocky road: a few marshmallows to get you excited before the elections, but with a lot of nuts to ruin the aftermath,” said the ever insightful Bill Gross at PIMCO.  

Global Market Comments June 24, 2025 Fiat Lux   Featured Trade: (TESTIMONIAL), (WHAT EVER HAPPENED TO THE GREAT DEPRESSION DEBT?), ($TNX), (TLT), (TBT)

Global Market Comments June 23, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO GROUNDHOG DAY)

“Nine-tenths of tactics were certain enough to be teachable in schools. The irrational tenth was like the kingfisher flashing across the schools,” said TE Lawrence, known as Lawrence of Arabia.  

Global Market Comments June 20, 2025 Fiat Lux   Featured Trade: (MY OLD PAL, LEONARDO FIBONACCI), (TESTIMONIAL)

Thank John for his ceaseless banter. I enjoy this service so much. Great stories!!!! I hope our paths cross soon. Thank you.   Bill North Carolina  

Global Market Comments June 18, 2025 Fiat Lux   Featured Trade: (FIVE REASONS GOLD IS GOING TO A NEW HIGH), (GLD), (GOLD), (NEM), (GDX)

“There is no vaccine for credit losses….bank provisions will be in the trillions,” said bank analyst Chris Whelan.