The most significant market development so far in 2022 has not been the epic stock market fail, the explosive growth of the Omicron virus, or the runaway prices at the supermarket, although that is quite a list. Far from it. It has been the utter collapse in the bond market, which has seen the (TLT)
Global Market Comments January 18, 2022 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or SOARING WITH THE EAGLES) (SPY), (TLT), (MSFT), (JPM), (AAPL)
Here I am, locked up again. Another day, another pandemic. There is nothing left for me to do but think. When I turned negative on technology stocks at the end of November, many readers protested, accusing me of high treason, sedition, perfidy, and insisted I be hung from the nearest lamppost. After last week’s drubbing
Global Market Comments January 14, 2022 Fiat Lux Featured Trades: (LEARNING THE ART OF RISK CONTROL)
Global Market Comments January 13, 2022 Fiat Lux Featured Trades: (WHY A US HOUSING BOOM WILL CONTINUE), (LEN), (PHM), (KBH), (WHY SENIORS NEVER CHANGE THEIR PASSWORDS)
Lately, my inbox has been flooded with emails from subscribers asking if the housing market is about to crash as a result of the housing bubble and if they should sell their homes. They have a lot to protect. Since prices hit rock bottom in 2011 and foreclosures crested, the national real estate market has
Global Market Comments January 12, 2022 Fiat Lux Featured Trades: (WHY GLOBALIZATION WORKS)
I am writing this to you from the Amtrak California Zephyr. Having got my Pfizer Covid-19 shots, it is now finally safe to ride public transport. I am riding the rails in a first class sleeping compartment from Oakland, CA to Truckee, CA to reposition a car from my Lake Tahoe lakefront estate now that
“Consumers are going to do best and that is consume,” said Brian Jacobsen of Wells Fargo.
Global Market Comments January 11, 2022 Fiat Lux Featured Trades: (THE BARBELL PLAY WITH BERKSHIRE HATHAWAY), (BRKA), (BRKA), (BAC), (KO), (AXP), (VZ), (BK) (USB), (TLT), (AAPL), (MRK), (ABBV), (CVX), (GM), (PCC), (BNSF)
Global Market Comments January 10, 2022 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WHY I FEEL SO MUCH BETTER) (TSLA), (AAPL)
Global Market Comments January 7, 2022 Fiat Lux Featured Trades: (JANUARY 5 BIWEEKLY STRATEGY WEBINAR Q&A), (IWM), (RUA), (TSLA), (NVDA), (USO), (TBT), (ROM), (SDS), (ZM), (AAPL), (FCX), (HOOD), (BRKB)
Below please find subscribers’ Q&A for the January 5 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Incline Village, Nevada. Q: What’s a good ETF to track the Russell 3,000 (RUA)? A: I use the Russell 2,000 (IWM) which is really only about the Russell 1500 because 500 companies have been merged or gone
“The Fed has no Incentive to inflate away government debt but the government does,” says Fed governor James Bullard.
Global Market Comments January 6, 2022 Fiat Lux Featured Trades: (TESTIMONIAL), (THE DEATH OF PASSIVE INVESTING), (SPY), (SPX), (INDU) (NOTICE TO MILITARY SUBSCRIBERS),
Global Market Comments January 5, 2022 Fiat Lux 2022 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPX), (QQQ), (XLF), (XLE), (XLY), (TLT), (TBT), (JNK), (PHB), (HYG), (PCY), (MUB), (HCP) (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB) (BHP), (FCX), (VALE), (AMLP), (USO), (UNG), (GLD), (GDX), (SLV), (ITB), (LEN), (KBH), (PHM)
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have two comfortable seats facing each other next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini could navigate it.
Global Market Comments January 4, 2022 Fiat Lux Featured Trade: (PLAYING THE SHORT SIDE WITH VERTICAL BEAR PUT SPREADS), (TLT)
Global Market Comments January 3, 2022 Fiat Lux Featured Trade: (NEW VIDEO UPDATE ON EXECUTING A VERTICAL BULL CALL DEBIT SPREAD), (AAPL)
