I am really happy with the performance of the Mad Hedge Long Term Portfolio since the last update on February 2, 2021. In fact, not only did we nail the best sectors to go heavily overweight, we also completely dodged the bullets in the worst-performing ones. For new subscribers, the Mad Hedge Long Term Portfolio
Global Market Comments August 18, 2021 Fiat Lux Featured Trade: (HANGING WITH LEONARDO)
With the Volatility Index (VIX) going through the roof today, I think it is timely to remind everyone what it is. At my advanced age, I have very few friends. Most of them are either puttering around some county golf course, or are dead. By there is one who has stuck with me for my
“Blue skies, nothing but blue skies. Never saw the sun shining so bright, things going so right, grey days, all of them gone. Nothing but blue skies from now on,” said the top musical lyric of early 1929, by Irving Berlin.
Global Market Comments August 17, 2021 Fiat Lux9 Featured Trader: (IS AIRBNB YOUR NEXT TEN-BAGGER?), (ABNB), (WYNN), (H), (GOOG), (PYPL)
When the pandemic hit in February, I figured Airbnb was toast. Global travel had ground to a halt, and competitors like Wynn Resorts (WYNN) and Hyatt Hotels (H) saw their share prices plunge to near zero. Instead, the opposite happened. While the big hotels continue to roast in purgatory, Airbnb catapulted to a new golden
Global Market Comments August 16, 2021 Fiat Lux9 (MARKET OUTLOOK FOR THE WEEK AHEAD, or MY REVOLUTIONARY NEW STRATEGY, (SPY), (TLT), (NVDA), (ROKU), (HOOD), (GS), (JPM)
Friday saw the stock market’s lowest volume day of the year, and shares rose almost every day last week to new all-time highs. The way this usually ends is that the slow grind explodes into a high-volume spike marking an interim market top. That makes new investment now extremely risky. August usually markets the best
Global Market Comments August 13, 2021 Fiat Lux9 (AUGUST 11 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (DIS), (FDX), (AMZN), (PAVE), (NUE), (X), (FCX), (AA), (AMD), (GLD), (SLV), (GDX), (WPM), (COIN)
Below please find subscribers’ Q&A for the August 11 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley, CA. Q: If we see a correction in stocks, what would you do? A: Buy more stocks (SPY). All of our positions expire next week, and we go 100% into cash. I’m looking for just a 5% correction
Global Market Comments August 12, 2021 Fiat Lux9 (A NOTE ON OPTIONS CALLED AWAY) (SPY), (TLT), (V), (GS), (JPM)
I know all of this may sound confusing at first. But once you get the hang of it, this is the greatest way to make money since sliced bread. I still have six positions left in my model trading portfolio, they are all deep in-the-money, and about to expire in six trading days. That opens
Global Market Comments August 11, 2021 Fiat Lux9 (FLYING THE 1929 TRAVEL AIR D4D, or WHY YOU NEVER WANT TO FLY WITH JOHN THOMAS)
Global Market Comments August 10, 2021 Fiat Lux9 (DECODING THE GREENBACK), (THE TECHNOLOGY NIGHTMARE COMING TO YOUR CITY)
Global Market Comments August 9, 2021 Fiat Lux9 Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE WALL OF MONEY CONTINUES) (INDU), (TLT), (SPY), (FCX), (JPM), (V), (GS)
The wall of money continues. According to the legendary economist John Maynard Keynes: “Markets can remain irrational longer than you can remain liquid.” Keynes should know. After making a fortune trading foreign currency, he was almost wiped out by the 1929 crash when markets fell 90%. I keep that quote taped to my monitor to
“I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes,” said the legendary economist John Maynard Keynes in 1934.
Global Market Comments August 6, 2021 Fiat Lux Featured Trade: (MAD HEDGE 2021 H1 TRADE ANALYSIS) ($INDU), (TLT), (GLD), (XME), (DAL), (FCX), (TSLA)
I finally managed to carve out a few hours to analyze my 2021 H1 trades, and what a year it’s been! From January 1 to June 30, the Mad Hedge Fund Trader sent you 124 trade alerts completing 64 round trips in four asset classes. These generated a profit of 70.59% in six months, more
“And when he goes to Heaven to Saint Peter, he will tell, “Another Marine reporting sir, I’ve served my time in Hell,” inscribed on a wooden cross at a grave on Guadalcanal.