Lately, I have been getting a lot of calls from concerned readers worried that we might be going into another 2008-2011 style real estate crash, when home prices cratered by 50%-70%, once the pandemic ends. It’s not going to happen and there are a dozen reasons why. Worst case, I expect a short, shallow pause
Global Market Comments January 25, 2021 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HERE COMES THE SUPERHEATED ECONOMY), (SPY), ($INDU), (TLT), (TBT), (TSLA)
The US economy is in the worst condition in a century. The U6 Unemployment rate stands at 20 million today. Main streets everywhere are boarded up. Millions of businesses have gone under. Some 4,500 people a day are dying from a dreaded virus. All of this means that you should rush out and buy and
Global Market Comments January 22, 2021 Fiat Lux Featured Trade: (JANUARY 20 BIWEEKLY STRATEGY WEBINAR Q&A), (QQQ), (IWM), (SPY), (ROM), (BRK/A), (AMZN), NVDA), (MU), (AMD), (UNG), (USO), (SLV), (GLD), ($SOX), CHIX), (BIDU), (BABA), (NFLX), (CHIX), ($INDU), (SPY), (TLT)
Below please find subscribers’ Q&A for the January 20 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Incline Village, NV. Q: What will a significant rise in long term bond yields (TLT) do to PE ratios in general, and high tech specifically? A: Well, the key question here is: what is “significant”. Is “significant” a move
Global Market Comments January 21, 2021 Fiat Lux Featured Trade: (WHICH IS THE CHEAPEST US STATE?)
Global Market Comments January 20, 2021 Fiat Lux Featured Trade: (I HAVE AN OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (SOME SAGE ADVICE ON ASSET ALLOCATION)
Global Market Comments January 19, 2021 Fiat Lux Featured Trade: (WHY THERE’S ANOTHER DOUBLE IN CRISPR THERAPEUTICS) (CRSP), (BLUE), (EDIT), (NVS), (GILD)
Occasionally, I discover a piece of research from one of my other Mad Hedge publications that is so important that I send it out to everyone immediately. Recently, a piece from the Mad Hedge Biotech & Healthcare Letter is one of the instances. It makes the case and provides the numbers as to why Biotech
Global Market Comments January 18, 2021 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WHAT WOULD KILL THIS MARKET?) ($INDU), (TLT), (TBT), (GLD), (GOLD), (WPM), (TESLA)
With the Dow Average now up 13,300 points, or 73.89%, since April, I’m getting besieged by questions from readers as to what could make the market go down. This is, after all, the sharpest move up in stocks in history. With $20 trillion about to hit the US economy, $10 trillion in stimulus, $10 trillion
“You don’t want to invest based on a political prism,” said Oracle of Omaha Warren Buffet.
Global Market Comments January 15, 2021 Fiat Lux Featured Trade: (BETTER BATTERIES HAVE BECOME BIG DISRUPTERS) (TSLA), (XOM), (USO)
Global Market Comments January 14, 2021 Fiat Lux Featured Trade: (WHAT THE HECK IS ESG INVESTING?), (TSLA), (MO)
Looking at the New Year equity allocations, it’s truly astonishing how much money is pouring into ESG investing. Maybe it was another year of blistering head worldwide that did it. It now accounts for one-third of all US equity investment. Last year, BlackRock, one of the largest fund managers in the country, made a major
“You don’t want to invest based on a political prism,” said Oracle of Omaha Warren Buffet.
Global Market Comments January 13, 2021 Fiat Lux Featured Trade: (MY RADICAL VIEW OF THE MARKETS), (INDU), (SPY), (AAPL), (FB), (AMZN), (ROKU)
What if the consensus is wrong? What if instead of being in the 12th year of a bull market, we are actually in the first year, which has another decade to run? It’s not only possible but also probable. Personally, I give it a greater than 90% chance. There is a possibility that the bear
Global Market Comments January 12, 2021 Fiat Lux Featured Trade: (MAD HEDGE 2020 PERFORMANCE ANALYSIS), (SPY), (TLT), (TBT), (TSLA), (GLD), (SLV), (V), (AAPL), (VIX), (VXX) (TESTIMONIAL)
When a Marine combat pilot returns from a mission, he gets debriefed by an intelligence officer to glean whatever information can be obtained and lessons learned. I know. I used to be one. Big hedge funds do the same. I know, I used to run one. Even the best managers will follow home runs with