Global Market Comments February 28, 2025 Fiat Lux Featured Trade: (FEBRUARY 26 BIWEEKLY STRATEGY WEBINAR Q&A), (BTC), (NVDA), (TSLA), (BRK/B), (JNK), (TLT), ($WTIC)
Below, please find subscribers’ Q&A for the February 26 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Isn’t this just a cyclical thing? Don’t all bull markets come to an end? A: Yes, they do. But this time around, it looks like the market is being pushed off a cliff.
When you develop your opinions on the basis of weak evidence, you will have difficulty interpreting subsequent information that contradicts these opinions, even if this new information is obviously more accurate,” said Nassim Nicholas Taleb, author of Antifragile: Things That Gain from Disorder.”
Global Market Comments February 27, 2025 Fiat Lux Featured Trade: (RIGHT SIZING YOUR TRADING)
I can’t tell you how many times I have been woken up in the middle of the night by an investor who was sleepless over a position that was going the wrong way. The Dow Average cratered by 1,200 points, Gold was down $50, the Euro was spiking two cents, and oil was making one
“Interest rates are gravity. When they are zero, shares prices can go to infinity. When they are high, as they were during the early 1980’s, the gravitational pull can be very strong,” said Oracle of Omaha, Warren Buffet.
Global Market Comments February 26, 2025 Fiat Lux Featured Trade: (THE LEAGUE OF EXTRAORDINARY TRADERS)
I never cease to be impressed with the readers of this newsletter. I was reminded of this once again in Salt Lake City, Utah a few weeks ago. Readers seem to fall into three categories. 1) Entrepreneurs whose businesses become so successful that they are throwing off plenty of excess cash to invest. This led
Global Market Comments February 25, 2025 Fiat Lux Featured Trade: (WHY YOUR OTHER INVESTMENT NEWSLETTER IS SO DANGEROUS)
Not a day goes by without me hearing from a reader about the competition. They previously subscribed to a newsletter that promised a top-drawer education, an insider’s insights, and spectacular returns, sometimes 100% or more a month. “Doubled in a day” is a frequently heard term. The entry-level costs are only a few bucks, but
"As successful as solar has become, there was a bloody road of corporate carnage to get there," said Joel Makower, chairman of the GreenBiz Group.
Global Market Comments February 24, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE DOWNSIDE OF DOGE, plus THE LAST GLASS OF KOOL-AID) (SPY), (TLT), (GS), (VST), (TSLA), (WMT), (UNH)
Let’s engage in a thought experiment here. Let’s assume that the new government is successful in all its goals and government spending is cut by $2 trillion. That is 7.2% of the $27.2 trillion US GDP. A loss of that magnitude of economic activity is known as a recession on the order of the one
“Apple is an electric utility now. People don’t want them changing the wall sockets. People will pay them not to change,” said Roger McNamee, cofounder of venture capitalist Elevation Partners.
Global Market Comments February 21, 2025 Fiat Lux Featured Trade: (THE DEATH OF THE FINANCIAL ADVISOR)
About one-third of my readers are professional financial advisors who earn their crust of bread telling clients how to invest their retirement assets for a fixed fee. They used to earn a share of the brokerage fees they generated. After stock commissions went to near zero, they started charging a flat 1.25% a year on
“The car business is hell,” said founder Elon Musk, when announcing he would sleep in the Fremont Tesla factory until Model S production reached 2,500 units a week.
Global Market Comments February 20, 2025 Fiat Lux Featured Trade: (HOW TO HEDGE YOUR CURRENCY RISK), (FXA), (UUP), (TESTIMONIAL)
Let’s say you absolutely love a stock but despise the currency of the country it comes from. The United States comes to mind. The US Federal Reserve is about to commence with a policy of cutting interest rates that could last a year. That means the greenback is about to become the weakest currency in
Thanks for the advice, John. Actually, I just got started with investing as I’ve been living close to the edge raising kids all these years. I had $100K that I could float for a few months so I had it in the Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) until my old golf buddy/broker