Below please find subscribers’ Q&A for the January 15 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Sarasota, Florida. Q: What would I recommend right now for my top five stocks? A: That’s easy. Goldman Sachs (GS), Morgan Stanley (MS), JP Morgan (JPM), Citibank (C), and Bank of America (BAC). There's five right there—the
"Investing now is like taking a shower while Norman Bates is somewhere in your house," said Jim McTague, a journalist at Barron's.
Global Market Comments January 16, 2025 Fiat Lux Featured Trades: (WHY TECHNICAL ANALYSIS IS A DISASTER) (SPY), (QQQ), (IWM), (VIX) (TESTIMONIAL)
At my Mad Hedge Miami Beach Luncheon, I heard an amazing piece of information from a guest. Fidelity recently conducted a study to identify their best-performing clients. They neatly fell into two groups: people who forgot they had an account at Fidelity and dead people. It all underlines the futility of trading the markets without
Thank you for the analysis of Nvidia (NVDA). I wouldn't have looked at them without your analysis. I got in NVDA at $69 Nov 2 after it dipped 3-5% from the recent top, it exploded up on 11th Nov, +29% to $88, and eventually made it to $290! More trade alerts to the people :)
“Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance as well, said Howard Marks, founder of distressed debt giant, Oak Tree Capital Management.
Global Market Comments January 15, 2025 Fiat Lux Featured Trades: (FRIDAY, JANUARY 31, 2025, SALT LAKE CITY, UTAH STRATEGY LUNCHEON) (IT’S TIME TO PULL OUT THOSE OLD INFLATION PLAYS OUT OF THE DRAWER), (GLD), (SLV), (TIPS)
Come join me for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting high in the western desert in Salt Lake City, Utah at the foot of the Rocky Mountains. The event begins at 12:00 noon on Friday, January 31, 2025. A three-course meal will be provided and an open
Being an old do-it-yourself carpenter, I never throw anything away. My garage is filled with ancient tools I bought 50 years ago and used only once. Scraps of wood, odd lengths of wiring, and old coffee cans filled with loose nuts, screws, and nails are everywhere. You KNOW that if you throw a tool out,
"My experience in business helps me as an investor, and my investment experience makes me a better businessman," said Oracle of Omaha, Warren Buffett.
Global Market Comments January 14, 2025 Fiat Lux Featured Trades: (THE KINDLE EDITION OF THE JOHN THOMAS BIO IS OUT)
"If you can get a dividend higher than the yield on ten year debt, it's an opportunity we haven't seen in our lifetime. On a five year horizon, investing in large multinationals with high dividends will have a large payday" said Lawrence Fink, CEO of Black Rock.
Global Market Comments January 13, 2025 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD or WHAT’S NEXT), (SPY), (TSLA), (TLT), (GS)
This is not the rose garden we were promised. Down three of six trading days so far in 2025, with the S&P 500 off 2.2%. Worse yet, there is an almost perfect head and shoulders topsetting up on the charts portending lower lows. Lead names like Tesla (TSLA) have taken it on the nose, down
“When the Dow was down 3,600 points I felt like hugging our computers. The combination of man and machine is wonderful…Computers, math and game theory are the best decision makers there are,” said Bridgewater founder Ray Dalio.
Global Market Comments January 10, 2025 Fiat Lux Featured Trades: (A CHEAP HEDGE FOR THIS MARKET)
The S&P 500 is now 3.2% of its all-time high at 6,100 and is showing definientia signs of rolling over. So financial advisors, pension fund managers, and cautious individuals have been ringing me up asking what is the best way to hedge the heady 23% gain in 2024. You can forget about buying the Volatility
Global Market Comments January 8, 2025 Fiat Lux 2025 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (GS), (MS), (JPM), (BAC), (C), (BLK), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (FXY), (FXB), (FXE), (FXA) (FCX), (BHP), (RIO), (VALE), (DBA), (DIG), (USO), (DUG), (UNG), (USO), (XLE),
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat 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 can navigate it. I am anything
Global Market Comments January 6, 2025 Fiat Lux Featured Trade: (TESTIMONIAL) (PLAYING THE SHORT SIDE WITH VERTICAL BEAR PUT SPREADS) (TLT)