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
Dear John Thomas, I want to thank you for getting me and my portfolio through this stressful year. Through the use of breathing techniques and devotion to reading your new letters, I managed to have a monster year. I am up 338% YTD. I look forward to trading alongside you in the years ahead and
Global Market Comments January 11, 2021 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or A WEEK FOR THE HISTORY BOOKS), ($INDU), (TSLA), (TBT), (TLT), (JPM), (WFC)
A man came at me with a crowbar last week. I drove into Reno to buy some used backpacks for my Boy Scout troop and parked my Tesla in a nice residential neighborhood. Out of nowhere, a man ran down the street at me screaming profanities, crowbar in hand. He shouted that I was from
“Getting rid of your great companies and adding to you bad companies is like cutting the flowers and watering the weeds,” said my former client and mentor, Magellan Fund’s Peter Lynch.
Global Market Comments January 8, 2021 Fiat Lux Featured Trade: (JANUARY 6 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (SQM), (GLD), (SLV), (GOLD), (WPM), (TLT), (FCX), (IBB), (XOM), (UPS), (FDX), (ZM), (DOCU), (VZ), (T), (RTX), (UT), (NOC), (FXE), (FXY), (FXA), (UUP)
Below please find subscribers’ Q&A for the January 6 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Incline Village, NV. Q: Any thoughts on lithium now that Tesla (TSLA) is doing so well? A: Lithium stocks like Sociedad Qimica Y Minera (SQM) have been hot because of their Tesla connection. The added value in lithium mining is
“If you can’t convince an 8-year-old why you own this thing, you probably shouldn’t own it” said legendary value stock manager Peter Lynch.
Global Market Comments January 7, 2021 Fiat Lux Featured Trade: (HOW TO HANDLE THE FRIDAY, JANUARY 15 OPTIONS EXPIRATION), (TSLA), (TLT), (WPM), (GOLD)
Followers of the Mad Hedge Fund Trader Alert Service have the good fortune to own TEN deep in-the-money options positions, all of which are profitable. Six of these expire in six trading days on Friday, January 15, and I just want to explain to the newbies how to best maximize their profits. These involve the
Global Market Comments January 6, 2021 Fiat Lux 2021 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)