Global Market Comments September 23, 2020 Fiat Lux Featured Trade: (AN INSIDER’S GUIDE TO THE NEXT DECADE OF TECH INVESTMENT), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (FB)
Last weekend, I had dinner with one of the oldest and best performing technology managers in Silicon Valley. We met at a small out of the way restaurant in Oakland near Jack London Square so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables
Global Market Comments September 21, 2020 Fiat Lux Featured Trade: (HOW NOT TO MAKE A FOOL OF YOURSELF TRADING OPTIONS)
I very rarely publish the works of other financial writers, as I usually have a hundred research ideas of my own in the works and lack the time to get them out. However, I will make an exception for last week’s Barron’s piece on options trading written by Steven M. Sears. I have spent the
“The U.S. hasn’t had economic leadership this weak in key positions since World War II, and there is now next to no scope for international cooperation. The world economy hasn’t been this brittle during my 40-year career,” said Dr. Larry Summers, former director of the national economic council.
Global Market Comments September 21, 2020 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HERE’S THE BLACK SWAN FOR 2020), (SPY), (INDU), (TSLA), (JPM), (TLT), (C), (V), (GLD), (AAPL), (AMZN), (UUP)
I had the pleasure of meeting Supreme Court Justice Ruth Bader Ginsberg only last year. She was funny, a great storyteller, and smart as a tack. If she disagreed with you, she pounced like a lion with a prescient one-liner. She was also a goldmine of historical anecdotes about American history over the past 60
Global Market Comments September 18, 2020 Fiat Lux Featured Trade: (SEPTEMBER 16 BIWEEKLY STRATEGY WEBINAR Q&A), (INDU), (TSLA), (DIS), (NKLA), (GM), (PYPL), (FXI), (XOM), (KCAC),
Below please find subscribers’ Q&A for the September 16 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley, CA with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: Is the Russian vaccine real or just a publicity stunt? A: I would say it’s real. Russia is much more prone
“It is fine to have the longest view in the room, as long as the thing at the end of the vista is a gigantic hill of money,” said John Lanchester of the New Yorker magazine.
Global Market Comments September 17, 2020 Fiat Lux Featured Trade: (SHOPPING FOR FIRE INSURANCE IN A HURRICANE), (VIX), (VXX), (XIV), (THE ABCs OF THE VIX), (VIX), (VXX), (SVXY)
Global Market Comments September 16, 2020 Fiat Lux Featured Trade: (THE BULL CASE FOR BANKS), (JPM), (BAC), (C), (WFC), (GS), (MS)
Banks have certainly been the red-headed stepchild of equity investment in 2020. While technology shares have rocketed by two, three, and four-fold, banks have remained mire in the muck, down 35% on the year while the S&P 500 is up 6%. However, all that is about to change. Banks have become the call option on
"If you advertise an interest in buying collies, a lot of people will call hoping to sell you their cocker spaniels," said Oracle of Omaha, Warren Buffett.
Global Market Comments September 15, 2020 Fiat Lux Featured Trade: (THE MAD HEDGE TRADERS & INVESTORS SUMMIT RECORDING IS UP), (HOW FREE ENERGY WILL POWER THE COMING ROARING TWENTIES), (SPWR), (TSLA)
For those who missed the June 4 Mad Hedge Traders & Investors Summit, I have posted all 9:15 hours of recordings of every speaker. To find it, please click here. This is a collection of some of the best traders and investors I have stumbled across over the past five decades. They include: 8:45 Meet
“The stock market is not expensive at 0.50% Fed funds and 0.70% government bonds,” said my old investor and mentor Leon Cooperman of Omega Advisors.
Global Market Comments September 14, 2020 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE 200-DAYS ARE IN PLAY), ($INDU), (SPX), (SPY), (AAPL), (AMZN), (JPM), (C), (BAC), (GLD), (TLT), (TSLA)
Six months into the quarantine, I feel like I’ve been under house arrest with no visiting privileges. And if I go outside for even a few minutes, I have to inhale the equivalent of a pack of cigarettes as I am surrounded by three monster fires. All I can say is that I’m getting a
Global Market Comments September 11, 2020 Fiat Lux Featured Trade: (WHY SOLID-STATE BATTERIES ARE THE “NEXT BIG THING”) (TSLA)