Global Market Comments October 9, 2020 Fiat Lux Featured Trade: (THE NEW AI BOOK THAT INVESTORS ARE SCRAMBLING FOR), (GOOG), (FB), (AMZN), MSFT), (BABA), (BIDU), (TENCENT), (TSLA), (NVDA), (AMD), (MU), (LRCX)
Global Market Comments October 8, 2020 Fiat Lux Featured Trade: (IF BONDS CAN’T GO DOWN, STOCKS CAN’T EITHER), ($NIKK), (TLT), (TBT), ($TNX) (TESTIMONIAL)
The U.S. Treasury bond market has suddenly ground to a halt, puzzling traders, investors, and hedge fund managers alike. Today, the yield on the 10-year Treasury bond (TLT), (TBT) traded as low as 0.77%. This is despite the U.S. economy delivering a horrific negative GDP growth during Q2. Growth is expected to rebound to 2-5%
Don't worry, John. Your posts are probably the least boring of any mentor(s) out there. Please keep up the good work. By the way, I may have flown in that Tiger Moth back in the early 70s. My dad learned to fly on Tiger Moths right after the war in south England and we used
“October is one of the most peculiarly dangerous months to trade in stocks. The other are July, January, April, November, May, March, June, December, August, and February,” said American writer and humorist Mark Twain.
Global Market Comments October 7, 2020 Fiat Lux Featured Trade: (THE ROARING TWENTIES HAVE JUST BEGUN), (SPY), (TLT), (TBT), (VIX)
I just about fell out of my chair when the national election poll numbers were released over the weekend. After remaining stuck at a 49% to 41% lead for the past year, Joe Biden picked up 5% to reach a commanding 54% to 39% lead. These are the most decisive polling numbers since the 1972
“Be polite, be professional, but have a plan to kill everybody you meet,” said General James Mattis, former US secretary of defense.
Global Market Comments October 6, 2020 Fiat Lux Featured Trade: (HOW THE RISK PARITY TRADERS ARE RUINING EVERYTHING!), (VIX), (SPY), (TLT), (TESTIMONIAL)
I received a call from a hedge fund manager on Friday warning me of what was about to hit the market. So much money had poured into "risk parity” strategies that it was starting a long-term secular trend up in market volatility (VIX). It was a classic case of too many people bunching up at one
I am constantly puzzling over what to say in a testimonial for the Mad Hedge Fund Trader. There are so many elements to the service. Traders and fund managers can vary so much in their style and experience. This is my 5th year of MHFT/MDT subscription. After a few ups and downs, making most of
In terms of the stock market, “A vaccine is more important than the stimulus,” said David Kostin, chief equity strategist at Goldman Sachs.
Global Market Comments October 5, 2020 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or IS HISTORY REPEATING ITSELF?) (SPY), (INDU), (DIS), (TLT)
In 1919, President Woodrow Wilson traveled to Europe to negotiate the end of WWI and the Versailles Treaty. Midway through the talks, he suffered a major stroke and was hustled back to the US in an American battleship, the USS George Washington. The Spanish Flu pandemic was underway, killing millions, so it was thought best
Global Market Comments October 2, 2020 Fiat Lux Featured Trade: (SEPTEMBER 30 BIWEEKLY STRATEGY WEBINAR Q&A), (NVDA), (AMD), (JPM), (DIS), (GM), (TSLA), (NKLA), (TLT), (NFLX), (PLTR), (VIX), (PHM), (LEN), (KBH), (FXA), (GLD)
Below please find subscribers’ Q&A for the September 30 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: Which is a better buy, NVIDIA (NVDA) or Advanced Micro Devices (AMD)? A: NVIDIA is clearly the larger, stronger company in
“The Fed only knows two speeds; too fast, and too slow,” said Nobel Prize winning economist Milton Friedman to me over lunch one day.
Global Market Comments October 1, 2020 Fiat Lux Featured Trade: (HOW TO RELIABLY PICK A WINNING OPTIONS TRADE)
Global Market Comments September 30, 2020 Fiat Lux Featured Trade: (INDUSTRIES YOU WILL NEVER HEAR FROM ME ABOUT
Industries You Will Never Hear from Me About. The focus of this letter is to show people how to make money through investing in fast-growing, highly profitable companies which have stiff, long-term macroeconomic and demographic winds at their backs. That means I ignore a large part of the US economy, possibly as much as 80%,