Global Market Comments September 29, 2020 Fiat Lux Featured Trade: I HAVE AN OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (SOME SAGE ADVICE ON ASSET ALLOCATION)
Global Market Comments September 28, 2020 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or DID THE ELECTION OR COVID JUST HIT THE STOCK MARKET?), (SPY), (TLT), (GLD), (TSLA), (UUP)
Did the election finally hit the stock market? It could have been both or neither. Certainly, the passing of Supreme Court Justice Ruth Bader Ginsberg was worth 1,000 points, and maybe more. It may open the door to a period in politics that is uncertain at best or become violent at worst. But the Coronavirus
“It’s not always the troops that storm the beaches who are the right ones to set up the government,” said Steve Vassallo from Foundation Capital about the resignation of founder Travis Kalanick from Uber.
Global Market Comments September 25, 2020 Fiat Lux Featured Trade: (HERE’S MY NEXT CHIP TEN BAGGER), (AMD), (INTC), (NVDA), (MU)
I am often asked which semiconductor company to buy. After all, this is not just the high beta play for the stock market as a whole, but the entire economy as well. When times are good, consumers can’t get enough chips to stockpile. When they are bad, they are used as landfill. Semiconductors are the
Global Market Comments September 24, 2020 Fiat Lux Featured Trade: (ELON’S BATTERY DAY BLOWOUT), (TSLA), (GM), (F)
I have to admit that I have been buying into Elon Musk’s vision since I first met him more than 20 years ago, back in his PayPal days. He could see how the future would unroll for the next 50 years. That has delivered the best investment of my lifetime, with my Tesla shares (TSLA)
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)