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)
“Battery Day” is coming up soon on September 22. This is Elon Musk’s equivalent to Apple’s developers' conference when he announces his latest products and technological advances with great fanfare. I have been to many of these. However, this year, Elon may outdo himself, no mean feat, emboldened by last week’s meteoric $450 billion market
Global Market Comments September 20, 2020 Fiat Lux SPECIAL EARLY RETIREMENT ISSUE Featured Trade: (HOW TO JOIN THE EARLY RETIREMENT STAMPEDE)
Global Market Comments September 9, 2020 Fiat Lux Featured Trade: (A VERY BRIGHT SPOT IN REAL ESTATE)
Global Market Comments September 8, 2020 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WHY CASH IS STILL TRASH), (JPM), (AAPL), (AMZN), (V), (TLT), (SPY), (GOOGL), (BAC), (C), (FCX), (VIX), (VXX), (TSLA), (FB)
This isn’t the “Big One.” This isn’t even a Middle One.” This is no more than a 10%-15% correction typical for long term bull markets. Sure, we saw every technical indicator known to man scream “SELL” in the run-up to the recent market top. There were other factors at play as well. The bulk of
Global Market Comments September 4, 2020 Fiat Lux Featured Trade: (SEPTEMBER 2 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (SPY), (GLD), (GDX), (JPM), (BAC), (C), (WFC), (VIX), (VXX), (TLT), (TBT), (USO), (INDU), (SDS),
Below please find subscribers’ Q&A for the September 2 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: Tesla (TSLA) is down 25% today from the Monday high. What are your thoughts? A: Yes, I've been recommending to people
“Bonds are now offering return-free risk. I expect a relatively modest return for an extended period of time,” said my former hedge fund investor friend, Leon Cooperman of Omega Family Office.
Global Market Comments September 3, 2020 Fiat Lux Featured Trade: (A HIGH-YIELD PLAY IN A LOW-YIELD WORLD), (JMBS), (SGVAX)
I already know what you’re thinking about. Energy Master Limited Partnerships (MLPs), junk bonds, airlines on the verge of bankruptcy? Nope. There are in fact tremendous opportunities in mortgage-backed securities. Mortgage-backed what, you may ask? A Mortgage-Backed Security (MBS) is a type of instrument which is secured by a basket of mortgages. These mortgages are aggregated and
Global Market Comments September 2, 2020 Fiat Lux Featured Trade: (HOW THE MAD HEDGE MARKET TIMING ALGORITHM WORKS)
Global Market Comments September 1, 2020 Fiat Lux Featured Trade: (RIGHT SIZING YOUR TRADING)