“To pursue the mosquito theory as a cause of yellow fever would be a complete waste of government money,” said an army doctor in 1898.
Global Market Comments January 24, 2025 Fiat Lux Featured Trade: (SOME SAGE ADVICE ON ASSET ALLOCATION)
“Fair value doesn’t mean you have to go down. It just means you have to be cautious,” said hedge fund legend David Tepper of Appaloosa Management.
Global Market Comments January 23, 2025 Fiat Lux Featured Trades: (WHY WATER WILL SOON BE WORTH MORE THAN OIL), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (WHY WARREN BUFFETT HATES GOLD), (GLD), (GDX), (ABX)
If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So, investment in freshwater infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water rights.
After seven years in the penalty box, gold is finally starting to come alive, and the Armageddon crowd is absolutely loving it. Maybe after ten years of rising, stocks are finally expensive on a relative basis? These are the guys who are perennially predicting the collapse of the dollar, the default of the US government,
“Every recession sows the seeds for the next business recovery, and every recovery sows the seeds of the next recession,” said hedge fund manager Leon Cooperman of Omega Advisors.
Global Market Comments January 22, 2025 Fiat Lux Featured Trades: (TRADING FOR THE NON-TRADER), (ROM), (UXI), (UCC), (UYG)
I like to start out my day by calling readers on the US East Coast and Europe, asking how they like the service, are there any ways I can improve the service, and what topics they would like me to write about. After all, at 5:00 AM Pacific time, they are the only ones around.
Global Market Comments January 21, 2025 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD or NOW WE ENTER THE GREAT UNKNOWN), (GS), (MS), (JPM), (C), (BAC) (TLT), (TSLA)
I am writing this to you from Indian Rock Beach, Florida, an extended sand bar outside of Tampa on the west coast. Cabin cruisers pass by every five minutes. There is not much fishing though with rain and temperatures in the low 40s, the coldest of the year. leaving a lot of free time for
"In both the 1982 and 1990 gains, the market accelerated at the end. Lightening may not strike twice but we would advise against flying a kite in a thunderstorm," said Laszlo Birinyi of Birinyi Associates.
Global Market Comments January 17, 2025 Fiat Lux Featured Trades: (JANUARY 15 BIWEEKLY STRATEGY WEBINAR Q&A), (GS), (MS), (JPM), (C), (BAC), (TSLA), (HOOD), (COIN), (NVDA), (MUB), (TLT), (JPM), (HD), (LOW), FXI)
Below please find subscribers’ Q&A for the January 15 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Sarasota, Florida. Q: What would I recommend right now for my top five stocks? A: That’s easy. Goldman Sachs (GS), Morgan Stanley (MS), JP Morgan (JPM), Citibank (C), and Bank of America (BAC). There's five right there—the
"Investing now is like taking a shower while Norman Bates is somewhere in your house," said Jim McTague, a journalist at Barron's.
Global Market Comments January 16, 2025 Fiat Lux Featured Trades: (WHY TECHNICAL ANALYSIS IS A DISASTER) (SPY), (QQQ), (IWM), (VIX) (TESTIMONIAL)
At my Mad Hedge Miami Beach Luncheon, I heard an amazing piece of information from a guest. Fidelity recently conducted a study to identify their best-performing clients. They neatly fell into two groups: people who forgot they had an account at Fidelity and dead people. It all underlines the futility of trading the markets without
Thank you for the analysis of Nvidia (NVDA). I wouldn't have looked at them without your analysis. I got in NVDA at $69 Nov 2 after it dipped 3-5% from the recent top, it exploded up on 11th Nov, +29% to $88, and eventually made it to $290! More trade alerts to the people :)
“Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance as well, said Howard Marks, founder of distressed debt giant, Oak Tree Capital Management.
Global Market Comments January 15, 2025 Fiat Lux Featured Trades: (FRIDAY, JANUARY 31, 2025, SALT LAKE CITY, UTAH STRATEGY LUNCHEON) (IT’S TIME TO PULL OUT THOSE OLD INFLATION PLAYS OUT OF THE DRAWER), (GLD), (SLV), (TIPS)