Global Market Comments September 13, 2019 Fiat Lux Featured Trade: (SOME SAGE ADVICE ON ASSET ALLOCATION), (BREAKFAST WITH BOONE PICKENS)
It was with a heavy heart that I learned of the passing last night of the legendary Boone Pickens who has dominated oil markets for the past 50 years. I owe him much of my understanding of the energy markets, which I picked up in crumbs that fell off his table over the past 40
Global Market Comments September 12, 2019 Fiat Lux Featured Trade: (WILL ANTITRUST DESTROY YOUR TECH PORTFOLIO?), (FB), (AAPL), (AMZN), (GOOG), (SPOT), (IBM), (MSFT)
In recent days, two antitrust suits have arisen from both the Federal government and 49 states seeking to fine, or break up the big four tech companies, Facebook (FB), Apple (AAPL), Amazon (AMZN), and Google (GOOG). Let’s call them the “FAAGs.” And here is the problem. These four companies make up the largest share of
Global Market Comments September 11, 2019 Fiat Lux Featured Trade: (HAS THE VALUE OF YOUR HOME JUST PEAKED?), (ITB), (PHM), (KBH), (LEN), (DHI), (NVR), (TOL), (JOIN US AT THE MAD HEDGE LAKE TAHOE, NEVADA CONFERENCE, OCTOBER 25-26, 2019)
Lately, my inbox has been flooded with emails from subscribers asking how to hedge the value of their homes. This can only mean one thing: the residential real estate market has peaked. They have a lot to protect. Since prices hit rock bottom in 2011 and foreclosures crested, the national real estate market has risen
Global Market Comments September 10, 2019 Fiat Lux SPECIAL ARTIFICIAL INTELLIGENCE ISSUE Featured Trade: (NEW PLAYS IN ARTIFICIAL INTELLIGENCE), (NVDA), (AMD), (ADI), (AMAT), (AVGO), (CRUS), (CY), (INTC), (LRCX), (MU), (TSM)
It’s been three years since I published my first Special Report on artificial intelligence and urged readers to buy the processor maker NVIDIA (NVDA) at $68.80. The stock quadrupled, readers are understandably asking me for my next act in the sector. The good news is that I have one. For a start, you could go
Global Market Comments September 9, 2019 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or SAVED BY A HURRICANE) (FXB), (M), (XOM), (BAC), (FB), (AAPL), (AMZN), (ROKU), (VIX), (GS), (MS),
This was the week when the stock market was saved by Hurricane Dorian. Why a hurricane? Because it gave President Trump something else to Tweet about beside China and Jay Powell. The White House went totally silent, at least on matters concerning the stock market. There, the focus instead turned on whether Trump predicted Dorian
Global Market Comments September 6, 2019 Fiat Lux Featured Trade: (SEPTEMBER 4 BIWEEKLY STRATEGY WEBINAR Q&A), (INDU), (FXY), (FXB), (USO), (XLE), (TLT), (TBT), (FB), (AMZN), (MSFT), (DIS), (WMT), (IWM), (TSLA), (ROKU), (UBER), (LYFT), (SLV), (SIL)
Below please find subscribers’ Q&A for the Mad Hedge Fund Trader September 4 Global Strategy Webinar broadcast from Silicon Valley with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: If Trump figures out the trade war will lose him the election; will he stop it? A: Yes, and that is
Global Market Comments September 5, 2019 Fiat Lux SPECIAL VOLATILITY ISSUE Featured Trade: (SHOPPING FOR FIRE INSURANCE IN A HURRICANE), (VIX), (VXX), (XIV), (THE ABCs OF THE VIX), (VIX), (VXX), (SVXY),
I am one of those cheapskates who buy Christmas ornaments by the bucketload from Costco in January for ten cents on the dollar because my 11-month theoretical return on capital comes close to 1,000%. I also like buying flood insurance in the middle of the summer drought when the forecast in California is for endless
Global Market Comments September 4, 2019 Fiat Lux Featured Trade: (HOW FREE ENERGY WILL POWER THE COMING ROARING TWENTIES), (SPWR), (TSLA) (ARE YOU IN THE 1%?), (SNE), (HMC), (TLT)
I have been in the much-talked-about and often despised 1% for most of my adult life. I started my relentless march towards wealth and financial independence when I was 11 years old and landed a job delivering newspapers for the Los Angeles Herald Examiner, an old Hearst rag, earning $30 a month. I’ll never forget
Global Market Comments September 3, 2019 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or VISIBILITY IS POOR), (SPY), (TLT), (FXB), (WMT), (USO), (XLE)
I have a pretty good view from my home on a mountaintop in San Francisco. To the west, I can see through the Golden Gate Bridge all the way out to the Farallon Islands 20 miles off the coast. To the south, there is Stanford’s Hoover Tower and all of Silicon Valley. In the winter
Global Market Comments August 30, 2019 Fiat Lux Featured Trade: (ALL IS WELL AT THE MOUSE HOUSE), (DIS), (NFLX), (A VERY BRIGHT SPOT IN REAL ESTATE),
I’ll never forget the first time I met Walt Disney. There he was at the entrance on opening day of the first Disneyland in Anaheim, CA in 1955 on Main street shaking the hand of every visitor as they came in. My dad sold the company truck trailers and managed to score free tickets for
