Newsletters

Global Market Comments May 6, 2019 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, OR HERE’S ANOTHER BOMBSHELL), (DIS), (QQQ), (AAPL), (INTU), (GOOGL), (LYFT), (UBER), (FCX))

I was all ready to write this week that massive monetary stimulus created by the Federal Reserve will cause the stock market to continue its slow-motion melt up. The president had other ideas. As of this writing, the US will impose without warning a surprise 25% increase in tariffs on $200 billion worth of Chinese

“If the product is free, then you are the product,” said a technology company CEO to me the other day.  

Global Market Comments May 3, 2019 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE LAS VEGAS MAY 9 GLOBAL STRATEGY LUNCHEON) (APRIL 3 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (LYFT), (TSLA), (TLT), (XLV), (UBER),  (AAPL), (AMZN), (MSFT), (EDIT), (SGMO), (CLLS)

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update which I will be conducting in Las Vegas, Nevada on Thursday, May 9 at 12:00 noon. A three-course lunch will be followed by an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds,

Below please find subscribers’ Q&A for the Mad Hedge Fund Trader May 1 Global Strategy Webinar with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: Your old target for the (SPY) was $292.80; we’re clearly above that now. What’s your new target and how long will it take to get there? A:

"If money be not thy servant, it will be thy master. The covetous man cannot so properly be said to possess wealth, as that may be said to possess him," said Sir Francis Bacon, the 16th century English scientist.

Global Market Comments May 2, 2019 Fiat Lux Featured Trade: (HEADED FOR THE LAS VEGAS SKYBRIDGE SALT CONFERENCE), (BRK/A), (EEM) (NOTICE TO MILITARY SUBSCRIBERS),

I have packed up four Brioni suites, three pairs of alligator skin loafers, two pair of black socks, and my lucky rabbit’s foot. Yes, I am headed to Las Vegas to attend the Skybridge SALT conference otherwise known as the Woodstock of hedge fund managers, during May 7-10. It will be a long week. I’ll

To the dozens of subscribers in Afghanistan, Somalia, Iraq, Syria, and the surrounding ships at sea, thank you for your service! I think it is very wise to use your free time to read my letter and learn about financial markets in preparation for an entry into the financial services when you muster out. And

Global Market Comments May 1, 2019 Fiat Lux Featured Trade: (SUNDAY JUNE 30 MANILA PHILIPINNES STRATEGY LUNCHEON), (WHY GLOBALIZATION WORKS)

Global Market Comments April 30, 2019 Fiat Lux Featured Trade: (JUNE 21 AUCKLAND NEW ZEALAND STRATEGY LUNCHEON), (WHY DOCTORS MAKE TERRIBLE TRADERS)

Global Market Comments April 29, 2019 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, OR ANOTHER LEG UP FOR THE MARKET), (SPY), (TLT), (DIS), (INTU), (FCX), (MSFT),  (QQQ), (CVX), (XOM), (OXY), (TSLA)

This is one of those markets where you should have followed your mother’s advice and become a doctor. I was shocked, amazed, and gobsmacked when the Q1 GDP came in at a red hot 3.2%. The economy had every reason to slow down during the first three months of 2019 with the government shutdown, trade

"Japan has gone from Paul Volcker to Ben Bernanke overnight," said legendary hedge fund manager, Stan Druckenmiller.  

Global Market Comments April 26, 2019 Fiat Lux Featured Trade: (HOW TO RELIABLY PICK A WINNING OPTIONS TRADE)

Global Market Comments April 25, 2019 Fiat Lux Featured Trade: (2019 MAD HEDGE WORLD TOUR) (THE REAL ESTATE MARKET IN 2030), (XHB)

Come join me for lunch at the Mad Hedge Fund Trader’s World Tour strategy luncheons which I will be conducting in June and July this summer. A three-course lunch will be followed by an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, foreign currencies, commodities, precious

Global Market Comments April 24, 2019 Fiat Lux Featured Trade: (WHY ARE BOND YIELDS SO LOW?) (TLT), (TBT), (LQD), (MUB), (LINE), (ELD), (QQQ), (UUP), (EEM), (DBA) (BRING BACK THE UPTICK RULE!)

Investors around the world have been confused, befuddled, and surprised by the persistent, ultra-low level of long-term interest rates in the United States. At today’s close, the 30-year Treasury bond yielded a parsimonious 2.99%, the ten years 2.59%, and the five years only 2.40%. The ten-year was threatening its all-time low yield of 1.33% only