Below please find subscribers’ Q&A for the Mad Hedge Fund Trader March 20 Global Strategy Webinar with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: What do you make of the Fed’s move today in interest rates? A: By cutting short their balance sheet unwind early and ending quantitative tightening (QT) early,
Global Market Comments March 21, 2019 Fiat Lux Featured Trade: (DIVING BACK INTO THE MOUSE HOUSE), (DIS),
Walt Disney (DIS) shares have just suffered a 6% dive on the news they will buy the assets of 20th Century Fox in one of the largest entertainment takeovers in history. The new combined mega-company will dominate Hollywood and content production in general. In fact, the new acquisition will enable the company to go from
Global Market Comments March 20, 2019 Fiat Lux Featured Trade: (WHO THE GRAND NICARAGUA CANAL HAS WORRIED), (SCAM OF THE MONTH)
Multinationals, Global development economists, and armchair military strategists are all watching with great interest China’s plans to build a Grand Nicaragua Canal. The government in Managua inked a deal with a Hong Kong-based consortium in 2013 led by telecommunications magnate Wang Jing and broke ground on a minor access road on December 22. But that
"Risk is measurable. Uncertainty is not" said Sandra Navidi, CEO of Beyond Global, and international macro economic consultancy
Global Market Comments March 19, 2019 Fiat Lux Featured Trade: (TURBULENCE AT BOEING), (BA), (AN AFTERNOON WITH BOONE PICKENS)
You would think that with all the bad news out, Boeing shares would finally hit bottom. All Boeing 737 Max 8 planes have been grounded. The 58 new $100 million planes a month scheduled for delivery have been suspended. That means one of the largest companies in the United States is banned from selling far
“The VIX right here is unsustainably low. I think China has more of a downside surprise. Analyst expectations for earnings are overly aggressive. There are just a few too many things that can go wrong out there,” said Vadim Zlotnikov, chief market strategist at Alliance Bernstein.
Global Market Comments March 18, 2019 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, OR A STIFF DOSE OF HUMILITY), (FCX), (AAPL), (IWM), (SPY), (BA), (FXI), (FXB)
Sometimes markets have to give you a solid dose of humility, blindside you with a sucker punch, and slap you across the face with a wet kipper. Last week was definitely one of those weeks for me. It was only just a matter of time before this happened. We posted new record gains for the
Hi John, I wanted to thank you for a trade idea you inspired me to take based on your BA commentary and your trading methodology. I placed a 22 March $340-$350 Vertical Bull Call spread on BA yesterday. Unless there is some catastrophic news in the next week, I should make $1570. Best regards, Robert
“The bubble is in the bond market, not the stock market”, said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990’s hedge fund.
Global Market Comments March 15, 2019 Fiat Lux Featured Trade: (BUY JOHNSON & JOHNSON ON THE BAD NEWS), (JNJ), ($INDU), (PFE), (NVS), (AZN)
When one of the 30 Dow Average companies ($INDU) gets into trouble, I sit up and take note, stand to attention and drill down with a magnifying glass. After all, it may have a major important on an important tradable index, thus opening up an investment opportunity. It also may sound the alarm for a
“The bubble is in the bond market, not the stock market” said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990’s hedge fund.
Global Market Comments March 14, 2019 Fiat Lux Featured Trade: (LEARN MORE ABOUT ME THAN YOU PROBABLY WANT TO KNOW), (GOOG), (AMZN), (AMGN)
"I manage one million people, and managing people is like managing animals, and I don't like managing one million animals," said Terry Gou, CEO of Chinese manufacturer, Foxconn, where employee suicides have been rife.
Global Market Comments March 13, 2019 Fiat Lux Featured Trade: (WHY BOND YIELDS ARE GOING TO ZERO), (TLT), (TBT), ($TNX), (TESTIMONIAL)
Global Market Comments March 12, 2019 Fiat Lux Featured Trade: (AN AFTERNOON WITH ANTHONY SCARAMUCCI OF SKYBRIDGE), (BRK/A), (EEM)