I cannot give higher marks to John's style of approaching the market. My wife has learned so much from him that we are actually having conversations about the global economy. Wow! You will learn money management, the concept of risk versus reward, and how to take advantage of trades that are worth taking. Thanks John!
“Truly good businesses are exceptionally hard to find. Selling any you are lucky enough to own makes no sense at all,” said Oracle of Omaha Warren Buffet.
Global Market Comments March 4, 2019 Fiat Lux Featured Trade: (THE MARKET FOR THE WEEK AHEAD, or THE RECESSION HAS BEGUN), (SPY), (TLT), (GLD), (AAPL)
I hate to be the one to fart in church here, but the long-feared recession has already started. It’s not a conventional recession defined by two back to back quarters of negative GDP growth, although you have a tough time convincing anyone in the besieged auto, real estate, or agricultural sectors of that. No, this
Global Market Comments March 1, 2019 Fiat Lux Featured Trade: (OH, HOW THE MIGHTY HAVE FALLEN), (BRK/A), (AXP), (AAPL), (BAC), (KO), (WFC), (KHT), (AMGEN’S BIG WIN), (AMGN), (SNY), (REGN)
Going through Warren Buffet’s letter to the shareholders of Berkshire Hathaway (BRK/A) you can’t help but notice that his performance nosedived from a breathtaking 21.9% in 2017 to a much more sedentary 2.8% last year. That is with an S&P 500 down -4.4%, including dividends. That compares to my own 23.67% profit for 2018. But
Amgen Inc. (AMGN) won big in its patent case against Sanofi SA (SAN) and Regeneron Pharmaceuticals Inc. (REGN). The battle was over Repatha, a cholesterol-lowering drug said to be more potent than Pfizer’s Lipitor. Billions of dollars in projected sales are anticipated to be at stake, with the court still in the process of determining
Global Market Comments February 28, 2019 Fiat Lux Featured Trade: (GOLD IS BREAKING OUT ALL OVER), (GLD), (GDX), (NEM), (THE STEM CELLS IN YOUR INVESTMENT FUTURE) (CELG), (TMO), (REGN)
Longtime readers of this letter are well aware that I have been bullish on gold since August. However, this week, the barbarous relic really got the bit between its teeth and is now poised to break out to a new five year high. All of a sudden, the sun, moon, and stars have aligned in
“We live in a world that is not described by classical economics,” said Oracle of Omaha Warren Buffet.
Global Market Comments February 27, 2019 Fiat Lux Featured Trade: (WHY CHINA’S US TREASURY DUMP WILL CRUSH THE BOND MARKET), (TLT), (TBT), ($TNX), (FCX), (FXE), (FXY), (FXA), (USO), (OXY), (ITB), (LEN), (HD), (GLD), (SLV), (CU), (THE 13 NEW TRADING RULES FOR 2019)
Years ago, if you asked traders what one event would destroy financial markets, the answer was always the same: China dumping its $1 trillion US treasury bond hoard. It looks like Armageddon is finally here. Once again, the Chinese boycotted this week’s US Treasury bond auction. With a no-show like this, you could be printing
I’m sitting here at my Lake Tahoe lakefront mansion watching the snow come down heavy and the Dow Average meander around and go nowhere. It is one of those perfect, picture postcard days with all white except the choppy cobalt blue lake. The fields outside are covered with snow crystals sparkling. After the close, I’m
Global Market Comments February 26, 2019 Fiat Lux Featured Trade: (ABOUT THE TRADE ALERT DROUGHT), (SPY), (GLD), (TLT), (MSFT), (THE NEW OFFSHORE CENTER: AMERICA) (TESTIMONIAL)
Long term subscribers are well aware that I sent out a flurry of Trade Alerts at the beginning of the year, almost all of which turned out to be profitable. Unfortunately, if you came in any time after January 17 you watched us merrily take profits on position after position, whetting your appetite for more.
I hope you have great plans for the weekend. I am absolutely loving your trades. They have paid for my membership. I wish I was able to catch them all. Best regards, Robert Oregon
Global Market Comments February 25, 2019 Fiat Lux Featured Trade: (THE MARKET FOR THE WEEK AHEAD, or THE BEST OF TIMES AND THE WORST OF TIMES), (SPY), (TLT), (TLT), (VIX), (KHC), (MAT), (MMT), (GLD)
It is truly the best of times and the worst of times. And it's not a stretch to apply Charles Dickens’ line from the Tale of Two Cities to the stock market these days. On the one hand, stocks have just delivered one of the sharpest rallies in market history, up a staggering 20% in nine
Global Market Comments February 22, 2019 Fiat Lux Featured Trade: (FEBRUARY 20 BIWEEKLY STRATEGY WEBINAR Q&A), (NVDA), (MU), (AMD), (LRCX), (GLD), (FXE), (FXB), (AMZN), (PLAY IT SAFE WITH ANTHEM), (ANTM), (CI)
Below please find subscribers’ Q&A for the Mad Hedge Fund Trader February 20 Global Strategy Webinar with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: If there is a China trade deal, should I buy China stocks, specifically Alibaba? A: To a large extent, both Chinese and US stocks have already fully