Global Market Comments February 21, 2019 Fiat Lux Featured Trade: (SHORT SELLING SCHOOL 101), (SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL), (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE),
Global Market Comments February 20, 2019 Fiat Lux Featured Trade: (THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX), (WHY THE REAL ESTATE BOOM HAS A DECADE TO RUN), (DHI), (LEN), (PHM), (ITB)
Global Market Comments February 19, 2019 Fiat Lux Featured Trade: (THE MARKET FOR THE WEEK AHEAD, or ALARM BELLS ARE RINGING) (SPY), (TLT), (GLD), (AMZN)
There is not a single hedge fund manager out there today who doesn’t believe that stock markets are on the verge of a very sharp selloff. Earnings are falling. Europe is tipping into recession. The money supply is shrinking at a dramatic pace (see chart below). And government borrowing will double this year as compared
Global Market Comments February 15, 2019 Fiat Lux Featured Trade: (THE CONTINUING DEATH OF RETAIL), (AMZN), (WMT), (M), (JWN), (TESTIMONIAL)
Global Market Comments February 14, 2019 Fiat Lux Featured Trade: (WHY I’M AVOIDING PFIZER LIKE THE PLAGUE) (PFE), (MRK), (MVS), (THE LIQUIDITY CRISIS COMING TO A MARKET NEAR YOU), (TLT), (TBT), (MUB), (LQD), (TESTIMONIAL)
You would think that the company that makes Viagra would be booming with all these baby boomers around. It’s not. As we come into the tag ends of the Q1 earnings season, it is hard to ignore the pitiful performance put on by Pfizer (PFE). Its fourth-quarter earnings were totally overshadowed by its disappointing outlook
I had the great pleasure of having breakfast the other morning with my longtime friend, Mohamed El-Erian, former the co-CEO of the bond giant, PIMCO. Mohamed argues that there has been a major loss of liquidity in the financial markets in recent decades that will eventually come home to haunt us all, and sooner than
I would like to express how much I enjoy reading your newsletter and the global views that I gain from it. It has been the best, by far, and the most financially worthwhile letter I have ever bought. I find most newsletters spin and promote their returns during the good times, and never factor in
"We may be moving from cautiousness to optimism, but euphoria is down the road," said Bob Doll of Nuveen Asset Management.
Global Market Comments February 13, 2019 Fiat Lux Featured Trade: (BIDDING MORE FOR THE STARS), (SPY), (INDU), (NVDA) (NOW THE FAT LADY IS REALLY SINGING FOR THE BOND MARKET), (TLT), (TBT)
Global Market Comments February 12, 2019 Fiat Lux Featured Trade: (HOW TO HANDLE THE FRIDAY, APRIL 20 OPTIONS EXPIRATION), (TLT), (PLEASE SIGN UP NOW FOR MY FREE TEXT ALERT SERVICE NOW), (BRING BACK THE UPTICK RULE!),
Global Market Comments February 11, 2019 Fiat Lux Featured Trade: (THE MARKET FOR THE WEEK AHEAD, or DON’T STAND NEXT TO THE DUMMY), (AAPL), (MSFT), (TSLA), (VIX), (TLT), (TBT), (FXI)
When I was a war correspondent (Cambodia, Laos, Iraq, Kuwait, Indonesia), my seniors gave me a sage piece of advice that saved my life many times. “Don’t stand next to the dummy.” Don’t go near the guy wearing the Hawaiian shirt, NY Yankees baseball cap, and aviator sunglasses. You want to be dressed in the
Global Market Comments February 8, 2019 Fiat Lux Featured Trade: (FEBRUARY 6 BIWEEKLY STRATEGY WEBINAR Q&A), (TLT), (FXA), (NVDA), (SPY), (IEUR), (VIX), (UUP), (FXE), (AMD), (MU), (SOYB)
Below please find subscribers’ Q&A for the Mad Hedge Fund Trader February 6 Global Strategy Webinar with my guest and co-host Bill Davis of the Mad Day Trader. Keep those questions coming! Q: Why are you so convinced bonds (TLT) are going to drop in 2019? A: I think the Fed will regain the confidence to start raising rates again
Global Market Comments February 7, 2019 Fiat Lux Featured Trade: (WHAT TO BUY AT MARKET TOPS?), (CAT), ($COPPER), (FCX), (BHP), (RIO), (EUROPEAN STYLE HOMELAND SECURITY), (TESTIMONIAL)
Hey John and the MAD Team, here's a late Happy New Years! You really nailed and keep nailing great reversals and trends that are just beginning to deserve a watchful eye. I'm still a bit stuck on futures, but I realize the safety in your spreads is a lot smarter...Thx for all you know
Global Market Comments February 6, 2019 Fiat Lux Featured Trade: (MY 20 RULES FOR TRADING IN 2019)
Global Market Comments February 5, 2019 Fiat Lux Featured Trade: (A NOTE ON OPTIONS CALLED AWAY) (TLT), (AAPL), (THE GOVERNMENT’S COMING WAR ON MONEY)