Newsletters

I’ll give you a chance to pick yourself off the floor first. While the media focus seems to be overwhelmingly on problems with the Tesla 3 (TSLA) production these days, the fact is that some of the company’s other business lines are growing like gangbusters. Orders for the groundbreaking Tesla Powerwall were up an eye-popping

Global Market Comments September 13, 2018 Fiat Lux Featured Trade: (EXPANDING MY “TRADE PEACE” PORTFOLIO), (BABA), (BIDU), (TCTZF) (MU), (LRCX), (KLAC), (EEM), (FXI), (EWZ), (SOYB), (CORN), (WEAT), (CAT), (DE), (THE LEAGUE OF EXTRAORDINARY TRADERS)

This morning, U.S. Treasury Secretary Steven Mnuchin mentioned that an effort was being made to get trade talks with China back on track. The Dow soared 160 points in a heartbeat. Past murmurings by the Treasury Secretary demonstrate that his musings have zero credibility in the marketplace and the move vaporized in minutes. However, given

Global Market Comments September 12, 2018 Fiat Lux THE FUTURE OF AI ISSUE Featured Trade: (THE NEW AI BOOK THAT INVESTORS ARE SCRAMBLING FOR), (GOOG), (FB), (AMZN), MSFT), (BABA), (BIDU), (TENCENT), (TSLA), (NVDA), (AMD), (MU), (LRCX)

“I’m prepared to eat our children because if I don’t, somebody else will,” said Sir Martin Sorrell about the extreme competitiveness of online marketing.  

Global Market Comments September 11, 2018 Fiat Lux Featured Trade: (A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY), (MSFT), (TEN MORE REASONS WHY BONDS WON’T CRASH), (TLT), (TBT), (ELD), (MUB)

Global Market Comments September 10, 2018 Fiat Lux Featured Trade: (WEDNESDAY, OCTOBER 17, 2018, HOUSTON GLOBAL STRATEGY LUNCHEON INVITATION), (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or “IT WASN’T ME!”), (AMZN), (NKE), (SPY), (PCG)

First of all, I want to confirm absolutely and without any doubt that I did not write the anonymous and controversial New York Times op-ed entitled “I Am Part of the Resistance Inside the Trump Administration.” It wasn’t me. During the 1970s I tried to write for the Grey Lady about the Chinese Cultural Revolution,

Global Market Comments September 7, 2018 Fiat Lux Featured Trade: (MONDAY, OCTOBER 15, 2018, ATLANTA, GA, GLOBAL STRATEGY LUNCHEON), (SEPTEMBER 5 BIWEEKLY STRATEGY WEBINAR Q&A), (AMZN), (MU), (MSFT), (LRCX), (GOOGL), (TSLA), (TBT), (EEM), (PIN), (VXX), (VIX), (JNK), (HYG), (AAPL)

Below please find subscribers’ Q&A for the Mad Hedge Fund Trader September 5 Global Strategy Webinar with my guest and co-host Bill Davis of the Mad Day Trader. As usual, every asset class long and short was covered. You are certainly an inquisitive lot, and keep those questions coming! Q: Do you think the collapse

Global Market Comments September 6, 2018 Fiat Lux Featured Trade: (TUESDAY, OCTOBER 16, 2018, MIAMI, FL, GLOBAL STRATEGY LUNCHEON), (HOW THE RISK PARITY TRADERS ARE RUINING EVERYTHING!), (VIX), (SPY), (TLT), (TESTIMONIAL)

Global Market Comments September 5, 2018 Fiat Lux Featured Trade: (JOIN US AT THE MAD HEDGE LAKE TAHOE, NEVADA, CONFERENCE, OCTOBER 26-27, 2018), (THE HIGH COST OF TRADE TARIFFS), (TESTIMONIAL)

Global Market Comments September 4, 2018 Fiat Lux Featured Trade: (WEDNESDAY, OCTOBER 17, 2018, HOUSTON GLOBAL STRATEGY LUNCHEON), (DON’T MISS THE SEPTEMBER 5 GLOBAL STRATEGY WEBINAR), (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE WAR WITH CANADA STARTS ON TUESDAY), (MSFT), (VXX), (TLT), (AAPL), (KO), (GM), (F)

I have spent all weekend sitting by the phone, waiting for the call from Washington D.C. to re-activate my status as a Marine combat pilot. Failure of the administration to reach a new NAFTA trade agreement by the Friday deadline makes such a conflict with Canada inevitable. And while you may laugh at the prospect

Global Market Comments August 31, 2018 Fiat Lux Featured Trade: (MONDAY, OCTOBER 15, 2018, ATLANTA, GA, GLOBAL STRATEGY LUNCHEON), (WATCH OUT FOR BEARS!), ($INDU), (MORE BIOTECH AND PHARMA STOCKS TO SOAK UP)

I just got off the phone with a hedge fund veteran who I have long known and respected. He showered me with 27 reasons why stocks were peaking out and were about to crash. I told him he was right on every point, but that these were all arguments that future historians will put forward

One has to be truly impressed with the bounce in biotech and pharmaceutical stocks over the past month. This is something to pay attention to, as biotech and technology will be two of the top-performing stock market sectors for the next 20 years. If you want to be lazy, just buy these two sectors on

Global Market Comments August 30, 2018 Fiat Lux Featured Trade: (TUESDAY, OCTOBER 16, 2018, MIAMI, FL, GLOBAL STRATEGY LUNCHEON), (IT’S TIME TO START LOOKING AT EMERGING MARKETS), (EEM), (EPHE), (PIN), (FXI), (EWZ), (INDUSTRIES YOU WILL NEVER HEAR ABOUT FROM ME)

With major moves down across the entire commodity space this year, it’s time to take another look at emerging markets (EEM). Buying low and selling high is what the Mad Hedge Fund Trader service is all about. The natural tendency of individual investors is the opposite. Emerging markets are now approaching decade lows. The worst-performing

Global Market Comments August 29, 2018 Fiat Lux Featured Trade: (HOW TO RELIABLY PICK A WINNING OPTIONS TRADE)