Global Market Comments August 1, 2018 Fiat Lux Featured Trade: (REPORT FROM THE MATTERHORN SUMMIT)
From where I stand, the rolling foothills of Northern Italy spread out below me to the south. On my left lie the distinctive peaks of the Dolomites. On my right I can see the massive expanse of Mont Blanc, at 15,781 feet the highest mountain in Europe. I am standing at the summit of the
"This is very bullish for markets. It's bullish for markets intermediate term. Before, I thought we were in the seventh inning of a four-year bull market. Two waiters just came in and delivered another punch bowl. We're going into extra innings, baby," said Stanley Druckenmiller formerly of hedge fund Duquesne Capital Management, about the Fed's
Global Market Comments July 31, 2018 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 3 AMSTERDAM, THE NETHERLANDS GLOBAL STRATEGY DINNER), (THE INSIDER'S VIEW ON THE FUTURE OF TECHNOLOGY), (AMZN), (GOOG), (DELL), (MSFT), (EBAY), (MY DATE WITH HITLER'S GIRLFRIEND)
Come join John Thomas at the Mad Hedge Fund Trader's Global Strategy Dinner, which I will be conducting in Amsterdam, The Netherlands, on Friday, August 3, 2018 at 7:00 PM. A three-course dinner 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 July 30, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or POURING GASOLINE ON THE FIRE), (MSFT), (AMZN), (FB), (NFLX), (TWTR), (TESTIMONIAL)
Pour gasoline on a fire and you get a reaction. It's a simple matter of physics. That is the natural result of hitting the economy with tax cuts, fiscal stimulus, and low interest rates all at once. But at what price? Of course, the headline number of the week was the first read on Q2
Global Market Comments July 27, 2018 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 3, 2018, AMSTERDAM, THE NETHERLANDS GLOBAL STRATEGY DINNER), (STOCKS TO BUY ON THE OUTBREAK OF TRADE PEACE), (QQQ), (SPY), (SOYB), (CORN), (WEAT), (CAT), (DE), (BA), (QCOM), (MU), (LRCX), (CRUS), (ORIENT EXPRESS PART II, or REPORT FROM VENICE)
So, how will the trade war end? It could be the crucial trading call of 2018. "That which can't continue, won't," I paraphrase the noted economist Herbert Stein. I think that logic neatly applies to our global trade wars today. In 1970, some 25% of world GDP was accounted for by international trade. Today it
If you ever need someone to owe you a big favor, make sure it is the world's best hotel. That is what I discovered when I checked into the legendary Cipriani Hotel in Venice, Italy. I had booked its cheapest room at $1,500 a day. Due to a screwup on the reservations, I learned to
"If you can't make yourself loved, make yourself feared," said Mayer Amschel Rothschild, founder of the banking dynasty.
Global Market Comments July 26, 2018 Fiat Lux AMAZON SPECIAL REPORT Featured Trade: (SO WHERE DID THOSE AMAZON EARNINGS REALLY COME FROM AND WHERE ARE THEY GOING?), (AMZN), (WMT)
Amazon earnings come out after the close today so it's a good time to bone up on the history of the online retail giant. Forewarned is to be forearmed. Is to time to cash in on the huge profits you have already attained or is it time to load the boat some more? Jeff Bezos,
"Life is too short to hang out with people who aren't resourceful," said Jeff Bezos, the founder of Amazon.
Global Market Comments July 25, 2018 Fiat Lux Featured Trade: (JOIN US AT THE MAD HEDGE LAKE TAHOE, NEVADA CONFERENCE, OCTOBER 26-27, 2018), (WHY YOU MISSED THE TECHNOLOGY BOOM AND WHAT TO DO ABOUT IT NOW), ($INDU), (TLT), (GLD), (GOOGL), (FB), (AAPL), (NVDA), (MSFT), (AMZN)
"The stock market is one of those things that looks better the more expensive it gets," said Barbara Marcin, portfolio manager of the Gabelli Dividend Growth Fund.
Global Market Comments July 24, 2018 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 27 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (THE BEST COLLEGE GRADUATION GIFT EVER), (TESTIMONIAL)
Come join me for afternoon tea at the Mad Hedge Fund Trader's Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland, at 2:00 PM on Friday, July 27, 2018. An open discussion on the crucial issues facing investors today will take place. Coffee, tea, and schnapps will be made
"The three most harmful addictions are heroin, carbohydrates, and a monthly salary," said my friend Nassim Taleb, author of Antifragile: Things That Gain from Disorder.
Global Market Comments July 23, 2018 Fiat Lux Featured Trade: (FRIDAY, AUGUST 3, 2018, AMSTERDAM, THE NETHERLANDS GLOBAL STRATEGY DINNER), (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or IT'S SUDDENLY BECOME CRYSTAL CLEAR), (SPY), (TLT), (QQQ), (AMZN), (MSFT), (MU), (LRCX), (REPORT FROM THE ORIENT EXPRESS)