If demographics are destiny, then America’s future looks bleak. You see, they’re just not making Americans anymore. At least that is the sobering conclusion of the latest Economist magazine survey of the global demographic picture. I have long been a fan of demographic investing, which creates opportunities for traders to execute on what I call
“This could be the beginning of the end of the bond market,” said my friend, the legendary hedge fund manager, David Tepper.
Global Market Comments May 5, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or EXPENSIVE AGAIN), (SPY), (TSLA), (MSTR), (NVDA), (NFLX), (SPY), (GLD)
We certainly are having to work hard for our crust of bread in the stock market this year. April brought us the fastest downturn in stocks in 16 years, immediately followed by the sharpest upturn in 21 years. It's like running for a treadmill heart test, but a sadistic doctor keeps raising the angle of
“I spend more time looking at balance sheets than income statements. Wall Street doesn’t really bother with balance sheets.,” said Oracle of Omaha Warren Buffet.
Global Market Comments May 2, 2025 Fiat Lux Featured Trade: (APRIL 30 BIWEEKLY STRATEGY WEBINAR Q&A), (FXI), (AGQ), (NVDA), (SH), (UNG), (USO), (TSLA), (SPX), (CCJ), (USO), (GLD), (SLV)
Below, please find subscribers’ Q&A for the April 30 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Why is the Australian dollar not moving against the US dollar as much as the other currencies? A: Australia is too closely tied to the Chinese economy (FXI), which is now weak. When
Global Market Comments May 1, 2025 Fiat Lux Featured Trade: (THE SEVEN WORST FINANCIAL MISTAKES THAT RETIREES MAKE)
Global Market Comments April 30, 2025 Fiat Lux Featured Trade: (THE LAZY MAN’S GUIDE TO TRADING), (ROM), (UXI), (BIB), (UYG)
Global Market Comments April 29, 2025 Fiat Lux Featured Trade: (THE NEXT THING FOR THE FED TO BUY IS GOLD) (GLD), (GOLD), (GDX), (NEM)
A huge new buyer may eventually enter the gold market. That could be a year off, maybe two, or three at the most. I’ll give you a hint who: your taxes will pay for it. If true, it could send the price of the barbarous relic soaring above $5,000, or even $50,000 an ounce, a
Global Market Comments April 28, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HERE’S THE BEST-CASE SCENARIO) (SPY), (TLT), (NFLX), (COST), (NVDA), (TSLA), (MSTR)
Last week, a concierge customer asked me an excellent question. Having correctly called the top in this market to the hour, what would it take for me to go all in on the long side and get maximum bullish? With everyone now laser-focused on downside risks, which was really a last February game, I thought
Global Market Comments April 25, 2025 Fiat Lux Featured Trade: (THE UNITED STATES OF DEBT) (TLT)
Global Market Comments April 24, 2025 Fiat Lux Featured Trade: (TESTIMONIAL), (MY FAVORITE PASSIVE/AGGRESSIVE PORTFOLIO) (ROM), (UYG), (UCC), (DIG), (BIB)
Global Market Comments April 23, 2025 Fiat Lux Featured Trade: (WHERE’S THIS MARKET BOTTOM?), (SPX), (INDU), (TLT), (THE ONE SAFE PLACE IN REAL ESTATE)
After Monday’s 1,200-point swoon, the S&P 500 (SPY) has fallen 20.88% from its February peak. And we may still have a “Sell in May” ahead of us. This was one of the most overbought stock markets in my career. I have to think back to the March 2000 Dotcom Top and the Tokyo bubble in
I feel obliged to reveal one corner of this time of great turmoil that might actually make sense. By 2050, the population of California will soar from 40 million to 50 million, and that of the US from 340 million to 400 million, according to data released by the US Census Bureau and the CIA
“Real Estate is the new gold. It is the gold of 2025,” said Jeffrey Gundlach of Doubleline Capital
Global Market Comments April 22, 2025 Fiat Lux Featured Trade: (THE GOVERNMENT’S WAR ON MONEY) (TESTIMONIAL)
