Global Market Comments May 11, 2018 Fiat Lux Featured Trade: (WEDNESDAY, JUNE 13, 2018, PHILADELPHIA, PA, GLOBAL STRATEGY LUNCHEON), (MAY 9 BIWEEKLY STRATEGY WEBINAR Q&A), (FB), (MU), (NVDA), (AMZN), (GOOGL), (TLT), (SPX), (MSFT), (DAL), (MAD HEDGE DINNER WITH BEN BERNANKE)
Come join me for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting in Philadelphia, PA, on Wednesday, June 13, 2018. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I'll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious
Below please find subscribers' Q&A for the Mad Hedge Fund Trader May 9 Global Strategy Webinar with my guest 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: Would you still short Facebook (FB)?
"There's a 70% chance the whole thing will fail," said Jeff Bezos when pitching his parents for a $100,000 investment in his start-up, Amazon (AMZN) in 1994.
Global Market Comments May 10, 2018 Fiat Lux Featured Trade: (TUESDAY, JUNE 12, NEW ORLEANS, LA, GLOBAL STRATEGY LUNCHEON), (THE END OF THE IRAN NUCLEAR DEAL AND YOUR PORTFOLIO), (USO), (XOM), (OXY), (CVX), (DAL), (XLP), (UPGRADING OUR CUSTOMER SUPPORT)
My first contact with Iran was during the horrific 1980-88 Iran-Iraq war. I was a war correspondent for The Economist magazine living in the Kuwait Hilton. Early every morning, hotel staff hurried down to the beach to clean up the remains of shark-eaten bodies that had washed up from the pitched battles overnight. It was
In our never-ending quest to upgrade our customer service we will be changing our telephone numbers. Effective today, you can reach us at 201-858-8051, or 888-520-8616. If Nancy is not in, the call will automatically roll over to any of a half dozen other Mad Hedge Fund Trader staff. We do get overwhelmed sometimes when
"$43 billion is not enough," said Charlie Munger regretfully about Berkshire Hathaway's ownership of Apple (AAPL). It's now worth $45 billion.
Global Market Comments May 9, 2018 Fiat Lux SPECIAL REIT ISSUE Featured Trade: (MONDAY, JUNE 11, FORT WORTH, TEXAS, GLOBAL STRATEGY LUNCHEON), (THE DEATH OF THE MALL), (SPG), (MAC), (TCO)
Global Market Comments May 8, 2018 Fiat Lux Featured Trade: (DON'T MISS THE MAY 9 GLOBAL STRATEGY WEBINAR), (REMINDING YOU WHY YOU SHOULD BE SELLING IN MAY), (QUANTITATIVE EASING EXPLAINED TO A 12-YEAR-OLD)
My next global strategy webinar will be held live from Silicon Valley on Wednesday, May 9, at 12:00 PM EST. Co-hosting the show will be Mad Day Trader Bill Davis. I'll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metals, and real estate. The goal is to find the cheapest assets
Followers of my Trade Alert service have watched me shrink my book, reduce risk, and cut positions to a rare 100% cash position. No, I am not having a nervous breakdown, a midlife crisis, nor have I just received a dementia diagnosis. It's because I am a big fan of buying straw hats in the
Global Market Comments May 7, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or WHERE?S THE RECOVERY?) (AAPL), (BAC), (AXP), (XLP), (CAT), (X), (POPULATION BOMB ECHOES), (DBA), (CORN), (SOYB), (WEAT), (MOS), (TESTIMONIAL) ?
Where did that global synchronous economic recovery go? You know, the one strategists were gushing about as the foundation for the bull market in stocks? Last week we saw ISM, Pending Home Sales, Capital Goods Orders, Chicago PMI, and Prices Paid all disappoint. And Europe just posted a dismal Q1 GDP of only +0.4%. What
John, you make me laugh. Following you has been awesome. If it weren't for you, I'd have been a mega bear for the last three years Cheers Justin Western Australia
"The profits at Apple are unprecedented in American history. They are double the next largest competitor. All their products would fit on a small table. We've never seen anything like that," said Oracle of Omaha Warren Buffet.
Global Market Comments May 4, 2018 Fiat Lux Featured Trade: (DON'T MISS THE MAY 9 GLOBAL STRATEGY WEBINAR), (A DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (TLT), (TBT), (FXE),(GLD), (GDX), (USO), (AMLP), (STBX), (NFLX), (DIS), (AAPL), (GM)
My next global strategy webinar will be held live from Silicon Valley on Wednesday, May 9, at 12:00 PM EST. Co-hosting the show will Mad Day Trader?Bill Davis. I'll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the
Global Market Comments May 3, 2018 Fiat Lux Featured Trade: (STORAGE WARS), (MSFT), (IBM), (CSCO), (SWCH), (DON'T BE SHORT CHINA HERE), ($SSEC), (FXI), (CYB), (CHL), (BIDU),
Everyone who has been reading this letter for the past decade (yes, there are quite a few of you), know that I am a fundamentalist first and a technician second. Of course, you need to use both, as those who mistakenly leave one tool in the bag reliably underperform indexes. The one-liner here is that