Global Market Comments March 22, 2018 Fiat Lux Featured Trade: (THE FED SIGNALS HALF SPEED AHEAD), (TLT), (UUP), (FXE), (FXY), (FB), (WHY YOU WILL LOSE YOUR JOB IN THE NEXT FIVE YEARS, AND WHAT TO DO ABOUT IT)
OK, the number is out! The Fed just raised interest rates by 25 basis points, taking the cost of overnight money for the big banks to a 1.50%-1.75% range. The boiling frog analogy comes to mind. Keep raising the temperature so slowly you don't notice it until your portfolio eventually gets cooked. I believe we
Global Market Comments March 21, 2018 Fiat Lux Featured Trade: (THE VALUE CASE FOR FACEBOOK), (FB), (AAPL), (WHAT ALMONDS SAY ABOUT THE GLOBAL ECONOMY)
When it rains, it pours. That is how Facebook founder Mark Zuckerberg must feel after suffering two black swans in two days. First came the disclosures that a client, Cambridge Analytica, used the information from 50 million Facebook users to help the Russians influence the 2016 presidential election. Today, we learned that the company is
Yes, that's right, you read it correctly, almonds. By now, many of you have figured out that I like calling my paid subscribers to find out how they find the service. I always ask for suggestions for improvements. Then I ask what they do besides trade the markets. I get an amazing array of answers.
"Let us endeavor so to live that when we die, even the undertaker will be sorry," said the 19th century American humorist Mark Twain.
Global Market Comments March 20, 2018 Fiat Lux Featured Trade: (AMERICA'S NATIVE INDIAN ECONOMY) ?
When I was remodeling my 160-year-old London house years ago, the chimney was in desperate need of attention. After the chimney sweep crawled up the fireplace (yes, they still have them), he found a yellowed and somewhat singed envelope addressed to Santa Claus. Thinking it was placed there by my kids, he handed it over
Global Market Comments March 19, 2018 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or DEALING WITH CHAOS OVERLOAD), (TLT), (FB), (AAPL), (FXE), (AVGO), (QCOM), (THE BEST TESTIMONIAL EVER) ?
Thank goodness I don't work in the White House press corps any more, for the week's events would have sent me turning in circles like a whirling dervish. First, Secretary of State Rex Tillerson was fired by tweet. Then threats were made of an additional $60 billion in special tariffs on Chinese imports. A Democrat
Global Market Comments March 16, 2018 Fiat Lux Featured Trade: (MARCH 14 GLOBAL STRATEGY WEBINAR Q&A), (TLT), (QCOM), (GS), (NVDA), (PANW), (FEYE), ?(VIX), (SQM), (SPY), (UUP), (FXE), (FXY) (THE LEAGUE OF EXTRAORDINARY TRADERS)
Global Market Comments March 16, 2018 Fiat Lux Featured Trade: (MARCH 14 GLOBAL STRATEGY WEBINAR Q&A), (TLT), (QCOM), (GS), (NVDA), (PANW), (FEYE), (VIX), (SQM), (SPY), (UUP), (FXE), (FXY) (THE LEAGUE OF EXTRAORDINARY TRADERS)
Below please find subscriber Q&A for the Mad Hedge Fund Trader March Global Strategy Webinar with my guest co-host Anka Metcalf of TradeOutLoud.com. As usual, every asset class long and short was covered. You are certainly an inquisitive lot, and keep those questions coming! Q: Will the CFIUS (the Committee on Foreign Investment in the
I never cease to be impressed with the readers of this newsletter. I was reminded of this once again in Portland, Ore, a few months ago. Readers seem to fall into three categories. 1) Entrepreneurs whose businesses become so successful that they are throwing off plenty of excess cash to invest. This leads them to
"Getting information off the Internet is akin to trying to sweep back the ocean with a broom," said Ray Kurzweil, director of engineering at Google.
Global Market Comments March 15, 2018 Fiat Lux Featured Trade: (FRIDAY, APRIL 6 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON) (THE TOP SIX CHINESE RETAILIATION TARGETS), (AAPL), (GM), (WMT), (TGT), (BA), (SBUX), (CAT), (AND MY PREDICTION IS?.) ?
Global Market Comments March 14, 2018 Fiat Lux Featured Trade: (TEN REASONS WHY APPLE IS GOING TO $200), (AAPL), (AVGO), (QCOM), (GOOGL), (AMZN), (TEN REASONS WHY STOCKS CAN'T SELL OFF BIG TIME), (SPY)
Here it is mid-March, and Apple is already closing in on my 2018 target of $200. Indeed, with a market capitalization today of $930 billion, Apple is on the verge of becoming the world's first $1 trillion publicly traded company. And here's the really great thing about this year for Apple bulls. If you had
Global Market Comments March 13, 2018 Fiat Lux Featured Trade: (WHY LITHIUM IS ABOUT TO REPLACE OIL), (SQM), (ALM), (FMC), (MLNLF), (THERE ARE NO GURUS), (A COW BASED ECONOMICS LESSON) ?
Global Market Comments March 12, 2018 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE TEFLON MARKET THAT WON'T QUIT), (AAPL), (FB), (FXE), (TLT), (FXY), (HOW TO HANDLE THE FRIDAY, MARCH 16 OPTIONS EXPIRATION), (FXE), (FB) Note to Paid Subscribers: We migrated to a new dedicated server last weekend to accommodate a