Global Market Comments May 6, 2025 Fiat Lux Featured Trade: (THEY’RE NOT MAKING AMERICANS ANYMORE) (SPY), (EWJ), (EWL), (EWU), (EWG), (EWY), (FXI), (EIRL), (GREK), (EWP), (IDX), (EPOL), (TUR), (EWZ), (PIN), (EIS)
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)
A significant proportion of my Mad Hedge subscribers are either retired or are about to do so. I have therefore gained from them a lot of valuable information about how retirees can best manage their financial resources, as well as the worst mistakes they commit, which I thought I might pass on. I have also
“We are one budget deal away from being the hot spot of the world. Europe is in the toilet, China’s growth has fallen down, and the Middle East is going backwards. We have a lot of potential for fracking and innovation. If we can prove our nation is governable, we will be the golden spot
I like to start out my day by calling readers on the US east coast and Europe, asking how they like the service, are there any ways I can improve the service, and what topics would they like me to write about. After all, at 5:00 AM Pacific time, they are the only ones around.
Global Market Comments April 30, 2025 Fiat Lux Featured Trade: (THE LAZY MAN’S GUIDE TO TRADING), (ROM), (UXI), (BIB), (UYG)
“Half the world’s job will be wiped out over the next 30 years, and the middle class will be completely wiped out,” said technology guru Mosh Varde.
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)
The “Exploding National Debt” has been overhanging the markets for as long as I can remember and has had absolutely zero effect. Those who cashed out of markets, sold their homes, and hid everything under their mattress have missed the investment opportunity of the Millennium since 2009. Why is that? With ten-year Treasury bond yields