Newsletters

"If horses could have voted, there never would have been cars," said my friend, Tom Friedman, a columnist at the New York Times.  

“Most inventions fail because the timing is wrong. Inventing is a lot like surfing. You have to anticipate and catch the wave just at the right moment,” said computer scientist and futurologist, Ray Kurzweil.

Global Market Comments November 4, 2025 Fiat Lux   Featured Trade: (JANUARY 8 ORLANDO, FLORIDA STRATEGY LUNCHEON) (TEN REASONS WHY I ONLY EXECUTE VERTICAL CALL DEBIT SPREADS), (AAPL), ($VIX), (SPY)

“Semiconductors are the new industrials,” said Josh Brown of Ritholtz Wealth Management.  

“If politicians delivered everything they promised, there would be absolutely no reason to go to Heaven,” said American humorist Will Rodgers.  

Global Market Comments October 31, 2025 Fiat Lux   Featured Trade: (OCTOBER 29 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (TLT), (GLD), ($WTIC), (USO), (TAN)

“No one is line dancing over the fact that the market is at 4,000. No one feels good about it. The market likes to climb a wall of worry, and the stonemason has been hard at work. So, I think we continue to grind higher,” said Jason Trennert, chief investment strategist at Strategas Research Partners.

Global Market Comments October 30, 2025 Fiat Lux   Featured Trade: (WHY TECHNICAL ANALYSIS DOESN’T WORK) (SPY), (QQQ), (IWM), (VIX) (TESTIMONIAL)

"Bull markets go everywhere from 1-2 years to five years after the Fed begins tightening. We've got a long way to go before we have to worry about bonds competing against stocks," said Professor Jeremy Siegel of the Wharton School of Business  

Global Market Comments October 29, 2025 Fiat Lux   Featured Trade: (THE IRS LETTER YOU SHOULD DREAD), (TESTIMONIAL)

Just a quick note of appreciation for your helping me decide to get my clients into (GLD) with a 15% allocation early this year. It sure has helped me to be more of a hero to my clients this year than a goat... Best wishes to you and yours! Keep 'em coming. Brad Bakersfield, CA.

"No better friend, nor worse enemy," says the motto of First Division of the US Marine Corps.  

Global Market Comments October 28, 2025 Fiat Lux   Featured Trade: (PLEASE USE MY FREE DATABASE SEARCH)

When asked about the urban legend that the vaults at Fort Knox are empty, and that the Fed has no gold, former Federal Reserve Chairman Ben Bernanke responded, "I've been to the basement of the New York Fed. The gold is there. I've seen it."  

Global Market Comments October 27, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE YEAREND RALLY HAS STARTED), (NFLX), (SPY), (TLT), ($VIX), (GM), (TSLA), (USO), (PHM), (GLD), (AAPL), (SLV), (FXI)

Global Market Comments October 24, 2025 Fiat Lux Featured Trade: (THE KINDLE EDITION OF THE JOHN THOMAS BIO IS OUT)

"If you can get a dividend higher than the yield on ten year debt, it's an opportunity we haven't seen in our lifetime. On a five year horizon, investing in large multinationals with high dividends will have a large payday" said Lawrence Fink, CEO of Black Rock.  

Global Market Comments October 23, 2025 Fiat Lux SPECIAL VOLATILITY ISSUE Featured Trade: (MAKING VOLATILITY YOUR FRIEND), (VIX), (VXX), (XIV)

Ingenious writing John in your Monday morning strategy letter.  I forwarded it to all my family and kids, and made my 16-year old read it out loud to my wife. I made sure he understood what he was reading. I got choked up by the whole article.  Go Ukraine! Best regards, Greg Las Vegas, NV

“You always sound smarter when you’re a bear than when you’re a bull,” said Adam Parker formerly of Morgan Stanley.