Global Market Comments December 9, 2016 Fiat Lux Featured Trade: (TECHNOLOGY OR TOILET PAPER?), (KMB), (AAPL), (UTX), (TLT), (UUP), (WYNN), (THE 1% HIT IN THE BOND MARKET), (TLT), ($TYX), (LQD), (MUB), (ELD) Kimberly-Clark Corporation (KMB) Apple Inc. (AAPL) United Technologies Corporation (UTX) iShares 20+ Year Treasury Bond ETF (TLT) Powershares DB US Dollar Index Bullish
The world?s largest maker of toilet paper, Kimberly-Clark (KMB) currently earns a net profit margin of 5.45% and trades at a price earnings multiple of 20.68X. Apple (AAPL), the world?s largest technology company, earns a net profit margin of 22.3% and trades at a price earnings multiple of 13.51X. These numbers suggest that making toilet
It has been a month now since the presidential election, and who has been hurt the most? No, it is not liberals, unions, Planned Parenthood, or environmentalists. It is the 1%. That is because the 1% have the overwhelming share of their wealth parked in the bond market, and it has been heading in a
Global Market Comments December 8, 2016 Fiat Lux Featured Trade: (WHAT TO DO ABOUT MUNICIPAL BONDS), (MUB), (TBT), (THE MARKETS ARE NOT RIGGED) iShares National Muni Bond (MUB) ProShares UltraShort 20+ Year Treasury (TBT)
While the entire fixed income space is getting decimated by Trump?s plans to vastly expand government deficit spending, there is one particular sector that is coming in for extra abuse. That would be tax-free municipal bonds. This is a big deal, because about one third of the readers of the Diary of a Mad Hedge
I recently read? ?Flash Boys?, Michael Lewis?s bestseller about high frequency trading. In it, Lewis claims the markets are ?rigged? for the ordinary investor, and they are getting ripped off, in effect, paying a giant ?tax? to Wall Street to get their trades done. Nothing could be further from the truth. I have known Michael
?The best thing in life is to have a piece of work worth doing, and then to do it well.? said America?s 23rd president, Theodore Roosevelt.
Global Market Comments December 7, 2016 Fiat Lux Featured Trade: (THE DECLINING AMERICA MYTH), (AAPL), (MSFT), (BA), (WMT), (MCD), (GM), (F) Apple Inc. (AAPL) Microsoft Corporation (MSFT) The Boeing Company (BA) Wal-Mart Stores, Inc. (WMT) McDonald's Corporation (MCD) General Motors Company (GM) Ford Motor Company (F)
Seems it has become fashionable to bash America these days. As I travel around the country hosting my strategy luncheons, I hear a lament that has become all too familiar.America has peaked as a civilization, the story goes, and will follow the British, French, Roman, and even the Egyptian empires into the dustbin of history.?
?We?re all just one trade away from humility, Bud.? said a stockbroker in the classic film, Wall Street.
Global Market Comments December 6, 2016 Fiat Lux Featured Trade: (DECEMBER 7TH LIVE GLOBAL STRATEGY WEBINAR), (THE ONE STOCK YOU HAVE TO ABSOLUTELY BEG, BORROW, OR STEAL), (NVDA), (TESTIMONIAL) NVIDIA Corporation (NVDA)
Nvidia (NVDA) is a stock that you should beg, borrow, or steal your way into any way you can. Fortunately for you, the recent presidential election just gave you an opportunity to steal it. By making instant pariahs out of the technology sector, and their globalization-based models, the? President-Elect is forcing portfolio managers to throw
Thanks for your very informative daily updates and stories. I subscribe to four daily investment advisors and yours are the only one I always read and almost always follow.I followed your trades to the letter and most were successful. The problem was I was not trading live (always at least half a day late and
?People are investing with a rear view mirror. Last year, you had people legitimately scared out of the market. Unfortunately, you are losing a generation of investors at a time when they ought to be thinking about buying high quality stocks.? said Hersh Cohen of Clearbridge Advisors.
Global Market Comments December 5, 2016 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK OF DECEMBER 5th), (THE AMERICAN ONSHORING TREND IS ACCELERATING), (GE), (TSLA) General Electric Company (GE) Tesla Motors, Inc. (TSLA)
I am willing to make a bet with you. In four years, the unemployment rate will be much higher than the 4.6% reported today by the Department of Labor which is the lowest number in a decade. The jobless rate may decline more initially thanks to deficit financed government reflationary programs. However, the US will
?Treat everyone you meet with professionalism and respect, but also have a plan to kill them.? said my friend, former Marine Corps General James ?Mad Dog? Mattis, the newly appointed Defense Secretary.
Global Market Comments December 2, 2016 Fiat Lux Featured Trade: (DECEMBER 7TH LIVE GLOBAL STRATEGY WEBINAR), (TRUMP?S BIG DILEMMAS), (SPY), (TLT), (TESTIMONIAL) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT)
The financial markets think President-elect Donald Trump is in fact two different people. I?ll use my baseball analogies here. The stock market thinks he is Babe Ruth, the Home Run King of the 1920s. Stocks (SPY) have blasted through to new all time highs almost every day since he has been elected, with some shares
Dear MHFT, I've just completed my third year trading under your guidance. I'm intensely interested in events that move markets and I find your knowledge to be quite insightful. 2016 was a breakout year for me as I made $382,000 on a trading account that started the year with $700,000. Keep sharing your wisdom! Steve