Global Market Comments December 1, 2016 Fiat Lux Featured Trade: (HAS THE WORLD HIT ?PEAK DIAMONDS??), (NILE), (AAL.L), (THE NEW COLD WAR), (TESTIMONIAL) Blue Nile, Inc. (NILE) Anglo American (AAL.L)
Is the world running out of diamonds? No, it?s worse. The world is running out of diamond demand. That is the only conclusion one can reach when looking at the chart below for polished diamonds for the past four years showing a 25% decline. The diamond industry now produces 125 million carats a year, well
As a new subscriber of just under two months, I thought I'd check in with you.I am really enjoying your service. I look forward to your daily diaries for their wit and wisdom. I don't miss a webinar. I very much appreciate that you take the time to answer questions by e-mail. You are helping
?Liquidity is a coward. It?s never around when you need it.? said market commentator, Jeff Saut.
Global Market Comments November 30, 2016 Fiat Lux Featured Trade: (THE GOVERNMENT?S WAR ON MONEY), (THE BEST FINANCIAL BOOK EVER), (TESTIMONIAL)
I have recently reread the best financial book ever and I have read most of them. It is The Ascent of Money: a Financial History of the World by Harvard professor Niall Ferguson. It gives you a great explanation of how the broad sweep of history delivered us to where we are today.Ferguson starts with
Global Market Comments November 29, 2016 Fiat Lux Featured Trade: (THE ELECTORAL COLLEGE COULD BE THE NEXT BLACK SWAN), ($INDU), (TLT), (FXE), (FXY), (UUP), (GLD), (THE LIQUIDITY CRISIS COMING TO A MARKET NEAR YOU), (TLT), (TBT), (MUB), (LQD), (TESTIMONIAL) Dow Jones Industrial Average (INDU) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro ETF (FXE) CurrencyShares
A campaign to recount the electoral votes is underway in three states, Pennsylvania (20), Wisconsin (10), and Michigan (16). If successful, it could overturn the presidential election in favor of Hillary Clinton. If that occurs, the consequences for financial markets would be extreme. Volatility across all asset classes would explode. The Dow Average ($INDU) would
I had the great pleasure of having breakfast the other morning with my long time friend, Mohamed El-Erian, former co-CEO of the bond giant, PIMCO. Mohamed argues that there has been a major loss of liquidity in the financial markets in recent decades that will eventually come home to haunt us all. The result will
Hey John and the MAD Team, here's an early Happy New Years! ? You really nailed and keep nailing great reversals and trends that are just beginning to deserve a watchful eye. I nailed it today, so far, just buying the JPY pairs, and shorting the big bond, this past couple weeks. I'm still a
Global Market Comments November 28, 2016 Fiat Lux Featured Trade: (HOW THE INVESTMENT WORLD IS HORRIBLY OUT OF POSITION, OR THE MARKET OUTLOOK FOR THE WEEK OF NOVEMBER 28TH), (TLT), (TBT), (LQD), (MUB), (ELD), (VIX), (VXX), (PRINT YOUR OWN CAR), (TESTIMONIAL) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares iBoxx
The investment world is horribly out of position. That is my harsh conclusion after speaking to dozens of portfolio managers, financial advisors, and hedge fund traders around the world. Virtually ALL are overweight bonds, or fixed income instruments of endless description. American high net worth individuals are up to their ears in tax free municipal
?I can't tell you how much I enjoy your blog. It is the first place I go every morning and I miss you on the weekends. I stumbled upon your site about 4 months ago and have been addicted to it since day one. I really appreciate not only your insight into the markets, but
Global Market Comments November 25, 2016 Fiat Lux Featured Trade: (SURVIVING THANKSGIVING), (SPY), (TLT), (TBT), (GLD), (FXE), (FXY), (USO), (VIX), (VXX) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) SPDR Gold Shares (GLD) CurrencyShares Euro ETF (FXE) CurrencyShares Japanese Yen ETF (FXY) United States Oil (USO)
Global Market Comments November 23, 2016 Fiat Lux Featured Trade: (RESIDENTIAL REAL ESTATE IN THE NEW WORLD ORDER), (THE PASSIVE/AGGRESSIVE PORTFOLIO), (ROM), (UYG), (UCC), (DIG), (BIIB), (UGL), (UCD), (TBT), (TESTIMONIAL) ProShares Ultra Technology (ROM) ProShares Ultra Financials (UYG) ProShares Ultra Consumer Services (UCC) ProShares Ultra Oil & Gas (DIG) Biogen Inc. (BIIB) ProShares Ultra Gold
You would think having a real estate guy for president would be good for real estate. That is not necessarily so. Remember that Donald Trump went bankrupt four times with his property ventures. You may lack his skills in extricating himself from these misadventures, let alone reap a billion dollars in tax benefits. Suffice it
I have long advocated my ?Buy and Forget? portfolio for those who are terrible at trading. This is where you buy just six self hedging, counterbalancing exchange traded funds and then rebalance once a year (click here for the article). But what if you want to be a little more aggressive, say twice as aggressive?
After the smoking? trading results of the last month. No wonder JT feels the need to cool down in the snow of the Sierra.? Malcolm Hobart, Tasmania, Australia
Global Market Comments November 22, 2016 Fiat Lux SPECIAL TECHNOLOGY ISSUE Featured Trade: (NOVEMBER 23RD LIVE GLOBAL STRATEGY WEBINAR), (IS TECHNOLOGY DEAD?) (AAPL), (FB), (AMZN), (GOOG), (THE UNICORNS ARE EATING YOUR LUNCH) Apple Inc. (AAPL) Facebook, Inc. (FB) Amazon.com, Inc. (AMZN) Alphabet Inc. (GOOG)
Only if you were living on a small desert island in the middle of the Pacific Ocean with no Internet connection did you miss the horrific selloff in technology stocks since the presidential election. I knew they would become target number one by an incoming Trump administration. When tech shares briefly rallied on the morning