Come join me for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Portland, OR at 12:00 PM on Friday, September 16, 2016. A three-course lunch will be followed by an extended question and answer period. I?ll be giving you my up to date view on stocks, bonds,
No way, Jose. That is my read on the likelihood of the Federal Reserve raising interest rates at next week?s Open Market Committee meeting. The evidence against it is overwhelming. Here are ten reasons why: 1) Chairwoman Janet Yellen has told me on many occasions that she will not raise interest rates until she sees
Global Market Comments September 13, 2016 Fiat Lux Featured Trade: (STOCKS TO BUY FOR A TRUMP WIN IN NOVEMBER), (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTUUUQ), (CCJ), (CHK), (DVN), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (AAPL), (UNP), (BAC), (SEPTEMBER 14TH GLOBAL STRATEGY WEBINAR), (ARE YOU IN THE 1%?), (SNE), (HMC) Chevron Corporation (CVX) Exxon Mobil
Given Hillary's stumble last weekend, both literally and figuratively, we have to consider the unimaginable, a Trump win in November.For a start, let's discount the obvious. Volatility will absolutely go through the roof and live there for the next four years. The old 90 handle high hit in the fall of 2008 will be a
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 September 12, 2016 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE COMING WEEK), (SPY), (VIX), (SPG), (T), (ELD), (JNK), (THE UNMISTAKABLE FINGERPRINTS OF THE RISK PARITY TRADERS!), (VIX), (SPY), (TLT), (TESTIMONIAL) SPDR S&P 500 ETF (SPY) VOLATILITY S&P 500 (^VIX) Simon Property Group Inc. (SPG) AT&T, Inc. (T) WisdomTree Emerging Markets Lcl
Ouch! That one had to leave a bruise. All of a sudden, two months worth of trendless, sideway-moving markets showed its hand, and it was a definite thumbs down. At the lows, the Dow Average was off 400 points, the first time it moved more than 1% since early July. The Volatility Index (VIX) exploded
?He who sacrifices freedom for security deserves neither,? said Benjamin Franklin, the Revolutionary War US ambassador to Paris and signer of the Declaration of Independence.
Global Market Comments September 9, 2016 Fiat Lux Featured Trade: (SEPTEMBER 14TH GLOBAL STRATEGY WEBINAR), (HOW THE COST OF ENERGY IS GOING TO ZERO), (SPWR), (TSLA), (SEPTEMBER 16TH PORTLAND, OR GLOBAL STRATEGY LUNCHEON) SunPower Corporation (SPWR) Tesla Motors, Inc. (TSLA)
Global Market Comments September 8, 2016 Fiat Lux Featured Trade: (FANG IS BACK!), (FB), (AMZN), (NFLX), (GOOG), (THE FINAL WORD ON THE TAX ?WASH SALE RULE?) Facebook, Inc. (FB) Amazon.com, Inc. (AMZN) Netflix, Inc. (NFLX) Alphabet Inc. (GOOG)?
All of a sudden, it became so clear. While lugging a 60-pound pack up to a local mountain peak, I was struck by an epiphany. What the markets were trying to tell me suddenly made all the sense in the world. Friday?s shockingly weak August Nonfarm Payroll at 151,000 meant that the chance of an
Yes, it?s time for another boring tax story. And April 15 is still seven months off, so I can?t even use a tax-filing deadline as an excuse. However, due to the immense volume of profitable trades the Mad Hedge Fund Trader Alert Service executed in September, I am getting a lot of questions about the
Global Market Comments September 7, 2016 Fiat Lux Featured Trade: (HOW SOON WILL THE FED BUY STOCKS?), (TESTIMONIAL)
The media focused with laser-like intensity on Janet Yellen?s move towards a decidedly more hawkish position on interest rates at her August 26th Jackson Hole speech. However, they missed her most important comments. I didn?t. I am specifically referring to her speculation about what forms Fed stimulus will take during the next recession, whenever that
Global Market Comments September 6, 2016 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE COMING WEEK), (SPY), (TLT), (FXE), (FXY), (USO), (CU), ?(INDUSTRIES YOU WILL NEVER HEAR FROM ME ABOUT) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro ETF (FXE) CurrencyShares Japanese Yen ETF (FXY) United States Oil (USO) First
I?m presently dancing to the song ?Believe? by Cher, my former next-door neighbor, and the top hit of 1999 that dominated the airwaves. I am not particularly a fan of late twentieth century music, even by Cher. However, I definitely think the markets are replaying the years 1998-1999. That means stocks keep rising for a
Global Market Comments September 2, 2016 Fiat Lux Featured Trade: (LAS VEGAS NOVEMBER 18th GLOBAL STRATEGY LUNCHEON), (MAD HEDGE FUND TRADER HITS NEW ALL TIME HIGH), (FXY), (YCS), (FXE), (EUO), (TLT), (TBT), (VIX), (BIOTECH AND HEALTH CARE STOCKS TO BUY AT THE BOTTOM), (GILD), (AMGN), (BIIB), (REGN), (HCA), ?(MYL), (CELG), (AGN), (XLV), (IBB) CurrencyShares Japanese
I have been on one heck of a hot streak, and boy do I like it! What a difference a vacation makes. Since I returned from my summer headquarters in Zermatt, Switzerland on July 28, every single Trade Alert I have sent you has been profitable. August was a perfect month, taking in a lip
One has to be truly impressed with the selloff in biotech and health care stocks over the past year. Since May, there were signs that life was returning to this beleaguered sector. Then Mylan decided to raise the prices of it's EpiPen by 400% and it was back to the penalty box. Let?s gouge poor
Global Market Comments September 1, 2016 Fiat Lux Featured Trade: (PUBLISHING ?TRADING OPTIONS FOR BEGINNERS?), (OCTOBER 21st SAN FRANCISCO, CA GLOBAL STRATEGY LUNCHEON), (SEVEN REASONS TO PANIC ABOUT APPLE), (AAPL), (QQQ) Apple Inc. (AAPL) PowerShares QQQ ETF (QQQ)