Asset allocation is the one question I get every day which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer depends on your age, net worth, tax bracket, risk tolerance and whether you're a sophisticated investor or an average Joe. ?Asset allocation is something you should ask your financial
Global Market Comments September 28, 2016 Fiat Lux Featured Trade: (THE ELECTION IS OVER), (HOW TO FIND A GREAT OPTIONS TRADE)
Global Market Comments September 27, 2016 Fiat Lux Featured Trade: (SEPTEMBER 28TH GLOBAL STRATEGY WEBINAR), (OCTOBER 21ST SAN FRANCISCO, CA GLOBAL STRATEGY LUNCHEON), (WHY CHINA IS GOLD?S BEST FRIEND), (GLD), (GDX), (TLT) SPDR Gold Shares (GLD) VanEck Vectors Gold Miners ETF (GDX) iShares 20+ Year Treasury Bond (TLT)
The good news is that you don?t have to be crazy, paranoid, or delusional to own gold (GLD). However, the ?hundreds of individual investors I know who absolutely love the barbarous relic may not know exactly why. They originally filled safe deposit boxes with old jewelry, American Eagles, and bullion bars as a hedge against
Global Market Comments September 26, 2016 Fiat Lux Featured Trade: (NOVEMBER 18TH LAS VEGAS, NV GLOBAL STRATEGY LUNCHEON), (MARKET OUTLOOK FOR THE COMING WEEK), (SPY), (VIX), (USO), (BATTERY BREAKTHROUGH PROMISES BIG DIVIDENDS), (TSLA) SPDR S&P 500 ETF (SPY) VOLATILITY S&P 500 (^VIX) United States Oil (USO) Tesla Motors, Inc. (TSLA)
There is only one event this week of any real consequence, and that is the first presidential debate on Monday, September 26 at 6:00 PM EST at Hoftsra University in New York City. You don?t need to know the channel. It will be broadcast on all of them, as well as streamed live on multiple
The electric car industry is about to get turned right side up. The dozen manufacturers out there have long struggled to achieve ranges that could match the 300 miles that is standard for competing gasoline engines. All electric cars on the market today max out at 100-mile ranges or less. Except, that is, my Tesla
Global Market Comments September 23, 2016 Fiat Lux Featured Trade: (OCTOBER 7TH INCLINE VILLAGE, NV GLOBAL STRATEGY LUNCHEON), (OLD TECH IS BACK!), (GENERAL ELECTRIC?S IMAGINATION REALLY IS AT WORK), (GE), (ELUXY), (SYF) General Electric Company (GE) AB Electrolux (ELUXY) Synchrony Financial (SYF)
There is no doubt that old tech is back with a vengeance. Look at the trifecta of blockbuster earnings reports from Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) recently, and you can reach no other conclusion. The Microsoft turnaround in particular has been amazing. PCs, and the software to run them were so 1990s. After
Are you looking for an investment that does well during modest economic growth, a flat to slightly falling dollar, continued low interest rates, and a stock market that periodically hits the panic button? Then General Electric (GE) is the stock for you. I have just spent my day surfing the web for tidbits about GE
?It is by the goodness of God that in our country we have those three unspeakably precious things: freedom of speech, freedom of conscience, and the prudence never to practice either of them.? said the 19th century American humorist, Mark Twain.
Global Market Comments September 22, 2016 Fiat Lux Featured Trade: (CALIFORNIA UPS ITS GAME AGAINST GLOBAL WARNING), (PCG), (AAPL), (TEN REASONS WHY BONDS WON?T CRASH), (TLT), (TBT), (ELD), (MUB) Pacific Gas & Electric Co. (PCG) Apple Inc. (AAPL) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) WisdomTree Emerging Markets Lcl Dbt
California has raised the bar again in its relentless war on greenhouses gases. Last week Governor Jerry Brown signed SB32 mandating that the Golden State reduce greenhouse gas emissions to 40% below 1990 levels by 2020. It is far and away the most ambitious such program anywhere in the world today.I mention this because California
I have never been one to run with the pack.I'm the guy who eternally marches to a different drummer, not in the next town, but the other hemisphere.I would never want to join a club that would lower its standards so far that it would invite me as a member.On those rare times when I
Global Market Comments September 21, 2016 Fiat Lux Featured Trade: (THE LEAGUE OF EXTRAORDINARY TRADERS), (WFM), (COST), (AMERICA?S DEMOGRAPHIC COLLAPSE AND YOUR STOCK PORTFOLIO), (TESTIMONIAL)Whole Foods Market, Inc. (WFM) Costco Wholesale Corporation (COST)
I never cease to be impressed with the readers of this newsletter. I was reminded of this once again at my luncheon in Portland, Oregon last week, held at the exclusive Ringside Fish House, a purveyor of the outstanding Pacific Northwest seafood for which the City of Roses is rightly proud. Luncheon attendees seem to
As a long term observer of America?s demographic picture, I was shocked to hear of a recent report from the US Census Bureau (click here for the website).The US population grew by a scant 0.72% in 2012, the lowest since 1942.You can?t start or expand a family when an essential partner in the process is
Global Market Comments September 20, 2016 Fiat Lux Featured Trade: (THE MATHEMATICAL IMPOSSIBILITY OF A TRUMP WIN), (HOW TO EXECUTE A VERTICAL BULL CALL SPREAD ON FACEBOOK), (FB) Facebook, Inc. (FB)
Global Market Comments September 19, 2016 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE COMING WEEK), (T), (SPG), (HYG), (EEM), (ELD), (CYB), (FXY), (FXE) (A CONVERSATION WITH THE BOOTS ON THE GROUND), (OCTOBER 21st SAN FRANCISCO, CA GLOBAL STRATEGY LUNCHEON) AT&T, Inc. (T) Simon Property Group Inc. (SPG) iShares iBoxx $ High Yield Corporate Bd
I think you can pretty much expect things to remain on hold until the Fed announces its interest rate decision next Wednesday afternoon. That is when all financial markets will explode to the upside, the downside, or both. So, I am going into the big day 100% in cash to take advantage of the sudden
