Global Market Comments September 16, 2016 Fiat Lux SPECIAL RAILROAD ISSUE Featured Trade: (THE BIG COMEBACK IN RAILROADS), (UNP), (CSX), (NSC), (CP), (KSU) Union Pacific Corporation (UNP) CSX Corp. (CSX) Norfolk Southern Corporation (NSC) Canadian Pacific Railway Limited (CP) Kansas City Southern (KSU)
Want to know the best way to play the coming recovery in oil, commodities, precious metals, and emerging markets? Buy the railroads. At least if you are early, you still have a functioning, cash flow positive business, unlike the rest of the above. Since they peaked in early 2015, railroad stocks have been beaten like
Global Market Comments September 15, 2016 Fiat Lux Featured Trade: (OCTOBER 7TH INCLINE VILLAGE, NV GLOBAL STRATEGY LUNCHEON), (DON?T TOUCH THE COAL BUBBLE), (KOL), (BHP), (TCK), (TEN TIPS FOR SURVIVING A DAY OFF WITH ME) VanEck Vectors Coal ETF (KOL) BHP Billiton Limited (BHP) Teck Resources Limited (TCK)
What has been the top performing asset class so far in 2016? Is it gold (GLD), oil (USO), or collectable French postage stamps? If you said ?coal,? you win the kewpie doll. In fact, the 19th century energy source is the best performing commodity of the year by a large margin. Indeed, the Van Eck
Global Market Comments September 14, 2016 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE SEPTEMBER 16TH PORTLAND, OR GLOBAL STRATEGY LUNCHEON), (10 REASONS WHY JANET YELLEN WON?T RAISE RATES), (UUP), (LAUNCHING ?TRADING OPTIONS FOR BEGINNERS?) PowerShares DB US Dollar Bullish ETF (UUP)
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