?To get rich is glorious!? said Deng Xiaoping, the Chinese general who launched the country?s modern economy in the seventies.
Global Market Comments July 21, 2016 Fiat Lux Featured Trade: (TUESDAY, JULY 26 BADEN-BADEN, GERMANY GLOBAL STRATEGY LUNCHEON), (WATCH OUT FOR THE AUGUST STOCK MARKET CORRECTION), (SPY), (TLT), (GLD), (SLV), (GGP), (AMLP), (UUP), (THE BLOCKBUSTER READ IN THE HEDGE FUND COMMUNITY) SPY SPDR S&P 500 ETF TLT iShares 20+ Year Treasury Bond GLD SPDR Gold
Urgent business with the German government requires me to be in the Fatherland for an extra day. It seems that someone high up wants to know about the long-term economic impact of Brexit (terrible), the possibility of avoiding it (excellent), and what to do with one million refugees.?Apparently, no one else but me can put
I have a prediction to make. When Donald Trump takes the podium to accept the Republican nomination for the presidency this week, he will not talk about how much money he has made in the stock market over the past seven years. Nor will he mention how the value of his real estate portfolio has
Global Market Comments July 20, 2016 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 22 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (IS AIRBNB YOUR NEXT TEN BAGGER?)
Come join me for afternoon tea for the Mad Hedge Fund Trader?s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, July 22, 2016. The guests and I will engage in an open discussion on the crucial issues facing investors today. Coffee, tea, and
I was not surprised to hear that the home sharing app, Airbnb, was given a $30 billion valuation in the latest venture capital funding round. The big question for you and me is: Will the valuation soar tenfold to $300 billion, and how much of a piece of that will you and I be allowed
?There are just not enough human buyers in the market,? lamented Eddie Perkin, chief investment officer at Eaton Vance.
Global Market Comments July 19, 2016 Fiat Lux Featured Trade: (JULY 20 GLOBAL STRATEGY WEBINAR), (WHY WATER IS ONE OF 2016?S BEST SECTORS), (CGW), (PHO), (FIW), (VEOEY), (TTEK), (PNR), (WHY ACTIVISTS HAVE THE UPPER HAND), (JCP), (NFLX), (HLF), (AAPL), (TESTIMONIAL) CGW Guggenheim S&P Global Water ETF PHO PowerShares Water Resources ETF FIW First Trust ISE
I bet you didn?t know that water infrastructure plays have been one of the top performing stock sectors in 2016. In fact, shares of this little known industry are up more than 25% since the February market bottom. If you think that energy is scarce, it will pale in comparison to the next water crisis.
Having been in this market for yonks, ages, and even a coon?s age, I have seen trading strategies come and go.First, there was the nifty fifty during the 1960?s. Junk bonds had their day in the sun. Then portfolio insurance was all the rage.Oops!While the dollar was weak, international diversification was the flavor of the
I am an independent financial advisor in Atlanta, GA.? We have spoken via email and text a few times.? Historically, you have always been responsive, even to my complaints, and I have always appreciated that.After canceling my Service a few months ago, I have decided to come back.? In markets like yesterday your insights are
?If someone called me tomorrow and said that ten year US Treasury bonds were at 0.75%, I would not be surprised,? said Larry Fink, the founder of BlackRock, the world?s largest asset manager.
Global Market Comments July 18, 2016 Fiat Lux Featured Trade: (WHAT?S ON YOUR PLATE FOR THIS WEEK?), (SPY), (TLT), (FXY), (YCS), (JNK), (GLD), (TEN STOCKS TO BUY ON THE NEXT DIP) SPY SPDR S&P 500 ETF TLT iShares 20+ Year Treasury Bond FXY CurrencyShares Japanese Yen ETF YCS ProShares UltraShort Yen JNK SPDR Barclays High
Finally, finally, the stock markets broke out to an all time high last week. After trying, and failing, for two years, traders finally got the print they were begging for, with the S&P 500 closing above 2015. The world has too many people and not enough bonds. That is the undeniable conclusion of the recent
If we get another 5% correction in stocks in the coming weeks, it is best to have your ?BUY? list on the table and ready to go. That way you don?t have to waste time looking up ticker symbols. I?ll give you mine. Let me get this right. Stocks screamed upward last week because: 1)
Global Market Comments July 15, 2016 Fiat Lux Featured Trade: (JULY 20 GLOBAL STRATEGY WEBINAR), (WHY STOCKS COULD RISE 50% HIGHER), (SPY), (QQQ), (IWM), (THOUGHTS ABOARD THE QUEEN MARY, PART III) SPY SPDR S&P 500 ETF Trust QQQ PowerShares QQQ Trust, Series 1 IWM - iShares Russell 2000 ETF?
When things are going to happen, and the market gets a whiff of it, fast forward often kicks in. That seems to be what is happening to my forecast that US stocks would end 2016 on the back of both rising earnings and a price earnings multiple expansion. Hey Mr. Market! Check your watch! You?re
50 degrees, 26.68 minutes North, 022 degrees, 29.98 minutes West, or 1,000 nautical miles South of Iceland, heading 089 degrees.Four days of hearing foghorns is starting to get tiring. Captain Wells has been ducking many of his social responsibilities, feeling more secure in the bridge close to the radar.After a few days of intermittent access,
?This is an epic bond bubble that we may have just seen the end of, not only here, but in Europe too,? said Peter Boockvar, an analyst at the Lindsey Group.