?I?m already against the next war,? said a bumper sticker in Napa, California.
Global Market Comments July 29, 2016 Fiat Lux Featured Trade: (REPORT FROM THE MATTERHORN SUMMIT), (TESTIMONIAL) ?
From where I stand, the rolling foothills of Northern Italy spread out below me to the south.On my left lie the distinctive peaks of the Dolomite Alps. On my right I can see the massive expanse of Mont Blanc, at 15,781 feet the highest mountain in Europe.I am standing at the summit of the Matterhorn.
?This is very bullish for markets. It?s bullish for markets intermediate term. Before, I thought we were in the seventh inning of a four-year bull market. Two waiters just came in and delivered another punch bowl. We?re going into extra innings, baby,? said Stanley Druckenmiller of hedge fund Duquesne Capital Management.
Global Market Comments ? July 28, 2016 Fiat Lux Featured Trade: (AUGUST 3 GLOBAL STRATEGY WEBINAR), (SHAKING THE HAND THAT KILLED OSAMA BIN LADEN)
The team fought their way up two flights of stairs in pitch-blackness, dispatching several fighters along the way.A tall figure emerged in the green glow of the night vision goggles. It hesitated. Two shots were fired, and the body hit the ground.That was how Navy Seal Team Six member, Mark Owen, described the last seconds
?Investing now is like taking a shower while Norman Bates is somewhere in your house,? said Jim McTague, a journalist at Barrons.
Global Market Comments July 27, 2016 Fiat Lux SPECIAL BLACK SWAN ISSUE Featured Trade: (THE COMING BLACK SWANS OF 2016), (TESTIMONIAL)
Let me make this clear. These are not forecasts, predictions, or prognostications. They are not even guesses. They ARE events which have a very low probability of occurring, but which can have an extremely large market impact if they do. That is the textbook definition of a ?Black Swan?, a concept created by my friend,
Your background is very impressive and intriguing. You definitely have a lot of valuable and unique experience. I read your most recent post on activist investing and couldn't agree more. I have always been a fan of activist strategies because even under an assumption of efficient markets, activism can still generate alpha in theory. I
Global Market Comments July 26, 2016 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 27 BASEL, SWITZERLAND GLOBAL STRATEGY LUNCHEON), (THE BULL MARKET IN AMERICAN COLLEGE DEGREES), (TESTIMONIAL)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy luncheon, which I will be conducting in Basel, Switzerland on Wednesday, July 27, 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, foreign currencies, commodities, precious metals,
Global Market Comments July 25, 2016 Fiat Lux Featured Trade: (WHAT?S ON YOUR PLATE FOR THIS WEEK?), (SPY), (TLT), (GLD), (USO), (FCY), (BLAME IT ALL ON THE RISK PARITY TRADERS!), (VIX), (SPY), (TLT), (TESTIMONIAL) SPY SPDR S&P 500 ETF TLT iShares 20+ Year Treasury Bond GLD SPDR Gold Shares USO United States Oil FXY CurrencyShares
The summer doldrums are back! That is the only conclusion one can draw after observing the market action last week from my mountain lair in Zermatt, Switzerland. Try as I might, it is impossible to flee this connected world, unless the power is cut off by an avalanche and your batteries die. As I expected,
?The fundamental argument against gold is so fundamentally one-sided that it is almost comical,? said options trader, Jim Iuorio, of TJM Institutional Services.
Global Market Comments July 22, 2016 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 27 BASEL, SWITZERLAND GLOBAL STRATEGY LUNCHEON), (THE VOLATILITY BOTTOM IS IN), (VIX), (VXX), (XIV), (SVXY), (REPORT FROM THE ORIENT EXPRESS) ^VIX VOLATILITY S&P 500 VXX iPath S&P 500 VIX ST Futures ETN XIV VelocityShares Daily Inverse VIX ST ETN
I was awoken from a dead sleep in the middle of the night in my suite on the Orient Express by a juddering halt and the smell of burning brakes in the air.We were somewhere high in the Swiss Alps, and every single passenger on the first class only train had to be thinking that
?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
