"The Fed is not worried about inflation in the next few years and wants growth first, growth second, and growth third. With the stabilization of Europe, the apparent pick up in China, and a US economy still on a reasonable footing, the Fed's heavy leaning to a growth policy should lead to a pretty favorable
Global Market Comments April 27, 2016 Fiat Lux Featured Trade: (HEARD ON THE ROAD PART II), (CONTANGO IN THE (UVXY) EXPLAINED ONE MORE TIME), (UVXY), (VIX), (VXX), (SPY), (TESTIMONIAL) ProShares Ultra VIX Short-Term Futures (UVXY) VOLATILITY S&P 500 (^VIX) iPath S&P 500 VIX ST Futures ETN (VXX) SPDR S&P 500 ETF (SPY)
New York City was as alive as I have ever seen it. Maybe it was because it was the beginning of spring and the residents were venturing outdoors for the first time this year, their eyes blinking in the bright sunlight. Old neighborhoods are gentrifying at an incredible rate. At this pace there won?t be
It was great seeing you today in Atlanta. Thank you for just being you. As I mentioned, there's so much "crap" out there that's it's so nice to just hear it straight. Several years ago I finally realized it just doesn't matter what I think, only what is (although I still cringe sometimes). That's the
?The barriers to Wall Street are quite low, once you have the Ivy League credentials. If you?re a certain kind of kid who doesn?t actually know anything about anything, Wall Street is still a great place to go,? said Michael Lewis, author of ?The Big Short.?
Global Market Comments April 26, 2016 Fiat Lux Featured Trade: (APRIL 27 GLOBAL STRATEGY WEBINAR), (HEARD ON THE ROAD PART I), (IT?S ALL ABOUT YIELD), (SPY) SPDR S&P 500 ETF (SPY)
Every Global Strategy Luncheon was a real blast. It?s as if the dozen smartest people in each city got together to exchange notes and jokes. They then formed their own local community of Mad Hedge Fund Trader followers. I love doing these things. Last year, my flight to Houston cost $600. This year it was
If you are an investor, trader, or financial advisor, there is only one word in the English language today: Yield That is my conclusion after speaking to readers on my 12 day, 11 state, 8 city US tour. Having underperformed the indexes and posted negative returns for the last two years, many money managers are
?He worked as if he would live forever. He lived as if he would die tomorrow?, said a note found in Franklin Delano Roosevelt?s private papers after he died.?
Global Market Comments April 25, 2016 Fiat Lux Featured Trade: (WHY THE BULL MARKET HAS TWO YEARS TO RUN), (SPY), (TLT), (TESTIMONIAL), (QUANTITATIVE EASING EXPLAINED TO A 12 YEAR OLD) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT)?
The bull market has at least two years to run, and possibly more. This is the prediction that I have been hammering away at listeners with at my many speaking engagements, webinars, and global strategy luncheons all year. But don?t take my word for it. This also happens to be the opinion of my friend,
?If you advertise an interest in buying collies, a lot of people will call hoping to sell you their cocker spaniels,? said Oracle of Omaha, Warren Buffet.
Global Market Comments April 22, 2016 Fiat Lux Featured Trade: (POPULATION BOMB ECHOES), (POT), (MOS), (AGU), (WEAT), (CORN), (SOYB), (TAKE A RIDE IN THE SHORT JUNK ETF), (SJB), (JNK), (HYG), (THE COOLEST TOMBSTONE CONTEST) Potash Corporation of Saskatchewan Inc. (POT) The Mosaic Company (MOS) Agrium Inc. (AGU) Teucrium Wheat ETF (WEAT) Teucrium Corn ETF (CORN)
When you look at the profusion of new ETF?s being launched today, you find that they almost always correspond with market tops. The higher the market, the greater the demand for the underlying, and the more leverage traders pay for it. The resulting returns for investors are disastrous. But occasionally a blind squirrel finds an
Global Market Comments April 21, 2016 Fiat Lux SPECIAL SPACE X ISSUE Featured Trade: (WILL SPACE X BE YOUR NEXT TEN BAGGER?) ? (TSLA), (SCTY), (BA), (LMT) TESTIMONIAL Tesla Motors, Inc. (TSLA) SolarCity Corporation (SCTY) The Boeing Company (BA) Lockheed Martin Corporation (LMT)
John, you make me laugh. Following you has been awesome. If it weren?t for you, I'd have been a mega bear for the last three years.CheersJustin Western Australia
Global Market Comments April 20, 2016 Fiat Lux Featured Trade: (BUY FLOOD INSURANCE WITH THE VIX), ?(VIX), (VXX), (UVXY), (THE SOLAR MISSING LINK IS HERE!), (SCTY), (FSLR), (SPWR), (TSLA) VOLATILITY S&P 500 (^VIX) iPath S&P 500 VIX ST Futures ETN (VXX) ProShares Ultra VIX Short-Term Futures (UVXY) SolarCity Corporation (SCTY) First Solar, Inc. (FSLR) SunPower
I am one of those cheapskates who buys Christmas ornaments by the bucket load from Costco in January for ten cents on the dollar because my eleven month return on capital comes close to 1,000%. I also like buying flood insurance in the middle of the summer when the forecast here in California is for
I have seen the future, and it works. In my never-ending search for my readers for ?ten-baggers,? or investments that will rise in value tenfold over the foreseeable future, I keep circling back to the solar industry. Tesla founder Elon Musk never does anything small.Last year he announced the first ever, economical home battery electrical
Global Market Comments April 19, 2016 Fiat Lux SPECIAL BERKSHIRE HATHAWAY ISSUE Featured Trade: (A CHAT WITH BERKSHIRE HATHAWAY?S WARREN BUFFETT), (BRKA), (AXP), (WFC), (IBM), (KO), (GS), (AAPL), (UNP), (BAC) Berkshire Hathaway Inc. (BRK-A) American Express Company (AXP) Wells Fargo & Company (WFC) International Business Machines Corporation (IBM) The Coca-Cola Company (KO) The Goldman Sachs