?Negative interest rates are highly supportive of bonds and stocks. This could remain for quite some time,? said Dan Ivascyn, CIO of bond giant PIMCO. ?
Global Market Comments May 25, 2015 Fiat Lux SPECIAL SOLAR ISSUEFeatured Trade: (HOW TO BUY A SOLAR SYSTEM), (SCTY), (SPWR), (TSLA) SolarCity Corporation (SCTY) SunPower Corporation (SPWR) Tesla Motors, Inc. (TSLA)
It?s just a question of how long it takes Moore?s Law type efficiencies to reach exponential growth in the solar industry.Accounting for 2% of the country?s electrical power supply today, we are only six doublings away from 100%, when energy essentially becomes free.The next question beyond the immediate trading implications is ?What?s in it for
?Green technology is one of the best investment opportunities we?ve ever seen. We are used to seeing billion dollar market opportunities. Here, we?re seeing a trillion dollar opportunity.? said venture capitalist Steve Jurvetson.
Global Market Comments May 24, 2016 Fiat Lux Featured Trade: (DON'T MISS THE MAY 25 GLOBAL STRATEGY WEBINAR), (WHY I?M BUYING BONDS), (TLT), (TESTIMONIAL) iShares 20+ Year Treasury Bond (TLT)
Having flip-flopped twice so far in 2016, my bet is that the Federal Reserve flip-flops on its monetary policy, yet again. Yes, buying bonds may appear like high treason for someone who has been trading stocks for a half century (I?m currently reading the biography of Benedict Arnold, a deeply misunderstood man). I have made
John's newsletter is, in my view, the Secretariat of the investment newsletter derby. No one else is even a close second.Gary New Jersey
?Without profits, the market can?t go anywhere,? said independent research consultant David Darst.
Global Market Comments May 23, 2016 Fiat Lux Featured Trade: (ARE STOCKS LYING?), (SPY), (UUP), (FXE), (EUO), (GLD), (TLT), (USO), (SHORT SELLING SCHOOL 101), (SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL), ?(VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE) SPDR S&P 500 ETF (SPY) PowerShares DB US Dollar Bullish ETF (UUP) CurrencyShares Euro ETF (FXE) ProShares UltraShort
In the wake of the Fed?s Wednesday flip-flop, I?m sitting here looking at my screens. The dollar, Euro, Yen, US Treasury bonds, commodities, gold, silver, and oil all say interest rates are RISING on June 17. Stocks are saying they?re FALLING. The million-dollar question is: Who?s lying? My bet is that it?s stocks that are
With the stock market falling for the next few weeks, or even months, it?s time to rehash how to profit from falling markets one more time. There is nothing worse than closing the barn door after the horses have bolted.No doubt, you will receive a wealth of short selling and hedging ideas from your other
Global Market Comments May 20, 2016 Fiat Lux Featured Trade: (MAY 25 GLOBAL STRATEGY WEBINAR), (THE FLIP FLOPPING FED STRIKES AGAIN!), (SPY), (GLD), (ABX), (GDX), (XLU), (XLF), (PRESIDENT HILLARY?S COMING TAX HIT) SPDR S&P 500 ETF (SPY) SPDR Gold Shares (GLD) Barrick Gold Corporation (ABX) VanEck Vectors Gold Miners ETF (GDX) Utilities Select Sector SPDR
Boy, the Federal Reserve must really hate traders. Once again, a flip flopping Fed has reversed its message to the market, suggesting that interest rates will rise as soon as its June 17 meeting. The news came out with the release of its April Open Committee Meeting minutes. It?s clear that as soon as financial
At long last, Hillary Clinton has started to make public key planks of her post election policies, which may become law if she is successful in her 2016 presidential bid.Until now, her run for the Democratic nomination has largely been about what she had for breakfast, her hairstyle, how nice her mom was, or how
Global Market Comments May 19, 2016 Fiat Lux Featured Trade: (10 REASONS WHY STOCKS ARE ABOUT TO ROLL OVER), (SPY), (QQQ), (IWM), (VIX), (TESTIMONIAL), (WELCOME TO THE DEFLATIONARY CENTURY), (TLT), (TBT) SPDR S&P 500 ETF (SPY) PowerShares QQQ ETF (QQQ) iShares Russell 2000 (IWM) VOLATILITY S&P 500 (^VIX) iShares 20+ Year Treasury Bond (TLT) ProShares
I hate to be a Debbie Downer here, but the writing on the wall couldn?t be more clear. The Fed minutes, released at 2:00 PM this afternoon, greatly increased the probability of a Fed rate rise in June. That set the cat among the pigeons. Higher interest rates are terrible news for stocks, except the
My husband wanted me to tell you that, as a retired Marine, he understands completely. ?The more you sweat in training, the less you bleed in war. ?Gratefully, for us, you have done a lot of sweating over the years! ?Cheryl Oregon
Ignore the lessons of history, and the cost to your portfolio will be great. Especially if you are a bond trader! In Britain they celebrated something unusual last year. The government reported the first year on year decline in consumer prices in 54 years (see chart below). In fact, prices for the things they buy
Global Market Comments May 18, 2016 Fiat Lux Featured Trade: (WATCH OUT FOR THE HEAD AND SHOULDERS TOP), (SPY), (QQQ), (IWM), (THE SERVICE JOB IN YOUR FUTURE), (MCD), (TESTIMONIAL) SPDR S&P 500 ETF (SPY) PowerShares QQQ ETF (QQQ) iShares Russell 2000 (IWM) McDonald's Corp. (MCD)
The market has been chattering quite a lot about the massive downside bets on the S&P 500 being placed by some of the industry?s best known players. That is something I would expect from my long time client and mentor George Soros. But Warren Buffett as well? He is one of the greatest long term,