One of the highlights of last year?s SkyBridge Alternatives Conference was the blowout party on Wednesday night (click the following for the blow by blow description at http://madhedgefundradio.com/report-on-the-skybridge-alternatives-conference/).Seeking refuge from a band that was blasting my ears out, and fleeing the nubile young bodies that kept bumping up against me and spilling my margaritas, I
Global Market Comments January 6, 2016 Fiat Lux Featured Trade: (IT?S TIME TO PICK UP SOME GOLD), (GLD), (GDX), (ABX), (NEM), (TESTIMONIAL) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) Barrick Gold Corporation (ABX) Newmont Mining Corporation (NEM)
I have not done a gold trade in yonks. That?s because it has been the asset class from hell for the past five years, dropping some 46% from its 2011 $1,927 high.However, we are now in a brave new, and scarier world. Given the extreme volatility of financial markets in recent months, all of a
Global Market CommentsJanuary 5, 2015Fiat Lux2016 Annual Asset Class ReviewFOR PAID SUBSCRIBERS ONLYFeatured Trade: (JANUARY 6 GLOBAL STRATEGY WEBINAR), (SPX), (QQQQ), (XLF), (XLE), (XLI), (XLY), (EEM), (SCTY), (TAN), (TLT), (TBT), (JNK), (PHB), (HYG), (PCY), (MUB), (HCP) (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB) (FCX), (VALE), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (PHO), (FIW), (CORN), (WEAT),
I am once again writing this report from a first class sleeping cabin on Amtrak?s California Zephyr. By day, I have two comfortable seats facing each other next to a panoramic window. At night, they fold into bunk beds, a single and a double. There is a shower, but only Houdini could get in and
Global Market Comments January 4, 2016 Fiat Lux Featured Trade: (GET READY FOR THE COMING GOLDEN AGE), (SPY), (INDU), (FXE), (FXY), (UNG), (EEM), (USO), (TLT), (NSANY), (TSLA) SPDR S&P 500 (SPY) Dow Jones Industrial Average (^DJI) CurrencyShares Euro Trust (FXE) CurrencyShares Japanese Yen Trust (FXY) United States Natural Gas (UNG) iShares MSCI Emerging Markets (EEM)
I believe that the global economy is setting up for a new golden age reminiscent of the one the United States enjoyed during the 1950?s, and which I still remember fondly. This is not some pie in the sky prediction. It simply assumes a continuation of existing trends in demographics, technology, politics, and economics. The
By historic, fundamental measures, stocks are extremely high. PE multiples are at 100 years highs. But if you look at stock prices relative to interest rates, they are exactly where they should be,? said hedge fund legend, Stanley Druckenmiller.
Global Market Comments December 31, 2015 Fiat Lux Featured Trade: (JANUARY 6 GLOBAL STRATEGY WEBINAR), (REPORT FROM THE FROZEN WASTELANDS OF THE WEST)
?The rule of thumb is to do your homework, do your analysis, don?t give up prudent risk management for the sake of certain fads. Look for real valuations, and stay true to your time frames,? said Marc Chandler, the global head of currency strategy at Brown Brothers Harriman.
Global Market Comments December 30, 2015 Fiat Lux Featured Trade: (THE SECOND AMERICAN INDUSTRIAL REVOLUTION), (INDU), (SPY), (QQQ), (USO), (UNG), (GLD), (DBA), (TESTIMONIAL) Dow Jones Industrial Average (INDU) SPDR S&P 500 ETF (SPY) PowerShares QQQ (QQQ) United States Oil (USO) SPDR Gold Shares (GLD) PowerShares DB Agriculture ETF (DBA)
Global Market Comments December 29, 2015 Fiat Lux Featured Trade: (MY OLD PAL, LEONARDO FIBONACCI), (TESTIMONIAL)
?Some in the media have quoted me using a four letter word to dismiss the Correspondents? dinner as a concern. I have not sought a correction,? said former Secretary of State and presidential contender, Hillary Clinton.
Global Market Comments December 28, 2015 Fiat Lux Featured Trade: (WILL SYNBIO SAVE OR DESTROY THE WORLD?), (XLV), (XPH), (XBI), (MON), (IBM), (GOOG), (AAPL), (CSCO)Health Care Select Sector SPDR (XLV) SPDR S&P Pharmaceuticals ETF (XPH) SPDR S&P Biotech ETF (XBI) Monsanto Company (MON) International Business Machines Corporation (IBM) Google Inc. (GOOG) Apple Inc. (AAPL) Cisco
?It is very important for President Obama to succeed,? said former President George W. Bush to Defense Secretary Robert M. Gates, three weeks after the inauguration.
Global Market Comments December 24, 2015 Featured Trades: (A CHRISTMAS STORY), (THE U-HAUL INDICATOR)
Global Market Comments December 23, 2015 Fiat Lux SPECIAL SPACE X ISSUE Featured Trade: (WILL SPACE X BE YOUR NEXT TEN BAGGER?) (EBAY), (TSLA), (SCTY), (BA), (LMT) eBay Inc. (EBAY) Tesla Motors, Inc. (TSLA) SolarCity Corporation (SCTY) The Boeing Company (BA) Lockheed Martin Corporation (LMT)
Global Market Comments December 22, 2015 Fiat Lux Featured Trade: (THE BOND CRASH HAS ONLY JUST STARTED), ($TNX), (TLT), (TBT), (TESTIMONIAL) 10 Year Tresury Note Yield INDX ($TNX) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT)
Global Market Comments December 21, 2015 Fiat Lux Featured Trade: (IS THERE A BITCOIN IN YOUR FUTURE?) (TESTIMONIAL)
Global Market Comments December 18, 2015 Fiat Lux SPECIAL END OF YEAR ISSUE Featured Trade: (GO LONG CHRISTMAS CHEER AND HOT BUTTERED RUM), (MY LAST RESEARCH PIECE OF THE YEAR)