Newsletters

It’s looking like the trade war between the US and China is going to heat up some more, no matter who wins the presidential election. It is no longer a question of “if”, but “how much” and “when.” Please forgive me, but I am new at this. I have only been covering China for 50

Global Market Comments August 21, 2024 Fiat Lux   Featured Trade: (THE DEATH OF THE FINANCIAL ADVISOR)

“There’s a 70% chance the whole thing will fail,” said Jeff Bezos when pitching his parents for a $100,000 investment in his startup, Amazon (AMZN) in 1994.    

Global Market Comments August 20, 2024 Fiat Lux   Featured Trade: (MY TRIP INTO INFINITI), (TSLA)

Don’t worry. I was late with my newsletter today because I fell off some Alp or crashed an airplane. The 200-year-old doors in my Cambridge Airbnb are so thick that they can’t be penetrated by WIFI. The broadband here hasn’t been upgraded since the Roman Empire, but at least it works. This year, I thrilled

“If you look at newspaper headlines every day for the past 50 years, they’re almost always negative. If you look at the economy every day for the past 50 years it’s always positive,” said Oracle of Omaha Warren Buffett.  

Global Market Comments August 19, 2024 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or LESSONS LEARNED) plus (GLIDING INTO LITHUANIA), (SPY), (GLD), (DHI), (TSLA), (JPM), (AAPL), (DHI), (LRCX)

After the worst week of the year, we get the best. If you are confused by all of this, so am I. On the one hand, the downside was firmly rejected by the $8 trillion sitting under the market that has been trying unsuccessfully to get into the market all year. The upside was rejected

"The level of fact available from news services is way less than it once was," said Roger McNamee, co-founder of venture capital fund Elevation Partners.

Global Market Comments August 16, 2024 Fiat Lux   Featured Trade: ( AUGUST 15 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (CMG), (SBUX), (TLT), (CCI), (FCX), (SLRN), (DAL), (TSLA), (LRCX)

Below please find subscribers’ Q&A for the August 15 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from London, England Q: Do you think we’ll still have another significant test of the lows for the year, or was that it last week? Stocks are rebounding huge this week. A: They never really went down very

Global Market Comments August 15, 2024 Fiat Lux   Featured Trade: (TESTIMONIAL) (ELECTIONS IN DAYS GONE PAST)

Hi John, I made it to Cortina on my European vacation paid for entirely by my successful trades this year from the Mad Hedge Fund Trader.   Today, we hiked to Lago di Sorapis and I am now enjoying a Dolomiti on the veranda.  I will depart tomorrow to continue through the Alps to avoid

You may have noticed that the 2024 presidential election has reached a fever pitch, so it is time to fill you in on the deep background of this all-American practice. I come from a background that is drowning in history. I am the end product of pilgrim stock who landed in Massachusetts in 1630. I

“I used to tell lies. But I’ve given it up, because the field has become overrun with amateurs,” said the great American 19th century humorist, Mark Twain.  

Global Market Comments August 14, 2024 Fiat Lux   Featured Trade: (A REFRESHER COURSE AT SHORT SELLING SCHOOL), (SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL), (TSLA), (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE)

Global Market Comments August 13, 2024 Fiat Lux   Featured Trade: (AUGUST 15 LONDON ENGLAND STRATEGY LUNCHEON) (THE MAD HEDGE DICTIONARY OF TRADING SLANG)

"Whenever I hear someone in finance say that a one in two-billion-year event just happened, I say that you just demonstrated you have a model for measuring tail risk that isn't any good," said former Treasury Secretary and Harvard University President Larry Summers.

Global Market Comments August 12, 2024 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or THE ROUND TRIP TO NOWHERE), plus (A VISIT TO TRINITY), (ROM), (TQQQ), ($VIX), (TLT), (SLRN), (CAT), (AMZN), and (BRK/B). (NVDA), (TSLA), (AAPL), and (META), ($INDU), (TSLA), (DHI), (DE), (AAPL), (JPM), (DE), (GLD), (DHI)

I am writing this to you from the airport in Vilnius, Lithuania, which is under construction. The airport is packed because people are flying all planes to Paris to catch the closing ceremony of the 2024 Olympics. There is also the inflow of disappointed Taylor Swift fans returning from three concerts in Vienna, Austria that