The election is over and a brave new world lies before us. But the Fed may soon stop raising interest rates, inflation is rising, and tech stocks are flat-lining! Can a stock market crash be far behind? What should you do about it? Attend the Mad Hedge Traders & Investors Summit from December 3 - 5.
It is always the sign of a great hedge fund manager when he makes money while he is wrong. I have seen this throughout my life, trading with clients and friends like George Soros, Julian Robertson, Paul Tudor Jones, and David Tepper. And wrong I certainly was in 2024. I thought Trump would lose the
Global Market Comments November 29, 2024 Fiat Lux Featured Trade: (The Mad DeCEMBER traders & Investors Summit is ON!) (CHINA’S VIEW OF CHINA), (FXI), (BIDU), (BABA), (JD)
There was so much enthusiasm for China only a month ago. A stimulus package was announced, a massive short-covering rally ensured, and finally, after a three-year hiatus, China was back in play. Several hedge funds announced major commitments to the Middle Kingdom. Here we are only three weeks after the US presidential election, and China
Global Market Comments November 27, 2024 Fiat Lux Featured Trade: (THE REAL ESTATE CRASH COMING TO A MARKET NEAR YOU), (THE FALLING MARKET FOR KIDS)
Hardly a day goes by when a reader doesn’t ask me when the Australian real estate bubble is going to burst. They are right to be concerned. In the table below, Sydney is ranked as the second most expensive market in the world at 12.2 times the local median pre-tax household annual income. It is
Global Market Comments November 26, 2024 Fiat Lux Featured Trade: (TRADING THE KENNEDY ASSASSINATION)
"Ask not what your country can do for you, but what you can do for your country," said John F. Kennedy, America's 35th president.
Global Market Comments November 25, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or WHAT TO DO ABOUT NVIDIA), plus THE WORLD’S WORST INVESTOR), (NVDA), (GLD), (JPM), (JPM), (NVDA), (BAC), (C), (CCJ), (MS), (BLK) (TSLA), (TLT)
Boy, did I make the right move going into the election? I always have a propensity to reduce risk going into a major event. Let the newbies stick their necks out. I’ll collect the low-hanging fruit afterward while trampling over their bodies. As they used to say at Morgan Stanley, “It’s the pioneers who get
“Wars are easier to get into than to get out of,” said former Secretary of Defense, Robert M. Gates.
Global Market Comments November 22, 2024 Fiat Lux Featured Trade: (WEDNESDAY, JANUARY 22, 2025 ST AUGUSTINE FLORIDA STRATEGY LUNCHEON) (NOVEMBER 20 BIWEEKLY STRATEGY WEBINAR Q&A), (NVDA), (TSLA), (TLT), (OXY), (SLB), (MSTR), (USO), (PLTR), (SMCI), (KRE), (SMR), (UUP)
Below, please find subscribers’ Q&A for the November 20 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Lake Tahoe, Nevada. Q: What are your stock recommendations for the end of the first quarter of 2025? A: I say run with the winners. Dance with the girl who brought you to the dance. I think
Global Market Comments November 21, 2024 Fiat Lux Featured Trade: (THURSDAY, JANUARY 16, 2025 SARASOTA FLORIDA STRATEGY LUNCHEON) (TEN REASONS WHY I ONLY EXECUTE VERTICAL CALL DEBIT SPREADS) (AAPL), ($VIX), (SPY)
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Sarasota, Florida on Thursday, January 16, 2025. The cost of the luncheon will be $277. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be
Global Market Comments November 20, 2024 Fiat Lux Featured Trade: (THE JOHN THOMAS BIOGRAPHY IS OUT) (THE EIGHT WORST TRADES IN HISTORY)
Global Market Comments November 19, 2024 Fiat Lux Featured Trade: (JANUARY 10 MIAMI FLORIDA STRATEGY LUNCHEON) (THE MAD HEDGE DICTIONARY OF TRADING SLANG), (TESTIMONIAL)
Global Market Comments November 18, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or OUT WITH THE NEW, IN WITH THE OLD) Plus REPORT FROM THE QUEEN MARY II), (TLT), (TSLA), (DHI), (LEN), (KBH), (LMT), (RTX), (GD), (GLD), (SLV), (GOLD), (WPM), (JPM), (NVDA), (BAC), (C), (CCJ), (MS), (SPY)
“Take things as they are and profit off the folly of the world.” That is one of my favorite quotes from Anselm Rothschild, founder of the Rothschild banking dynasty, which ruled the financing of Europe for centuries. I lived next door to his great X 10 grandson in London for ten years, the late Jacob
"The government is now the biggest impediment to economic growth," said my old friend Steven Rattner of the Quadrangle Group.