You are in safe hands now, with your trading portfolios up 41.13% on the year, if you had followed every one of my Trade Alerts to the letter. I know a lot of you made much more. I will be making a beeline for well on my beachfront estate at Incline Village on the pristine
Global Market Comments December 17, 2015 Fiat Lux Featured Trade: (HOW TO PLAY APPLE IN 2016), (AAPL), (THE EIGHT WORST TRADES IN HISTORY), (TESTIMONIAL)Apple Inc. (AAPL)
Not a day goes by when someone doesn?t ask me about what to do about Apple (AAPL). After all, it is the world largest company. It is the planet?s most widely owned stock. Almost everyone uses their products in some form or another. So the widespread interest is totally understandable. Apple is a company with
Global Market Comments December 16, 2015 Fiat Lux Featured Trade: (SETTING UP THE ?BUY? FOR JUNK BONDS), (SJB), (JNK), (HYG), (THE LIQUIDITY CRISIS COMING TO A MARKET NEAR YOU), (TLT), (TBT), (MUB), (LQD), (TESTIMONIAL) ProShares Short High Yield (SJB) SPDR Barclays High Yield Bond ETF (JNK) iShares iBoxx $ High Yield Corporate Bd (HYG) iShares
Probably the best Trade Alert of 2015 that I wrote up, but never sent out, was for the ProShares Short High Yield ETF (SJB). That is a bet that makes money when the prices for junk bonds fall. Back in May, it was clear to me that junk bond prices had hit ?LALA land.? Yields
I would like to express how much I enjoy reading your newsletter and the global views that I gain from it.? It has been the best, by far, and the most financially worthwhile letter I have ever bought.? I find most newsletters spin and promote their returns during the good times, and never factor in
?Every Napoleon meets his Watergate,? said Yogi Berra, former manager of the New York Yankees.
Global Market Comments December 15, 2015 Fiat Lux Featured Trade: (DECEMBER 16 GLOBAL STRATEGY WEBINAR), (THREE CHEERS FOR GERMANY), (EWG), (HEDJ), (EUO), (FXE), (TESTIMONIAL)iShares MSCI Germany (EWG) WisdomTree Europe Hedged Equity ETF (HEDJ) ProShares UltraShort Euro (EUO) CurrencyShares Euro ETF (FXE)
I noticed last week that Angela Merkel, the Chancellor of Germany, was picked by the editors of Time Magazine as their ?Person of the Year.? This is creating an outstanding investment opportunity, a real game changer. As a result, Germany?s economy could grow by an extra 1% a year. But more on that later. She
I have been in the money management business working for a long time-only manager for 18 years, and in this business for 35.? I know you are the real deal.? I also know many hedge fund managers. Besides Ken Griffin in Chicago at Citadel, who is up 16% year to date, very few are even
?Everything begins and ends with quantitative easing?, said Jeffrey Gundlach, the CEO of hedge fund Doubleline Capital, and the new bond king.
Global Market Comments December 14, 2015 Fiat Lux SPECIAL RISK ALERT Featured Trade: (SPECIAL RISK ALERT) (SPY), (VIX), (USO), (HEDJ), (DXJ)SPDR S&P 500 ETF (SPY) VOLATILITY S&P 500 (^VIX) United States Oil (USO) WisdomTree Europe Hedged Equity ETF (HEDJ) WisdomTree Japan Hedged Equity ETF (DXJ)
Special Note: I?m sending out the Monday letter early today because this content won?t wait.Sorry to throw up at your Christmas party, but there have been a number of developments that have occurred over the last two days that I think you should know about.It won?t wait until the Monday newsletter.The Third Avenue Fund closed
Global Market Comments December 11, 2015 Fiat Lux Featured Trade: (DECEMBER 16 GLOBAL STRATEGY WEBINAR), (THE TECHNICAL/FUNDAMENTAL TUG OF WAR: WHO WILL WIN?) (MAKE YOUR NEXT KILLING IN AFRICA), (AFK), (GAF) (TESTIMONIAL)Market Vectors Africa ETF (AFK) SPDR S&P Emerging Middle East&Afr ETF (GAF)
Feel like investing in a state sponsor of terrorism? How about a country whose leaders have stolen $400 billion in the last decade and has seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers the world?s highest AIDS rate, regularly endures
Global Market Comments December 10, 2015 Fiat Lux Featured Trade: (PRINT YOUR OWN CAR), (EUROPEAN STYLE HOMELAND SECURITY), (TESTIMONIAL)
Global Market Comments December 9, 2015 Fiat Lux (SPECIAL OIL ISSUE) Featured Trade: (HERE COMES THE FINAL BOTTOM IN OIL), (USO), (XOM), (COP), (OXY), (LINE), (TESTIMONIAL) United States Oil (USO) Exxon Mobil Corporation (XOM) ConocoPhillips (COP) Occidental Petroleum Corporation (OXY) Linn Energy, LLC (LINE)
I had a fascinating dinner last week at Morton?s, San Francisco?s best steak restaurant, with one of John Hamm?s original investors. You remember John, the legendary Texas oilman who saw fracking coming a mile off and made billions? Since some of what my friend had to say came true in a matter of days, I
?The bears have the run of the table here in oil,? said John Kilduff from Again Capital Partners.
Global Market Comments December 8, 2015 Fiat Lux Featured Trade: (THE PASSIVE/AGGRESSIVE PORTFOLIO), (ROM), (UYG), (UCC), (DIG), (BIB), (UGL), (UCD), (TBT), (THE DIFFERENCE BETWEEN MAD HEDGE FUND TRADER AND MAD DAY FUND TRADER) ProShares Ultra Technology (ROM) ProShares Ultra Financials (UYG) ProShares Ultra Consumer Services (UCC) ProShares Ultra Oil & Gas (DIG) ProShares Ultra Nasdaq