Global Market CommentsJuly 27, 2015Fiat Lux Featured Trade:(AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON)(SO WHAT?S NEXT FOR THE MARKETS?),(SPY), (QQQ), (AMZN), (GOOG), (AAPL), (FB), (GILD), (DIS),(TESTIMONIAL) SPDR S&P 500 ETF (SPY)PowerShares QQQ Trust, Series 1 (QQQ)Amazon.com Inc. (AMZN)Google Inc. (GOOG)Apple Inc. (AAPL)Facebook, Inc. (FB)Gilead Sciences Inc. (GILD)The Walt Disney Company (DIS)
I am writing to you from the bar of the El-Minzah Hotel in Tangiers, Morocco, a one-time favorite of literary greats, F. Scott Fitzgerald, Earnest Hemingway, and Paul Bowls. A warm, languid breeze coming off the Atlantic Ocean is causing the date palms around the pool to sway in rhythmic fashion. The city has long
Global Market Comments July 24, 2015 Fiat Lux Featured Trade: (JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (HOW TO USE YOUR CELL PHONE ABROAD)
Global Market CommentsJuly 23, 2015Fiat Lux Featured Trade:(A SAD FAREWELL TO ROBIN WILLIAMS),(THE CASE AGAINST TREASURY BONDS),(TBT), (TLT), (MUB), (LQD), (LINE),(A NOTE ON THE FRIDAY OPTIONS EXPIRATION),(SPY), (FXY) ProShares UltraShort 20+ Year Treasury (TBT)iShares 20+ Year Treasury Bond (TLT)iShares National AMT-Free Muni Bond (MUB)iShares iBoxx $ Invst Grade Crp Bond (LQD)Linn Energy, LLC (LINE)SPDR S&P
Every time I watch a Robin Williams comedy sketch, I still feels the pangs of a lost friend. His mother lived directly next door to my family for many years. A petite widow in her late seventies, we often looked in on her, and invited her into our community social group. More than once, I
My friend, Texan money manager Mike Robertson, asked me the other day if there was one asset class that I truly despised. I didn?t hesitate: bonds. In fact, fixed income investments are about to regain the nickname they earned during the 1980?s: ?certificates of wealth confiscation.? That leaves me within a hair?s breadth of pulling
Global Market CommentsJuly 22, 2015Fiat Lux SPECIAL ISSUE ABOUT THE FAR FUTURE Featured Trade:(PEAKING INTO THE FUTURE WITH RAY KURZWEIL),(GOOG), (INTC), (AAPL), (TXN) Google Inc. (GOOG)Intel Corporation (INTC)Apple Inc. (AAPL)Texas Instruments Inc. (TXN)
Global Market CommentsJuly 21, 2015Fiat Lux ANOTHER SPECIAL SOLAR ISSUE Featured Trade:(JULY 22 GLOBAL STRATEGY WEBINAR),(HOW TO BUY A SOLAR SYSTEM),(SCTY), (SPWR), (TSLA), (USO) SolarCity Corporation (SCTY) SunPower Corporation (SPWR)Tesla Motors, Inc. (TSLA)United States Oil ETF (USO)
Global Market CommentsJuly 20, 2015Fiat Lux Featured Trade:(WHY DAX IS THE NEW LEAD CONTRACT),(DAX), (SPY), (AAPL), (FXY), (YCS), (GLD), (QQQ),(WHO SAYS THERE AREN?T ANY JOBS?),(TESTIMONIAL) German Dax (EOD) DEUT ($DAX)SPDR S&P 500 ETF (SPY)Apple Inc. (AAPL) CurrencyShares Japanese Yen ETF (FXY)ProShares UltraShort Yen (YCS)SPDR Gold Shares (GLD)PowerShares QQQ Trust, Series 1 (QQQ)
I am writing this to you from the back seat of a Toyota Land Cruiser as it winds its way over the legendary Tizi n?Tichka Pass crossing the High Atlas Mountains of Morocco. I am fleeing the blistering 110-degree heat of the Sahara Desert on the way to the fabled thousand-year-old city of Marrakesh. I
Global Market CommentsJuly 17, 2015Fiat Lux Featured Trade:(JULY 22 GLOBAL STRATEGY WEBINAR),(THE GLOBAL CONSEQUENCES OF THE CHINESE STOCK COLLAPSE),(FXI), (FCX), (GLD), (SLV),?(PALL), (FXA), (TLT)(THOUGHTS AT SEA ABOARD THE QE2-PART II) iShares China Large-Cap (FXI)Freeport-McMoRan Inc. (FCX)SPDR Gold Shares (GLD)iShares Silver Trust (SLV)ETFS Physical Palladium (PALL)CurrencyShares Australian Dollar ETF (FXA)iShares 20+ Year Treasury Bond (TLT)
I am writing this to you from the Historic El Minza Hotel in Tangiers, Morocco. I am overlooking the ancient medina from my top floor suite, which was once occupied by Sir Winston Churchill. When I first arrived, I thought the swirl of his cigar smoke still lingered in the air. There is a brisk
48 degrees, 02.12 minutes North, 043 degrees, 42.08 minutes West, or 1,000 miles south of Greenland. When I visited the computer center, I was stunned to learn that they were offering three hour long classes on Apple products and programs every hour, all day long. They covered iMacs, iPads, IPods, IPhones, and all of the
?Take 200 round trips to Australia, and you really start to rack up the miles,? said Tom Stoker an automotive sales analyst who just surpassed 10 million frequent flier points on United Airlines. It makes my own 1 million miles seem puny by comparison. ?
Global Market Comments July 16, 2015 Fiat Lux Featured Trade: (AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON) (TIME TO GET ON THE DISNEY BANDWAGON), (TESTIMONIAL)
I am sitting in the transit lounge of Mohammed V airport in Casablanca, Morocco. Women in brightly colored, flowing burkas, reflecting disparate Berber tribes, sit impatiently, waiting flights to the remote corners of the kingdom. Their hyperactive children are running around aimlessly, their screams eloquently bouncing off the cavernous ceiling. My flight is seven hours
I hope that this note finds you well. Thank you for everything you do to make my world a better place. I am simply, grateful. Please let JT know I said he?s earned every minute of his upcoming vacation. I am grateful he challenged me to do more, and that I accepted. I hope our
?I keep six honest serving men. (They taught me all I knew); Their names are What and Why and When and How and Where and Who.? said the writer, Rudyard Kipling.
Global Market Comments July 15, 2015 Fiat Lux Featured Trade: (JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (FLYING WITH SIR RICHARD BRANSON)
Global Market Comments July 14, 2015 Fiat Lux Featured Trade: (JULY 22 MILAN, ITALY GLOBAL STRATEGY LUNCHEON) (REPORT FROM LONDON), (TESTIMONIAL)