?The lack of complacency is at odds with the view that the market has peaked?peaks are turned in when every last bear has thrown in the towel, and the bulls are screaming to buy from the roof tops,? said David A. Rosenberg, of research boutique Gluskin Sheff.
Global Market CommentsAugust 6, 2015Fiat Lux SPECIAL TEN BAGGERS SERIES Featured Trade:(THE TEN BAGGERS IN SOLAR ENERGY),(SCTY), (FSLR), (TSLA), (SPWR), (GOOG) SolarCity Corporation (SCTY)First Solar, Inc. (FSLR)Tesla Motors, Inc. (TSLA)SunPower Corporation (SPWR)Google Inc. (GOOG)
Global Market Comments August 5, 2015 Fiat Lux Featured Trade: (SHAKING THE HAND THAT KILLED OSAMA BIN LADEN)
Global Market Comments August 4, 2015 Fiat Lux Featured Trade: (REPORT FROM THE MATTERHORN SUMMIT)
Global Market CommentsAugust 3, 2015Fiat Lux SPECIAL CYBER SECURITY ISSUE Featured Trade:(THE TEN BAGGERS IN CYBER SECURITY),(PANW), (FEYE), (HACK) Palo Alto Networks, Inc. (PANW)FireEye, Inc. (FEYE)PureFunds ISE Cyber Security ETF (HACK)
Global Market Comments July 31, 2015 Fiat Lux Featured Trade: (SO WHAT IS YOUR ?INFLUENCER? SCORE) (REPORT FROM THE ORIENT EXPRESS)
Global Market CommentsJuly 30, 2015Fiat Lux Featured Trade:(LAST CHANCE TO ATTEND THE AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON),(WELCOME TO THE DEFLATIONARY CENTURY),(TLT), (TBT),(MY PERSONAL ECONOMIC INDICATOR),(HMC), (NSANY), (GM), (F), (TSLA) iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT)Honda Motor Co., Ltd. (HMC)Nissan Motor Co. Ltd. (NSANY)General Motors Company (GM)Ford Motor Co.
Come join me at the?Mad Hedge Fund Trader?s?Global Strategy luncheon, which I will be conducting in the banking capitol of Zurich, Switzerland at 12:00 PM on Monday, August 3, 2015. A three course lunch will be provided. I?ll be giving you my up to date view on stocks, bonds, foreign currencies, commodities, precious metals, and
Global Market Comments July 29, 2015 Fiat Lux Featured Trade: (PRESIDENT HILLARY?S COMING TAX HIT), (THOUGHTS AT SEA ABOARD THE QE2-PART III)
Come join me for afternoon tea for the?Mad Hedge Fund Trader?s?Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Friday, July 31, 2015. The guests and I will engage in an open discussion on the crucial issues facing investors today.?Coffee, tea, and schnapps will be
Life is good. Since my last letter to you, I hired a Mercedes and a Moroccan driver, driven the three hours from Tangier to Casablanca, and spent a day touring the architecture of the French colonial art deco center of that storied city. It turns out that my driver only did his job part time.
The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill was a new requirement for gold dealers to file Form 1099's for all retail sales by individuals over $600. Specifically, the measure can be found in section 9006 of the Patient Protection and Affordability Act of
Global Market CommentsJuly 28, 2015Fiat Lux Featured Trade:(LAST CHANCE TO ATTEND THE JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR),(MAD HEDGE FUND TRADER HITS 31.5% GAIN IN 2015),(WILL GOLD SUFFER THE FATE OF THE $10,000 BILL?)(GLD), (GDX) SPDR Gold Shares (GLD)Market Vectors Gold Miners ETF (GDX)
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)