Global Market Comments September 3, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or THE HIDDEN AI IN YOUR LIFE), (SPX), (NVDA), (CSCO), (LEN), (DHI), (KBH), (SMCI), (BRK/B), (META), (AAPL), (GOOGL), (TSLA), (JNK), (HYG), (FXA), (FXE), (FXB), (FXC), (EEM), (IWM)
It's great to be back in California, even just temporarily. Driving down to visit a Concierge client, the weather is hot and dry, the scenery is spectacular. What were once endless hills of dry grass are now countless miles of vineyards. Boy, has the Golden State changed a lot since 1952. The vines are heavy
Global Market Comments September 2, 2024 Fiat Lux Featured Trade: ( AUGUST 28 BIWEEKLY STRATEGY WEBINAR Q&A), (SMCI), (QQQ), (CRWD), (NVDA), (TSLA), (GOLD), (BRK/B), (BAC), (AAPL)
Below please find subscribers’ Q&A for the August 28 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Santa Barbara, CA. Q: What is your opinion on Supermicro (SMCI)? A: I can tell you that all fund managers have the same reaction as I do when they hear the words “accounting irregularities” ….run. So, if
Global Market Comments August 29, 2024 Fiat Lux Featured Trade: (SEVEN TECH STOCKS TO BUY AT THE ENXT MARKET BOTTOM), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (META)
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor
“The French have more fun in one year than the English do in ten,” said John Adams, America’s second president, and one-time ambassador to Paris and London.
Global Market Comments August 28, 2024 Fiat Lux Featured Trade: (THE GOVERNMENT’S WAR ON MONEY) (TESTIMONIAL)
“This turning 80 thing is not all it’s cracked up to be,” said Rolling Stones legend Mick Jagger.
Global Market Comments August 27, 2024 Fiat Lux Featured Trade: (WHY YOU MUST AVOID ALL EV PLAYS EXCEPT TESLA), (TSLA), (GM), (F), (RIVN), (NKLA), (F-SRNQ)
Markets live on fads. Once a certain investment theme takes hold, the imitators start coming out of the woodwork in droves. In 1989, all of the largest Japanese banks stampeded issuing naked short put options on the Nikkei Average by the billions of dollars when the index was at an all-time high. The Nikkei then
Global Market Comments August 26, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or BEWARE THE NEXT BLACK SWAN) plus (REVISITING UKRAINE), (SPY), ($INDU), ($COMPQ), (FXI), (COPX), (NVDA), (GM), (GOOG), (FCX), (UUP), (FXE), (FXB), (FXC), (FXA)
The summer is winding down and I view it as a huge success. I ended up using all 20 of my vintage Hawaiian shirts, which I often get compliments on. I don’t tell people I bought them when they were new. My dry cleaner thought she died and went to Heaven. Now that an interest
“If you’ve lived long enough on Wall Street, you know that we shoot our wounded and eat our young,” said Brad Hintz, an analyst with Sandford Bernstein.
Global Market Comments August 22, 2024 Fiat Lux Featured Trade: (THE TOP SEVEN CHINESE RETAILIATION TARGETS), (AAPL), (GM), (WMT), (TGT), (BA), (SBUX), (CAT), (AND MY PREDICTION IS….)
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