Global Market CommentsMay 28, 2015Fiat Lux SPECIAL SPACE X ISSUE Featured Trade:(JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON),(WILL SPACE X BE YOUR NEXT TEN BAGGER?)(EBAY), (TSLA), (SCTY), (BA), (LMT) eBay Inc. (EBAY)Tesla Motors, Inc. (TSLA)SolarCity Corporation (SCTY)The Boeing Company (BA)Lockheed Martin Corporation (LMT)
Global Market CommentsMay 27, 2015Fiat Lux Featured Trade:(JUNE 25 NEW YORK STRATEGY LUNCHEON)(HOW AN EL NI?O WINTER WILL AFFECT YOUR PORTFOLIO),(CORN), (WEAT), (SOYB), (DE), (CAT),?(POT), (MON), (DBA), (MOO) Teucrium Corn ETF (CORN)Teucrium Wheat ETF (WEAT)Teucrium Soybean ETF (SOYB)Deere & Company (DE)Caterpillar Inc. (CAT)Potash Corp. of Saskatchewan, Inc. (POT)Monsanto Company (MON)PowerShares DB Agriculture ETF (DBA)Market Vectors
?The most important thing in investing is to know yourself, your weaknesses, your flaws and your strengths,? said the legendary stock operator, Jesse Livermore.
Global Market CommentsMay 26, 2015Fiat Lux Featured Trade:(WEDNESDAY MAY 27 GLOBAL STRATEGY WEBINAR),(AUGUST 3 ZURICH, SWITZERLAND GLOBAL STRATEGY LUNCHEON)(CONTANGO IN THE VIX EXPLAINED ONE MORE TIME),(UVXY), (VIX, (SPY) ProShares Ultra VIX Short-Term Futures (UVXY)VOLATILITY S&P 500 (^VIX)SPDR S&P 500 ETF (SPY)
?The idea that somehow you are going to exit the most accommodative Fed policy in history, without breaking a few eggs is delusional,? said Josh Dan Greenhouse of BTIG Capital.
Global Market Comments May 22, 2014 Fiat Lux SPECIAL MEMORIAL DAY ISSUE Featured Trade: (JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (A TRIBUTE TO A TRUE VETERAN)
Global Market Comments May 21, 2015 Fiat Lux SPECIAL SALT ISSUE Featured Trade: (REPORT ON THE 7th ANNUAL SKYBRIDGE ALTERNATIVES (SALT) CONFERENCE)
Global Market Comments May 20, 2015 Fiat Lux Featured Trade: (JULY 22 MILAN, ITALY GLOBAL STRATEGY LUNCHEON) (AN EVENING WITH TEXAS GOVERNOR RICK PERRY), (LNG), (UNG), (TSLA) Cheniere Energy, Inc. (LNG) United States Natural Gas (UNG) Tesla Motors, Inc. (TSLA)
Global Market CommentsMay 19, 2015Fiat Lux Featured Trade:(JULY 13 MARRAKESH, MOROCCO GLOBAL STRATEGY LUNCHEON)(HOW TO AVOID PONZI SCHEMES),(TESTIMONIAL)(PLAY CHINA?S YUAN FROM THE LONG SIDE),(CYB), ($SSEC), (FXI) WisdomTree Chinese Yuan Strategy ETF (CYB) Shanghai Stock Exchange Compostite Index ($SSEC)iShares China Large-Cap (FXI)
Global Market CommentsMay 18, 2015Fiat Lux Featured Trade:(JULY 2 LISBON, PORTUGAL GLOBAL STRATEGY LUNCHEON)(WHY ARE THE MARKETS GOING CRAZY?),(TLT), (FXE), (EUO),(ANNOUNCING THE MAD HEDGE FUND TRADER VIDEO CHANNEL ON YOUTUBE) iShares 20+ Year Treasury Bond (TLT)CurrencyShares Euro ETF (FXE)ProShares UltraShort Euro (EUO)
You would think that with US interest rates spiking up, as they have done for the past month, the US dollar would be strong. After all, interest rate differentials are the principal driver of foreign exchange rates. But you would be wrong. The greenback has in fact pared 12% off its value against the Euro
One request I get more than any other, is to expand on my half century of international travel, provide a business, economic, and historical backdrop, and place it in today?s global context. Shake up such a cocktail of experience and knowledge, and more than a few trading and investment ideas spill over the top. If
?When companies don?t want you to look at traditional metric, it is usually a good time to look at traditional metrics,? said hedge fund genius David Einhorn, of Greenlight Capital.
Global Market Comments May 15, 2015 Fiat Lux Featured Trade: (JUNE 29 LONDON STRATEGY LUNCHEON) (A NOTE ON THE FRIDAY OPTIONS EXPIRATION), (AN EVENING WITH BILL GATES, SNR.) (TESTIMONIAL)
Global Market CommentsMay 14, 2015Fiat Lux Featured Trade:(JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON)(WHAT TO DO ABOUT APPLE),(AAPL), (CHL)(DON?T BE SHORT CHINA HERE),($SSEC), (FXI), (CYB), (CHL), (BIDU) Apple Inc. (AAPL)China Mobile Limited (CHL)Shanghai Stock Exchange Composite Index (EOD)iShares China Large-Cap (FXI)WisdomTree Chinese Yuan Strategy ETF (CYB)Baidu, Inc. (BIDU)
Global Market CommentsMay 13, 2015Fiat Lux Featured Trade:(JUNE 25 NEW YORK STRATEGY LUNCHEON)(TIME TO TAKE ANOTHER RIDE WITH GENERAL MOTORS), (GM), (F), (TM),(TESTIMONIAL)(QUANTITATIVE EASING EXPLAINED TO A 12 YEAR OLD) General Motors Company (GM)Ford Motor Co. (F) Toyota Motor Corporation (TM)
It is safe to say that all of the bad news is finally in the price at General Motors (GM). In the wake of the latest batch of recalls, the total number of cars slated for mandatory repairs now equals virtually all of the company?s production of the last five years. Woe to the outside
Global Market CommentsMay 8, 2015Fiat Lux SPECIAL FIXED INCOME ISSUE Featured Trade:(FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON),(THE LIQUIDITY CRISIS COMING TO A MARKET NEAR YOU),(TLT), (TBT), (MUB), (LQD),(TAKE A RIDE IN THE NEW SHORT JUNK ETF),(SJB), (JNK), (CORN)(TESTIMONIAL) iShares 20+ Year Treasury Bond (TLT)ProShares UltraShort 20+ Year Treasury (TBT)iShares National AMT-Free Muni Bond (MUB)iShares
Come join me for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in San Francisco on Friday, May 15, 2015. An excellent meal will be followed by a wide ranging discussion and an extended question and answer period. I?ll be giving you my up to date view on
Global Market CommentsMay 7, 2015Fiat Lux Featured Trade:(JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON)(WHY I?M GETTING CAUTIOUS ON THE MARKET),(SPY), (QQQ), (IWM), (UVXY), (FXE), (USO), (TLT),(POPULATION BOMB ECHOES),(POT), (MOS), (AGU), (WEAT), (CORN), (SOYB), (RJA) SPDR S&P 500 ETF (SPY)PowerShares QQQ Trust, Ser 1 (QQQ)iShares Russell 2000 (IWM)ProShares Ultra VIX Short-Term Futures (UVXY)CurrencyShares Euro ETF (FXE)