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McDonald?s (MCD) has always figured large in my life. I grew up next door to one of the first five stands built in the country, in the Los Angeles metropolitan area. That?s when visionary milkshake mixer salesman, Ray Kroc, started to franchise his revolutionary new ideas for delivering fast food. One of my fondest childhood

?It?s a manic depressive economy. Every other month we decide we might be in a recession,? said Kevin Hassett of the American Enterprise Institute.

Global Market CommentsJune 8, 2015Fiat Lux Featured Trade:(JUNE 25 NEW YORK STRATEGY LUNCHEON)(WHY STOCKS HATED THE MAY NONFARM PAYROLL),(SPY), (TLT), (IWM), (FXE), (VIX),(HAVE CALM WATERS RETURNED FOR SHIPPING STOCKS?),($BDI), (DRYS), (SEA), (GNK),?(RIO), (BHP), (KOL), (FXA), (EWA) SPDR S&P 500 ETF Trust (SPY) iShares Trust - iShares 20+ Year Treasury Bond ETF (TLT)iShares Trust - iShares

When the US Department of Labor announced its blockbuster May nonfarm payroll showing a 280,000 gain, stocks behaved like the world had just ended. The 32,000 in March and April upward revisions didn?t help either. You would think data showing that the economy is improving much faster than many realized would be positive for ?RISK

The shipping stocks have had an OK year so far in 2015. The big question remains: ?Is it real,? and ?Is it sustainable?? This sector has been down for so long that most investors left it for dead ages ago. All that was missing was the tolling of the Lutine Bell at the Lloyds of

?This goes down as a cycle that is short on respect, but long on resiliency,? said economist, David Rosenberg.

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Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world?s food supply. You might even throw in long positions in wheat, corn, soybeans, and rice. The never dull and often controversial Stanford biology professor told me

Global Market Comments June 4, 2015 Fiat Lux Featured Trade: (JUNE 29 LONDON STRATEGY LUNCHEON) (AN EVENING WITH THE CHINESE INTELLIGENCE SERVICE), (FXI), (CYB), (BIDU), (CHL), (BYDDF), (CHA) iShares China Large-Cap (FXI) WisdomTree Chinese Yuan (CYB) Baidu, Inc. (BIDU) China Mobile Limited (CHL) BYD Company Ltd. (BYDDF) China Telecom Corp. Ltd. (CHA)

Global Market Comments June 3, 2015 Fiat Lux Featured Trade: (JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON) (THE GLOBAL IMPACT OF THE NEW JAPANESE IRA?S), (DXJ), (FXY), (YCS), (NMR), (SNE), (A SPECIAL NOTE ON EXERCISED OPTIONS) WisdomTree Japan Hedged Equity (DXJ)CurrencyShares Japanese Yen ETF (FXY)ProShares UltraShort Yen (YCS)Nomura Holdings, Inc. (NMR)Sony Corporation (SNE)

Nearly two years ago, the Japanese government introduced the Individual Retirement Account for individual investors in Japan for the first time. The move was part of Prime Minister Shinzo Abe?s multifaceted efforts to revive Japan?s economy, and could unleash as much as $690 billion in net buying into Japanese equities by 2018. The move was

Global Market CommentsJune 2, 2015Fiat Lux Featured Trade:(JUNE 25 NEW YORK STRATEGY LUNCHEON),(HOW THE MARKET WILL PLAY OUT FOR THE REST OF 2015),(AAPL), (IBB), (XLV), (XLK), (HACK), (VIX),(T), (MO), (COP), (LINN),(TESTIMONIAL),(KISS THAT UNION JOB GOODBYE) Apple Inc. (AAPL)iShares Trust - iShares Nasdaq Biotechnology ETF (IBB)Health Care Select Sector SPDR ETF (XLV)The Select Sector SPDR Trust

Sideways, then up. That is the short version. Now for the long one. Markets are caught in a vice right now. It is too late to buy and too soon to sell. So, institutions are sitting on their hands, index charts are doing their best to imitate the topography of Kansas, and the Volatility Index

Global Market CommentsJune 1, 2015Fiat Lux SPECIAL CYBER SECURITY ISSUE Featured Trade:(JUNE 19 DALLAS, TEXAS GLOBAL STRATEGY LUNCHEON)(THE LETTER FROM THE IRS YOU SHOULD DREAD),(PANW), (CSCO), (FEYE),?(FTNT), (CHKP), (JNPR), (SNE) Palo Alto Networks, Inc. (PANW) Cisco Systems, Inc. (CSCO)FireEye, Inc. (FEYE)Fortinet Inc. (FTNT)Check Point Software Technologies Ltd. (CHKP)Juniper Networks, Inc. (JNPR)Sony Corporation (SNE)

Global Market CommentsMay 29, 2015Fiat Lux Featured Trade:(JUNE 29 LONDON STRATEGY LUNCHEON),(THE SECOND AMERICAN INDUSTRIAL REVOLUTION),(INDU), (SPY), (QQQ), (GLD), (DBA),(TSLA), (GOOGL), (XLK), (IBB), (XLE) Dow Jones Industrial Average (INDU)SPDR S&P 500 ETF (SPY)PowerShares QQQ (QQQ)SPDR Gold Shares (GLD)PowerShares DB Agriculture ETF (DBA)Tesla Motors, Inc. (TSLA)Google Inc. (GOOGL)Technology Select Sector SPDR ETF (XLK)iShares Nasdaq Biotechnology (IBB)Energy

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.