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)
Let?s face it. We?ve had a great run since the stock market bottomed in a furious selling climax on October 15. Since then, the large cap S&P 500 (SPY) had tacked on some 18%, while the high tech NASDAQ (QQQ) has gained an impressive 23.6%, and the small cap Russell 2000 (IWM) flew 24.4%. My
Global Market CommentsMay 6, 2015Fiat Lux Featured Trade:(JUNE 29 LONDON STRATEGY LUNCHEON)(MAD HEDGE FUND TRADER HITS 23.7% PROFIT IN 2015),(FXE), (EUO), (FCX), (AAPL), (GS), (PANW), (DXJ), (LEN), (GOOG),(THE COOLEST TOMBSTONE CONTEST) CurrencyShares Euro ETF (FXE)ProShares UltraShort Euro (EUO)Freeport-McMoRan Inc. (FCX)Apple Inc. (AAPL)The Goldman Sachs Group, Inc. (GS)Palo Alto Networks, Inc. (PANW)WisdomTree Japan Hedged Equity ETF
I am sitting here in my luxury suite atop the Bellagio Hotel in Las Vegas. The vast expanse of the southern Nevada desert sprawls out before me, stretching all the way out to the red rock mountains. Fluffy clouds dot the horizon, and the weather is perfect. Reports say it will only be 95 degrees
?If horses controlled investment decisions, there would have been no auto industry,? said Oracle of Omaha, Warren Buffett. ?
Global Market CommentsMay 5, 2015Fiat Lux Featured Trade:(LAST CHANCE TO ATTEND THE LAS VEGAS WEDNESDAY MAY 8 GLOBAL STRAGEGY LUNCHEON)(THE SOLAR MISSING LINK IS HERE!),(SCTY), (FSLR), (SPWR), (TSLA), (GE) SolarCity Corporation (SCTY)First Solar, Inc. (FSLR)SunPower Corporation (SPWR)Tesla Motors, Inc. (TSLA)General Electric Company (GE)
Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Friday, May 8. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I?ll be giving you my up to date view on stocks,
Global Market Comments May 4, 2015 Fiat Lux Featured Trade: (FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON) (I?M OFF TO THE LAS VEGAS SALT CONFERENCE), (CATCHING THE MAYWEATHER/PACQUIAO FIGHT)