?There is nowhere in the industrialized world where bond markets are looking for more than 2% inflation or more than 1% real interest rates over the next decade,? said former Treasury Secretary Larry Summers.
Global Market CommentsApril 9, 2015Fiat Lux Featured Trade:(FRIDAY, APRIL 17 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON),(MY UPDATED VIEW OF THE STOCK MARKET),(SPY), (TLT), (IWM), (DXJ), (FXE),?(PANW), (GS), (AAPL), (FB), (BABA) SPDR S&P 500 ETF (SPY) iShares 20+ Year Treasury Bond (TLT) iShares Russell 2000 (IWM) WisdomTree Japan Hedged Equity ETF (DXJ)CurrencyShares Euro ETF (FXE)Palo Alto Networks,
Sooner, and not as high. Those are the adjustments that I am making to my forecast this year for the performance of the US stock markets for the year. You may recall that in my 2015 Annual Asset Class Review (click here), that I thought the S&P 500 might appreciate from 2,060 to 2,350 by
?The central bank trade has been very fulfilling, but if you are going to play it now, do it aboard,? said Mohamed El-Erian, for co-CEO of bond giant PIMCO.
Global Market CommentsApril 8, 2015Fiat Lux Featured Trade:(FRIDAY, MAY 8 LAS VEGAS STRATEGY LUNCHEON)(CYBER SECURITY IS ONLY JUST GETTING STARTED),(PANW), (SNE), (GOOG), (CSCO), (FEYE), (FTNT), (CHKP), (JNPR),(A TRIBUTE TO A GIANT OF JOURNALISM, ROY ESSOYAN) Palo Alto Networks, Inc. (PANW) Sony Corporation (SNE) Google Inc. (GOOG) Cisco Systems, Inc. (CSCO)FireEye, Inc. (FEYE) Fortinet Inc. (FTNT)
Global Market Comments April 7, 2015 Fiat Lux SPECIAL IRAN ISSUE Featured Trade: (CHICAGO FRIDAY, APRIL 30 GLOBAL STRAGEGY LUNCHEON), (IRAN PEACE DEAL BRINGS ON THE PAX AMERICANA), (USO) United States Oil ETF (USO)
The peace deal with Iran is worth a stock market double and maybe more. Add that to the double we already deserve from a cheap long-term price of energy, and it is clear that stock prices have a long ways to go on the upside from here. The Iranian peace deal is a hugely pro
Global Market CommentsApril 6, 2015Fiat Lux Featured Trade:(FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON)(THE BIG MILESTONE FOR SOLAR),(TAN), (SCTY), (SPWR), (FSLR),(THE CHINA VIEW FROM 30,000 FEET),(FXI), (BABA), (DBC), (DYY), (DBA), (PHO),(TESTIMONIAL) Guggenheim Solar ETF (TAN)SolarCity Corporation (SCTY)SunPower Corporation (SPWR)First Solar, Inc. (FSLR)iShares China Large-Cap (FXI)Alibaba Group Holding Limited (BABA)PowerShares DB Commodity Tracking ETF (DBC)DB Commodity
I am writing this to you from a dive boat headed for the Molokini Crater off the coast of Maui in Hawaii. The rolling of the boat makes typing challenging, so please excuse me for more than the usual number of typos. In the distance farmers are burning off their harvested cane fields, creating giant
Global Market Comments April 2, 2015 Fiat Lux Featured Trade: (FRIDAY, APRIL 17 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON) (AN UPGRADE FOR THE TESLA SUPERCHARGER NETWORK), (TSLA), (NOTICE TO MILITARY SUBSCRIBERS) Tesla Motors, Inc. (TSLA)
Global Market CommentsApril 1, 2015Fiat Lux Featured Trade:(LAS VEGAS WEDNESDAY MAY 8 GLOBAL STRAGEGY LUNCHEON)(GET READY TO LOAD THE BOAT WITH HOMEBUILDERS),(LEN), (KBH), (PHM), (DHI), (IYR) Lennar Corp. (LEN)KB Home (KBH)PulteGroup, Inc. (PHM)DR Horton Inc. (DHI)iShares US Real Estate (IYR)
I am writing this to you from Terminal 3 at San Francisco airport, awaiting my flight to Honolulu, Hawaii. The pilot strides by quickly and purposefully, and I?m wondering if I should stop him for a brief pilot to pilot chat. How are you feeling? Are you satisfied with your life? Are you feeling depressed
Global Market CommentsMarch 31, 2015Fiat Lux Featured Trade:(WEDNESDAY APRIL 1 GLOBAL STRATEGY WEBINAR),(ENTERING THE QUIET TIME),(SPY), (IWM), (QQQ), (IJR), (GS), (FXE),(CHINA?S COMING DEMOGRAPHIC NIGHTMARE) SPDR S&P 500 ETF (SPY)iShares Russell 2000 (IWM)PowerShares QQQ Trust, Ser 1 (QQQ)iShares Core S&P Small-Cap (IJR)The Goldman Sachs Group, Inc. (GS)CurrencyShares Euro ETF (FXE)
I?ll let you in on my top secret investment strategy that has brought me blockbuster results over the past six years. Listen to the Wharton Business School?s professor, Jeremy Siegel. The good doctor has been unremittingly bullish year in and year out, nearly pegging the stock index performance annually. So, when he says that the
Global Market Comments March 30, 2015 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, APRIL 3 HONOLULU, HAWAII STRATEGY LUNCHEON) (TAKE PROFITS ON CYTRX CORP. (CYTR) CytRx Corporation (CYTR)
Come join me for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Honolulu, Hawaii on Friday, April 3, 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 stocks,
It?s time to take profits on CytRx Corp., but only if you are a trader. The shares that I first recommended in June, 2014 have just tacked on a healthy 40% over the last three weeks. However, if you are an investor, hang on. I believe that the biotech boom in the US is only
Global Market Comments March 27, 2015 Fiat Lux Featured Trade: (WEDNESDAY APRIL 1 GLOBAL STRATEGY WEBINAR), (FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON) (TEN TIPS FOR SURVIVING A DAY OFF WITH ME)
?If the dollar stays up here, a lot of companies are going to have to re price their products. Very few firms have the pricing power of Apple,? said my friend, Dan Niles, of Alpha One Partners.
Global Market Comments March 26, 2015 Fiat Lux Featured Trade: (FRIDAY, APRIL 17 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON), (FRIENDS WHO WILL EXECUTE MY TRADER ALERTS FOR YOU), (HOW TO EXECUTE A VERTICAL BULL CALL SPREAD) (AAPL) Apple Inc. (AAPL)