Global Market Comments April 22, 2015 Fiat Lux Featured Trade: (JUNE 29 LONDON STRATEGY LUNCHEON) (THE TWO CENTURY DOLLAR SHORT), (CNN?S JOHN LEWIS; THE DEATH OF A COLLEAGUE)
Global Market CommentsApril 21, 2015Fiat Lux Featured Trade:(JUNE 25 NEW YORK STRATEGY LUNCHEON)(MY BRIEFING FROM THE JOINT CHIEFS OF STAFF),(PANW), (PHO), (HACK), (FXI), (RSX),(TESTIMONIAL) Palo Alto Networks, Inc. (PANW)PowerShares Water Resources ETF (PHO) PureFunds ISE Cyber Security ETF (HACK) iShares China Large-Cap (FXI) Market Vectors Russia ETF (RSX)
Global Market CommentsApril 20, 2015Fiat Lux Featured Trade:(JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON)(WHERE THE ECONOMIST BIG MAC INDEX FINDS CURRENCY VALUE),(FXF), (FXE), (FXA), CYB)(THE FALLING MARKET FOR KIDS),(HOLLYWOOD CASHES IN ON WALL STREET TROUBLES) CurrencyShares Swiss Franc ETF (FXF) CurrencyShares Euro ETF (FXE) CurrencyShares Australian Dollar ETF (FXA) WisdomTree Chinese Yuan Strategy ETF (CYB)
Global Market Comments April 17, 2015 Fiat Lux Featured Trade: (SPECIAL NOTE FOR MY APRIL 17 INCLINE VILLAGE GUESTS) (LAS VEGAS WEDNESDAY MAY 8 GLOBAL STRAGEGY LUNCHEON) (THE PORTFOLIO THAT WILL DOUBLE IN THREE YEARS)
Those who will be attending my Incline Village Global Strategy luncheon today, April 17 are welcome to join me on my daily hike afterwards. You need to do something to work off the excellent lunch. I?ll be kicking off from the trailhead at the Tunnel Creek Caf? off of Nevada State Highway 28. Please bring
Below, I have listed a portfolio of ten stocks that will almost certainly double in three years. If I am wrong, it will gain 100% in only two years. But there is a catch. This basket of stocks may have to drop 20%-30% first. It is a cardinal rule of investment that if you want
Global Market Comments April 16, 2015 Fiat Lux Featured Trade: (FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON) (THE NEW COLD WAR) (THE BEST FINANCIAL BOOK EVER)
Global Market Comments April 15, 2015 Fiat Lux SPECIAL TAX DAY ISSUE Featured Trade: (CHICAGO FRIDAY, APRIL 30 GLOBAL STRAGEGY LUNCHEON) (THE TAX RATE FALLACY), (THE BEST TESTIMONIAL EVER!)
Global Market CommentsApril 14, 2015Fiat Lux Featured Trade:(LAST CHANCE TO ATTEND THE FRIDAY, APRIL 17 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON)(DON?T GET SCAMMED BY THE MUTUAL FUNDS),(WHY I LOVE/HATE THE OIL COMPANIES),?(XOM), (COP), (OXY), (USO) Exxon Mobil Corporation (XOM)ConocoPhillips (COP) Occidental Petroleum Corporation (OXY)United States Oil ETF (USO)
Come join me for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Friday, April 17, 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 CommentsApril 13, 2015Fiat Lux Featured Trade:(MAD HEDGE FUND TRADER HITS NEW ALL TIME HIGH),(FXE), (EUO), (SPY), (GS), (IWM), (PANW),?(ZIOP), (THRX), (ZTS),(A NOTE ON THE UPCOMING FRIDAY APRIL 17 OPTIONS EXPIRATION),(GS), (FXE), (IWM) CurrencyShares Euro ETF (FXE) ProShares UltraShort Euro (EUO) SPDR S&P 500 ETF (SPY) The Goldman Sachs Group, Inc. (GS) iShares Russell
We have several options positions that expire on Friday, and I just want to explain to the newbies how to best maximize their profits. My bets that (GS) and the (IWM) would rise, and that the (FXE) and (FXY) would fall during March and April proved dead on accurate. Provided that some 9/11 type even
Global Market Comments April 10, 2015 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY MAY 8 GLOBAL STRAGEGY LUNCHEON) (WEDNESDAY APRIL 15 GLOBAL STRATEGY WEBINAR), (A DAY WITH TOM FRIEDMAN OF THE NEW YORK TIMES)
?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