Global Market CommentsMarch 10, 2015Fiat Lux Featured Trade:(WHY I WENT TO 100% CASH),(HEDJ), (SPY), (FXE), (GLD), (TLT)(THE SOLAR ROAD REVISTED),(AAPL), (GOOG), (TESLA), (FB), (TWTR) WisdomTree Europe Hedged Equity ETF (HEDJ)SPDR S&P 500 ETF (SPY)CurrencyShares Euro ETF (FXE)SPDR Gold Shares (GLD)iShares 20+ Year Treasury Bond (TLT)Apple Inc. (AAPL)Google Inc. (GOOG)Tesla Motors, Inc. (TSLA)Facebook, Inc. (FB)Twitter, Inc.
I am sitting here in the balcony seats at the Napa City Winery. Somehow, my peripatetic social life has dragged me down here to listen to a Hispanic rap group. That?s right, you heard it correctly. A Hispanic rap group. It is midnight. The sound is so loud that it is vibrating through my chest.
Global Market CommentsMarch 9, 2015Fiat Lux Featured Trade:(WATCH OUT FOR APPLE IN THE DOW),(AAPL), (T), (MSFT), (CSCO), (INTC),(A COW BASED ECONOMICS LESSON) Apple Inc. (AAPL)AT&T, Inc. (T)Microsoft Corporation (MSFT)Cisco Systems, Inc. (CSCO)Intel Corporation (INTC)
?No one is line dancing over the fact that the market is at 1,940. No one feels good about it. The market likes to climb a wall of worry, and the stonemason has been hard at work. So I think we continue to grind higher,? said Jason Trennert, chief investment strategist at Strategas Research Partners.
Global Market Comments March 6, 2015 Fiat Lux Featured Trade: (THE MAD HEDGE FUND TRADER?S SEVENTH ANNIVERSARY ISSUE) (FRIDAY, APRIL 17 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON)
Yes, it seems like it was only yesterday. But as of February 1 the Diary of a Mad Hedge Fund Trader has been going out to idea hungry investors now for seven long years. And what a seven years it has been! So I will take the opportunity to explain the murky history of this
Global Market Comments March 5, 2015 Fiat Lux Featured Trade: (GET READY FOR THE COMING GOLDEN AGE), (SPY), (INDU), (FXE), (FXY), (UNG), (EEM), (USO), (TLT), (NSANY), (TSLA) SPDR S&P 500 (SPY) Dow Jones Industrial Average (^DJI) CurrencyShares Euro Trust (FXE) CurrencyShares Japanese Yen Trust (FXY) United States Natural Gas (UNG) iShares MSCI Emerging Markets (EEM)
Global Market CommentsMarch 4, 2015Fiat Lux Featured Trade:(CHICAGO FRIDAY, APRIL 30 GLOBAL STRAGEGY LUNCHEON),(WHY THERE IS NO BUBBLE IN STOCKS),(AAPL), (EBAY), (CSCO), (BRCM), (AMZN),(AN EVENING WITH ?GOVERNMENT MOTORS?), (GM) Apple Inc. (AAPL)eBay Inc. (EBAY)Cisco Systems, Inc. (CSCO)Broadcom Corp. (BRCM)Amazon.com Inc. (AMZN)General Motors Company (GM)
One couldn?t help but notice the outbreak of recollection, reminiscing and schadenfreude that took place yesterday when the NASDAQ briefly tipped over 5,000. I remember it like it was yesterday. I am still amazed by the frenzy that took place, witnessing the kind of bubble one only sees twice a century. And I was right
Yesterday, the auto industry announced blowout sales figures for February which came in at an eye popping SAAR of 17 million units. We are now within a hairs breadth of the peak last during the salad days of 2001-2002. It all provides more evidence the ultra bull scenario for the rest of 2015, which has
?Our economic machine really works. It?s worked since 1776...Look at any milestone you want to pick, and over time it?s gotten so much better,? said Oracle of Omaha, Warren Buffett.
Global Market CommentsMarch 3, 2015Fiat Lux Featured Trade:(MARCH 4 GLOBAL STRATEGY WEBINAR),(THERE ARE NO GURUS),(THE COST OF CLEAN COAL),(KOL), (UNG), (PCG), (BTU), (JOY) Market Vectors Coal ETF (KOL)United States Natural Gas (UNG)PG&E Corporation (PCG)Peabody Energy Corp. (BTU)Joy Global, Inc. (JOY)
Global Market Comments March 2, 2015 Fiat Lux Featured Trade: (FRIDAY, APRIL 3 HONOLULU, HAWAII STRATEGY LUNCHEON) (THE FED GIVES THE GREEN LIGHT TO STOCKS), (AND MY PREDICTION IS...), (TESTIMONIAL)
The best is yet to come with regards to the US economy, says the Federal Reserve. The oncoming onslaught of positive economic data means that the bull market in stocks will have years to run. The full impact of the Fed?s aggressive five year, $4.5 trillion program of monetary easing will only start to be
Take those predictions, forecasts, and prognostications with so many grains of salt. They have a notorious track record for being completely wrong, even when made by the leading experts in their fields. In preparing for my autumn lecture series, I came across the following nuggets and thought I?d share them with you. There are some
Global Market Comments February 27, 2015 Fiat Lux Featured Trade: (MARCH 4 GLOBAL STRATEGY WEBINAR), (RIGHT SIZING YOUR TRADING), (?THE OPENING BELL WITH JIM PARKER?)
The Opening Bell with Jim Parker Well, you asked for it, and now it is here. You were looking for that extra edge in reading and trading the markets? Well, now it is here, The Opening Bell with Jim Parker. With The Opening Bell, Jim Parker will give an early read on where each day?s
Global Market CommentsFebruary 26, 2015Fiat Lux Featured Trade:(HOW HIGH IS HIGH?),(SPY), (QQQ), (IWM), (USO), (TLT), (VIX),(ORDER EXECUTION 101) SPDR S&P 500 ETF (SPY)PowerShares QQQ Trust, Series 1 (QQQ)iShares Russell 2000 (IWM)United States Oil ETF (USO)iShares 20+ Year Treasury Bond (TLT)VOLATILITY S&P 500 (^VIX)
Those who read my New Year predictions already know that my target for the S&P 500 at the end of 2015 is a range of 2,288-2,392, or up 10%-15%. When I made that forecast, I was heaped with abuse, derision and scorn, as usual. Perma bears and market haters never miss an opportunity to loose
Global Market CommentsFebruary 25, 2015Fiat Lux Featured Trade:(WHY SOLAR STOCKS ARE CATCHING ON FIRE),(FSLR), (SPWR), (SCTY),(INDIA IS CATCHING UP WITH CHINA),(TESTIMONIAL) First Solar, Inc. (FSLR)SunPower Corporation (SPWR)SolarCity Corporation (SCTY)