Global Market Comments June 5, 2015 Fiat Lux Featured Trade: (WEDNESDAY MAY 13 GLOBAL STRATEGY WEBINAR), (JUNE 19 DALLAS, TEXAS GLOBAL STRATEGY LUNCHEON), (WHY FOOD PLAYS ARE ABOUT TO EXPLODE), (MOS), (POT), (AGU), (DBA), (MOO) The Mosaic Company (MOS)Potash Corp. of Saskatchewan, Inc. (POT)Agrium Inc. (AGU)PowerShares DB Agriculture ETF (DBA)Market Vectors Agribusiness ETF (MOO) ?
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.
Global Market Comments May 22, 2014 Fiat Lux SPECIAL MEMORIAL DAY ISSUE Featured Trade: (JULY 31 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (A TRIBUTE TO A TRUE VETERAN)
Global Market Comments May 21, 2015 Fiat Lux SPECIAL SALT ISSUE Featured Trade: (REPORT ON THE 7th ANNUAL SKYBRIDGE ALTERNATIVES (SALT) CONFERENCE)
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
