Global Market CommentsJuly 23, 2014Fiat Lux Featured Trade:(THE SECOND AMERICAN INDUSTRIAL REVOLUTION),(INDU), (SPY), (QQQ), (USO), (UNG), (GLD), (DBA),(TESTIMONIAL) ? Dow Jones Industrial Average (^DJI)SPDR S&P 500 (SPY)PowerShares QQQ (QQQ)United States Oil (USO)United States Natural Gas (UNG)SPDR Gold Shares (GLD)PowerShares DB Agriculture ETF (DBA)
Global Market Comments July 22, 2014 Fiat Lux SPECIAL ISSUE ON TURKEY Featured Trade: (LAST CHANCE TO ATTEND THE JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (HAS TURKEY SUFFERED ENOUGH?), ?(TUR), (EEM) iShares MSCI Turkey (TUR) iShares MSCI Emerging Markets (EEM)
I am writing this to you from the veranda of the presidential suite at the Ciragan Palace Hotel in Istanbul. The former palace of an Ottoman prince, the commerce of the Straights of Bosphorus plays out before me. Empty supertankers lumber up the narrow waterway to pick up another load of Russian crude at Baku,
Global Market Comments July 21, 2014 Fiat Lux Featured Trade: (CHECKING IN WITH SKYBRIDGE?S ANTHONY SCARAMUCCI)
?We are in a broad based liquidity driven bull market.? Furthermore, the major indexes are poised to tack on ?another 10% by the end of this year.? That was the informed view of SkyBridge Capital managing partner Anthony Scaramucci, known as the ?Mooch? to his friends. I touched based with Anthony while passing through New
Global Market Comments July 18, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER SETS NEW ALL TIME HIGH WITH 22.9% GAIN IN 2014), (AAPL), (CAT), (MSFT), (TLT), (GM), (SPY) (PLAY CHINA?S YUAN FROM THE LONG SIDE), (CYB), ($SSEC), (EEM) Apple Inc. (AAPL) Caterpillar Inc. (CAT) Microsoft Corporation (MSFT) iShares 20+ Year Treasury Bond (TLT)
I am writing this to you from the island of Sardinia, part of Italy, a clump of arid mountains dropped right in the middle of the western Mediterranean. I am bobbing offshore from Porto Cuervo on the famed Costa Smeralda, or Emerald Coast, in a friend?s 100-foot sailboat, awaiting permission to enter. The water here
Global Market Comments July 17, 2014 Fiat Lux Featured Trade: (JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR) (ANNOUNCING THE MAD HEDGE FUND TRADER VIDEO CHANNEL ON YOUTUBE), (THE ULTRA BULL ARGUMENT FOR GOLD), (GLD), (GDX), (ABX), (SLV) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) Barrick Gold Corporation (ABX) iShares Silver Trust (SLV)
Come join me for afternoon tea for the Mad Hedge Fund Trader?s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and
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
Global Market Comments July 16, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 18 BARCELONA, SPAIN 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 Comments July 15, 2014 Fiat Lux Featured Trade: (JULY 17 GLOBAL STRATEGY WEBINAR FROM BARCELONA, SPAIN), (JUMPING BACK INTO APPLE), (AAPL), (HOW TO AVOID PONZI SCHEMES) Apple Inc. (AAPL)
Last Thursday,?Trade Alert?followers saw?Mad Day Trader?Jim Parker and I both jump into Apple (AAPL) on the long side, once again. When two old critters with a combined 85 years of trading experience, such as ourselves, agree on something, it is usually a pretty good idea. We were both responding to a rare $3, or 3.1%
Global Market Comments July 14, 2014 Fiat Lux SPECIAL MAD DAY TRADER ISSUE Featured Trade: (MAD DAY TRADER JIM PARKER?S Q3 VIEWS), (SPX), ($NDX), (QQQ), (TLT), (TBT), (FXA), (FXE), (FXY), (GLD), (GDX), (SLV), (USO), (UNG), (LNG), (CORN), (WEAT), (SOYB), (DBA) SPX Corporation (SPW) Nasdaq 100 Index ($NDX) PowerShares QQQ (QQQ) iShares 20+ Year Treasury Bond
The stock markets are on the verge of a small correction, perhaps less than 5%, which should unfold over the next six weeks. There is just not enough juice in a mini crisis triggered by one lousy Portuguese bank, the Banco Espiritu Santo, to take us any further. Bonds globally should put in their highs
Global Market Comments July 11, 2014 Fiat Lux Featured Trade: (THURSDAY, JULY 17 GLOBAL STRATEGY WEBINAR FROM BARCELONA, SPAIN), (JULY 24 ZERMATT, SWITZERLAND GLOBAL STRATEGY SEMINAR), (WILL SYNBIO SAVE OR DESTROY THE WORLD?) Health Care Select Sector SPDR ETF (XLV) Monsanto Company (MON) SPDR S&P Biotech ETF (XBI) SPDR S&P Pharmaceuticals ETF (XPH)
Come join me for afternoon tea for the Mad Hedge Fund Trader?s Global Strategy Seminar, which I will be conducting high in the Alps in Zermatt, Switzerland at 2:00 PM on Thursday, July 24, 2014. A PowerPoint presentation will be followed by an open discussion on the crucial issues facing investors today. Coffee, tea, and
Global Market Comments July 10, 2014 Fiat Lux Featured Trade: (WHY IS THE S&P 500 BEATING THE DOW), (SPY), (BAC), (HPQ), (AA), (GS), (V), (NKE), (AAPL), (GE), ($NIKK), (CAT), (DIS), (INTC), (AN EVENING WITH BILL GATES, SR.) (TESTIMONIAL) SPDR S&P 500 (SPY) Bank of America Corporation (BAC) Hewlett-Packard Company (HPQ) Alcoa Inc. (AA) The Goldman
I often see one stock index outperform another, as different segments of the economy speed up, slow down, or go nowhere. Sometimes the reasons for this are fundamental, technical, or completely arbitrary. Many analysts have been scratching their heads this year over why the S&P 500 has been moving from strength to strength for the
Global Market Comments July 9, 2014 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON), (DON?T BE SHORT CHINA HERE), ($SSEC), (FXI), (CYB), (CHL), (BIDU), (CATCHING UP WITH ECONOMIST DAVID HALE), (EEM), (GREK), (IWW), (EWJ), (NGE), (FXY), (YCS) Shanghai Stock Exchange Index ($SSEC) iShares China Large-Cap (FXI) WisdomTree Chinese