When the market let?s you out with a nice profit ahead of two major risk events, you take it. We have 64% of the potential profit in the S&P 500 (SPY) May, 2014 $192-$195 in-the-money bear put spread at today?s prices. We have an important Federal Reserve meeting where they are expected to announce Taper
Global Market Comments April 30, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON) (IS THE REAL ESTATE MARKET CATCHING COLD?), (ITB), (KBE), (ON EXECUTING TRADE ALERTS) iShares US Home Construction (ITB) SPDR S&P Bank ETF (KBE)
Global Market Comments April 29, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON), (BUSINESS IS BOOMING AT THE MONEY PRINTERS), (CROWDFUNDING OUR CHALLENGES IN EDUCATION)
One of the constant challenges in living in the San Francisco Bay Area is figuring out all of the new business models that you have thrown at you on a daily basis. I can tap on an icon on my iPhone, and two minutes later a taxi shows up (Uber). Another app downloads books on
Global Market Comments April 28, 2014 Fiat Lux Featured Trade: (JULY 18 BARCELONA, SPAIN STRATEGY LUNCHEON), (WATCH OUT FOR THE HEAD AND SHOULDERS), (SPY), (QQQ), (TLT), (FXE), (FXY), (GLD), (SLV), (THE SERVICE JOB IN YOUR FUTURE), (MCD) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares 20+ Year Treasury Bond (TLT) CurrencyShares Euro Trust (FXE) CurrencyShares
Global Market Comments April 25, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (STOCKS TO BUY AT THE BOTTOM), (LNG), (GOOGL), (AAPL), (IBB), (BRKA), (AMZN), (DIS), (FB), (YHOO), (SSO), (XLV), (QQQ), (THE CHINA VIEW FROM 30,000 FEET) (FXI), (DBC), (DYY), (DBA), (PHO) Cheniere Energy, Inc. (LNG) Google Inc. (GOOGL) Apple
I have long sat beside the table of McKinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom (click here for their home page). So, I jumped at the chance to have breakfast with Shanghai based Worldwide Managing Director, Dominic Barton, when he passed through San Francisco visiting
Global Market Comments April 24, 2014 Fiat Lux Featured Trade: (ORLANDO FLORIDA SATURDAY, MAY 17 GLOBAL STRAGEGY LUNCHEON), (APPLE BLOWS OUT Q2), (AAPL), (ANOTHER NAIL IN THE NUCLEAR COFFIN), (NLR), (CCJ) Apple Inc. (AAPL) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ)
Steve Jobs must be rolling over in his grave. He hated the idea of rewarding Wall Street in any way viewing the entire industry as nothing more than a collection of thieves, con men, and charlatans. Today, we learned that Apple will carry out a 7:1 stock split in June, creating an absolute windfall for
Global Market Comments April 23, 2014 Fiat Lux Featured Trade: (JUNE 17 NEW YORK STRATEGY LUNCHEON) (APRIL 23 GLOBAL STRATEGY WEBINAR), (COME TO THE JUNE 13-14 INVEST LIKE A MONSTER LAS VEGAS CONFERENCE)
Please come to hear me, Mad Hedge Fund Trader John Thomas, as the keynote speaker at the Invest Like a Monster Las Vegas Conference on June 13-14. I will be joined by many old friends from across the investment spectrum. Jon and Pete Najarian will teach you the tricks of the trade for navigating the
Global Market Comments April 22, 2014 Fiat Lux ANOTHER SPECIAL TESLA ISSUE Featured Trade: (LAST CHANCE TO ATTEND THE APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON), (CRASH TESTING THE TESLA), (TSLA) Tesla Motors, Inc. (TSLA)
Global Market Comments April 21, 2014 Fiat Lux Featured Trade: (JULY 11 SARDINIA, ITALY STRATEGY LUNCHEON) (THE 1% AND THE BOND MARKET), (TLT), (TBT), (MUB), (LQD), (ELD), (JNK), (MAKE YOUR NEXT KILLING IN AFRICA), (AFK), (GAF) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) iShares National AMT-Free Muni Bond (MUB) iShares
Global Market Comments April 17, 2014 Fiat Lux Featured Trade: (LAS VEGAS WEDNESDAY, MAY 14 GLOBAL STRAGEGY LUNCHEON), (THE MARKETS ARE NOT RIGGED)
Global Market Comments April 16, 2014 Fiat Lux Featured Trade: (CHICAGO FRIDAY, MAY 23 GLOBAL STRAGEGY LUNCHEON), (BUY SOLAR STOCKS ON THE DIP), (FSLR), (SPWR), (SCTY), (TAN), (USO), (UNG), (XLU), (THE ONE SAFE PLACE IN REAL ESTATE) First Solar, Inc. (FSLR) SunPower Corporation (SPWR) SolarCity Corporation (SCTY) Guggenheim Solar (TAN) United States Oil (USO) United
Now that the stock market appears destined to soon enter correction territory, I have started searching for industries and companies that I want to buy at the bottom. The solar industry is at the top of that list. Solar has a been a long time in coming. For decades, it was a niche energy source
Global Market Comments April 15, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 25 SAN FRANCISCO STRATEGY LUNCHEON), (HOW LONG WILL THE RUN IN MASTER LIMITED PARTNERSHIPS CONTINUE?), (LINE), (BWP), (USO), (UNG), (PILING ON THE SHORTS AGAIN), (SPY) Linn Energy, LLC (LINE) Boardwalk Pipeline Partners, LP (BWP) United States Oil (USO) United States Natural Gas (UNG)
Boy, that was one hell of a recommendation I made back in 2012, getting readers to buy Master Limited Partnerships (MLP?s). The share price for my favorite, Linn Energy (LINN), is unchanged from when I urged readers to pick it up. However, they have taken home nearly 25% in dividend payoffs during the same period.
This is a bet that the S&P 500 does not rocket to a new all time high by the May 16, 2014 expiration. The news flow this morning is giving us an opportunity to re enter the short positions that I covered on Friday. Half of the opening 80-point pop in the Dow came from
Global Market Comments April 14, 2014 Fiat Lux Featured Trade: (JULY 7 ROME, ITALY STRATEGY LUNCHEON), (CASHING IN ON MY SHORTS), (VXX), (VIX), (SPY), (TLT), (FXY), (QQQ), (TESTIMONIAL), (WHERE IS THE MARKET BOTTOM?), (SPY), (QQQ) iPath S&P 500 VIX ST Futures ETN (VXX) VOLATILITY S&P 500 (^VIX) SPDR S&P 500 (SPY) iShares 20+ Year Treasury