Global Market Comments July 25, 2024 Fiat Lux Featured Trade: (AUGUST 5 VILNIUS LITHUANIA STRATEGY LUNCHEON) (A NOTE ON OPTIONS ASSIGNED OR CALLED AWAY) (TLT), (TSLA)
Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Vilnius, Lithuania at 12:00 PM on Monday, August 5, 2024. A three-course lunch is included. I’ll be giving you my up-to-date view on stocks, bonds, currencies commodities, precious metals, and real estate. And to
With the heightened volatility this week, I am seeing an increasing number of options positions assigned or called away. I know all of this may sound confusing at first. But once you get the hang of it, this is the greatest way to make money since sliced bread. I still have five positions left in
Global Market Comments July 24, 2024 Fiat Lux Featured Trade: (WHAT AI CAN AND CAN’T DO FOR YOU) (AAPL), (GOOGL), (AMZN), (AMZN), (TSLA), (NVDA), (MU)
The future has arrived! Over the last few weeks, I picked up some astonishing developments in artificial intelligence. *Mainframes at Stanford University and the University of California at Berkeley were given a direct connection to speak freely with each other. Within 30 minutes they dumped English as a means of communication because it was too
Global Market Comments July 23, 2024 Fiat Lux Featured Trade: (SOME SAGE ADVICE ON ASSET ALLOCATION)
Asset allocation is the one question that I get every day, which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $1 billion, are a sophisticated investor or an average Joe, are in the top or
“The bubble is in the bond market, not the stock market,” said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990s hedge fund.
Global Market Comments July 22, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT ROTATION IS ON)
I am sitting on the balcony of my chalet in Zermatt Switzerland with a river roaring past me sipping a glass of stiff cherry schnapps. Facing south, the Matterhorn towers above me. It is 4:00 AM and pitch black. Of course, I have nine hours of jetlag bedeviling me flying straight out from San Francisco.
Global Market Comments July 19, 2024 Fiat Lux Featured Trade: (THE BARBELL PLAY WITH BERKSHIRE HATHAWAY), (BRK/B)
“Either you figured it out in a day or two or you were dead,” said the late Battle of Britain Spitfire pilot, John Schooling, and my aerobatics instructor in England 40 years ago.
Global Market Comments July 18, 2024 Fiat Lux Featured Trade: (AUGUST 15, 2024 LONDON, ENGLAND STRATEGY LUNCHEON) (WHY GOLD IS GOING TO A NEW HIGH), (GLD), (GOLD), (NEM), (GDX)
Global Market Comments July 17, 2024 Fiat Lux Featured Trade: (AUGUST 5 VILNIUS LITHUANIA STRATEGY LUNCHEON) (COULD YOU QUALIFY TO BECOME A U.S. CITIZEN?)
The recent Fourth of July celebration brings back memories of my late wife’s campaign to become an American citizen 30 years ago. Kyoko originally came from Japan. Part of the process required a verbal quiz about U.S. history and government. Our family spent a year energetically prepping her, with nightly grillings over dinner about the
"If there were no way to short stocks, the probability of stock market bubbles would be much greater," said hedge fund manager Bill Ackman of Pershing Square.
Global Market Comments July 16, 2024 Fiat Lux Featured Trade: (FRIDAY, JULY 26, 2024 ZERMATT, SWITZERLAND STRATEGY LUNCHEON) (THE KINDLE EDITION OF THE JOHN THOMAS BIO IS OUT)
Come join me for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting high in the Alps in Zermatt, Switzerland. The event begins at 12:00 noon on Friday, July 26, 2024. A three-course meal will be provided and there will be an open discussion on the crucial issues facing investors
Global Market Comments July 15, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or SEA CHANGE), (BB RATED BANKS LOANS), and (RESCUING THE USS POTOMAC), (TLT), (JNK), (SLRN), (BRLN), (BKLN), (FFRHX), (WES), (CCI), (GLD), (DE), (BRK/B), (TSLA), (NVDA).