“The circulation of confidence is better than the circulation of money,” said President James Madison, America’s fourth president.
Global Market Comments June 4, 2024 Fiat Lux Featured Trade: (The Mad June traders & Investors Summit is ON!) (THE BIGGEST “TELL” IN THE MARKET RIGHT NOW), (GOOGL), (FRC), (PINS), (WORK), (UBER), (ADSK), (WDAY), (SNE), (NVDA), (MSFT)
The Fed has stopped raising interest rates, inflation is falling, and tech stocks are on fire! What should you do about it? Attend the Mad Hedge Traders & Investors Summit from June 4-6. Learn from 28 of the best professionals in the market with decades of experience and the track records to prove it. Every strategy
I am constantly looking for “tells” in the market, little nuggets of information that no one else notices, but give me a huge trading advantage. Well, there is a big one out there right now. The bottom feeders are pouring into San Francisco commercial real estate, taking advantage of valuations that sometimes reach negative numbers.
"Technology has outrun the ability of the market to handle it. When the next bear market comes, there could be a messy affair," said my friend and client Leon Cooperman of hedge fund Omega Advisors.
Global Market Comments June 3, 2024 Fiat Lux Featured Trade: (The Mad June traders & Investors Summit is ON!) (MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO THE MALLARD MARKET and ME AND 23 AND ME), (AAPL), (GOOGL), (AMZN), (TSLA), (MSFT), (META), (AVGO), (LRCX), (SMCI), (NVR), (BKNG), (LLY), (NFLX), (VIX), (COPX), (T), (NVDA),
There’s nothing like the comfort and self-satisfaction of having a 100% cash position in a falling market. While everyone else is bleeding red ink, I am happily plotting my next trades. Of course, the rest of the market isn’t really bleeding red ink, just giving up windfall profits. Still, it’s better to trade from a
“The next big story in credit is going to come from Asia” said Tres Knippa of Kenai Capital Management.
Global Market Comments May 31, 2024 Fiat Lux Featured Trade: (The Mad June traders & Investors Summit is ON!) (MAY 29 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (AMZN), (META), (NFLX), (GLD), (SLV), (NVDA), (MSFT), (GOOG), (DELL), (MSFT), (TLT), (BRK/B), (PYPL), (BABA), (DD), (XOM), (OXY)
Below please find subscribers’ Q&A for the May 29 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Since Elon Musk is raising tons of money for his AI startup called xAI, will this impact Tesla’s (TSLA) stock price? A: Yes, it's a very positive move for Tesla because anytime Elon
“Life can be understood backwards, but it must be lived forwards,” said Oracle of Omaha Warren Buffet.
Global Market Comments May 30, 2024 Fiat Lux Featured Trade: (The Mad June traders & Investors Summit is ON!) SPECIAL EARLY RETIREMENT ISSUE (HOW TO JOIN THE EARLY RETIREMENT STAMPEDE)
“Algorithms know everything about price but nothing about value,” said my old investor and mentor Leon Cooperman of Omega Advisors.
Global Market Comments May 29, 2024 Fiat Lux Featured Trade: (WHY THE REAL ESTATE BOOM HAS A DECADE TO RUN), (DHI), (LEN), (PHM), (ITB)
I received a call from a real estate agent the other day asking if I wanted to sell my San Francisco home. She knew I wasn’t planning on going anywhere. But would $1 million over market tempt me? Lately, I have been getting a lot of calls from concerned readers worried that we might be
Global Market Comments May 27, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE TOP IS IN and (THE PASSING OF A GREAT MAN) (NVDA), ($INDU), (SPY), (TLT), (GLD), (SLV), (SREIT)
In the end, it proved to be a one-stock market. As I expected, once the NVIDIA earnings were out it proved to be not only the top for (NVDA), but also for every other stock and asset class. It was “risk off” with a vengeance. The Dow ($INDU) and S&P 500 (SPY) suffered their worst
Global Market Comments May 24, 2024 Fiat Lux Featured Trade: (WELCOME TO THE PAX AMERICANA)
1) A huge demographic tailwind has kicked in during the 2020’s 2) The last time this happened was during the 1980’s when stocks rose twentyfold 3) Don’t believe today’s doomsayers, America is the first place to invest and will remain so for decades 4) It all sets up a Pax Americana that could continue for
“I wouldn’t want to see everyone get down to where Detroit is before we declare a bottom in residential housing,” said David Blitzer, former chairman of the S&P 500 Index Committee.