Newsletters

Below please find subscribers’ Q&A for the May 15 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Is it time to get out of the 94/97 (TLT) spread? A: No. We're getting close to a stop, but I think markets will peak out in the next couple of days and

“Man, it feels more and more like 1999 every day. Risk is being discounted tremendously,” said venture capitalist, Bill Gurley.

Global Market Comments May 16, 2024 Fiat Lux   Featured Trade: (THE COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)

Global Market Comments May 15, 2024 Fiat Lux   Featured Trade: (WHY WATER WILL SOON BE WORTH MORE THAN OIL), (CGW), (PHO), (FIW), (TTEK), (PNR)

Global Market Comments May 14, 2024 Fiat Lux   Featured Trade: (LOOKING AT THE LARGE NUMBERS) (TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)

Global Market Comments May 13, 2024 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT AMERICAN GOLDEN AGE HAS ONLY JUST BEGUN and SWIMMING WITH THE SHARKS) (AAPL), (NVDA), (META), (GLD), (GOLD), (SLV), (WPM), (MSFT), (NVDA), (TLT), (FCX), (FXI), (BRK/B)

The Bull Market has Five More Years to Run, with S&P 500 growing earnings at 10% a year for the foreseeable future. Last year brought in $222 per share, 2024 will see $250, 2025 $270, and $300 for 2026. The Great American Golden Age has only just begun. Profit margins will expand to all-time record

Global Market Comments May 10, 2024 Fiat Lux   Featured Trade: (A DIFFERENT VIEW OF THE US)

Global Market Comments May 9, 2024 Fiat Lux   Featured Trade: (DECODING THE GREENBACK), (BRING BACK THE OLD ASSET ALLOCATION RULES) (TLT), (JNK), (HYG), (REIT), (BKLN)

Global Market Comments May 8, 2024 Fiat Lux   Featured Trade: (TAKING A LOOK AT HOME DEPOT) (HD)

I have been out shopping the neighborhood for good non-tech plays and I found another one. You are going to think that I am completely MAD by thinking about this trade right now. But I’ve gotten used to that by now. If you had to pick one sector of the 100 or so that Standard

“Most of the ETF’s today are your dad’s Oldsmobile,” said Lee Kranefuss of Source Advisors, about the outdated irrelevance for most equity indexes.  

Global Market Comments May 7, 2024 Fiat Lux   Featured Trade: (A NOTE ON OPTIONS CALLED AWAY), (GLD), (SLV), (NVDA), (AAPL), (MSFT)

Occasionally, I get a call from Concierge members asking what to do when their short positions options were assigned or called away. The answer was very simple: fall down on your knees and thank your lucky stars. You have just made the maximum possible profit for your position instantly. We have the good fortune to have

“Artificial Intelligence is potentially more dangerous than nukes,” said Andrew McAfee of the MIT Center for Digital Business.  

Global Market Comments May 6, 2024 Fiat Lux   Featured Trade: (NONE)

While swimming with the hammerhead sharks off a rocky outcrop near the Galapagos Islands in the South Pacific, John Thomas swallowed too much seawater and suffered from too much sun. He collected aloe vera leaves around his house, crushed them, and rubbed the juice over his face. It is now working its magic. Western sun

Global Market Comments May 3, 2024 Fiat Lux   Featured Trade: (MAY 1 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (TLT), (GOLD), (GLD), (WPM), (NVDA), (OXY), (XOM)

Below please find subscribers’ Q&A for the May 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Silicon Valley. Q: I see the Bank of Japan bought $35 billion in the foreign exchange on the market. What's going on? A: First of all, they didn’t buy dollars, they sold dollars and bought yen. Well,

'The dollar has become a carry trade rag these days. As Rodney Dangerfield would have said, it gets no respect whatsoever,' said Boris Schlossberg of GFT Forex.