Global Market Comments April 30, 2024 Fiat Lux Featured Trade: (MAY 8 GALAPAGOS ISLANDS STRATEGY LUNCHEON) SPECIAL AMAZON ISSUE (WHY I’M LOOKING AT AMAZON), (AMZN)
Come join me for lunch for my Global Strategy Luncheon, which I will be conducting in the Galapagos Islands at 12:00 PM on Friday, May 8, 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 keep you in suspense,
At the beginning of 2023, Amazon was universally despised. It shares having dropped by more than half during 2022, the company was believed to be hobbled by rising competition, an out-of-date business model, and an imminent antitrust suit. What a difference 16 months makes. I believe there is a good chance that this creation of
"Forget what you know about buying fair businesses at wonderful prices. Instead, buy wonderful business at fair prices," said Oracle of Omaha, Warren Buffett.
Global Market Comments April 29, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or DIGESTION TIME) (NVDA), (FCX), (META), (MSFT), (TLT), (TSLA), (AAPL), (VISA), (FCX), (COPX), (GOOGL), (A TRIP TO CUBA)
“I think the market is going to get slammed this summer. The Fed is bad for financials, the dollar is a problem for industrials, and commodities are a problem for everybody,” said Scott Nations, president of NationShares.
Global Market Comments April 25, 2024 Fiat Lux Featured Trade: (RISK CONTROL FOR DUMMIES) or (THE HEADS I WIN, TAILS YOU LOSE STRATEGY), (SPY), (FCX), (NVDA), (TLT)
Whenever I change my positions, the market makes a major move, suffers a “black swan” or reaches a key level, I stress test my portfolio by inflicting various scenarios upon it and analyzing the outcome. This is common practice and second nature for most hedge fund managers. In fact, the larger ones will use top-of-the-line
Favorite headline of the day: "Greece Offers to Pay Back Debt With Giant Horse."
Global Market Comments April 24, 2024 Fiat Lux Featured Trade: (THEY’RE NOT MAKING AMERICANS ANYMORE) (SPY), (EWJ), (EWL), (EWU), (EWG), (EWY), (FXI), (EIRL), (GREK), (EWP), (IDX), (EPOL), (TUR), (EWZ), (PIN), (EIS)
If demographics is destiny, then America’s future looks bleak. You see, they’re not making Americans anymore. At least that is the sobering conclusion of the latest Economist magazine survey of the global demographic picture. I have long been a fan of demographic investing, which creates opportunities for traders to execute on what I call “intergenerational
Global Market Comments April 23, 2024 Fiat Lux Featured Trade: (WHY MOST SPAC’S ARE A SCAM) (DJT), (PSTH), (SPAK), (NKLA)
I have been watching with some amusement the trading of the Trump Media & Technology Group (DJT). After the IPO was issued in 2023, it soared to $130, then collapsed to $15. It has just completed another round trip, plunging 50% over the last month. This is for a company that posted a horrific $58
"If there were no way to short stocks, the probability of stock market bubbles would be much greater," said hedge fund manager, Bill Ackman, of Pershing Square.
Global Market Comments April 22, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or FACING HARSH REALITY) ($VIX), (FCX), (XOM), (WPM), (GLD), (TLT), (FCX), (NVDA), (JNK), (META), (MSFT), (TSLA), (HYG), (NFLX), (OXY), (XOM), (USO)
There comes a time in every trader’s life when it’s time to face harsh reality and admit that you’re just dead wrong. As much as I thought a I had strong case for the best stocks to move sideways before continuing their upward drive, the markets decided otherwise. One thing I have learned over my
There is growing evidence that China is starting to recover. If that happens, it is going to restart the entire global manufacturing cycle. Emerging markets have been the missing link for the entire year,” said Jim Paulsen, formerly the chief investment strategist of Wells Capital Management.
Global Market Comments April 19, 2024 Fiat Lux Featured Trade: (THE SEVEN WORST FINANCIAL MISTAKES THAT RETIREES MAKE)
Global Market Comments April 18, 2024 Fiat Lux Featured Trade: (APRIL 16 BIWEEKLY STRATEGY WEBINAR Q&A), (GLD), (GLD), (GE), (GM), (NVDA), (TSLA), (ARKK), (MS), (GS)