Newsletters

Followers of my Trade Alert service have watched me shrink my book down to nothing over the last two months, the smallest ever. That’s because I am a big fan of buying straw hats in the dead of winter and umbrellas in the sizzling heat of the summer. I even load up on Christmas ornaments

Global Market Comments October 10, 2023 Fiat Lux Featured Trade: (FRIDAY, OCTOBER 13 KIEV, UKRAINE GLOBAL STRATEGY LUNCHEON) (WILL SPACEX BE YOUR NEXT TEN BAGGER?) (EBAY), (TSLA), (SCTY), (BA), (LMT)

  Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Kiev, Ukraine on Friday, October 13. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious

I am constantly on the lookout for ten baggers, stocks that have the potential to rise tenfold over the long term. Look at the great long-term track records compiled by the most outstanding money managers, and they always have a handful of these that account for the bulk of their outperformance, or alpha, as it

We’ve just seen our last interest rate rise in the economic cycle. Yes, I know that our central bank took no action at their last meeting in September. The market has just done its work for it. And the markets are no shrinking violet when it comes to taking bold action. The 50 basis points

"We are about to do something terrible to you. We are going to deprive you of an enemy," Soviet commentator, Georgi Arbitov, told Secretary of State George Schultz at the end of the cold war.  

Global Market Comments October 5, 2023 Fiat Lux Featured Trade: (THE JOHN THOMAS BIOGRAPHY IS OUT) (WHY WATER WILL SOON BE WORTH MORE THAN OIL), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR) (THE BEST TESTIMONIAL EVER)

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water

“The money pouring out of the emerging markets is not bad for the US. We are the oasis in this situation,” said strategist Louis Navellier, of Navellier Associates.  

Global Market Comments October 4, 2023 Fiat Lux Featured Trade: (TUESDAY, OCTOBER 31 MIAMI, FLORIDA STRATEGY LUNCHEON), (DON’T GET SCAMMED BY THE MUTUAL FUNDS), (THE FALLING MARKET FOR KIDS) 

"I wouldn't rush to come back from the beach this summer," said my buddy, Steve Weiss of Short Hills Capital Partners.  

Global Market Comments October 3, 2023 Fiat Lux Featured Trade: (FRIDAY OCTOBER 6 FRANKFURT GERMANY STRATEGY DINNER) (CHINA’S COMING DEMOGRAPHIC NIGHTMARE) (WHO SAYS THERE AREN’T ANY GOOD JOBS?) 

  Come join me for the Mad Hedge Fund Trader’s Global Strategy Dinner, which I will be conducting in Frankfurt, Germany. The event begins at 7:00 PM on Friday, October 6, 2023. A full dinner will be provided and there will be an open discussion on the crucial issues facing investors today. I’ll be giving

Thanks to China's “one child only” policy adopted 40 years ago, and a cultural preference for children who grow up to become family safety nets, there are now 32 million more boys under the age of 20 than girls. Large-scale interference with the natural male-to-female ratio has been tracked with some fascination by demographers for

While recently winging my way across the South Pacific a few years ago and browsing the local papers, I spotted an unusual job offer: WANTED: Social worker, tax-free salary of $60,000 with free accommodation and transportation, no experience necessary, must be flexible and self-sufficient. With the unemployment rate rising for recent college grads, I was

Global Market Comments October 2, 2023 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or BACK IN BUSINESS) (TLT), (GLD), (SLV), (XLU), (IWM), (EEM), (FXA), (FXE), (FXB), (USO), (UUP), (AMZN), (TSLA), (F)

It’s a good thing I don’t rely on my Social Security Check to cover my extravagant cost of living, which is the maximum $4,555 a month. For it came within hours of coming to a halt when an agreement was passed by Congress to renew funding for another 45 days. It was almost an entirely

“Adaption is smarter than you are,” said economist Frederich Hayek.  

Global Market Comments September 29, 2023 Fiat Lux Featured Trade: (I HAVE A NEW OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (TESTIMONIAL), (RIGHT SIZING YOUR TRADING)

Our latest performance run for the ages has delivered unintended consequences once again. One of my Concierge clients bought the bottom of the recent banking crisis crash to load the boat with bank stocks. As a result, he never has to work again, not bad for someone who is only 45. No need for a