Newsletters

Global Market Comments February 21, 2023 Fiat Lux Featured Trade: (WATCH THE JOHN THOMAS LIBRARY OF CONGRESS INTERVIEW) (PLEASE USE MY FREE DATA BASE SEARCH)   CLICK HERE to download today's position sheet.

Global Market Comments February 17, 2023 Fiat Lux Featured Trade: (SOME BASIC TRICKS FOR TRADING OPTIONS)   CLICK HERE to download today's position sheet.

“It’s not always the troops that storm the beaches who are the right ones to set up the government,” said Steve Vassallo from Foundation Capital about the resignation of founder Travis Kalanick from Uber.  

Global Market Comments February 16, 2023 Fiat Lux Featured Trade: (IS AIRBNB YOUR NEXT TEN BAGGER?), (ABNB), (WYNN), (H), (GOOG), (PYPL)   CLICK HERE to download today's position sheet.

Last summer, I stayed at an Airbnb in Long Beach, CA in order to pick up my kids from the Boy Scout Camp on Catalina Island. It was billed as a vintage 1920s residence with all the period finishes, was two blocks from the beach, and was a short drive to the Cataline ferry, so

Global Market Comments February 15, 2023 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, FEBRUARY 17, 2023 HONOLULU, HAWAII STRATEGY LUNCHEON) (HOW TO FIND A GREAT OPTIONS TRADE)   CLICK HERE to download today's position sheet.

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Honolulu, Hawaii on Friday, February 17, 2023. 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

Global Market Comments February 14, 2023 Fiat Lux Featured Trade: (WHERE THE ECONOMIST “BIG MAC” INDEX FINDS CURRENCY VALUE TODAY), (UUP), (FXE), (FXY), (CYB)   CLICK HERE to download today's position sheet.

My former employer, The Economist, once the ever-tolerant editor of my flabby, disjointed, and juvenile prose (Thanks to Peter Martin and Marjorie Deane!), has just released its "Big Mac" index of relative international currency valuations. Although initially launched as a joke five decades ago, I have followed it religiously and found it an amazingly accurate

“I’ve drunk to your health in company. I drank to your health alone. I’ve drunk to your health so many times that I’ve damn near ruined my own, said WWII Admiral “Bull” Halsey.  

Global Market Comments February 13, 2023 Fiat Lux Featured Trade: (HOW CRISPR TECHNOLOGY MAY SAVE YOUR LIFE) (TMO), (OVAS), (CLLS), (SGMO)   CLICK HERE to download today's position sheet.

When I was a DNA scientist at UCLA 50 years ago, the team used to slack off whenever our professor was attending an out-of-town conference. We used to take pure 200 proof ethanol the university kept on hand “for research purposes,” used it to bring our beer up to 100 proof, and then speculate about

"It's hard when a $10-$11 trillion economy that affects one third of the global economy is on a learning curve," said my friend, David Tepper, of Appaloosa Management.  

Global Market Comments February 10, 2023 Fiat Lux Featured Trade: (FEBRUARY 8 BIWEEKLY STRATEGY WEBINAR Q&A), (RCL), (TSLA), (UUP), ($VIX), (BRKB), (TLT), (TBT), (ROM), (CVNA), (SLV), (DIS)   CLICK HERE to download today's position sheet.   NOTE TO SUBSCRIBERS: There will be no strategy letter for February 13 and 21 as I will be traveling.

Below please find subscribers’ Q&A for the February 8 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley in California. Q: What do you make of the Chinese balloon that crossed the United States last week? It was the most overhyped, least consequential event in recent memory, and is not a new thing.

“If I had asked what the customers wanted, they would have told me faster horses,” said Henry Ford.  

Global Market Comments February 9, 2023 Fiat Lux Featured Trade: (THE BULL CASE FOR BANKS), (JPM), (BAC), (C), (WFC), (GS), (MS)   CLICK HERE to download today's position sheet.   Urgent Trader Warning: The Mad Hedge Market Timing Index moved to a one-year high yesterday and is in “STRONG SELL” territory. Any long stock positions

“Americans are nothing but self-indulgent weaklings,” said Japanese admiral Isoroku Yamamoto in 1941.  

Global Market Comments February 8, 2023 Fiat Lux Featured Trade: (AN EVENING WITH TRAVEL GURU ARTHUR FROMMER)   CLICK HERE to download today's position sheet.   Urgent Trader Warning: The Mad Hedge Market Timing Index moved to a one-year high yesterday and is in “STRONG SELL” territory. Any long stock positions you have for the

“What is America but beauty queens, millionaires, stupid records, and Hollywood,” said Adolph Hitler in 1941.