Global Market Comments May 5, 2022 Fiat Lux Featured Trade: (A NOTE ON OPTIONS CALLED AWAY) (TLT), (BRKB), (SPY), (CCJ), (GLD)
Global Market Comments May 4, 2022 Fiat Lux Featured Trade: (I HAVE AN OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (SOME SAGE ADVICE ON ASSET ALLOCATION)
“The bubble is in the bond market, not the stock market,” said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990s hedge fund.
Global Trading Dispatch May 3, 2022 Fiat Lux Featured Trade: (FRIDAY, MAY 20 SAN FRANCISCO STRATEGY LUNCHEON) (A BUY WRITE PRIMER), (AAPL)
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, May 20, 2016. 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,
Global Market Comments May 2, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE MARKETS CONTINUE THEIR HEADLONG RUSH TO “CHEAP”) (SPY), (TLT), (TBT), (CCJ), (FCX), (GOLD), (VIX), (BRKB)
As I expected, the markets have continued their march to “cheap”, with the price-earnings multiple plunging in a week from 19X to 17X. This has occurred both through rising earnings and falling share prices. “Cheap,” is now within range, a mere 10% drop in the (SPX) to $3,800 only 10% away, taking us to a
A friend of mine asked me what the Global Money supply was. I just so happen to know that number. It is $100 trillion. That includes the world's total M2 money supply, all the physical cash in circulation plus deposits, promissory notes, and other liquid money instruments. Writing for The Economist magazine in London for
Global Market Comments April 29, 2022 Fiat Lux Featured Trade: (LOOKING AT THE LARGE NUMBERS) (TLT), (TBT) (BITCOIN), (MSTR), (BLOK), (HUT)
Global Market Comments April 28, 2022 Fiat Lux Featured Trade: (WHY SPAC’S ARE A SCAM) (PSTH), (SPAK), (NKLA)
Global Market Comments April 27, 2022 Fiat Lux Featured Trade: (WATCH THE JOHN THOMAS LIBRARY OF CONGRESS INTERVIEW) (PLEASE USE MY FREE DATABASE SEARCH)
Global Market Comments April 26, 2022 Fiat Lux Featured Trade: (FRIDAY, MAY 20 SAN FRANCISCO STRATEGY LUNCHEON) (FLYING THE 1929 TRAVEL AIR D4D, or WHY YOU NEVER WANT TO FLY WITH JOHN THOMAS)
When you make millions of dollars for your clients, you get a lot of pretty interesting invitations. $5,000 cases of wine, lunches on superyachts, free tickets to the Olympics, and dates with movie stars (Hi, Cybil!). So it was in that spirit that I made my way down to the beachside community of Oxnard, California
Global Market Comments April 25, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE ESCALATOR UP AND THE WINDOW DOWN) ($INDU), (SPY), (TLT), (WFC), (JPM), (TSLA), (TWTR), (FCX), (NFLX), (GLD)
On Friday, we saw the worst day in the market since October 2020. And it won’t be the last such meltdown day. The big question for the market now is how far it can fall without actually having a recession. The answer is 20%, and we are down 8.6% so far. The economy is as
Global Market Comments April 22, 2022 Fiat Lux Featured Trade: (APRIL 20 BIWEEKLY STRATEGY WEBINAR Q&A), (SPX), (TSLA), (TBT), (TLT), (BAC), (JPM), (MS), (BABA), (TWTR), (PYPL), (SHOP), (DOCU), (ZM), (PTON), (NFLX), (BRKB), (FCX), (CPER)
Below please find subscribers’ Q&A for the April 20 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley. Q: Should I take profits on the ProShares UltraShort 20+ Year Treasury ETF (TBT), or will it go lower? A: Well, you’ve just made a 45% profit in 4 months; no one ever gets fired
Global Market Comments April 21, 2022 Fiat Lux Featured Trade: (IS AIRBNB YOUR NEXT TEN BAGGER?), (ABNB), (WYNN), (H), (GOOG), (PYPL)
Global Market Comments April 20, 2022 Fiat Lux Featured Trade: (TESTIMONIAL), (TEN MORE TRENDS TO BET THE RANCH ON), (AAPL), (AMZN), (GOOGL), (TSLA), (CRSP), (EDIT), (NTLA)
Global Market Comments April 19, 2022 Fiat Lux Featured Trade: (WHERE THE ECONOMIST “BIG MAC” INDEX FINDS CURRENCY VALUE TODAY), (UUP), (FXE), (FXY), (CYB)