Global Market Comments April 18, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or GET READY TO SELL IN MAY) ($INDU), (SPY), (TLT), (WFC), (JPM), (TSLA), (TWTR)
So when you are supposed to “Sell in May and go away”, what are you supposed to be doing on April 18? Not much. War, inflation, disease, runaway energy prices, and soaring interest rates are usually not a good backdrop for trading stocks. When the wind is blowing against me with gale-force winds instead of
Global Market Comments April 14, 2022 Fiat Lux Featured Trade: (JULY 22 ZERMATT, SWITZERLAND STRATEGY SEMINAR) (THE BULL CASE FOR BANKS), (JPM), (BAC), (C), (WFC), (GS), (MS)
Global Market Comments April 13, 2022 Fiat Lux Featured Trade: (JOIN ME ON CUNARD’S MS QUEEN VICTORIA FOR MY JULY 9, 2022 SEMINAR AT SEA) (SOME BASIC TRICKS FOR TRADING OPTIONS)
With Covid cases down 70% in two weeks and headed much lower, it's time for me to re-introduce you to the Mad Hedge Seminar at Sea. I firmly believe that the pandemic will be over by the summer, and what better way to celebrate than with an elegant Norwegian Fjord cruise. Come join me on
Global Market Comments April 12, 2022 Fiat Lux Featured Trade: (A DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (SPX), (QQQ), (FSLR), (SCTY), (TLT), (TBT), (FXE), (GLD), (GDX), (USO)
Diary Entry for Thursday, April 7, 2022 Dear Diary, 4:30 PM - the day before- Thought I’d check my Bloomberg to see how the Asian markets were opening. Yikes! They’re hammering bonds again. About damn time. It looks like it is going to be a ‘RISK OFF” day. Better fasten my seat belt, put on
Global Market Comments April 11, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WATCH OUT FOR THE RECESSION WARNINGS) (TLT), (TSLA), (FB), (CRSP), (TDOC), (GILD), (EDIT), (SQ), (INDU), (NVDA), (GS)
The drumbeat of a coming recession is getting louder and louder. There is no doubt that the traditional signals of a slowing economy are already flashing yellow, if not bright red. Rocketing interest rates are the most obvious one, with ten-year US Treasury bonds yield soaring from 1.33% to 2.71% in a mere four months.
“By 2027, 75% of the companies in the Fortune 500 will not be there unless they make bold changes and digitally transform their companies. It’s do or die,” said Bill McDermott, CEO of ServiceNow (NOW), which offers cloud computing platforms for companies. I couldn’t agree more.
Global Market Comments April 8, 2022 Fiat Lux Featured Trade: (WEDNESDAY, JUNE 29, 2022 LONDON STRATEGY LUNCHEON) (APRIL 6 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (TSLA), (TLT), (TBT), (AAPL), (IBB), (GOOGL), (ADBE), (NVDA), (FXE), ($BTCUSD)
Below please find subscribers’ Q&A for the April 6 Mad Hedge Fund Trader Global Strategy Webinar broadcast from Silicon Valley. Q: The iShares Biotechnology ETF (IBB) is down quite a bit—do I wait a bit longer to put on a debit call spread LEAPS for the end of this year and possibly the end of
Global Market Comments April 7, 2022 Fiat Lux Featured Trade: (HOW THE COST OF ENERGY IS GOING TO ZERO), (SPWR), (TSLA)
Global Market Comments April 6, 2022 Fiat Lux SPECIAL CRISPR TECHNOLOGY ISSUE Featured Trade: (HOW CRISPR TECHNOLOGY MAY SAVE YOUR LIFE), (TMO), (OVAS), (CLLS), (SGMO)
Global Market Comments April 5, 2022 Fiat Lux Featured Trade: (DEMOGRAPHICS AS DESTINY), (EIS)
If demographics is destiny, then America’s future looks bleak. At least, that is the inevitable conclusion if demographics is your only consideration. Suddenly, Biden’s decision to allow 100,000 Ukrainian refugees into the US makes all the sense in the world. I have long been a fan of demographic investing, which creates opportunities for traders to
Global Market Comments April 4, 2022 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO THE ROUND TRIP MARKET) (SPY), (TLT), (VIX)
If you had followed my advice and taken a cruise around the world in December, you would be getting home about now. A review of your portfolio would review that most of your positions were either unchanged or down slightly. And if you had chunky positions in bond shorts, as I pleaded, begged, and cajoled
“I didn’t wait until the age of 80 to engage in such an obviously fraudulent transaction,” said Barry Diller, currently under investigation for insider trading on Microsoft’s takeover of Activision.
Global Market Comments April 1, 2022 Fiat Lux Featured Trade: (WHY I AM GOING TO LIVE FOREVER)