“The VIX right here is unsustainably low. I think China has more of a downside surprise. Analyst expectations for earnings are overly aggressive. There are just a few too many things that can go wrong out there,” said Vadim Zlotnikov, chief market strategist at Alliance Bernstein.

'If you can get a dividend higher than the yield on ten-year debt, it's an opportunity we haven't seen in our lifetime. On a five-year horizon, investing in large multinationals with high dividends will have a large payday' said Lawrence Fink, CEO of Black Rock.

Come join me for dinner at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Incline Village, Nevada, on Thursday, October 15, 2026, at 1:00 PM. 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 metals, and real estate. And to keep you in suspense, I’ll be throwing a few surprises out there too. Tickets are available for $249.
I’ll be arriving early and leaving late in case anyone wants to have a one-on-one discussion or just sit around and chew the fat about the financial markets.
The dinner will be held at the premier restaurant in Incline Village, Nevada, on the sparkling shores of Lake Tahoe. Those who live there already know what it is. The precise location will be emailed with your purchase confirmation.
I look forward to meeting you, and thank you for supporting my research.
To purchase tickets for this luncheon, please click here.



“Success is a double-edged sword. You want to shadow box with it and not dance with it,” said my late neighbor, Robert Redford.

Global Market Comments
October 5, 2026
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or LOOKING FOR LEAPS),
(LEN), (KBH), (DHI), (PHM), (SPY), ($SPXEW), (MAGS), ($COMPQ), (SOXX), (IGV), (XLK), (XLE), (COHR), (LITE), (AMAT), (STRL), (MTZ), (XLU), (KRE), (IWM), (XLI), (XLP), (XLF), (TLT), ($VIX), (XLV)

“As an investor you’re not looking to avoid corrections, you’re looking to avoid bear markets, said Liz Young, Sofi head of investment strategy.

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