Global Market Comments June 25, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, OR IS THIS A 1999 REPLAY?), (AAPL), (FB), (NFLX), (AMZN), (GE), (WBT), (JOIN ME ON THE QUEEN MARY 2 FOR MY JULY 11, 2018 SEMINAR AT SEA), (JUNE 20 BIWEEKLY STRATEGY WEBINAR Q&A), (SQ), (PANW), (FEYE), (FB), (LRCX), (BABA), (MOMO), (IQ), (BIDU), (AMD), (MSFT), … [Read more...]
June 4, 2018
Global Market Comments June 4, 2018 Fiat Lux Featured Trade: (WEDNESDAY, JUNE 13, 2018, PHILADELPHIA, PA, GLOBAL STRATEGY LUNCHEON) (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or NEW ALL-TIME HIGHS AND NEW ALL-TIME HIGHS), (AAPL), (FB), (AMZN), (MSFT), (TLT) … [Read more...]
May 11, 2018
Global Market Comments May 11, 2018 Fiat Lux Featured Trade: (WEDNESDAY, JUNE 13, 2018, PHILADELPHIA, PA, GLOBAL STRATEGY LUNCHEON), (MAY 9 BIWEEKLY STRATEGY WEBINAR Q&A), (FB), (MU), (NVDA), (AMZN), (GOOGL), (TLT), (SPX), (MSFT), (DAL), (MAD HEDGE DINNER WITH BEN BERNANKE) … [Read more...]
May 4, 2018
Global Market Comments May 4, 2018 Fiat Lux Featured Trade: (DON'T MISS THE MAY 9 GLOBAL STRATEGY WEBINAR), (A DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (TLT), (TBT), (FXE),(GLD), (GDX), (USO), (AMLP), (STBX), (NFLX), (DIS), (AAPL), (GM) … [Read more...]
May 3, 2018
Global Market Comments May 3, 2018 Fiat Lux Featured Trade: (STORAGE WARS), (MSFT), (IBM), (CSCO), (SWCH), (DON'T BE SHORT CHINA HERE), ($SSEC), (FXI), (CYB), (CHL), (BIDU), … [Read more...]
April 13, 2018
Global Market Comments April 13, 2018 Fiat Lux Featured Trade: (ANNOUNCING THE MAD HEDGE LAKE TAHOE, NEVADA, CONFERENCE, OCTOBER 26-27, 2018), (APRIL 11 GLOBAL STRATEGY WEBINAR Q&A), (TLT), (TBT), (GOOGL), (MU), (LRCX), (NVDA) (IBM), (GLD), (AMZN), (MSFT), (XOM), (SPY), (QQQ) … [Read more...]
An Evening with Bill Gates, Sr.
I had a chat with Bill Gates, Sr. recently, co-chairman of the Bill and Melinda Gates Foundation, the world?s largest private philanthropic organization. There, a staff of 800 helps him manage $30 billion. The foundation will give away $3.1 billion this year, a 10% increase over last year. Some $1.5 billion will go to emerging nation health care and another $750 million to … [Read more...]
Old Tech is Back!
There is no doubt that old tech is back with a vengeance. Look at the trifecta of blockbuster earnings reports from Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) recently, and you can reach no other conclusion. The Microsoft turnaround in particular has been amazing. PCs, and the software to run them were so 1990s. After the Dotcom bust in 2000, Microsoft was dead … [Read more...]
An Evening with Bill Gates, Sr.
I had a chat with Bill Gates, Sr. recently, co-chairman of the Bill and Melinda Gates Foundation, the world?s largest private philanthropic organization. There, a staff of 800 helps him manage $30 billion.The foundation will give away $3.1 billion this year, a 10% increase over last year. Some $1.5 billion will go to emerging nation health care and another $750 million to … [Read more...]
The Unintended Consequences of the Euro Crash
For those of you who heeded my expert advice to buy the ProShares Ultra Short Euro ETF (EUO) last July, well done! You are up a massive 48%! This is on a move in the underlying European currency of only 18.5%. My browsing of the Galleria in Milan, the strolls through Spanish shopping malls, and my dickering with an assortment of dubious Greek merchants, all paid off big time. … [Read more...]