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August 1, 2014

Global Market Comments August 1, 2014 Fiat Lux Featured Trade: (REPORT FROM THE MATTERHORN SUMMIT)

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Report from the Matterhorn Summit

From where I stand, the rolling foothills of Northern Italy spread out below me to the south. On my left lie the distinctive peaks of the Dolomite Alps. On my right I can see the massive expanse of Mont Blanc, at 15,781 feet the highest mountain in Europe. I am standing at the summit of […]

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July 31, 2014

Global Market Comments July 31, 2014 Fiat Lux Featured Trade: (MAD HEDGE FUND TRADER SETS NEW ALL TIME HIGH WITH 24% GAIN IN 2014), (TLT), (TBT), (FXE), (EUO), (SPY), (AAPL), (MSFT), (ONSHORING TAKES ANOTHER GREAT LEAP FORWARD), (TSLA), (UMX), (EWW) iShares 20+ Year Treasury Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) CurrencyShares Euro ETF […]

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Mad Hedge Fund Trader Sets New All Time High with 24% Gain in 2014

I have invented a new kind of trading. I call it “averaging up.” No, I’m not talking about scaling into ever higher prices, greater numbers of shares, or dollar cost averaging. The “averaging up” I’m talking about has to do with altitude, the type measured in feet or meters. Thus, last week saw me calling […]

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Onshoring Takes another Great Leap Forward

Have you tried to hire a sewing machine operator lately? I haven’t, but I have friends running major apparel companies who have (guess where I get all those tight fitting jeans?). Guess what? There aren’t any to be had. Since, 1990, some 77% of the American textiles workforce has been lost, when China joined the […]

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July 30, 2014

Global Market Comments July 30, 2014 Fiat Lux Featured Trade: (MY OLD PAL, LEONARDO FIBONACCI), (TESTIMONIAL)

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My Old Pal, Leonardo Fibonacci

I remember the 12th century like it was yesterday. In those days, the leading intellectuals used to get together and drink wine by the gallon, which then was really little more than rotten grape juice. The problem was that we all used to pass out before anybody came up with a great idea. Then someone […]

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July 29, 2014

Global Market Comments July 29, 2014 Fiat Lux Featured Trade: (TAKING PROFITS ON MY EURO SHORT), (FXE), (EUO), (HAVE CALM WATERS RETURNED FOR SHIPPING STOCKS?), ($BDI), (DRYS), (SEA), (GNK),  (RIO), (BHP), (KOL), (FXA), (EWA) (TESTIMONIAL) CurrencyShares Euro ETF (FXE) ProShares UltraShort Euro (EUO) Baltic Dry Index ($BDI) DryShips, Inc. (DRYS) Claymore/Delta Global Shipping (SEA) Genco […]

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Taking Profits on my Euro Short

The market marked our Currency Shares Euro Trust (FXE) August, 2014 $136-$138 in-the-money bear put spread at its maximum value of $2.00 last Wednesday. So I accepted the invitation to take profits and get out. For purposes of my P&L I’ll assume that it costs you two cents to execute, so I posted a selling […]

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Have Calm Waters Returned for Shipping Stocks?

The shipping stocks have had an OK year so far in 2014. The big question remains: “Is it real,” and “Is it sustainable?” This sector has been down for so long that most investors left it for dead a long time ago. All that was missing was the tolling of the Lutine Bell at the […]

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July 28, 2014

Global Market Comments July 28, 2014 Fiat Lux SPECIAL ITALY ISSUE Featured Trade: (JULY 30 GLOBAL STRATEGY WEBINAR FROM ZERMATT, SWITZERLAND), (WHAT TO DO ABOUT ITALY?), (EWI), (E), (TI), (LUX), (STM), (FIATY), (FXE) iShares MSCI Italy Capped (EWI) Eni SpA (E) Telecom Italia S.p.A. (TI) Luxottica Group SpA (LUX) STMicroelectronics NV (STM) Fiat S.p.A. (FIATY) […]

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Don’t Miss the July 30 Global Strategy Webinar Live From Zermatt, Switzerland

My next global strategy webinar will be held live from Zermatt, Switzerland on Wednesday, July 30 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell […]

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What to do About Italy?

When British Prime Minister, Winston Churchill, was informed that Italy joined the side of the Germans in the Second World War, he infamously replied, “Well, that’s only fair. They were our allies in the First World War.” Many investment strategists are similarly vexed today, trying to decide what to do about the home of the […]

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July 25, 2014

Global Market Comments July 25, 2014 Fiat Lux Featured Trade: (JULY 30 GLOBAL STRATEGY WEBINAR FROM ZERMATT, SWITZERLAND), (A SPECIAL NOTE ON EXERCISED OPTIONS), (AN AFTERNOON WITH DR. PAUL EHRLICH), (POT), (MOS), (AGU), (CORN), (WEAT), (SOYB) Potash Corp. of Saskatchewan, Inc. (POT) The Mosaic Company (MOS) Agrium Inc. (AGU) Teucrium Corn ETF (CORN) Teucrium Wheat […]

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Don’t Miss the July 30 Global Strategy Webinar Live From Zermatt, Switzerland

My next global strategy webinar will be held live from Zermatt, Switzerland on Wednesday, July 30 at 12:00 PM EDT. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell […]

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