“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 Market Comments
July 22, 2024
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GREAT ROTATION IS ON)
Global Market Comments
July 19, 2024
Fiat Lux
Featured Trade:
(THE BARBELL PLAY WITH BERKSHIRE HATHAWAY),
(BRK/B)
“Either you figured it out in a day or two or you were dead,” said the late Battle of Britain Spitfire pilot, John Schooling, and my aerobatics instructor in England 40 years ago.
Global Market Comments
July 18, 2024
Fiat Lux
Featured Trade:
(AUGUST 15, 2024 LONDON, ENGLAND STRATEGY LUNCHEON)
(WHY GOLD IS GOING TO A NEW HIGH),
(GLD), (GOLD), (NEM), (GDX)
“There is no vaccine for credit losses….bank provisions will be in the trillions,” said bank analyst Chris Whelan.
Global Market Comments
July 17, 2024
Fiat Lux
Featured Trade:
(AUGUST 5 VILNIUS LITHUANIA STRATEGY LUNCHEON)
(COULD YOU QUALIFY TO BECOME A U.S. CITIZEN?)
"If there were no way to short stocks, the probability of stock market bubbles would be much greater," said hedge fund manager Bill Ackman of Pershing Square.
Global Market Comments
July 16, 2024
Fiat Lux
Featured Trade:
(FRIDAY, JULY 26, 2024 ZERMATT, SWITZERLAND STRATEGY LUNCHEON)
(THE KINDLE EDITION OF THE JOHN THOMAS BIO IS OUT)
