Come join me for the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting high in the Alps in Zermatt, Switzerland. The event begins at 12:00 noon on Friday, July 26, 2024.
A three-course meal will be provided and there will be an open discussion on the crucial issues facing investors today. You are welcome to attend in your mountain climbing gear, if necessary. One year, a guest descended from the Matterhorn summit to attend.
I’ll be giving you my up-to-date view on stocks, bonds, foreign currencies, commodities, precious metals, energy, and real estate. And to keep you in suspense, I’ll be throwing a few surprises out there too. Tickets are available for $277.
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 event will be held at a central Zermatt hotel, the details of which will be emailed directly to you with your confirmation.
I look forward to meeting you, and thank you for supporting my research.
To purchase tickets for this luncheon, please click here.
Global Market Comments
July 15, 2024
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or SEA CHANGE), (BB RATED BANKS LOANS), and (RESCUING THE USS POTOMAC),
(TLT), (JNK), (SLRN), (BRLN), (BKLN), (FFRHX), (WES), (CCI), (GLD), (DE), (BRK/B), (TSLA), (NVDA).
Global Market Comments
July 11, 2024
Fiat Lux
Featured Trade:
(JULY 10 BIWEEKLY STRATEGY WEBINAR Q&A),
(TSLA), (NVDA), (COPX), (CMG), (TLT), (TBT)
“No matter who wins the election, we still have a lot of wood to chop. There is no way we continue to run huge deficits without a severe market consequence,” said my old friend and former client, Leon Cooperman, CEO of mega hedge fund Omega Advisors.
Global Market Comments
July 10, 2024
Fiat Lux
Featured Trade:
(DINNER WITH DAVID POGUE),
(TSLA)
“We weren’t treated as humans. We weren’t even treated as robots. We were all just part of the data stream,” said one of 600,000 Amazon fulfillment center workers.
Global Market Comments
July 9, 2024
Fiat Lux
Featured Trade:
(ALL THAT GLITTERS IS NOW NOT COPPER)
(FCX), (COPX)
“There is a better chance that hockey is banned in Thunder Bay, Ontario, than the USA seeing a sustained 4% GDP growth rate when oil is above $100/barrel,” said Keith R. McCullough, CEO of Hedgeye Risk Management.
Global Market Comments
July 8, 2024
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD,
and NORTH TO ALASKA),
(NVDA)
“Analysts don’t know preferred stock from livestock,” said Gordon Gekko in the classic film Wall Street.