Global Market Comments
August 22, 2025
Fiat Lux
Featured Trade:
(THE MAD HEDGE FUND TRADER ORIGIN STORY)
“Believe nothing that you hear, and half of what you see,” said the legendary investor, Ron Baron.
Global Market Comments
August 21, 2025
Fiat Lux
Featured Trade:
(MY NEWLY UPDATED LONG-TERM PORTFOLIO)
"If horses could have voted, there never would have been cars," said my friend, Tom Friedman, a columnist at the New York Times.
Global Market Comments
August 19, 2025
Fiat Lux
Featured Trade:
(LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 22, INCLINE VILLAGE, NEVADA STRATEGY DINNER)
(THE MAD HEDGE DICTIONARY OF TRADING SLANG)
"Whenever I hear someone in finance say that a one in two-billion-year event just happened, I say that you just demonstrated you have a model for measuring tail risk that isn't any good," said former Treasury Secretary and Harvard University President Larry Summers.
Global Market Comments
August 18, 2025
Fiat Lux
Featured Trade:
(MARKET OUTLOOK FOR THE WEEK AHEAD, or CLUELESS),
(NVDA), (MSFT), (BAC), (DHI), (LEN), (KBH), (PHM), (GLD), (B),
(NEM), (AEM), (NFLX), (FCX), (TSLA), (SPY), ($VIX), (CATL)
“We can lead, but we cannot carry,” said Mike Ryan, chief investment strategist at UBS, about America’s role in the global economy.
Global Market Comments
August 15, 2025
Fiat Lux
Featured Trade:
(AUGUST 13 BIWEEKLY STRATEGY WEBINAR Q&A),
(ALB), (TSLA), (FCX), (GLD), (NVDA), (TLT)
“It’s really dangerous to look for rationality in the market, so much of it is psychology…. Stocks will rotate from flawless to hopeless,” said Howard Marks of Oaktree Capital Management.