Newsletters

Global Market Comments July 3, 2025 Fiat Lux   Featured Trade: (JULY 2 BIWEEKLY STRATEGY WEBINAR Q&A) (SPY), (NVDA), (MSFT), (META), (SNOW), (GOOGL), (DHI), (LEN), (KBH), (FXE), (FXA), (FXY), (FXY), (GLD), (SLV), (PPLT), (ALB), (SQM), (NEM), (ABX)

"The next leg of the bull market is going to have to be a fundamental leg, not a liquidity leg, and investors are in a little bit of a malaise trying to figure that out," said Anthony Scaramucci of Skybridge Capital.  

Global Market Comments July 2, 2025 Fiat Lux   SPECIAL ISSUE ABOUT THE FAR FUTURE Featured Trade: (PEAKING INTO THE FUTURE WITH RAY KURZWEIL), (GOOG), (INTC), (AAPL), (TXN)

"The future ain't what it used to be," said the former New York Yankees baseball manager, Yogi Berra.  

Global Market Comments July 1, 2025 Fiat Lux   Featured Trade: (THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)

"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 June 30, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET) (SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)

"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty," said the late British Prime Minister, Winston Churchill.

Global Market Comments June 27, 2025 Fiat Lux   Featured Trade: (A BUY WRITE PRIMER), (AAPL)

"It is fine to have the longest view in the room, as long as the thing at the end of the vista is a gigantic hill of money," said John Lanchester of The New Yorker magazine.  

Global Market Comments June 26, 2025 Fiat Lux   Featured Trade: (THE NINE WORST TRADES IN HISTORY), (TESTIMONIAL)

“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.  

Global Market Comments June 25, 2025 Fiat Lux   Featured Trade: (MY FAVORITE SECRET ECONOMIC INDICATOR)

“This isn’t a choice between vanilla and chocolate, folks! It’s all rocky road: a few marshmallows to get you excited before the elections, but with a lot of nuts to ruin the aftermath,” said the ever insightful Bill Gross at PIMCO.  

Global Market Comments June 24, 2025 Fiat Lux   Featured Trade: (TESTIMONIAL), (WHAT EVER HAPPENED TO THE GREAT DEPRESSION DEBT?), ($TNX), (TLT), (TBT)

With the national debt becoming a hot-button issue once again, it’s time to revisit one of my favorite stories. When I was a little kid during the early 1950s, my grandfather used to endlessly rail against President Franklin Delano Roosevelt. The WWI veteran, who was mustard-gassed in the trenches of France and drove Red Cross

“Babies born in America today are the luckiest crop in history,” said Oracle of Omaha Warren Buffett.  

Global Market Comments June 23, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WELCOME TO GROUNDHOG DAY)

“Nine-tenths of tactics were certain enough to be teachable in schools. The irrational tenth was like the kingfisher flashing across the schools,” said TE Lawrence, known as Lawrence of Arabia.  

Global Market Comments June 20, 2025 Fiat Lux   Featured Trade: (MY OLD PAL, LEONARDO FIBONACCI), (TESTIMONIAL)