Newsletters

Global Market Comments January 14, 2026 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 January 13, 2026 Fiat Lux   Featured Trades: (MY OLD PAL, LEONARDO FIBONACCI), (TESTIMONIAL)

Thank John for his ceaseless banter. I enjoy this service so much. Great stories!!!! I hope our paths cross soon. Thank you.   Bill North Carolina  

“When asked how he manages the time to be chairman of Microsoft, run the world’s largest charity, and raise three kids, Bill Gates answered, “I don’t mow the lawn.”  

Global Market Comments January 12, 2026 Fiat Lux   Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or RISK IS RISING), (MSFT), (ABBV), ($VIX), (SPY), (AAPL), (CRWD), (GLD), (SLV), (TSLA), (MSTR), (NVDA)

“Nothing good ever happens under the 200-day moving average,” said my old friend, hedge fund legend Paul Tudor Jones.  

Global Market Comments January 9, 2026 Fiat Lux   Featured Trades: (HOW MY MAD HEDGE AI MARKET TIMING ALGORITHM WORKS)

“The rule book on how things are done and how they will play out you can just throw away right now,” said Scott Minerd of Guggenheim Partners.

Global Market Comments January 8, 2026 Fiat Lux   Featured Trades: (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 January 6, 2026 Fiat Lux   Featured Trades: (TESTIMONIAL) (ALL THAT GLITTERS IS NOW 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 January 5, 2026 Fiat Lux 2026 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (AMZN), (AAPL), (GOOGL), (GS), (MS), (BAC), (C), (BLK), (ABBV), (BIIB), (AMGN), (TSLA), (DHI), (LEN), (PHM), (KBH), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB),

Global Market Comments December 23, 2025 Fiat Lux   Featured Trade: (WEDNESDAY, JANUARY 14, 2026 SARASOTA, FLORIDA STRATEGY LUNCHEON) (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 December 17, 2025 Fiat Lux   Featured Trade: (A CHRISTMAS STORY), (THE U-HAUL 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 December 16, 2025 Fiat Lux   Featured Trade: (TESTIMONIAL) (WHAT EVER HAPPENED TO THE GREAT DEPRESSION DEBT?), ($TNX), (TLT), (TBT)

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