“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)
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).
“Apple is an electric utility now. People don’t want them changing the wall sockets. People will pay them not to change,” said Roger McNamee, cofounder of venture capitalist Elevation Partners.
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)