“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
July 1, 2024
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
June 28, 2024
Fiat Lux
Featured Trade:
(THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED),
(COPX), (GLD), (FCX), (BHP), (RIO), (SIL),
(PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
Global Market Comments
June 27, 2024
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, 2024
Fiat Lux
Featured Trade:
(THE EIGHT 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, 2024
Fiat Lux
Featured Trade:
(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.
