Global Market Comments
December 30, 2013
Fiat Lux
Featured Trades:
(BE CAREFUL WHO YOU SNITCH ON),
(A CONVERSATION WITH THE BOOTS ON THE GROUND),
(DINNER WITH JOSEPH STIGLITZ)
Global Market Comments
December 26, 2013
Fiat Lux
Featured Trade:
(INDIA IS CATCHING UP WITH CHINA),
(PIN), (FXI),
(WHO SAYS HEDGE FUNDS AREN?T ADDING VALUE?)
(PETER F. DRUCKER ON MANAGEMENT)
PowerShares India (PIN)
iShares China Large-Cap (FXI)
Global Market Comments
December 24, 2013
Fiat Lux
Featured Trades:
(A CHRISTMAS STORY),
(THE U-HAUL INDICATOR)
Global Market Comments
December 23, 2013
Fiat Lux
Featured Trade:
(THE ONE BRIGHT SPOT IN REAL ESTATE),
(A SHORT HISTORY OF HEDGE FUNDS),
(THE POPULATION BOMB ECHOES), (POT), (MOS), (AGU),
(THANK GOODNESS I DON?T LIVE IN SWEDEN), (EWD)
Potash Corp. of Saskatchewan, Inc. (POT)
The Mosaic Company (MOS)
Agrium Inc. (AGU)
iShares MSCI Sweden (EWD)
Global Market Comments
December 20, 2013
Fiat Lux
SPECIAL END OF YEAR ISSUE
Featured Trades:
(GO LONG CHRISTMAS CHEER AND HOT BUTTERED RUM),
(A SPECIAL NOTE ON EXERCISED OPTIONS)
Global Market Comments
December 19, 2013
Fiat Lux
Featured Trade:
(MAD HEDGE FUND TRADER PROFIT HITS 63%),
(SPY), (TLT), (FXY), (SFTBY), (AAPL), (XLF),
(I WAS WRONG?.BUT IT DIDN?T MATTER)
(A DIFFERENT VIEW OF THE US)
(THE STRUCTURAL BEAR CASE FOR TREASURY BONDS),
(TLT), (TBT)
SPDR S&P 500 (SPY)
iShares 20+ Year Treasury Bond (TLT)
CurrencyShares Japanese Yen Trust (FXY)
SoftBank Corp. (SFTBY)
Apple Inc. (AAPL)
Financial Select Sector SPDR (XLF)
ProShares UltraShort 20+ Year Treasury (TBT)
Global Market Comments
December 18, 2013
Fiat Lux
Featured Trade:
(THE RECEPTION THAT THE STARS FELL UPON),
(NLR), (CCJ), (CORN), (WEAT), (SOYB), (DBA),
(OIL ISN?T WHAT IT USED TO BE), (USO),
(TAKING A BITE OUT OF STEALTH INFLATION), (SGG), (WEAT)
Market Vectors Uranium+Nuclear Enrgy ETF (NLR)
Cameco Corporation (CCJ)
Teucrium Corn (CORN)
Teucrium Wheat (WEAT)
Teucrium Soybean (SOYB)
PowerShares DB Agriculture (DBA)
United States Oil (USO)
iPath DJ-UBS Sugar TR Sub-Idx ETN (SGG)
Global Market Comments
December 17, 2013
Fiat Lux
Featured Trade:
(THE RISING DRUMBEAT FOR ALIBABA),
(SFTBY), (S), (TMUS), (T),
(RAMPANT WAGE INFLATION STRIKES CHINA), (FXI)
(CHECK OUT OBAMA?S LATEST STIMULUS PLAN),
(TESTIMONIAL)
SoftBank Corp. (SFTBY)
Sprint Corporation (S)
T-Mobile US, Inc. (TMUS)
AT&T, Inc. (T)
iShares China Large-Cap (FXI)
Global Market Comments
December 16, 2013
Fiat Lux
Featured Trade:
(REPORT FROM THE FROZEN WASTELANDS OF THE WEST)
Global Market Comments
December 13, 2013
Fiat Lux
Featured Trade:
(DECEMBER 18 GLOBAL STRATEGY WEBINAR),
(MY MARKET TAKE FOR THE REST OF 2013),
(DOUBLING UP ON SOFTBANK), (SFTBY)
(SPY), (XLF), (TLT), (FXY), (SFTBY), (AAPL),
(TESTIMONIAL)
SoftBank Corp. (SFTBY)
SPDR S&P 500 (SPY)
Financial Select Sector SPDR (XLF)
iShares 20+ Year Treasury Bond (TLT)
CurrencyShares Japanese Yen Trust (FXY)
Apple Inc. (AAPL)