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)
Category Archives: Newsletter
When I closed out my position in Freeport McMoRan (FCX) near its max profit this week, I received a hurried email from a reader if he should still keep the stock. I replied very quickly: “Hell, yes!” When I toured Australia a couple of years ago, I couldn’t help but notice a surprising number of […]
“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)
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I am writing to apply for the newly available slot in the Mad Hedge Fund Trader Concierge Service, as announced by John Thomas. As a dedicated subscriber to the Mad Hedge Fund Trader for the past 12 months, I have greatly benefited from the insights and strategies provided, and I am eager to elevate my […]
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Those who followed my recommendations to bet heavily in copper plays over the last many years have been handsomely rewarded. Since the move began, Freeport McMoRan (FCX), the top copper producer in the world, has more than doubled. The logic was very simple. Even a stagnant EV market still needs 200 pounds of the red […]
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“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), […]
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini could navigate it. Not made for […]
Global Market Comments December 23, 2025 Fiat Lux Featured Trade: (WEDNESDAY, JANUARY 14, 2026 SARASOTA, FLORIDA STRATEGY LUNCHEON) (A BUY WRITE PRIMER), (AAPL)