There is only one number traders and fund managers need to know that came out of the US budget for fiscal 2026, which starts on October 1, 2025: $5.0 trillion. This is the new debt ceiling increase that was signed into law on Friday and is guaranteed to take the National Debt from $37 trillion […]
Category Archives: Newsletter
07
Jul
Jul
“Send us your freaks,” said an Amazon human resources executive to a temp agency during its early days.
Global Market Comments July 3, 2025 Fiat Lux Featured Trade: (JULY 2 BIWEEKLY STRATEGY WEBINAR Q&A) (SPY), (NVDA), (MSFT), (META), (SNOW), (GOOGL), (DHI), (LEN), (KBH), (FXE), (FXA), (FXY), (FXY), (GLD), (SLV), (PPLT), (ALB), (SQM), (NEM), (ABX)
Below, please find subscribers’ Q&A for the July 2 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What kind of market are we in right now? A: We’re in what I call a “Looking Glass Market” — everything you see is the reverse of reality. Despite extreme volatility, the broader […]
“The next leg of the bull market is going to have to be a fundamental leg, not a liquidity leg, and investors are in a little bit of a malaise trying to figure that out,” said Anthony Scaramucci of Skybridge Capital.
Global Market Comments July 2, 2025 Fiat Lux SPECIAL ISSUE ABOUT THE FAR FUTURE Featured Trade: (PEAKING INTO THE FUTURE WITH RAY KURZWEIL), (GOOG), (INTC), (AAPL), (TXN)
Global Market Comments July 1, 2025 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 30, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET) (SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)
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Jun
Jun
We all read Alice in Wonderland when we were kids. In it, Alice enters a strange world where everything is the opposite of reality. Chess pieces can walk, and cats can talk. Traders these days can be forgiven for believing that they have also stepped through the looking glass and entered a strange world where […]
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty,” said the late British Prime Minister, Winston Churchill.