January 21, 2026

  (GEOPOLITICS COULD EVENTUALLY WAKE UP THE BEAR AND TOPPLE MARKETS)   January 21, 2026   Hello everyone WEEK AHEAD CALENDAR Monday, Jan. 19 Martin Luther King Day – stock market and bond markets are closed.   Tuesday Jan. 20 Earnings: Fastenal, Netflix, Interactive Brokers Group, United Airlines, U.S. Bancorp, 3M, KeyCorp, Fifth Third Bancorp, […]

Friday, January 30, 2026 Buenos Aires, Argentina Strategy Luncheon

    Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Buenos Aires, Argentina on Friday, January 30, 2026. The cost of the luncheon will be $247. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I will […]

Friday, January 30, 2026 Buenos Aires, Argentina Strategy Luncheon

    Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Buenos Aires, Argentina on Friday, January 30, 2026. The cost of the luncheon will be $247. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I will […]

The Ultra Bull Case for Gold

I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true value, and that the barbaric relic is really worth $5,000, $10,000, or even $50,000 an ounce (GLD). They claim the move in the yellow metal we are seeing is only […]

Friday, February 13, 2026 Antarctica Strategy Luncheon

  Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting off the coast of Antarctica on Friday, February 13, 2026. The meeting will take place on a Celebrity cruise that departs for Buenos Aires, Argentina on Saturday, January 31. I just checked, and there are […]

Front-Running From The Rear

Let’s be honest. No one wakes up thinking, “You know what would really make this week great? A colonoscopy.” Which is precisely why Guardant Health’s (GH) blood-based Shield test is one of the smartest plays in diagnostics right now. It lets people screen for colorectal cancer without, well… going there. It’s the rare biotech innovation […]