You know what reminds me of those garage sales where some young couple sells their grandmother’s antique furniture for $20 because they think it’s old junk? That’s exactly what’s happening with Bristol-Myers Squibb (BMY) right now, and frankly, it’s driving me nuts watching all this perfectly good money get tossed aside. I was having lunch […]
Global Market Comments September 9, 2025 Fiat Lux Featured Trade: (A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY UPDATED), (GS)
Occasionally, I get a call from Concierge members asking what to do when their short positions in options are assigned or called away. The answer was very simple: fall down on your knees and thank your lucky stars. You have just made the maximum possible profit for your position instantly. We have the good fortune […]
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“The Fed can print dollars, but it can’t print confidence,” said David Bianco, chief equity strategist at Bank of America Merrill Lynch.
Mad Hedge Technology Letter September 8, 2025 Fiat Lux Featured Trade: (TAKE A LOOK AT AI DATA CENTERS) (VRT), (ETN)
What is the trend that will power AI stocks through the rest of 2025? AI data center stocks and the acceleration of it. A great deal has been promised by AI, and none of this can happen without the data capacity. The build-out has been nothing short of breathtaking, with billions upon billions being thrown […]
(A WEAK LABOUR MARKET ALMOST GUARANTEES A RATE CUT) September 8, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, September 8 3:00 p.m. Consumer Credit (July) 8:30 p.m. Australia Consumer Confidence Previous: 5.7% Forecast: 1.0% Tuesday, September 9 6:00 a.m. NFIB Small Business Index (August) Earnings: Synopsys, Oracle Wednesday, September […]
Global Market Comments September 8, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WATCHING HISTORY RHYME) (GS), (JPM), ($VIX), (CRM)
I have been predicting all year that the government’s new and untested economic policies would produce stagflation. Well, we certainly got the “Stag” on Friday with the most disastrous jobs report since the Pandemic. Will the “flation” follow with the Consumer Price Index this coming Thursday? Nonfarm Payroll certainly broke all recent records, proving how […]
“There is tremendous amounts of money sitting on the sidelines. There is enormous M&A activity. The greatest thinkers in the corporate world are saying that it is cheaper to buy than to build. This says to me that the stock market still has value in it. We’re a long way from expensive,” said Milton Ezrati, […]