Global Market Comments July 21, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE CASE OF THE MISSING TARIFFS) ($VIX), (MSFT), (GOOGL), (META), (SPY), (QQQ), (CSCO), (TSLA), (AMGN), (MSTR), (AAPL)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or The Case of the Missing Tariffs
21
Jul
Jul
NOTE: This is a Jeffrey Epstein-free letter. The Volatility Index ($VIX) closed on Friday at a lowly $16.45. At that price, the index is predicting that the S&P 500 will move up or down less than 1.05% over the next 30 days. Somehow, I don’t think that is going to happen, especially going into September, […]
“Everybody talks about the Volatility Index (VIX), but the new fear gauge is the 10-year Treasury bond,” said Art Cashin of UBS Financial Services.
Mad Hedge Technology Letter July 18, 2025 Fiat Lux Featured Trade: (THE EYEWEAR PIVOT NOBODY SAW COMING) (META), (ESSILORLUXOTTICA)
Meta (META) migration into the eyewear business is a little bit of a head scratcher until peeling back the layers and really understanding what is going on. EssilorLuxottica’s agreement to prolong its long-term collaboration with Meta Platforms for the development of smart eyewear over the upcoming 10 years is a massive victory for Meta CEO […]
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Jul
“If you can’t make it good, at least make it look good.” – Said American Bill Gates
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price […]
(SUMMARY OF JOHN’S JULY 16, 2025, WEBINAR) July 18, 2025 Hello everyone TITLE Uncertainty Rules TRADE ALERT PERFORMANCE MTD: +2.59% 2025 YTD: +47.76% Trailing One Year Return: +100.45% Average Annualised Return: +51.30% Since inception: +799.65% PORTFOLIO REVIEW Risk On (AMGN) 7/$260-$270 call spread Risk Off (TSLA) 7/$360-$370 put spread (closed […]
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but on rare occasions, it will be to exercise a STOP LOSS at a predetermined price […]
Global Market Comments July 18, 2025 Fiat Lux Featured Trade: (JULY 16 BIWEEKLY STRATEGY WEBINAR Q&A), (GLD), (SLV), (DHI), (LEN), (CCI), (KRE), (META), (NFLX), (AMZN), (SLB), (PPL), (XOM), (OXY), (AGQ), (WFC), (DXJ), (FXE)