Tag Archives: (BA)

The Market Outlook for the Week Ahead, or The Iran War and Your Portfolio

If you are worried about the Israel-Iraq war causing a third oil shock and sending your portfolio to the junk yard, you can rest easy. Only a few Israeli attacks targeted Iranian oil facilities. It helps that there is a global oil glut and widespread tax-subsidized overproduction. The Strait of Hormuz remains open, which I […]

March 24, 2025

Global Market Comments March 24, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or THE SPECIAL NO CONFIDENCE ISSUE) (GM), (SH), (TSLA), (NVDA), (GLD), (TLT), (LMT), (BA), (NVDA), (GOOGL), (AAPL), (META), (AMZN), (PANW), (ZS), (CYBR), (FTNT), (COST) (AMGN), (ABBV), (BMY), (TSLA), GM), (GLD), (BYDDF)

The Market Outlook for the Week Ahead, or The Special No Confidence Issue

It’s official: Absolutely no one is confident in their long-term economic forecasts right now. I heard it from none other than the chairman of the Federal Reserve himself. The investment rule book has been run through the shredder. It has in fact been deleted. That explains a lot about how markets have been trading this […]