Global Market Comments February 23, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE VIEW FROM THE ANDES), (SPY), (TLT), (GLD), (SLV), ($VIX), (FCX), (CCJ), (XLU), (XLC), (XLE), (USO), (TAN)
Tag Archives: (FCX)
23
Feb
Feb
I am writing this to you from a $13 a day dive hotel walking distance from Cusco airport in Peru. I am returning from another bucket list item, climbing Machu Picchu, which, 500 years ago, was a royal Inca retreat. I was headed back to Lima to complete my research on the lithium mines here […]
Global Market Comments January 8, 2026 Fiat Lux Featured Trades: (THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
When I closed out my position in Freeport McMoRan (FCX) near its max profit this week, I received a hurried email from a reader if he should still keep the stock. I replied very quickly: “Hell, yes!” When I toured Australia a couple of years ago, I couldn’t help but notice a surprising number of […]
Global Market Comments January 6, 2026 Fiat Lux Featured Trades: (TESTIMONIAL) (ALL THAT GLITTERS IS NOW COPPER) (FCX), (COPX)
06
Jan
Jan
Those who followed my recommendations to bet heavily in copper plays over the last many years have been handsomely rewarded. Since the move began, Freeport McMoRan (FCX), the top copper producer in the world, has more than doubled. The logic was very simple. Even a stagnant EV market still needs 200 pounds of the red […]
Global Market Comments January 5, 2026 Fiat Lux 2026 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (AMZN), (AAPL), (GOOGL), (GS), (MS), (BAC), (C), (BLK), (ABBV), (BIIB), (AMGN), (TSLA), (DHI), (LEN), (PHM), (KBH), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB), […]
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini could navigate it. Not made for […]
Global Market Comments October 3, 2025 Fiat Lux Featured Trade: (OCTOBER 1 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (CCJ), (CST), (SMR), (TSLA), (F), (GM), (USO), (FCX), (GLD), (SLV), (OXY), (BRK/B)
03
Oct
Oct
Below, please find subscribers’ Q&A for the October 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What effect will the government shutdown have on the stock market? A: The answer so far is nothing—absolutely nothing. It appears the President’s strategy is to cut spending only in Democratic states. New […]