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: (GLD)
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 February 13, 2026 Fiat Lux Featured Trade: (FEBRUARY 11 BIWEEKLY STRATEGY WEBINAR Q&A), (MSFT), (SNOW), (JPM), (KO), (FXE), (FXA), (FXB), (FXC), (TSLA), (GLD), (SLV), (PANW), (PLTR), (LLY)
Trader Global Strategy Webinar, broadcast from 65 degrees South in Antarctica. Q: I’m concerned about pressure on software standalones in the face of AI domination; are these stocks a buy, or when will we see the bottom? Are they going out of business? A: Some will and some won’t, such is the nature of technology […]
Global Market Comments February 2, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or GOLD, SILVER, AND BITCOIN CRASH!) (GLD), (SLV), (B), (NEM), (GDX), (T), (VZ), (XLP), (GME), (PLTR), (XOM), (IWM), (AAPL), (AMZN), (MSFT)
I am writing this to you from the Celebrity Equinox from 37 degrees South latitude, 55 degrees West longitude in the South Atlantic off the east coast of Argentina. We are headed 194 degrees South, and it is a balmy 75 degrees. The sea is completely flat, with waves less than a meter. I’m told […]
Global Market Comments January 30, 2026 Fiat Lux Featured Trade: (JANUARY 28 BIWEEKLY STRATEGY WEBINAR Q&A), (MUB), (UUP), (USO), (HAL), (SLB), (CCJ), (CBOE), (GLD), (TLT), (META), (MSTR), (HOOD), (COIN), (NVDA), (SLV), (GME), (AAPL)
Below, please find subscribers’ Q&A for the January 28 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Miami Beach, FL. Q: Are Municipal Bonds (MUB) a good investment? A: I would say yes. You get the tax-free status if you have a local muni bond that’s yielding over 5%, which you can get if […]
Global Market Comments January 26, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or TACO RIDES AGAIN!), (SPY), ($INDU), (GLD), (B), (NEM), (GDX), (GS), (TLT), (KO), (CSCO), (MDLZ), (TAN), (BA), (MOS), (IPI), (MU)
TACO rides again, or Trump Always Chickens Out. Trump threatened WWIII over his proposed Greenland takeover, then declared victory over obtaining something the US already had, the right to have bases in Greenland. Russia and China are laughing. The Dow gapped down 1,200 points, then rallied 1,200 to leave us unchanged on the week. The […]




