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)
Tag Archives: (JPM)
13
Feb
Feb
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 January 16, 2026 Fiat Lux Featured Trade: (JANUARY 14 BIWEEKLY STRATEGY WEBINAR Q&A), (CSCO), (GLD), (MSTR), (JPM), (FXA), (BTC), (SOFI), (HOOD), (UUP)
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Jan
Jan
Below, please find subscribers’ Q&A for the January 14 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Sarasota, FL. Q: How will the Supreme Court rule on the tariffs? A: Well, the fact that they’ve delayed this decision for so long means they’re having a hard time ruling. The actual fact is that the […]
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 14, 2025 Fiat Lux Featured Trade: (HOW TO HANDLE THE FRIDAY, OCTOBER 17, OPTIONS EXPIRATION), (GS), (JPM)
Followers of the Mad Hedge Fund Trader alert service have the good fortune to own three in-the-money options positions that expire on Friday, October 17, and I just want to explain to the newbies how to best maximize their profits. This involves the: (MSTR) $260-$270 call spread […]
Global Market Comments September 22, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WHY THE CRASH WILL START ON NOVEMBER 5) (GS), (JPM), (AAPL), (TLT), (MSFT)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or Why the Crash Will Start on November 5
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Sep
Sep
Perhaps the most intelligent thing said about markets last week came from my old friend and trading adversary, David Tepper, who said he was “long and hated it.” With valuations at historic highs and the economy deteriorating, the market was begging for trouble. “The higher you climb the mountain, the greater the fall on the […]
Global Market Comments September 16, 2025 Fiat Lux Featured Trade: (HOW TO HANDLE THE FRIDAY, SEPTEMBER 19, OPTIONS EXPIRATION) (GS), (JPM)