Global Market Comments September 10, 2025 Fiat Lux Featured Trade: (AN INSIDER’S GUIDE TO THE NEXT DECADE OF TECH INVESTMENT), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (META)
Tag Archives: (NFLX)
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
Global Market Comments September 3, 2025 Fiat Lux Featured Trade: (TESTIMONIAL) (HOW TO SPOT A MARKET TOP), (SPY), (NFLX), (TSLA), (PLTR), (LEN), (TLT), (BAC), (MS), (GS)
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It’s fall again, when my most loyal readers are to be found taking transcontinental railroad journeys, crossing the Atlantic in a first-class suite on the Queen Mary 2, or getting the early jump on the Caribbean beaches. What better time to spend your trading profits than after all the kids have gone back to school, […]
Global Market Comments August 21, 2025 Fiat Lux Featured Trade: (MY NEWLY UPDATED LONG-TERM PORTFOLIO)
Global Market Comments August 19, 2025 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 22, INCLINE VILLAGE, NEVADA STRATEGY DINNER) (THE MAD HEDGE DICTIONARY OF TRADING SLANG)
Global Market Comments August 18, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or CLUELESS), (NVDA), (MSFT), (BAC), (DHI), (LEN), (KBH), (PHM), (GLD), (B), (NEM), (AEM), (NFLX), (FCX), (TSLA), (SPY), ($VIX), (CATL)
I usually know what the stock market is going to do 99% of the time. Now is the 1% when I don’t have a clue. Stocks have been on an unprecedented five-month tear, and everything is expensive. The risk/reward of entering new positions here is terrible. Market concentration is incredible, with Microsoft (MSFT) and Nvidia […]
Global Market Comments August 11, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOW TOOK COOK PLUCKED APPLE OUT OF THE FIRE BACK INTO THE FRYING PAN), (SPY), (NVDA), (AAPL), (PANW), (CYBR), (META), (MSFT), (TSLA), (FCX),(NFLX), (GLD), (DGE), (PERP)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or How Tim Cook Plucked Apple Out of the Fire Back into the Frying Pan!
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Economic growth has dropped by 50%-100% in a year, and if you strip out AI investment, the economy actually shrank by 2%. Inflation is rising, with much worse to come, and stocks are at all-time highs both in terms of price and multiples. Markets are now sitting on a knife-edge, and the slightest unforeseen development […]