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: (SPY)
23
Feb
Feb
I am writing this to you from a $13 a day dive hotel walking distance from Cusco airport in Peru. I am returning from another bucket list item, climbing Machu Picchu, which, 500 years ago, was a royal Inca retreat. I was headed back to Lima to complete my research on the lithium mines here […]
Global Market Comments February 17, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or ABANDON SHIP!), (SPY), (EEM), (EWZ), (XLP), (XLU), (XLRE), (XLE), (XHB), (XLB, (CRM), (XLF), (LSTR), (JBHT), (XLY), (JNJ), (CL), (O), (NEE), (SCHD)
Global Market Comments January 26, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or TACO RIDES AGAIN!), (SPY), ($INDU), (GLD), (B), (NEM), (GDX), (GS), (TLT), (KO), (CSCO), (MDLZ), (TAN), (BA), (MOS), (IPI), (MU)
26
Jan
Jan
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 […]
Global Market Comments January 22, 2026 Fiat Lux Featured Trade: (FRIDAY, FEBRUARY 13, 2026 ANTARCTICA STRATEGY LUNCHEON) (A CHEAP HEDGE FOR THIS MARKET), ($VIX), (VXX), (SPY), (GS), (GLD)
Global Market Comments January 12, 2026 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or RISK IS RISING), (MSFT), (ABBV), ($VIX), (SPY), (AAPL), (CRWD), (GLD), (SLV), (TSLA), (MSTR), (NVDA)
12
Jan
Jan
On Saturday night, I received an urgent call from a Mad Hedge Concierge client who was expecting a stock market crash to ensue at any time. Would the US attack on Venezuela be the trigger? Not a chance, I answered. The military action would have no market impact. If anything, the removal of uncertainty in […]
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 […]