Tag Archives: (SPY)

May 14 Biweekly Strategy Webinar Q&A

Below, please find subscribers’ Q&A for the May 14 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What are the chances of Tesla (TSLA) getting their robotaxis up this year? A: No chance. Elon Musk is someone who overpromises and underdelivers on timetables. He uses that as a whip to […]

The Market Outlook for the Week Ahead, or Waiting for the Missiles to Hit

When I was in Ukraine, the air raid sirens used to go off every night exactly at 2:00 AM. The Russian goal was to deprive the civilian population of sleep and to make their lives miserable. It was also when the country was least able to defend itself. You knew the missiles were on the […]

May 6, 2025

Global Market Comments May 6, 2025 Fiat Lux   Featured Trade: (THEY’RE NOT MAKING AMERICANS ANYMORE) (SPY), (EWJ), (EWL), (EWU), (EWG), (EWY), (FXI), (EIRL), (GREK), (EWP), (IDX), (EPOL), (TUR), (EWZ), (PIN), (EIS)

They’re Not Making Americans Anymore

If demographics are destiny, then America’s future looks bleak. You see, they’re just not making Americans anymore. At least that is the sobering conclusion of the latest Economist magazine survey of the global demographic picture. I have long been a fan of demographic investing, which creates opportunities for traders to execute on what I call […]

The Market Outlook for the Week Ahead, or Expensive Again

We certainly are having to work hard for our crust of bread in the stock market this year. April brought us the fastest downturn in stocks in 16 years, immediately followed by the sharpest upturn in 21 years. It’s like running for a treadmill heart test, but a sadistic doctor keeps raising the angle of […]

The Market Outlook for the Week Ahead, or Here’s the Best Case Scenario

Last week, a concierge customer asked me an excellent question. Having correctly called the top in this market to the hour, what would it take for me to go all in on the long side and get maximum bullish? With everyone now laser-focused on downside risks, which was really a last February game, I thought […]