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: (XLE)
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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)
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 November 14, 2025 Fiat Lux Featured Trade: (NOVEMBER 12 BIWEEKLY STRATEGY WEBINAR Q&A), (SLV), (SMR), (CCJ), (USO), (XLE), (XOM), (OXY), (UNG), (TSLA), GDX), (B), (NEM), (WPM), (PPLT), (ARKK), MU)