Global Market Comments March 16, 2018 Fiat Lux Featured Trade: (MARCH 14 GLOBAL STRATEGY WEBINAR Q&A), (TLT), (QCOM), (GS), (NVDA), (PANW), (FEYE), (VIX), (SQM), (SPY), (UUP), (FXE), (FXY) (THE LEAGUE OF EXTRAORDINARY TRADERS)
I hope you remember me. We once met at a luncheon in Paris a number of summers ago.
Thank you for the suggestion you made during the January 31 webinar about the launch of the … [Read More...]
If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JP Morgan. It shows that despite all of the reforms passed after the dotcom
SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows. The State takes both and gives you some watered down milk. FASCISM You have 2 cows. The State takes both and sells you some milk at an inflated price. NAZISM You have 2 cows. The State takes both and
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, NV on Friday, April 6, 2018. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on
With the report this week that America’s birthrate has fallen to a new multi decade low of 1.77 children per family, it is time to once again visit the issue of demographics. They’re just not making Americans anymore, at least not as fast as they used to. That is far below the replacement rate of
If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water