Global Market Comments January 23, 2026 Fiat Lux Featured Trade: (THE KINDLE EDITION OF THE JOHN THOMAS BIO IS OUT)
Author Archives: april@madhedgefundtrader.com
Mad Hedge Technology Letter January 23, 2026 Fiat Lux Featured Trade: (THE UNBEATABLE PARTNERSHIP) (EMR), (GRMN), (AMBA), (NVDA), (DXCM), (CSCO), (INTC), (QCOM)
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Amazon has published a Kindle eBook of the autobiography A Life Well Lived – Part I: 60 Years of Memories of the Mad Hedge Fund Trader. The book is offered for sale at a bargain price of $9.99, and I am told it was a best seller on the recent Alaska cruise of Cunard’s Queen […]
Mad Hedge Biotech and Healthcare Letter January 22, 2026 Fiat Lux Featured Trade: (THE HIGH COST OF BEING FIRST) (NVO), (LLY)
There is a predictable arc to every great pharmaceutical story. First comes disbelief, then euphoria, then inevitability, and finally punishment for having believed too much of your own press. Novo Nordisk (NVO) reached that final phase in 2025, not because semaglutide stopped working, but because investors forgot how brutally unforgiving this business becomes once expectations […]
Global Market Comments January 22, 2026 Fiat Lux Featured Trade: (FRIDAY, FEBRUARY 13, 2026 ANTARCTICA STRATEGY LUNCHEON) (A CHEAP HEDGE FOR THIS MARKET), ($VIX), (VXX), (SPY), (GS), (GLD)
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Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting off the coast of Antarctica on Friday, February 13, 2026. The meeting will take place on a Celebrity cruise that departs for Buenos Aires, Argentina on Saturday, January 31. I just checked, and there are […]
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The S&P 500 is now at an all-time high of 7,000 and is showing definitive signs of rolling over. So financial advisors, pension fund managers, and cautious individuals have been ringing me up asking what the best way is to hedge the heady 84% gains of the past three years. You can forget about buying […]
Software is starting to hurt, and the results are not pretty. Many industries have been damaged by AI and many have been non-tech industries. Examples are found everywhere. Now, try to process the fact that AI is starting to gut the software as a subscription business. This is not just a warning sign – this […]
(GEOPOLITICS COULD EVENTUALLY WAKE UP THE BEAR AND TOPPLE MARKETS) January 21, 2026 Hello everyone WEEK AHEAD CALENDAR Monday, Jan. 19 Martin Luther King Day – stock market and bond markets are closed. Tuesday Jan. 20 Earnings: Fastenal, Netflix, Interactive Brokers Group, United Airlines, U.S. Bancorp, 3M, KeyCorp, Fifth Third Bancorp, […]