Author Archives: april@madhedgefundtrader.com

You’ll Want To Leave Before You Should

I remember landing in Tokyo years ago after a brutal trans-Pacific flight, the kind where your body shows up but your brain is still circling somewhere over the Aleutians. It was raining hard, my hotel in Shinjuku was wrapped in scaffolding, and the front desk politely explained that my room wouldn’t be ready for hours. […]

The Next Commodity Supercycle Has Already Started

When I closed out my position in Freeport McMoRan (FCX) near its max profit this week, I received a hurried email from a reader if he should still keep the stock. I replied very quickly: “Hell, yes!” When I toured Australia a couple of years ago, I couldn’t help but notice a surprising number of […]

Turns Out, The Cure Was The Easy Part

I met a young woman in Geneva last year. Mid-20s, poised, bright. She had sickle cell disease and told me her childhood had been a blur of hospital beds and missed school years. Then she mentioned something I didn’t expect. She was part of a Casgevy clinical trial. No crises in over two years. She […]