Author Archives: april@madhedgefundtrader.com

Testimonial

I am writing to apply for the newly available slot in the Mad Hedge Fund Trader Concierge Service, as announced by John Thomas. As a dedicated subscriber to the Mad Hedge Fund Trader for the past 12 months, I have greatly benefited from the insights and strategies provided, and I am eager to elevate my […]

All That Glitters Is Now Not Copper

Those who followed my recommendations to bet heavily in copper plays over the last many years have been handsomely rewarded. Since the move began, Freeport McMoRan (FCX), the top copper producer in the world, has more than doubled. The logic was very simple. Even a stagnant EV market still needs 200 pounds of the red […]

Tech Stock With Multiple Tailwinds

Escalation of a U.S. military involvement in Latin America and around commodity-rich countries will trigger a chain reaction leading to a depreciated U.S. dollar (USD). How is this good for tech stocks? A weaker dollar, in turn, could inflate valuations in technology stocks and digital assets like cryptocurrencies, including Bitcoin (BTC). There’s been some theory […]

January 5, 2026

Global Market Comments January 5, 2026 Fiat Lux 2026 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (AMZN), (AAPL), (GOOGL), (GS), (MS), (BAC), (C), (BLK), (ABBV), (BIIB), (AMGN), (TSLA), (DHI), (LEN), (PHM), (KBH), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB), […]

2026 Annual Asset Class Review

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 […]

You’re Wrong About AI

You’re probably using AI wrong – that’s the message that MIT gave us after their report that 95% of companies in the dataset, generative AI implementations are falling short. Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration. This pours cold water on the concept that […]