Mad Hedge Technology Letter November 17, 2025 Fiat Lux Featured Trade: (GOOGL PICKS UP A DONOR) (GOOGL), (BRK-B)
Author Archives: april@madhedgefundtrader.com
In the high-stakes of tech investing, Warren Buffett’s Berkshire Hathaway (BRK-B) $5 billion investment is an insight into the state of the tech sector. Suddenly, this is a signal that capital is rotating from the uber-growth stocks like MicroStrategy (MSTR) to more conservative based tech stocks like Google (GOOGL). The window of opportunity is getting […]
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“The greatest successes come from having the freedom to fail.” – Said CEO of META Mark Zuckerberg
(AUSTRALIA IS STUCK WHEN IT COMES TO AI ADOPTION) November 17, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, Nov. 17 9:30 a.m. Empire State manufacturing Nov. survey Tuesday, Nov. 18 9:15 a.m. Industrial production (Oct.) 10:00 a.m. Home builder confidence index (Nov.) 10:00 a.m. Business inventories Earnings: Home Depot, Medtronic […]
Global Market Comments November 17, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or IT’S ALL ABOUT INTEREST RATES), (HOOD), (CRWV), (BTC), (ORCL), (NFLX), (GS), (ZM), (MS), (BLK), (GT), (WHR), ORCL), (INTC), (BABA)
Up until October 28, the market has been discounting another cut in interest rates by 25 basis points at the next Fed meeting on December 10. Since October 28, the market has been backing out that expectation, giving us a 4.4% correction in the S&P 500 (SPY). The sell-off had been led by the Magnificent […]
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“It’s a terrible mistake to own something, just because somebody else owns it, even if that other persona is Benjamin Graham, the head of investing,” said Oracle of Omaha, Warren Buffett.
Mad Hedge Technology Letter November 14, 2025 Fiat Lux Featured Trade: (BITCOIN HIT HARD IN THE SHORT-TERM) (BTC), (MSTR), (IBIT)
Readers need to digest Bitcoin getting whacked over the head with a glass beer bottle. Bitcoin’s brutal 21% selloff from its October peak to sub-$96,000 levels signals to us that we are stuck in risk-off mode. November is usually the time for the Santa Claus rally, but a series of high-profile gaffes by tech CEOs […]
“You want to be extra rigorous about making the best possible thing you can.” – Said Elon Musk