(THE DATA BLACKOUT MIGHT RUIN THE BULLISH RUN) October 6, 2025 Hello everyone WEEK AHEAD CALENDAR Monday Oct. 6 Earnings: Constellation Brands Tuesday Oct.7 8:30 a.m. New York Federal Reserve Bank Director of Research Kartik Athreya speaks at the Orange County Partnership Investor Breakfast. 8:30 a.m. Trade Balance (August) 10:05 […]
Author Archives: april@madhedgefundtrader.com
Global Market Comments October 6, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or FLYING BLIND), (SPY), (GLD), (NFLX), (TSLA), (MSTR)
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During the 1980s, I ran Morgan Stanley’s equity trading desk in London. Every summer, I used to park my family at my villa in the mountains above Cannes in the South of France with a spectacular view of the Mediterranean. On weekends, I would fly down to Cannes in my twin-engine Cessna 340 with the […]
Mad Hedge Technology Letter October 3, 2025 Fiat Lux Featured Trade: (AVOID AI DATA NEWBIE FERMI) (FRMI)
AI mania is here, and readers need to sort through the froth. We are at the stage when companies are trying to get a piece of the AI data center business, with almost no business behind the actual name. Readers need to do analysis with a fine-tooth comb to sort out the winners from the […]
(SUMMARY OF JOHN’S OCTOBER 1, 2025, WEBINAR) October 3, 2025 Hello everyone TITLE Closed for Business TRADE ALERT PERFORMANCE September = +2.45% MTD Since inception = +808.14% 2025 YTD = +56.25% Trailing One Year Return = +87.14% Average Annualised Return =27.85% PORTFOLIO (MSTR) $260-$270 call spread (GS) $700-$710 call […]
Global Market Comments October 3, 2025 Fiat Lux Featured Trade: (OCTOBER 1 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (CCJ), (CST), (SMR), (TSLA), (F), (GM), (USO), (FCX), (GLD), (SLV), (OXY), (BRK/B)
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Below, please find subscribers’ Q&A for the October 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What effect will the government shutdown have on the stock market? A: The answer so far is nothing—absolutely nothing. It appears the President’s strategy is to cut spending only in Democratic states. New […]
Mad Hedge Biotech and Healthcare Letter October 2, 2025 Fiat Lux Featured Trade: (THE DIVIDEND KING THAT KEEPS GROWING ITS KINGDOM) (ABBV), (WBA), (AMGN), (GILD)
A Chicago lawyer named Russ Gremel walked into a brokerage in 1945 with $1,000 and a theory so simple it barely qualified as an investment thesis. He figured people would always need medicine and women would always buy makeup, so he bought shares in Walgreens (WBA) and promptly forgot about them. Seventy years later, when […]