Our latest performance run for the ages has delivered unintended consequences once again. One of my Concierge clients bought the bottom of the recent banking crisis crash to load the boat with bank stocks. As a result, he never has to work again, not bad for someone who is only 45. No need for a […]
Hello John and Team, I wanted to reach out today and just let you know how much I am enjoying the process of learning to navigate these financial winds with you as my faithful Captain! I applaud your Robin Hood work and thank you sincerely for your military service! So I am recently transitioning from […]
Mad Hedge Technology Letter September 29, 2025 Fiat Lux Featured Trade: (DEFLATIONARY ENERGY IS HERE IN 2025) (NATRON ENERGY)
China is solely focused on its economic present and future, and that is about to achieve dividends in one of the most dramatic turnarounds in the greater tech sector in possibly the past 20 years. Do not fight this trend – remember that the trend is your friend. It’s your job to position yourself strategically […]
(THE ROTATION IS ON – SMALL CAPS ARE DRAWING ATTENTION) September 29, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, Sept. 29 10:00 a.m. Pending Home Sales Index (August) 10:00 a.m. Pending Home Sales (August) 10:30 a.m. Dallas Fed Index (September) Earnings: Carnival Tuesday, Sept. 30 9:00 a.m. FHFA Home Price […]
Global Market Comments September 29, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE GOVERNMENT SHUTDOWN IS HERE) (SPY), ($INDU), (IWM), (V), (MA), (AXP), (UNG), (CCJ) (XOM), (OXY) (DUK) (TAN), (FSLR)
It looks like the government is going to shut down again for the tenth time since 1976. Whereas earlier shutdowns elicited panic in the markets, this time, we are getting little more than a snore. On average, the S&P 500 index has been virtually unchanged during previous government closures. The biggest decline we have ever […]
“Whatever worry you have, if it’s inflation, if it’s recession, if it’s depression, if it’s the National Debt, gold is the answer,” said my friend John Paulson.
Mad Hedge Technology Letter September 26, 2025 Fiat Lux Featured Trade: (WHY SILICON VALLEY STRUGGLES OVERSEAS) ($COMPQ), (AMZN), (GOOGL), (META), (UBER)
The Silicon Valley bigwigs think it’s a piece of cake. That’s right. Building a tech business is just like flicking your wrist, scaling the software, deploying the AI, tapping that addressable runway, and monetizing its user base. Hold your horses! It’s not that simple – well – at least overseas. Things don’t happen that fast […]
