Author Archives: april@madhedgefundtrader.com

February 17, 2026

Global Market Comments February 17, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or ABANDON SHIP!), (SPY), (EEM), (EWZ), (XLP), (XLU), (XLRE), (XLE), (XHB), (XLB, (CRM), (XLF), (LSTR), (JBHT), (XLY), (JNJ), (CL), (O), (NEE), (SCHD)

The Market Outlook for the Week Ahead, or Abandon Ship!

I am writing to you offshore from the Falkland Islands near the east coast of Patagonia in Argentina, at 51 degrees south latitude, 59 degrees west longitude. I just completed a hike to the highest peak in the islands, some 2,313 feet, and it was damp, cold, and windy. So, it will take some time […]

The Sideways Price Action And Why?

The AI infrastructure trade is tiring out, and tech stocks aren’t going up in a straight line like they used to. The jury is out now, and shareholders are taking a fine-tooth comb to see which one of these investments will pan out in the future. Results have been harsh, with shareholders penalizing management with […]

February 13, 2026

Global Market Comments February 13, 2026 Fiat Lux Featured Trade: (FEBRUARY 11 BIWEEKLY STRATEGY WEBINAR Q&A), (MSFT), (SNOW), (JPM), (KO), (FXE), (FXA), (FXB), (FXC), (TSLA), (GLD), (SLV), (PANW), (PLTR), (LLY)

February 11 Biweekly Strategy Webinar Q&A

Trader Global Strategy Webinar, broadcast from 65 degrees South in Antarctica. Q: I’m concerned about pressure on software standalones in the face of AI domination; are these stocks a buy, or when will we see the bottom? Are they going out of business? A: Some will and some won’t, such is the nature of technology […]