Mad Hedge Biotech and Healthcare Letter February 12, 2026 Fiat Lux Featured Trade: (THE 2028 PATENT CLIFF AND OTHER FAIRY TALES) (MRK)
Author Archives: april@madhedgefundtrader.com
I remember sitting in a conference room at Merck’s (MRK) Kenilworth headquarters back in 2014, watching their presentations on some experimental cancer drug called pembrolizumab. Half the analysts in the room were checking their phones. That drug became Keytruda, now pulling in $32 billion annually, and those same analysts are convinced the company’s about to […]
Global Market Comments February 12, 2026 Fiat Lux Featured Trade: (LEARNING THE ART OF RISK CONTROL)
Now that you know how to make money in the market, I’m going to teach you how to hang on to it. There is no point in booking winning trades only to lose the money by making careless mistakes. So today, I am going to talk about risk control. The first goal of risk control […]
Mad Hedge Technology Letter February 11, 2026 Fiat Lux Featured Trade: (RIDE SHARE TECH FALTERING) (LYFT), (UBER)
Ride-sharing tech is no longer in any type of growth phase, and the opportunities to profit are diminishing. This subsector is yet another example of the waning influence of tech stocks and another sign of why the Nasdaq has traded sideways for around the last 5 months. We are exhausting the short-term drivers, and at […]
(THE SILVER STORY IS CURIOUS NOW) February 11, 2026 Hello everyone The debt mountain in the U.S. Credit card balances hit a fresh high in the fourth quarter, rising by $44 billion to $1.28 trillion, according to a new report on household debt by the Federal Reserve Bank of New York […]
Global Market Comments February 11, 2026 Fiat Lux Featured Trade: (SOME SAGE ADVICE ON ASSET ALLOCATION)
Asset allocation is the one question that I get every day, which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $1 billion, are a sophisticated investor or an average Joe, in the top or the […]
Mad Hedge Biotech and Healthcare Letter February 10, 2026 Fiat Lux Featured Trade: ONE INFUSION TO RULE THEM ALL? (NTLA), (PFE), (REGN), (ALNY), (BBIO), (TAK), (CSLLY), (BCRX)