Author Archives: april@madhedgefundtrader.com

French Benefits

I was having dinner with a former Sanofi (SNY) executive last month and he said something that’s been rattling around in my head ever since. “You know, John,” he told me, swirling his glass, “the smartest thing we ever did was betting on Regeneron (REGN) back in ’07 when everyone thought the world was ending.” […]

Friday, August 22, 2025 Incline Village, Nevada Global Strategy Dinner

Come join me for dinner at the Mad Hedge Fund Trader’s Global Strategy Dinner, which I will be conducting in Incline Village, Nevada, on Friday, August 22. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious […]

How To Read The Mad Hedge Daily Position Sheet

We have recently had a large influx of new subscribers. Perhaps it is because they possess the same vision as I that we are in an extended bull market driven by hyper-accelerating technology that could continue for another five years, and that we will likely see the S&P 500 above 6,000 by year’s end. Therefore, […]

Meta Gears Up For Super Artificial Intelligence

CEO of Meta (META) Mark Zuckerberg announced that we are getting closer to Super AI. It means his team is making progress. Meta is infamously playing catch-up after a botched Llama 4 model didn’t make the cut. Now, Zuck is spending big bucks and plans to spend $72 billion in infrastructure this year related to […]