(AGX), (FLR), (KBR), (DY), (STRL), (PRIM), (GVA), (PWR), (WLDN) Most investors wouldn’t know Argan from argon. But while Wall Street throws a party over Nvidia (NVDA) and its AI wunderkinds, a quiet EPC contractor is fueling the entire thing from the ground up. That’s right. Trillion-parameter models don’t run on vibes and silicon alone. They […]
Mad Hedge Technology Letter July 14, 2025 Fiat Lux Featured Trade: (THE TRUTH ABOUT AUTOMATION AND WALL STREET JOBS) (AAPL), (GOOGL), (FB), (AMZN), (NFLX)
Automation is taking place at warp speed, displacing employees from all walks of life. According to a recent report, the U.S. financial industry will dispose of 200,000 workers in the next decade because of automation efficiencies. Yes, humans are going the way of the dodo bird, and banking will effectively become algorithms working for a […]
(THE MARKET APPEARS OPTIMISTIC AS IT FACES A DATA-FILLED WEEK) July 14, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, JULY 14 10:00 p.m. China GDP Growth Previous: 5.4% Forecast: 5.2% Earnings: Fastenal TUESDAY, JULY 15 8:30 a.m. CPI (June) 8:30 a.m. Empire State Index (July) 8:30 a.m. Hourly Earnings final […]
Global Market Comments July 14, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or DON’T FIGHT THE BUBBLE) (AAPL), (GOOGL), (META), (NVDA), (MSFT), (XOM), (WFC), (TSLA), (AMG)
We are in a liquidity-driven market; there is no doubt about it. You can forget about tedious fundamentals, research, price earnings multiples, and GDP reports. They are a waste of time. As long as there is more money going into the market than coming out, prices will rise. The new just passed budget bill has […]
“I know not with what weapons World War III will be fought, but World War IV will be fought with sticks and stones,” said Nobel Prize winner Albert Einstein.
(GOOG) Imagine sitting at a poker table where everyone folds to the guy in sunglasses. They’re convinced he’s bluffing. Meanwhile, you’re holding pocket aces and watching a pot you should be taking grow smaller by the second. That’s where we are with Alphabet (GOOG). Everyone’s obsessing over the AI threat. Few are noticing the opportunity […]
Mad Hedge Technology Letter July 11, 2025 Fiat Lux Featured Trade: (THE FUTURE IS HERE) (NO CODE)
The future is here. No code or low code will bring a raft of new innovative tech companies to market, and we are in the early innings of this transformative development. What is no code? No-code is an approach to designing and using applications that requires zero coding or knowledge of programming languages. This type […]
