Global Market Comments June 17, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE IRAN WAR AND YOUR PORTFOLIO) ($SPX), ($WTIC), (TSLA), (QQQ), (TLT), (BA), (GLD)
If you are worried about the Israel-Iraq war causing a third oil shock and sending your portfolio to the junk yard, you can rest easy. Only a few Israeli attacks targeted Iranian oil facilities. It helps that there is a global oil glut and widespread tax-subsidized overproduction. The Strait of Hormuz remains open, which I […]
“Almost all asset markets are bubbles and mispriced,” said Bill Gross of bond giant PIMCO.
The healthcare industry, a sector historically characterized by its reactive “sick care” model, stands at the precipice of a profound transformation. Driving this impending revolution is Artificial Intelligence, a powerful force poised to redefine everything from diagnostics and drug discovery to patient engagement and the very economics of care. At the heart of this visionary […]
Mad Hedge Technology Letter June 16, 2025 Fiat Lux Featured Trade: (QUALCOMM PIVOTS TO AI) (QCOM)
Chips companies continue to overcome any type of challenge thrown at them. They climb a wall of worry and keep chugging along. Of course, it helps that they are the cornerstone of the U.S. stock market, with the AI demand causing investors to throw money at these stocks. They also have policy support with for […]
(THE ENERGY SECTOR HAS EMERGED FROM THE QUIET CORNER) June 16, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, June 16 8:30 a.m. Empire State Index (June) Bond market: Auction 20-year bond 11:00 p.m. Japan Rate Decision Previous: 0.5% Forecast: 0.5% Earnings: Lennar Tuesday, June 17 8:30 a.m. Export Price Index […]
When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price […]
(META), (NFLX), (NKE), (SBUX), (GOOGL), (AMZN) Last month, while visiting my daughter at UC Berkeley, I watched her roommate launch a digital blitzkrieg for her grandma’s cookie business using nothing but an iPhone, a $50 budget, and AI tools that would’ve made Don Draper weep into his Old Fashioned. Within hours, AI had cranked out […]
Mad Hedge Technology Letter June 13, 2025 Fiat Lux Featured Trade: (CYBER DEFENSE STOCKS BECOME POPULAR) (PANW), (DDOG), (NET)