While driving back from a three-day biotech conference, I got a call from an old friend who runs a major healthcare hedge fund in New York. He was looking for new ideas after taking a beating on some pharma shorts that went sideways during the recent market rally. “What’s worth buying in biotech these days?” […]
Global Market Comments May 15, 2025 Fiat Lux Featured Trade: (HOW TO HANDLE THE FRIDAY, MAY 16 OPTIONS EXPIRATION), (GLD)
Followers of the Mad Hedge Fund Trader alert service have the good fortune to own One in-the-money options position that expires on Friday, May 16, and I just want to explain to the newbies how to best maximize their profits. This involves the: May 16 (GLD) $275-$285 vertical bull call spread Provided that we […]
“The time to worry about the Fed is not when they go from accommodative to neutral, it is when they go from neutral to tight,” said Bill Miller, the legendary former chairman and chief investment officer of Legg Mason Capital Management.
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 […]
The global artificial intelligence landscape is experiencing a significant recalibration as heavyweight tech players, led by chip making giant Nvidia, see their valuations climb on the back of substantial deals with Saudi Arabia. These agreements, part of the Kingdom’s ambitious Vision 2030 to diversify its economy and become a leading AI hub, are stoking investor […]
Mad Hedge Technology Letter May 14, 2025 Fiat Lux Featured Trade: (EXPENSIVE ENERGY A BIG WORRY FOR THE FUTURE OF AI) (AI)
One of the forgotten risks to AI is the energy capacity situation in the United States. Many people forget that AI will require immense energy with a horde of energy-guzzling data centers to facilitate the next tech revolution. Many consumers have come to realize how the cost of energy has skyrocketed lately. There is an […]
(THE QUIET CORNER) May 14, 2025 Hello everyone If history is our guide, what boomed in the last decade may not shine quite so brightly going forward. Two questions for you. What are you focused on in the market right now? And Where are you not looking in the market right […]
Global Market Comments May 14, 2025 Fiat Lux Featured Trade: (A DIFFERENT VIEW OF THE US)