This Big Pharma’s Grand Divorce Shows Promise

While most corporate breakups end with shareholders reaching for antacids, Novartis (NVS) investors are popping champagne instead. The Swiss pharmaceutical giant’s 2023 divorce from its generics business Sandoz (SDZNY) has transformed the company from a pharmaceutical conglomerate into a focused innovation machine – and the numbers would make even the most jaded among us whistle […]

The Mad Hedge March Traders & Investors Summit Replays are Up!

Learn from 24 of the best professionals in the market with decades of experience and the track records to prove it. They are offering a smorgasbord of successful trading strategies. Every strategy and asset class will be covered, including stocks, bonds, foreign exchange, precious metals, commodities, energy, and real estate. Get the tools to build […]

April 16 Biweekly Strategy Webinar Q&A

Below, please find subscribers’ Q&A for the April 16 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Is it time to get out of the (SH), which is the short S&P 500 LEAPS? A: I would say no. We’re still very deep in the money for the LEAPS I put […]

THIS IS WHAT WINNING THE GPU WAR LOOKS LIKE

(NBIS), (AMZN), (GOOG) You know who isn’t spending $5/hour to run an H100? A company you’ve probably never heard of called Nebius Group (NBIS). While everyone else is throwing money at GPUs like it’s 2021 all over again, Nebius is quietly running sub-$0.03 racks at 90%+ utilization. I’ve toured their facilities. I’ve double-checked the numbers. […]

American Tech Able To Outflank

I understand that the U.S. administration wants to bring back American manufacturing, but that will not include Silicon Valley manufacturing. There is a higher likelihood that if China is a no-go zone, American tech companies will venture out to a low-tariff, cheap labor country to continue their path to profits. If you look through the […]