There is no doubt that the “underground” economy is growing. No, I’m not talking about violent crime, drug dealing, or prostitution. Those are all largely driven by demographics, which right now are at a low ebb. I’m referring to the portion of the economy that the government can’t see and therefore is not counted in […]
“This is an epic bond bubble that we may have just seen the end of, not only here, but in Europe too,” said Peter Boockvar, chief investment officer at Bleakly Financial Group.
Mad Hedge Biotech and Healthcare Letter March 20, 2025 Fiat Lux Featured Trade: (WHEN SILENCE IS GOLDEN) (ALNY), (PFE)
I was halfway through my morning coffee when my trader buddy in New York called me at some ungodly pre-market hour. He’s one of those Wall Street guys who never sleeps and hasn’t taken a real vacation since the Reagan administration. “So what’s your take on Alnylam?” he barked, not bothering with pleasantries. “Stock’s been […]
Global Market Comments March 25, 2025 Fiat Lux Featured Trade: (THE ULTRA BULL CASE FOR GOLD) (GLD), (UGL), (GOLD), (NEM)
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(NVDA), (AAPL), (NFLX), (AMD), (IBM), (AMZN), (GOOGL), (META) I was sipping an overpriced airport cappuccino when Jensen Huang strutted onto the GTC 2025 stage. My seatmate didn’t recognize him, but I’d been at a private dinner with one of Nvidia’s VPs the night before. After 40 years covering tech from Tokyo to Wall Street, you […]
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 […]
Mad Hedge Technology Letter March 24, 2025 Fiat Lux Featured Trade: (23ANDME GETS DUMPED) (ME)
Tech is full of ideas swept into the dustbin of history, and 23andMe is just another blatant example of it. Mr. Market decides the fate of these public companies and nobody else. Remember they went public when there was more money than common sense. Interest rates were low and half-baked tech ideas were getting funded […]
(MARKETS ARE DEFINED BY UNCERTAINTY) March 24, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, March 24 8:30 a.m. Chicago Fed National Activity Index (February) 9:45 a.m. PMI Composite preliminary (March) 9:45 a.m. S&P PMI Manufacturing preliminary (March) 9:45 a.m. S&P PMI Services preliminary (March) Tuesday, March 25 9:00 a.m. FHFA Home Price […]