Global Market Comments January 9, 2026 Fiat Lux Featured Trades: (HOW MY MAD HEDGE AI MARKET TIMING ALGORITHM WORKS)
Since we have just taken in a large number of new subscribers from around the world, I will go through the basics of my Mad Hedge AI Market Timing Index one more time. I have tried to make this as easy to use as possible, even devoid of the thought process. When the index is […]
“The rule book on how things are done and how they will play out you can just throw away right now,” said Scott Minerd of Guggenheim Partners.
Mad Hedge Biotech and Healthcare Letter January 8, 2026 Fiat Lux Featured Trade: (YOU’LL WANT TO LEAVE BEFORE YOU SHOULD) (ABBV)
I remember landing in Tokyo years ago after a brutal trans-Pacific flight, the kind where your body shows up but your brain is still circling somewhere over the Aleutians. It was raining hard, my hotel in Shinjuku was wrapped in scaffolding, and the front desk politely explained that my room wouldn’t be ready for hours. […]
Global Market Comments January 8, 2026 Fiat Lux Featured Trades: (THE NEXT COMMODITY SUPER CYCLE HAS ALREADY STARTED), (COPX), (GLD), (FCX), (BHP), (RIO), (SIL), (PPLT), (PALL), (GOLD), (ECH), (EWZ), (IDX)
When I closed out my position in Freeport McMoRan (FCX) near its max profit this week, I received a hurried email from a reader if he should still keep the stock. I replied very quickly: “Hell, yes!” When I toured Australia a couple of years ago, I couldn’t help but notice a surprising number of […]
“If horses could have voted, there never would have been cars,” said my friend, Tom Friedman, a columnist at the New York Times.
(MRVL), (ALAB), (MSFT) Every AI cycle has a moment when the story everyone is telling stops matching what’s actually happening. We’re there now. While the market obsesses over who sells the most accelerators, hyperscalers are busy trying to undo a very expensive mistake: designing systems when memory was cheap. It isn’t anymore, and that single […]
Mad Hedge Technology Letter January 7, 2026 Fiat Lux Featured Trade: (HUANG PUSHES THE AI STORY) (NVDA)