Mad Hedge Technology Letter January 5, 2026 Fiat Lux Featured Trade: (TECH STOCK WITH MULTIPLE TAILWINDS) (COMPQ), (BTC), (USD)
Escalation of a U.S. military involvement in Latin America and around commodity-rich countries will trigger a chain reaction leading to a depreciated U.S. dollar (USD). How is this good for tech stocks? A weaker dollar, in turn, could inflate valuations in technology stocks and digital assets like cryptocurrencies, including Bitcoin (BTC). There’s been some theory […]
05
Jan
Jan
“Your time is limited, so don’t waste it living someone else’s life.” – Said Steve Jobs
(WELCOME TO 2026 – AN EVENTFUL YEAR LIES AHEAD) 01/05/2026 Hello everyone Welcome to 2026. Hope you all had an enjoyable holiday break and are well rested. WEEK AHEAD CALENDAR CES 2026 running from Jan. 6-9 Tech show in Las Vegas, Nevada Monday, Jan.5 Tuesday, Jan 6 Wednesday, Jan 7 […]
Global Market Comments January 5, 2026 Fiat Lux 2026 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (AMZN), (AAPL), (GOOGL), (GS), (MS), (BAC), (C), (BLK), (ABBV), (BIIB), (AMGN), (TSLA), (DHI), (LEN), (PHM), (KBH), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (EUO), (FXC), (FXA), (YCS), (FXY), (CYB), […]
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini could navigate it. Not made for […]
Mad Hedge Technology Letter January 2, 2026 Fiat Lux Featured Trade: (YOU’RE WRONG ABOUT AI) (COMPQ)
You’re probably using AI wrong – that’s the message that MIT gave us after their report that 95% of companies in the dataset, generative AI implementations are falling short. Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration. This pours cold water on the concept that […]
02
Jan
Jan
“Creativity is just connecting things.” – Said Co-Founder of Apple Steve Jobs
(GENERATIVE AI WILL BE A $100 BILLION DOLLAR + ANNUAL BOOST TO THE AUSTRALIAN ECONOMY BY 2030) January 2, 2026 Hello everyone, AI will generate profits in the trillions globally over the coming years. But the sector will need a skilled workforce to see industries transformed. There are already 33,000 […]