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“What the Fed has done is pulled forward several years of stock appreciation into just a couple of months. I think stock prices are too high,” said Jonathan Golub, chief US equity strategist of Credit Suisse.
In the rapidly evolving landscape of enterprise finance, where the twin pressures of digital transformation and regulatory scrutiny demand unprecedented accuracy and speed, a new foundational technology has emerged from stealth to address one of the most persistent and costly challenges: revenue integrity. Safebooks AI, a company founded in 2023, has successfully secured $15 million […]
Mad Hedge Technology Letter December 12, 2025 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 […]
(SUMMARY OF JOHN’S DECEMBER 10, 2025, WEBINAR) December 12, 2025 Hello everyone TITLE – ‘Special Christmas Issue’ TRADE ALERT PERFORMANCE December = +2.66% 2025 YTD = +62.02% Since inception = +813.59% Trailing One Year Return = +63.86% Average Annualised Return = +50.72% PORTFOLIO (MS) 12/$150-$160 call spread (profit taken) […]
Global Market Comments December 12, 2025 Fiat Lux Featured Trade: (DECEMBER 10 BIWEEKLY STRATEGY WEBINAR Q&A), (TLT), (COST), (TLT), (PARA), (NIKK), (CCJ), (GLD), (SLV), (JPM), (MS)
Below please find subscribers’ Q&A for the December 10 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Will the Fed cut or not today? A: Well, it’s a 50-50 split now between Fed governors, so it really could go either way. The horrible jobs market certainly justifies an interest rate […]
Mad Hedge Biotech and Healthcare Letter December 11, 2025 Fiat Lux Featured Trade: (JAKAFI AND THE BEANSTALK) (INCY)
I’ve always had a soft spot for Jack and the Beanstalk. It’s a story about a kid everyone underestimates, who turns out to be sitting on a ladder to a kingdom no one else bothered to climb. Incyte (INCY) reminds me of Jack – not because it’s reckless, but because its most valuable assets are […]
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(NVDA), (AMD), (GOOGL), (MSFT), (AMZN), (META), (ORCL), (SNOW), (PLTR), (CRWD), (NOW), (ADBE), (INTU), (CRM) Did you know the human brain reacts more intensely to bad news than good news? Wonderful for dodging lions on the savanna, disastrous for judging a routine 4% market wobble. November offered a perfect demonstration: a few spicy headlines about AI […]