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“In investment management, the progression is from the innovators to the imitators, to the swarming incompetents,” said Oracle of Omaha, Warren Buffett.
(NBIS), (MSFT), (META) A friend of mine in the semiconductor world once remarked that GPUs had become so scarce that someone could make a living smuggling H100s across borders in diplomatic pouches. It was meant as a joke, although in that particular winter it felt a little too close to reality. Everyone was scrambling for […]
Mad Hedge Technology Letter November 19, 2025 Fiat Lux Featured Trade: (CHINA TECH DELIVERS A.I. VALUE) (GOOGL), (BRK-B)
Eighty percent of AI startups in the venture capitalist portfolios rely on Chinese open-source models, and that has to be one of the most important revelations of late in the AI bubble. We are at a crossroads as stocks like Nvidia are $4.5 trillion and counting. Some of these Chinese AI agents are such as […]
(MORGAN STANLEY TARGETS ARE OUT FOR 2026, BUT WHAT’S AHEAD FOR THE REST OF 2025?) November 19, 2025 Hello everyone We are approximately five weeks away from the end-of-year holiday period. It has gone by so quickly. 2026 forecasts are now rolling in, and they make quite interesting reading. Morgan Stanley […]
Global Market Comments November 19, 2025 Fiat Lux Featured Trade: (WEDNESDAY, DECEMBER 10, SALT LAKE CITY UTAH STRATEGY LUNCHEON) (THE FALLING MARKET FOR KIDS)
Until the 19th century, children used to provide income and security for their parents as they worked on the family farm. That dynamic continued when industrialization brought families into the cities and kids into the factories. Since then, children have been a great short. A hundred years of state-mandated education and child labor laws increased […]
“My experience in business helps me as an investor, and my investment experience makes me a better businessman,” said Oracle of Omaha, Warren Buffett.
Mad Hedge Biotech and Healthcare Letter November 18, 2025 Fiat Lux Featured Trade: (SHUNNED BY SENTIMENT, SUPPORTED BY SCIENCE) (AMGN)



