(NVDA), (AMD), (AMAT), (ASML), (META) Last quarter, a senior AI architect I’ve known for years quietly left his plush post at Nvidia (NVDA). Where did he land? AMD (AMD). When the talent starts migrating, especially the ones who know how the sausage gets coded, you can bet they see the shift before the market does. […]
Mad Hedge Technology Letter November 12, 2025 Fiat Lux Featured Trade: (UNLOCKING THE NEXT LEG UP IN TECH) (PLTR)
The 41 day United States Federal shutdown was grueling. Freezing salaries and funding of federal employees harks back to the days of medieval dysfunction. Many might say that it is 2025 – so what do you expect? It wasn’t the 800,000 furloughed employees triggering a sharp pullback in the Nasdaq index, but the knock-on effects […]
(DISNEY EARNINGS COULD SPARK A BREAKOUT) November 12, 2025 Hello everyone Disney earnings are on deck this Thursday. We can see that the stock has been quite flat throughout 2025. And it’s well known that Bob Iger is in his final year at the helm of Disney. So, let’s dig into […]
Global Market Comments November 12, 2025 Fiat Lux Featured Trade: (THE JOHN THOMAS BIOGRAPHY IS OUT) (THE EIGHT WORST TRADES IN HISTORY)
After decades of pestering, pleading, and cajoling, I have finally completed the first volume of my autobiography, John Thomas – A Life Well Lived. The online PDF contains 100 chapters, hundreds of color pictures, and my best memories over the last 60 years. You will not be disappointed. The book was written on Transatlantic cruises […]
As you are all well aware, I have long been a history buff. I am particularly fond of studying the history of my own profession, trading and investing, in the hope that the past errors others will provide insights into the future. History doesn’t repeat itself, but it certainly rhymes. So after decades of research […]
“Interest rates are the physical gravity of financial assets. The lower they are, the higher assets will levitate,” said Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, a leading hedge fund of funds.
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 […]
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 […]
