Mad Hedge Biotech and Healthcare Letter October 16, 2025 Fiat Lux Featured Trade: (THE LAZINESS PREMIUM) (GSK), (AZN), (ABBV), (PFE), (GILD)
I spent last Tuesday afternoon on a call with a fund manager who runs $3 billion and couldn’t explain to me why his team was avoiding GSK (GSK). Something about HIV competition and patent cliffs and the usual hand-waving you get from analysts who haven’t actually dug into the numbers. I let him finish his […]
London, UK – October 15, 2025 – In a monumental agreement that underscores the global race to build the infrastructure of the artificial intelligence era, UK-based AI hyperscaler Nscale has signed an expanded multi-billion-dollar deal with Microsoft to deploy approximately 200,000 NVIDIA GB300 superchips across data centers in the United States and Europe. The deal, […]
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 […]
Mad Hedge Technology Letter October 15, 2025 Fiat Lux Featured Trade: (EUROPEAN TECH BOWS OUT) (NEXPERIA), (NVDA)
People ask me, well, why the Europeans never developed a thriving and meaningful tech sector. I’ll give you a recent example of why they never will, so just keep reading along. The Netherlands’ stealing of China-owned chip company Nexperia has to be one of the biggest own goals in recent tech history, and highlights the […]
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 […]
(THE GROWTH AREAS IN THE FUTURE) October 15, 2025 Hello everyone What sectors should you look at going forward? My research shows different answers to that question. But there is some consensus when you pull all the research together and distill it down to the absolute basics. Most important sectors (and […]
Mad Hedge Biotech and Healthcare Letter October 14, 2025 Fiat Lux Featured Trade: (THE BIOTECH GRAVEYARD HAS A SURVIVOR) (BIIB), (VTRS), (AMRX), (SDZNY), (ESAIY), (LLY)
I spent last weekend with an old friend from my Goldman days, and watching him care for his mother, who’s deep into Alzheimer’s, reminded me why I’ve been tracking Biogen (BIIB) so closely. The disease is brutal, and for the longest time, the investment thesis around Alzheimer’s therapeutics felt more like charity than capitalism. But […]