Global Market Comments October 9, 2025 Fiat Lux Featured Trade: (RIGHT-SIZING YOUR TRADING)
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I can’t tell you how many times I have been woken up in the middle of the night by an investor who was sleepless over a position that was going the wrong way. Gold was down $50, the Euro was spiking two cents, or the stock market was enduring one of its periodic heart […]
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(DIS), (NFLX) Last Tuesday morning, my neighbor Marcus made a South Park episode in three minutes. Kenny died, Cartman said something ridiculous, and I watched the entire entertainment industry’s cost structure collapse in real time. Marcus works at a fintech startup in San Francisco, spends his days building payment algorithms, but like every engineer I […]
Mad Hedge Technology Letter October 8, 2025 Fiat Lux Featured Trade: (THE GENERATIONAL COMPOUNDER) (TSMC), (NVDA), (AMD), (AAPL)
It’s a generational compounder – I am talking about Taiwan Semiconductor Manufacturing Company (TSMC) is and they will continue to be the soul of the tech rally. The company is world-class, and every investor should be looking at it. It’s a major player and the top of its class, so tattoo this name on your […]
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“Patience is a virtue, and I’m learning patience.” – Said CEO of Tesla Elon Musk
(THE ROTATION GAME) October 8, 2025 Hello everyone MONEY ROTATES FROM ONE SECTOR TO ANOTHER If you can understand the simple notion that money never leaves the market, but simply rotates into another undervalued sector, then you will be able to enjoy a never-ending stream of returns. I’m going to explain […]
Global Market Comments October 8, 2025 Fiat Lux Featured Trade: (THE CODER BOOM)
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There is a new boom going on in Northern California. It is not another gold rush, even though this winter’s heavy rains have flushed out a new supply of the yellow metal in High Sierra rivers and streams. And I am not referring to the marijuana boom triggered by growing anticipation of the legalization of […]
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“Interest rates are gravity. When they are zero, shares prices can go to infinity. When they are high, as they were during the early 1980’s, the gravitational pull can be very strong,” said Oracle of Omaha, Warren Buffet.