Mad Hedge Biotech and Healthcare Letter October 7, 2025 Fiat Lux Featured Trade: (WHEN THE LONGSHIP EVERYONE ABANDONED SETS SAIL) (VKTX), (NVO), (LLY)
Let me tell you about the worst day I’ve had watching a biotech stock in years. August 19, 2025. Viking Therapeutics (VKTX) reported its oral VK2735 data, and the stock dropped 40% before I could finish my morning coffee. My phone exploded with panicked messages from people who’d clearly only read the headlines. “High discontinuation […]
Global Market Comments October 7, 2025 Fiat Lux Featured Trade: (TESTIMONIAL) (A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY UPDATED), (GS)
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I was a bit tentative about using actual portfolio numbers – but thought it may help readers understand you don’t need to be a billionaire to work with John Thomas. I am pleased to let you know that I have made money on Strategy (MSTR), Eli Lilly (LLY), and Amgen (AMGN) and clocked $529,000. Regarding […]
Last week, I received a surprise text from Interactive Brokers informing me that I had my short put options assigned or called away. I immediately fell down on your knees and thank my lucky stars. I just made the maximum possible profit for your position instantly. We have the good fortune to have three spreads […]
The resilience of Wall Street’s infatuation with artificial intelligence proved stronger than political dysfunction on Monday, as the S&P 500 and the Nasdaq Composite advanced to new record closing highs, even as the U.S. government shutdown stretched into its sixth day. Investor sentiment was significantly boosted by major dealmaking in the technology sector, particularly surrounding […]
Mad Hedge Technology Letter October 6, 2025 Fiat Lux Featured Trade: (THE EUROPEAN DREAM) (PLTR)
Silicon Valley is opening a new front across the Atlantic. Cementing American tech hegemony in Europe is a goal of Silicon Valley, and that couldn’t be more evident in a recent interview by the CEO of Palantir (PLTR), Alex Karp. Karp used his time to voice Europe’s “defeatist” bureaucracy and tech timidity. Remember, this is […]
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“I have had all of the disadvantages required for success.” – Said Co-Founder and Chief Technology Officer of Oracle Larry Ellison
(THE DATA BLACKOUT MIGHT RUIN THE BULLISH RUN) October 6, 2025 Hello everyone WEEK AHEAD CALENDAR Monday Oct. 6 Earnings: Constellation Brands Tuesday Oct.7 8:30 a.m. New York Federal Reserve Bank Director of Research Kartik Athreya speaks at the Orange County Partnership Investor Breakfast. 8:30 a.m. Trade Balance (August) 10:05 […]