Global Market Comments October 6, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or FLYING BLIND), (SPY), (GLD), (NFLX), (TSLA), (MSTR)
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During the 1980s, I ran Morgan Stanley’s equity trading desk in London. Every summer, I used to park my family at my villa in the mountains above Cannes in the South of France with a spectacular view of the Mediterranean. On weekends, I would fly down to Cannes in my twin-engine Cessna 340 with the […]
“Forget what you know about buying fair businesses at wonderful prices. Instead, buy wonderful business at fair prices,” said Oracle of Omaha, Warren Buffett.
(DUK), (NVDA), (PWR), (AMZN), (POWL), (EME), (ETN), (URI) Seven years. That’s how long it takes to connect a new data center to the U.S. power grid right now. Not the glossy brochure timeline. Not the consultant’s PowerPoint fantasy. Seven actual years from application to flipping the switch. I learned this sitting in a Duke Energy […]
Mad Hedge Technology Letter October 3, 2025 Fiat Lux Featured Trade: (AVOID AI DATA NEWBIE FERMI) (FRMI)
AI mania is here, and readers need to sort through the froth. We are at the stage when companies are trying to get a piece of the AI data center business, with almost no business behind the actual name. Readers need to do analysis with a fine-tooth comb to sort out the winners from the […]
(SUMMARY OF JOHN’S OCTOBER 1, 2025, WEBINAR) October 3, 2025 Hello everyone TITLE Closed for Business TRADE ALERT PERFORMANCE September = +2.45% MTD Since inception = +808.14% 2025 YTD = +56.25% Trailing One Year Return = +87.14% Average Annualised Return =27.85% PORTFOLIO (MSTR) $260-$270 call spread (GS) $700-$710 call […]
Global Market Comments October 3, 2025 Fiat Lux Featured Trade: (OCTOBER 1 BIWEEKLY STRATEGY WEBINAR Q&A), (SPY), (CCJ), (CST), (SMR), (TSLA), (F), (GM), (USO), (FCX), (GLD), (SLV), (OXY), (BRK/B)
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Below, please find subscribers’ Q&A for the October 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What effect will the government shutdown have on the stock market? A: The answer so far is nothing—absolutely nothing. It appears the President’s strategy is to cut spending only in Democratic states. New […]
“The investor in America sits at the bottom of the food chain,” said John C. Bogle, founder of the Vanguard Group of index funds.