(WELCOME TO THE U.S. GOVERNMENT SHUTDOWN EVENT) October 1, 2025 Hello everyone Welcome to the month of October. A month that many investors fear. What makes this one different is now we have a government shutdown, and the main question is – how long will it last? Federal agencies across the country will […]
Global Market Comments October 1, 2025 Fiat Lux Featured Trade: (THERE ARE NO GURUS)
If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JPMorgan. It shows that despite all of the reforms passed after the dotcom crash […]
Mad Hedge Biotech and Healthcare Letter September 30, 2025 Fiat Lux Featured Trade: (WHY ISN’T ANYONE WATCHING THIS BIOTECH DO EVERYTHING RIGHT?) (REGN), (SNY), (AMGN), (RHHBY), (MRK), (BMY), (NVO), (FUJIY)
Here’s a test of whether your analyst does actual homework or just regurgitates press releases: ask them about Regeneron’s (REGN) development balance with Sanofi (SNY). I can almost guarantee the blank stares that usually follow. That obscure line item buried in the 10-Q filing dropped $253 million last quarter to $1.2 billion, which means Regeneron’s […]
Global Market Comments September 30, 2025 Fiat Lux Featured Trade: (I HAVE A NEW OPENING FOR THE MAD HEDGE FUND TRADER CONCIERGE SERVICE), (TESTIMONIAL)
Diary, Homepage Posts, Newsletter
I Have a New Opening for the Mad Hedge Fund Trader Concierge Service
30
Sep
Sep
Our latest performance run for the ages has delivered unintended consequences once again. One of my Concierge clients bought the bottom of the recent banking crisis crash to load the boat with bank stocks. As a result, he never has to work again, not bad for someone who is only 45. No need for a […]
Hello John and Team, I wanted to reach out today and just let you know how much I am enjoying the process of learning to navigate these financial winds with you as my faithful Captain! I applaud your Robin Hood work and thank you sincerely for your military service! So I am recently transitioning from […]
30
Sep
Sep
“China thinks strategically. We think reactively,” said Stephen Roche, former chairman of Morgan Stanley Asia, and my friend and former mentor.
FRANKFURT, GERMANY—German aviation giant Lufthansa Group announced plans on Monday to eliminate approximately 4,000 full-time equivalent (FTE) administrative roles worldwide by 2030, a move the company explicitly linked to leveraging artificial intelligence and digitalization to boost profitability. The announcement, made during the airline’s first company-wide Capital Markets Day in six years, underscores a global trend […]