“People are investing with a rearview mirror. Last year, you had people legitimately scared out of the market. Unfortunately, you are losing a generation of investors at a time when they ought to be thinking about buying high quality stocks,” said Hersh Cohen of Clearbridge Advisors.
(NBIS), (GOOG), (MSFT), (BDCC), (CRWV), (SHOP), (NET) Did you know that before Nebius (NBIS) became the AI infrastructure darling trading at astronomical multiples, it was actually part of Yandex, Russia’s answer to Google (GOOG)? When geopolitical tensions made that relationship untenable, the company essentially reinvented itself as a European AI infrastructure play. Talk about making […]
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 […]
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 September 15, 2025 Fiat Lux Featured Trade: (FED MEETING ANOTHER TECH TAILWIND) ($COMPQ)
Mark tomorrow’s day down on your calendar for posterity. Tomorrow is the day when the Fed and Governor Jerome Powell bailed out tech stocks at all-time highs. Yes, that is what they are about to do. You can’t make this up even if you tried! Tech stocks ($COMPQ) have been marching higher, almost like a […]
“A corporation’s primary goal is to make money. Government’s primary role is to take a big chunk of that money and give it to others.” – Said CEO of Oracle Larry Ellison
(THE FED DOMINATES THIS WEEK) September 15, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, Sept. 15 8:00 a.m. Empire State Index (September) 2:10 p.m. Euro Area ECB Lagarde Speech Tuesday, Sept. 16 8:30 a.m. Canada Inflation Rate Previous: 1.7% Forecast: 1.8% 8:30 a.m. Export Price Index (August) 8:30 a.m. Import […]
Global Market Comments September 15, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WATCHING THE DANCING FOOLS)
When markets are rising unexpectedly and run up to excessive valuations, we are sent running to discover the reasons why. Much of the catastrophic loss in jobs this month has correctly been the result of AI, which is demolishing low-level employment at a record pace. This is nothing new and has been going on since […]
