I managed to catch a few comments in the distinct northern English accent of Jim O’Neil, the fabled analyst who invented the “BRIC” term, and who was later kicked upstairs to the chairman’s seat at Goldman Sachs International (GS) in London. Now that the US dollar is in free fall, Jim thinks that it is […]
First and foremost, thank you for what you do. The small cost of this newsletter pays for itself a thousand times over. My returns mimic those of your portfolio for the year and for that I am grateful. The only suggestion I would offer is to keep doing what you are doing. It is people […]
11
Sep
Sep
“A central bank is best that governs least, but is prepared to govern radically when called upon,” said 19th century man of letters, Walter Bagehot, the first editor of The Economist magazine in London.
Mad Hedge Technology Letter September 10, 2025 Fiat Lux Featured Trade: (THE NEWEST MEMBER OF THE MAG 7) (ORCL), (AI)
The current AI boom just had a stunning revelation, and I will tell you about it here. Read this to understand how AI tech could potentially enlarge to the Magnificent 8. If you want to invest in a company that is guaranteed to be part of the AI boom, then look no further than Oracle […]
“When you innovate, you’ve got to be prepared for people telling you that you are nuts.” – Said Oracle Co-Founder Larry Ellison
(INFLATION DATA MAY SET THE TONE THIS WEEK) September 10, 2025 Hello everyone Inflation data is due out this week. If it’s hotter than expected, the market could have a temporary heart attack. Here are some projections from JP Morgan: Oracle surges to the upside after earnings announcement. The […]
Global Market Comments September 10, 2025 Fiat Lux Featured Trade: (AN INSIDER’S GUIDE TO THE NEXT DECADE OF TECH INVESTMENT), (AMZN), (AAPL), (NFLX), (AMD), (INTC), (TSLA), (GOOG), (META)
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
Mad Hedge Biotech and Healthcare Letter September 9, 2025 Fiat Lux Featured Trade: (THE PHARMA FLEA MARKET) (BMY)