In the second week of February 2026, a specific phrase has begun to haunt the trading floors of New York and London: the “Whateverpocalypse.” This isn’t just another buzzword; it represents a fundamental repricing of any business model that relies on human-led, manual, or even standard software-as-a-service (SaaS) workflows. While the first wave of AI […]
Mad Hedge Technology Letter February 11, 2026 Fiat Lux Featured Trade: (RIDE SHARE TECH FALTERING) (LYFT), (UBER)
Ride-sharing tech is no longer in any type of growth phase, and the opportunities to profit are diminishing. This subsector is yet another example of the waning influence of tech stocks and another sign of why the Nasdaq has traded sideways for around the last 5 months. We are exhausting the short-term drivers, and at […]
“I’d rather be optimistic and wrong than pessimistic and right.” – Said CEO of Twitter Elon Musk
(THE SILVER STORY IS CURIOUS NOW) February 11, 2026 Hello everyone The debt mountain in the U.S. Credit card balances hit a fresh high in the fourth quarter, rising by $44 billion to $1.28 trillion, according to a new report on household debt by the Federal Reserve Bank of New York […]
Global Market Comments February 11, 2026 Fiat Lux Featured Trade: (SOME SAGE ADVICE ON ASSET ALLOCATION)
Asset allocation is the one question that I get every day, which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $1 billion, are a sophisticated investor or an average Joe, in the top or the […]
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“Fair value doesn’t mean you have to go down. It just means you have to be cautious,” said hedge fund legend David Tepper of Appaloosa Management.
Mad Hedge Biotech and Healthcare Letter February 10, 2026 Fiat Lux Featured Trade: ONE INFUSION TO RULE THEM ALL? (NTLA), (PFE), (REGN), (ALNY), (BBIO), (TAK), (CSLLY), (BCRX)
In 2020, for the first time in history, a doctor pushed a CRISPR-based drug into a vein, let it ride the bloodstream like an Uber through downtown physiology, and watched it edit a gene inside the liver in real time. That experiment – Intellia’s (NTLA) NTLA-2001, now dubbed nexiguran ziclumeran, or nex-z – delivered an […]