Global Market Comments August 21, 2025 Fiat Lux Featured Trade: (MY NEWLY UPDATED LONG-TERM PORTFOLIO)
21
Aug
Aug
It’s a bold man who makes long-term forecasts these days with so much of the global economy turned upside down this year. But nobody ever accused me of being cautious, retiring, or risk-averse. So here is my best shot at providing you with my best long-term investment ideas at the current time. For new subscribers, […]
Argentina’s financial sector is in the midst of a profound transformation, driven by a unique blend of economic necessity and technological innovation. For decades, a history of high inflation, currency controls, and economic uncertainty has shaped a complex environment where traditional banking models have struggled. This has created a perfect storm for the rise of […]
Mad Hedge Technology Letter August 20, 2025 Fiat Lux Featured Trade: (CONCERNS ABOUT UBER) (UBER), (TSLA)
I wouldn’t classify the ride-sharing tech company Uber (UBER) as a tier 1 tech company. That means they are more susceptible to the twists and turns of the variables they cannot control. The market got slammed this morning, and there was a general risk-off move that hit tech hard. The issue I have with non-AI […]
20
Aug
Aug
“I don’t create companies for the sake of creating companies, but to get things done.” – Said Elon Musk
(IT’S A JAY POWELL WEEK – WILL INVESTORS GAIN ANY INSIGHT?) August 20, 2025 Hello everyone I’m writing this newsletter after five hours of driving to attend a funeral of someone I have known all my life. I drove two and a half hours to get there, attended the funeral, which […]
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 Biotech and Healthcare Letter August 19, 2025 Fiat Lux Featured Trade: (THE GRUMPY HUSBAND’S GUIDE TO GETTING RICH) (NVO), (LLY), (MDGL)
I was having lunch with a buddy in Palo Alto last week when he mentioned that his wife’s doctor just prescribed her Ozempic. “Cost me eight hundred bucks for a month’s supply,” he grumbled, stabbing his salad. That’s when it hit me. We’re living through one of those rare moments when an entire industry gets […]