Global Market Comments August 19, 2025 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 22, INCLINE VILLAGE, NEVADA STRATEGY DINNER) (THE MAD HEDGE DICTIONARY OF TRADING SLANG)
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Last Chance to Attend the Friday, August 22 Incline Village, Nevada Global Strategy Dinner
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Come join me for dinner at the Mad Hedge Fund Trader’s Global Strategy Dinner, which I will be conducting in Incline Village, Nevada, on Friday, August 22. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious […]
The Diary of a Mad Hedge Fund Trader is read in 140 countries. About a quarter of our readers run the letter through Google Translate before reading. That has created a problem. Stock trading is probably the most slang and acronym-ridden profession on the planet, second only to the United States Marine Corps. (Semper Fi). […]
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“Whenever I hear someone in finance say that a one in two-billion-year event just happened, I say that you just demonstrated you have a model for measuring tail risk that isn’t any good,” said former Treasury Secretary and Harvard University President Larry Summers.
In the history of transformative technologies, the line between genuine revolution and speculative frenzy is often blurred. The current artificial intelligence (AI) boom, with its dizzying pace of innovation and even more dizzying valuations, is no exception. At the very epicenter of this phenomenon sits Sam Altman, the CEO of OpenAI, a company that has […]
Mad Hedge Technology Letter August 18, 2025 Fiat Lux Featured Trade: (TAKE A HARD PASS ON INTEL) (INTC), (NVDA), (AMD)
Chip stock Intel (INTC) popped around 7-8% when it was announced that the US government plans to take a 10% stake in the company, but I’m not impressed. It was more or less out of the blue. The federal government’s absorbing part of a chip company talks to the heavy-handed approach they are taking with […]
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“It’s OK to have your eggs in one basket as long as you control what happens to that basket.” – Said Founder and CEO of Tesla Elon Musk
(AI STOCKS ARE IN DAREDEVIL SPORTS RALLY MODE AND IT HAS INVESTORS WORRIED) August 18, 2025 Hello everyone WEEK AHEAD CALENDAR 2025 Federal Reserve Bank of Kansas City’s Economic Policy Symposium in Jackson Hole, Wyoming, on “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy” takes place Aug. 21-23. Monday, August 18 […]
Global Market Comments August 18, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or CLUELESS), (NVDA), (MSFT), (BAC), (DHI), (LEN), (KBH), (PHM), (GLD), (B), (NEM), (AEM), (NFLX), (FCX), (TSLA), (SPY), ($VIX), (CATL)