I usually know what the stock market is going to do 99% of the time. Now is the 1% when I don’t have a clue. Stocks have been on an unprecedented five-month tear, and everything is expensive. The risk/reward of entering new positions here is terrible. Market concentration is incredible, with Microsoft (MSFT) and Nvidia […]
“We can lead, but we cannot carry,” said Mike Ryan, chief investment strategist at UBS, about America’s role in the global economy.
(AMZN), (MSFT), (META), (GOOG) Back when I was covering the tech beat in the nineties, we thought we’d seen it all. The internet changed everything, sure, but at least we understood what was happening. Companies were moving their businesses online, people were buying books from Amazon (AMZN) instead of driving to Borders, and my kids […]
Mad Hedge Technology Letter August 15, 2025 Fiat Lux Featured Trade: (THE FACTOR THAT COULD KILL AI) (AI)
Accelerating inflation and AI data centers can absolutely create uncontrollable risk to the underlying tech narrative. In a shockingly sneaky way, the cost of electricity is turning into a major sore point for AI data centers. Electricity prices have been skyrocketing over the past year as the grid is having a hard time keeping up […]
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 […]
(SUMMARY OF JOHN’S AUGUST 13, 20205 WEBINAR) August 15, 2025 Hello everyone TITLE: Bubble Territory STRATEGY DINNER: August 22, 2025 – Lake Tahoe Strategy Dinner. Tickets: $249. To purchase go to the Store and click on “Luncheons” PERFORMANCE: MTD = 0.84% YTD = 53.28% Since inception = +8-5.17% Average Annualised Return […]
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 […]
Global Market Comments August 15, 2025 Fiat Lux Featured Trade: (AUGUST 13 BIWEEKLY STRATEGY WEBINAR Q&A), (ALB), (TSLA), (FCX), (GLD), (NVDA), (TLT)