“Everything is expensive now. Worries about the future can cause safe assets to become highly priced … I call it the ‘Titanic Effect.’ When the Titanic was going down, people would pay a fortune for anything that floats. We may be in a Titanic situation now,” said my buddy, Nobel Prize winner Robert Shiller.
Mad Hedge Biotech and Healthcare Letter August 7, 2025 Fiat Lux Featured Trade: (WHEN GOOD EARNINGS CAN’T HIDE THE UGLY TRUTH) (BIIB), (SAGE), (ESALF)
You know that feeling when your favorite restaurant starts serving smaller portions but jacks up the price? That’s Biogen (BIIB) right now. Sure, they beat Q2 earnings estimates like a drum, pulling in $2.65 billion in revenue against a $2.32 billion consensus, but scratch beneath that shiny surface and you’ll find the same old story […]
Global Market Comments August 7, 2025 Fiat Lux Featured Trade: (HOW TO EXECUTE A MAD HEDGE TRADE ALERT)
I received a call from a friend the other day. He said he bought Goldman Sachs last summer, a great move, since it has since risen by 86%. That is, until last week, when he got a margin call from Goldman Sachs. It turns out that he didn’t actually BUY (GS); he sold it short, […]
(ANET), (AAPL), (MSFT), (META) Remember that scene in The Sting when Paul Newman and Robert Redford con Robert Shaw so thoroughly he doesn’t even realize he’s been taken until the credits roll? That’s Arista Networks (ANET) right now. Instead of chasing headlines, they’ve been locking in the infrastructure contracts that actually make AI work. Every […]
Mad Hedge Technology Letter August 6, 2025 Fiat Lux Featured Trade: (WHAT TO DO ABOUT OVER-INTEREST IN TECH) ($COMPQ), (NVDA), (MSFT), (AAPL), (AMZN), (GOOGL)
Want diversification? I would say screw it. Tech stocks ($COMPQ) have dominated, and the concentration is getting so one-sided that many cannot even believe it. The rest of the U.S. economy is shrinking as tech stocks make higher highs. All the fresh capital is pouring into the A.I. narrative in a sink-or-swim moment for American […]
(GOOD EARNINGS VERSUS BAD DATA) August 6, 2025 Hello everyone As we have seen in the past week, earnings have been strong; however, economic data have not so much. As August is usually a time to take a vacation in the northern hemisphere, the markets will most probably pause and take […]
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 […]
