You know that friend who always looks terrible in photos but somehow appears stunning in person? Bristol Myers Squibb (BMY) is basically the investment equivalent of that phenomenon. On paper, this pharmaceutical giant looks like it’s heading for a cliff – literally called the “patent cliff” in industry parlance – but dig a little deeper […]
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 […]
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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 […]
Global Market Comments July 24, 2025 Fiat Lux Featured Trade: (DINNER WITH DAVID POGUE), (TSLA)
I recently had dinner with David Pogue, the Science and Technology writer for the New York Times. It was a night well spent. David believes that climate change is no longer an “if” or a “maybe” but a certainty. The sooner we start adapting our lives to it, the better. The bottom line is that […]
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“We weren’t treated as humans. We weren’t even treated as robots. We were all just part of the data stream,” said one of 600,000 Amazon fulfillment center workers.
(NBIS), (NFLX) Let me tell you about the most fascinating conversation I had last week. An old friend Dave – now a CTO at a Fortune 500 company – called me up asking about AI infrastructure investments for his company’s portfolio. During our chat, he mentioned they’re having trouble sourcing GPU capacity for their own […]
Mad Hedge Technology Letter July 23, 2025 Fiat Lux Featured Trade: (HIGH EXPECTATIONS FOR TECH STOCKS) (META), (AAPL), (AMZN), (GOOGL)
The upcoming earnings season is a high-stakes considering the expensive nature of tech stocks. Tech stocks have ferociously spiraled higher after the April correction. In April, tech stocks weren’t ready for the barrage of tariffs levied on foreign countries. The selloff was short-lived, but sharp, and after that, we were off to the races. As […]
(THERE IS POTENTIAL FOR A PULLBACK IN THE NEAR TERM) July 23, 2025 Hello everyone As I pointed out in Monday’s Post, the market has run on twelve cylinders (in a cross-country race) since April – now might be the time to brake, and slow for a curve. So, if you […]