Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
Tag Archives: (AAPL)
Global Market Comments September 5, 2025 Fiat Lux Featured Trade: (APPLE LONG-TERM LEAPS), (AAPL)
Trade Alert – (AAPL) – BUY BUY the Apple (AAPL) December 2026 $230-$240 at-the-money vertical Bull Call spread LEAPS at $5.50 or best Opening Trade 9-5-2025 expiration date: December 18, 2026 Number of Contracts = 1 contract With Apple about to announce its next-generation iPhone 17 on Sunday, which is AI-enabled, this is a […]
Mad Hedge Technology Letter August 29, 2025 Fiat Lux Featured Trade: (BUYBACKS ELEVATE TECH) (GOOGL), (AAPL), (NVDA)
Good in the short-term, bad in the long term – that’s my idea about the current indulgence in tech stock buybacks. Tech companies have announced over $1 trillion in stock buybacks, pummeling any historical record in a bid to try and accelerate stock prices. We are at the end stages of the bull market, and […]
Global Market Comments August 25, 2025 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or LEADING INTO A PUNCH), (UUP), (AAPL), (GM), (F), (RKT), (PLD) (AMT), (PEP), (DUK), (ZION), (IJR), ($SPX), (QQQ), (MS)
There’s nothing worse than leading into a punch. The outcome for any mixed martial artist or karate black belt is usually disastrous: a broken nose, brain damage, or death. It only took a few choice words from Jay Powell’s Friday Jackson Hole speech to set the markets on fire and trigger a 1,000-point rally in […]
Mad Hedge Technology Letter August 22, 2025 Fiat Lux Featured Trade: (POWELL MOONSHOTS TECH STOCKS FROM WYOMING) (AMZN), (GOOGL), (MSFT), (NVDA), (AAPL), (PLTR)
US Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium today was an admission that he has allowed the market to box him in. The Fed didn’t do enough to tame inflation since 2020, and now they are on the brink of surrendering the inflation fight and cutting rates when core inflation is […]
Global Market Comments August 11, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOW TOOK COOK PLUCKED APPLE OUT OF THE FIRE BACK INTO THE FRYING PAN), (SPY), (NVDA), (AAPL), (PANW), (CYBR), (META), (MSFT), (TSLA), (FCX),(NFLX), (GLD), (DGE), (PERP)