Economic growth has dropped by 50%-100% in a year, and if you strip out AI investment, the economy actually shrank by 2%. Inflation is rising, with much worse to come, and stocks are at all-time highs both in terms of price and multiples. Markets are now sitting on a knife-edge, and the slightest unforeseen development […]
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 […]
Global Market Comments August 4, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or REALITY STRIKES) (TLT), (CCJ), (DHI), (LEN), (KBH), (RKT), (TSLA), (NFLX), (FCX), (B), (NEM), (AMZN), (AAPL), (BA), (PANW), (V)
Global Market Comments August 1, 2025 Fiat Lux Featured Trade: (JULY 30 BIWEEKLY STRATEGY WEBINAR Q&A), (NVDA), (AAPL), (STBX), (SPY), (FCX), (FXI), ($COPPER)
Below, please find subscribers’ Q&A for the July 30 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: How long does it take for a full charge on the Tesla Model X (TSLA)? A: 30 minutes now for a full 250 mile charge with the new 250-watt chargers. That’s barely enough […]
Global Market Comments July 25, 2025 Fiat Lux Featured Trade: (FRIDAY, AUGUST 22 INCLINE VILLAGE, NEVADA STRATEGY DINNER) (WHAT AI CAN AND CAN’T DO FOR YOU) (AAPL), (GOOGL), (AMZN), (AMZN), (TSLA), (NVDA), (MU)
The future has arrived! Over the last few weeks, I picked up some astonishing developments in artificial intelligence. *Mainframes at Stanford University and the University of California at Berkeley were given a direct connection to speak freely with each other. Within 30 minutes, they dumped English as a means of communication because it was too […]
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 […]
