A friend of mine once told me that when he dies, he wants to be reincarnated as the bond market. I don’t blame him. So would I. The administration can talk up stocks, fire entire government agencies, ignore court rulings, arrest judges, and intimidate its own political party. The one thing it absolutely CAN’T do […]
Tag Archives: (AAPL)
Mad Hedge Biotech and Healthcare Letter May 20, 2025 Fiat Lux Featured Trade: (HEALTHCARE’S FALLING KNIFE) (UNH), (CI), (CVS), (LLY), (VRTX), (SGRY), (AAPL), (AMZN)
While driving back from my nephew’s soccer game last weekend, I needed to pick up a prescription at my local pharmacy. The line was moving at glacial speed, so I struck up a conversation with the woman in front of me, who mentioned she worked as a nurse at a UnitedHealth-affiliated clinic. “Our patients are […]
Global Market Comments May 19, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or FULL SPEED AHEAD TOWARDS THE CLIFF), (FL), (DKS), (UNH), (GLD), (SPY), (MSTR), (AAPL), (QQQ), (TLT)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or Full Speed Ahead Towards the Cliff
19
May
May
Remember the cult classic 1955 coming-of-age drama, Rebel Without a Cause? In it, two teenagers are racing stolen cars towards a cliff on the California coast, playing chicken to see who jumps out first. James Dean makes it out safely, but gang leader Corey Allen gets a belt on his leather jacket stuck on a […]
Global Market Comments May 12, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WAITING FOR THE MISSILES TO HIT) (GLD), (SPY), (MSTR), (NVDA), (AAPL), (TSLA), (QQQ), (TLT), (SH), (MCD), (SVXY)
When I was in Ukraine, the air raid sirens used to go off every night exactly at 2:00 AM. The Russian goal was to deprive the civilian population of sleep and to make their lives miserable. It was also when the country was least able to defend itself. You knew the missiles were on the […]
Mad Hedge Technology Letter May 9, 2025 Fiat Lux Featured Trade: (THE FIGHT FOR AI SUPREMACY) (GOOGL), (AAPL)
We are getting to the part of the cycle where tech could potentially be cannibalizing each other. The fact is that the overall pie is not growing fast enough, and competition is. Search is a massive market, and participants are all vying for ad dollars. Once what was thought of as a duopoly is no […]
Mad Hedge Technology Letter April 25, 2025 Fiat Lux Featured Trade: (THIS TECHNOLOGY IS A FLOP) (META), (AAPL), (MSFT)