Meta (META) cutting staff in its virtual reality and augmented reality divisions means uncertainty about future products originating from these places. The juice has not been worth the squeeze. I think everyone remembers when Founder Mark Zuckerberg had those goofy metaverse commercials depicting him as an avatar when he debuted the company name change from […]
Tag Archives: (AAPL)
Mad Hedge Technology Letter April 16, 2025 Fiat Lux Featured Trade: (AMERICAN TECH ABLE TO OUTFLANK) (NVDA), (TSM), (AAPL)
I understand that the U.S. administration wants to bring back American manufacturing, but that will not include Silicon Valley manufacturing. There is a higher likelihood that if China is a no-go zone, American tech companies will venture out to a low-tariff, cheap labor country to continue their path to profits. If you look through the […]
Mad Hedge Technology Letter April 14, 2025 Fiat Lux Featured Trade: (BIG TECH ANXIOUS FOR CLARITY) (MSFT), (AAPL), ($COMPQ)
At this pace, nobody knows what the government policies will look like, and if this doesn’t change, the uncertainty will bleed into lower tech stocks ($COMPQ). Tech has had a hard short-term run, and the unstable backdrop will lead to investors pausing on big tech stock purchases. Tech businesses are also reigning in their investment […]
Global Market Comments April 14, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or REARRANGING THE DECKCHAIRS ON THE TITANIC), (SPY), (GLD), (NFLX), (NVDA), (TLT), (MSTR), (SVXY), ($VIX) (AMZN), (AAPL), (GOOGL), (PANW), (NFLX), (CORN), (WEAT), (SOYB)
Back in 1987, I flew my Cessna 340 twin from London to Rome to visit Morgan Stanley’s high-end Italian clients. Held over by meetings, I got a late start, and I didn’t get as far as the French Champagne country until midnight. Right then, at 20,000 feet, the gyroscope suddenly blew up with a great […]
Global Market Comments April 8, 2025 Fiat Lux Featured Trade: (A REFRESHER COURSE AT SHORT SELLING SCHOOL), (SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL), (TSLA), (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE)
Global Market Comments April 4, 2025 Fiat Lux Featured Trade: (APRIL 4 BIWEEKLY STRATEGY WEBINAR Q&A), (DAL), (LCID), (RIVN), (MSTR), (PLTR), (AAPL), (GLD), (TSLA), (SLV), (SPY)
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Below please find subscribers’ Q&A for the April 2 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: Why are there days when both bonds and interest rates are going up? A: Well, there is a tug-of-war going on in the bond market. When recession fears are the dominant theme of […]