Every investor has a stock they own, not for the adrenaline rush but for the steady hand it provides. Years ago, that meant a ladder of Treasuries and a bottle of Tums. Today, it might just be Amgen (AMGN). You won’t find it trending on Reddit or being whispered about in hedge fund chatrooms. It’s […]
Tag Archives: (AMGN)
We are in a liquidity-driven market; there is no doubt about it. You can forget about tedious fundamentals, research, price earnings multiples, and GDP reports. They are a waste of time. As long as there is more money going into the market than coming out, prices will rise. The new just passed budget bill has […]
Global Market Comments July 7, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE UNITED STATES OF DEBT), (TSLA), (AMGN), (TLT), (SPY) (NVDA), (MSFT), (META), (SNOW), (GOOGL), (AMD)
There is only one number traders and fund managers need to know that came out of the US budget for fiscal 2026, which starts on October 1, 2025: $5.0 trillion. This is the new debt ceiling increase that was signed into law on Friday and is guaranteed to take the National Debt from $37 trillion […]
Mad Hedge Biotech and Healthcare Letter June 10, 2025 Fiat Lux Featured Trade: (THIS BIOTECH’S OBITUARY WAS PREMATURE) (AMGN)
Last Tuesday, while stuck in airport security behind a family debating whether insulin syringes count as “liquids,” I had an epiphany about Wall Street’s chronic inability to see past quarterly earnings reports. Here was life-saving biotechnology reduced to a TSA checkbox, while across the terminal, CNBC was breathlessly explaining why Amgen’s (AMGN) “patent cliff” makes […]
Mad Hedge Biotech and Healthcare Letter May 27, 2025 Fiat Lux Featured Trade: (THE BIOTECH THAT FIGURED OUT HOW TO MAKE OXYGEN PROFITABLE) (VRTX), (GILD), (AMGN)
A few months ago, I was catching up with a former colleague over coffee when he casually mentioned something that nearly made me spit out my latte. “You know this little pill I take twice a day?” he said, tapping his chest. “It probably costs more than most people’s rent. Maybe their mortgage too.” He […]
Mad Hedge Biotech and Healthcare Letter May 1, 2025 Fiat Lux Featured Trade: (TELEHEALTH’S NEW WEIGHT CLASS) (HIMS), (NVO)
Mad Hedge Biotech and Healthcare Letter April 29, 2025 Fiat Lux Featured Trade: (BIOTECH’S AWKWARD MIDDLE CHILD) (GILD), (VRTX), (AMGN), (BMY)