You can be forgiven for thinking that the stock market has become manic-depressive, which, over the last two trading days, ended up violently flat. On Thursday, the Dow Average ($INDU) shed 1,100 points in the wake of Nvidia’s blockbuster earnings report. NASDAQ (QQQ) stocks saw the widest range since April 2 Liberation Day, when stocks […]
Tag Archives: (AMZN)
Mad Hedge Technology Letter November 5, 2025 Fiat Lux Featured Trade: (M2 BOOSTS TECH STOCKS) (M2), (AMZN)
As I write this newsletter, the Nasdaq index has again added another 1% to its tab of impressive performances. This year has been a year to remember, with many AI stocks going from good to great. Monetary tailwinds, like a boost in M2 money supply, cannot just be glossed over as nothing. The Central Bank […]
Global Market Comments November 3, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOLDING THE BASKETBALL DOWN), (GS), (NFLX), (ZM), (AAPL), (AMZN), (GOOGL), (NVDA), (META), (MSFT), (TSLA)
I have a feeling that the stock market is being impaired, like holding a basketball underwater. While the indexes are at an all-time high, too many stocks have been flatlining since August. Look at your own portfolio and you’ll see what I am talking about. And the deeper you push the basketball down, the stronger […]
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Mad Hedge Technology Letter October 29, 2025 Fiat Lux Featured Trade: (THE NEW FRONTIER IN TECH STAFF NUMBERS) (AI), (AMZN), (MSFT), (GOOGL)
Amazon is taking out the knife and getting lean. The repercussions will be widespread as they hack off 30,000 corporate workers starting tomorrow. This means that the AI revolution is in full swing with many of these jobs substituted by AI functions and the rest offshored to arbitrage cheaper labor costs. This is just the […]
Mad Hedge Technology Letter October 20, 2025 Fiat Lux Featured Trade: (CHINA CHANGES THE A.I. RULES YET AGAIN) (AI), (BABA), (AMZN), (GOOGL), (NVDA), (AMD)
China deflates the world and that comes in all sorts of shapes and sizes. Everyday goods shipped from China have certainly made the cost of living lower in the United States for the past 30 years. Then, as China sharpened their knives and got back to work, they began to make electronics and now they […]