Mad Hedge Biotech and Healthcare Letter August 28, 2025 Fiat Lux Featured Trade: (A PERFECTLY EXECUTED FIANCHETTO) (ABBV), (AMZN)
Tag Archives: (AMZN)
I was 12 years old, sitting across from this grizzled chess master in Washington Square Park – one of those guys who could probably beat you blindfolded while eating a hot dog. He demolished my carefully planned opening in about six moves. While I was proudly moving my knight to what I thought was a […]
Mad Hedge Technology Letter August 22, 2025 Fiat Lux Featured Trade: (POWELL MOONSHOTS TECH STOCKS FROM WYOMING) (AMZN), (GOOGL), (MSFT), (NVDA), (AAPL), (PLTR)
US Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium today was an admission that he has allowed the market to box him in. The Fed didn’t do enough to tame inflation since 2020, and now they are on the brink of surrendering the inflation fight and cutting rates when core inflation is […]
Mad Hedge Technology Letter August 13, 2025 Fiat Lux Featured Trade: (GROCERIES ARE NOW TECH) (AMZN), (WMT)
The conundrum for these gargantuan Silicon Valley tech companies is that they are so thirsty to grow revenue that they simply need to look at other industries. Done are the days when tech stayed in its own lane. In 2025, American tech firms are those pesky motorcyclists snatching your purse as they fly by on […]
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 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)