According to the betting markets, the odds of a recession Overnight, have tanked from over 80% to just a fraction under 40%. It is interesting to see such a development and speaks volumes to how volatile the tech markets are right now. The V-shaped price action by the Nasdaq index ($COMPQ) perhaps forced the hand […]
Tag Archives: ($COMPQ)
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 9, 2025 Fiat Lux Featured Trade: (TECH SHARES RECOVER ON MACRO NEWS) (FXI), ($COMPQ)
Expect this type of showmanship to be the new normal as the U.S. government goes pedal to the medal hoping to extract better trade terms. In the short term, expect wild swings in the prices of US tech stocks. U.S. President Trump unilaterally raised the US tariff rate on China (FXI) to 125% and instituted […]
Mad Hedge Technology Letter April 4, 2025 Fiat Lux Featured Trade: (TECH STOCKS HURTING) ($COMPQ)
That was quick. The Global Trade War has gone ballistic in a short amount of time and, tech stocks haven’t had time to digest this type of news. Today’s sell-off at the time of this writing is over 5% intraday and around 10% over the past 5 days. It is bad for everyone and accelerates […]
Mad Hedge Technology Letter March 17, 2025 Fiat Lux Featured Trade: (WE HAVE CROSSED THE RUBICON IN THE SHORT-TERM) (META), ($COMPQ), (NVDA)
The pain trade for tech stocks just recently was up and that has now been broken. It has been a tough fall and the Nasdaq ($COMPQ) has gone from up handsomely for the year to down 8%. The tough point in this was that it was hard to go bearish until we finally crossed the […]