Global Market Comments February 17, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or ABANDON SHIP!), (SPY), (EEM), (EWZ), (XLP), (XLU), (XLRE), (XLE), (XHB), (XLB, (CRM), (XLF), (LSTR), (JBHT), (XLY), (JNJ), (CL), (O), (NEE), (SCHD)
Tag Archives: (CRM)
Mad Hedge Technology Letter February 9, 2026 Fiat Lux Featured Trade: (CLAUDE IS A WRECKING BALL) (CRM), (AI)
Mad Hedge Technology Letter February 4, 2026 Fiat Lux Featured Trade: (SOFTWARE STOCKS GET CLOBBERED) (CRM), (NOW)
We are down in the Nasdaq 2% after another nerve-wracking day in tech stocks. Tech stocks are having a hard time climbing over the wall of worry. To some extent, AI is starting to cannibalize revenue from other tech stocks, and on a net basis, this is a negative. Then mix in the disappointing earnings, […]
Global Market Comments September 8, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WATCHING HISTORY RHYME) (GS), (JPM), ($VIX), (CRM)
I have been predicting all year that the government’s new and untested economic policies would produce stagflation. Well, we certainly got the “Stag” on Friday with the most disastrous jobs report since the Pandemic. Will the “flation” follow with the Consumer Price Index this coming Thursday? Nonfarm Payroll certainly broke all recent records, proving how […]
Mad Hedge Technology Letter June 27, 2025 Fiat Lux Featured Trade: (SALESFORCE LOSING AT AI) (CRM), (AI)
Salesforce (CRM) and its stock are down around 19% YTD, and that goes to show that when you fall behind in the generative AI race, it starts to tank the stock. CRM has been on the back foot during the AI wars, and that has caused investors to become suspicious of the company. They only […]
Global Market Comments April 7, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or TRUMP DECLARES WAR ON THE WORLD), (SPY), (TLT), (META), (GOOGL), (MSFT), (CRM), (COST), (NVDA), (NFLX), (NVDA), (TSLA), (GLD)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or Trump Declares War on the World
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Apr
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I often get asked why I am still working after 55 years in the stock market. With five customers calling me this morning to thank me for saving their retirement funds, you might understand why. It is now clear that in retrospect and with the wisdom of 20/20 hindsight, corporate America flipped the switch on […]