Global Market Comments January 20, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or A BLACK SWAN A DAY), (GS), (MS), (GLD), (SLV), (IWM), (XLI), (CRWD), (AAPL)
Tag Archives: (CRWD)
20
Jan
Jan
I’m writing this letter to you from Buenos Aires, the capital of Argentina. It was a grueling nine-hour flight down here from Miami. I slept through both meal services, so I landed starving. Here in the Southern hemisphere, the summer solstice has just passed, so it doesn’t get dark until 8:00 PM. The people are […]
Global Market Comments January 12, 2026 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or RISK IS RISING), (MSFT), (ABBV), ($VIX), (SPY), (AAPL), (CRWD), (GLD), (SLV), (TSLA), (MSTR), (NVDA)
12
Jan
Jan
On Saturday night, I received an urgent call from a Mad Hedge Concierge client who was expecting a stock market crash to ensue at any time. Would the US attack on Venezuela be the trigger? Not a chance, I answered. The military action would have no market impact. If anything, the removal of uncertainty in […]
Mad Hedge Technology Letter December 5, 2025 Fiat Lux Featured Trade: (DON’T PASS ON THIS CYBER DEFENSE FIRM) (CRWD)
CrowdStrike (CRWD) has long been a beacon in the cybersecurity arena, and its recent performance only amplifies its allure as a high-growth tech stock. Ironically, even if the cybersecurity companies won’t be leading the AI revolution, it is important that they take a chunk of the business for themselves. The behemoths will rule the cutting-edge […]
Global Market Comments June 30, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE LOOKING GLASS MARKET) (SPY), (GLD), (CRCL), (CRWD), (PANW), (FTNT), (ZS), (AVGO), (DHI), (KBH), (LEN), (PHM), (MSTR), (TSLA), (BA), (WPM), (AAPL), (TLT), (QQQ), (SPY)
30
Jun
Jun
We all read Alice in Wonderland when we were kids. In it, Alice enters a strange world where everything is the opposite of reality. Chess pieces can walk, and cats can talk. Traders these days can be forgiven for believing that they have also stepped through the looking glass and entered a strange world where […]
Mad Hedge Technology Letter June 9, 2025 Fiat Lux Featured Trade: (BUY CROWDSTRIKE) (CRWD)
Cybersecurity stocks have been doing absolutely great recently, and I fully expect the party to keep going. This niche subsector sits at the intersection of opportunity and technology, and with cybercrime exploding, it’s well-positioned to grow revenue. This is one of the last subsectors to bet against in the current chaotic landscape, and the entrenched […]
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