Mad Hedge Technology Letter August 22, 2025 Fiat Lux Featured Trade: (POWELL MOONSHOTS TECH STOCKS FROM WYOMING) (AMZN), (GOOGL), (MSFT), (NVDA), (AAPL), (PLTR)
Tag Archives: (GOOGL)
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 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 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)
The future has arrived! Over the last few weeks, I picked up some astonishing developments in artificial intelligence. *Mainframes at Stanford University and the University of California at Berkeley were given a direct connection to speak freely with each other. Within 30 minutes, they dumped English as a means of communication because it was too […]
Mad Hedge Technology Letter July 23, 2025 Fiat Lux Featured Trade: (HIGH EXPECTATIONS FOR TECH STOCKS) (META), (AAPL), (AMZN), (GOOGL)
The upcoming earnings season is a high-stakes considering the expensive nature of tech stocks. Tech stocks have ferociously spiraled higher after the April correction. In April, tech stocks weren’t ready for the barrage of tariffs levied on foreign countries. The selloff was short-lived, but sharp, and after that, we were off to the races. As […]
Global Market Comments July 21, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE CASE OF THE MISSING TARIFFS) ($VIX), (MSFT), (GOOGL), (META), (SPY), (QQQ), (CSCO), (TSLA), (AMGN), (MSTR), (AAPL)
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The Market Outlook for the Week Ahead, or The Case of the Missing Tariffs
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NOTE: This is a Jeffrey Epstein-free letter. The Volatility Index ($VIX) closed on Friday at a lowly $16.45. At that price, the index is predicting that the S&P 500 will move up or down less than 1.05% over the next 30 days. Somehow, I don’t think that is going to happen, especially going into September, […]