Mad Hedge Technology Letter May 9, 2025 Fiat Lux Featured Trade: (THE FIGHT FOR AI SUPREMACY) (GOOGL), (AAPL)
Tag Archives: (GOOGL)
We are getting to the part of the cycle where tech could potentially be cannibalizing each other. The fact is that the overall pie is not growing fast enough, and competition is. Search is a massive market, and participants are all vying for ad dollars. Once what was thought of as a duopoly is no […]
Mad Hedge Technology Letter April 28, 2025 Fiat Lux Featured Trade: (GOOGLE GIVES US SOME GOOD NEWS) (GOOGL), (NVDA)
I am not saying that Google’s (GOOGL) earnings report will save the market; the market isn’t just GOOGL. However, the company demonstrated there is still some positive performance out there in the tech sector when many out there are having a hard time. It is clear that we are about to embark on a journey […]
Global Market Comments April 14, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or REARRANGING THE DECKCHAIRS ON THE TITANIC), (SPY), (GLD), (NFLX), (NVDA), (TLT), (MSTR), (SVXY), ($VIX) (AMZN), (AAPL), (GOOGL), (PANW), (NFLX), (CORN), (WEAT), (SOYB)
Back in 1987, I flew my Cessna 340 twin from London to Rome to visit Morgan Stanley’s high-end Italian clients. Held over by meetings, I got a late start, and I didn’t get as far as the French Champagne country until midnight. Right then, at 20,000 feet, the gyroscope suddenly blew up with a great […]
Mad Hedge Technology Letter April 7, 2025 Fiat Lux Featured Trade: (THE NEW NORMAL FOR SEARCH ENGINES) (GOOGL), (TRIP)
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
Apr
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 […]
Mad Hedge Technology Letter March 28, 2025 Fiat Lux Featured Trade: (AN UP AND COMING SOCIAL MEDIA PLATFORM) (RDDT), (GOOGL)