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: (JNJ)
Mad Hedge Biotech and Healthcare Letter January 15, 2026 Fiat Lux Featured Trade: (PROGRESS LIKE CLOCKWORK) (GILD), (RHHBY), (JNJ), (ACLX)
Back in 2016, I told a hedge fund crowd in Tokyo that Gilead (GILD) was the biotech equivalent of a Seiko Spring Drive. Quietly brilliant, ruthlessly precise, engineered to perform for decades without needing applause. A few chuckled. Then Biktarvy happened. Now Yeztugo is here, and those same folks are calling me for dinner reservations […]
Mad Hedge Biotech and Healthcare Letter December 30, 2025 Fiat Lux Featured Trade: (BIOTECH’S WATERLOO: THE STOCKS THAT CONQUERED AND THE ONES THAT DIDN’T) (IDXX), (CAH), (HCA), (COR), (MCK), (GILD), (JNJ), (LLY), (ISRG), (WBA), (MRK), (BMY), (MRNA), (BIIB), (ILMN)
Napoleon once said, “In victory, you deserve champagne. In defeat, you need it.” Healthcare investors popped both in 2025. While the sector at large looked like a casualty of macro shrapnel, a few names marched through the battlefield with earnings like artillery fire – and stock prices to match. The top-line view was grim: the […]
Mad Hedge Biotech and Healthcare Letter November 25, 2025 Fiat Lux Featured Trade: (THE COMEBACK CAT WITH MORE THAN NINE LIVES) (PFE), (NVO), (BMY), (JNJ)
The market has the memory of a goldfish and the gratitude of a cat. Pfizer (PFE) saved the world, then watched its stock get tossed out like last week’s leftovers. But the story isn’t over. Not when the company is quietly stitching together a pipeline, beating estimates the analysts didn’t think it could beat, and […]
Mad Hedge Biotech and Healthcare Letter November 11, 2025 Fiat Lux Featured Trade: (A WELL-OILED MACHINE) (JNJ)
If you’ve ever doubted that a 137-year-old blue-chip beast could still surprise Wall Street, take a look at Johnson & Johnson’s (JNJ) recent maneuvering. The company just turned in a surprisingly robust Q3 performance, with $24 billion in revenue and a raised full-year forecast. But forget the top-line cheerleading. What I’m watching is where this […]
Mad Hedge Biotech and Healthcare Letter September 23, 2025 Fiat Lux Featured Trade: (THE ANTI-BIOTECH BIOTECH) (GMAB), (JNJ)
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