Global Market Comments February 13, 2026 Fiat Lux Featured Trade: (FEBRUARY 11 BIWEEKLY STRATEGY WEBINAR Q&A), (MSFT), (SNOW), (JPM), (KO), (FXE), (FXA), (FXB), (FXC), (TSLA), (GLD), (SLV), (PANW), (PLTR), (LLY)
Tag Archives: (MSFT)
13
Feb
Feb
Trader Global Strategy Webinar, broadcast from 65 degrees South in Antarctica. Q: I’m concerned about pressure on software standalones in the face of AI domination; are these stocks a buy, or when will we see the bottom? Are they going out of business? A: Some will and some won’t, such is the nature of technology […]
Global Market Comments February 9, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or ICEBERGS AHEAD) ($VIX), ($SPX), (AMZN), (KRE), (XLP), (XLI), (IAT), (TAN), (XLK), (HOOD), (MSTR), (COIN), (SLV), (LLY), (SMCI), (UUP), (MSFT), (MSTR)
09
Feb
Feb
It was a nightmare week for traders. An onslaught of deteriorating jobs data prompted a tidal wave of short selling as traders gunned for bigger downside targets. The Volatility Index ($VIX) jumped to $22. The S&P 500 ($SPX) plunged a substantial 150 points, or 2.14%. Then on Friday, that all reversed on an improved consumer […]
Global Market Comments February 2, 2026 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or GOLD, SILVER, AND BITCOIN CRASH!) (GLD), (SLV), (B), (NEM), (GDX), (T), (VZ), (XLP), (GME), (PLTR), (XOM), (IWM), (AAPL), (AMZN), (MSFT)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or Gold, Silver, and Bitcoin Crash!
02
Feb
Feb
I am writing this to you from the Celebrity Equinox from 37 degrees South latitude, 55 degrees West longitude in the South Atlantic off the east coast of Argentina. We are headed 194 degrees South, and it is a balmy 75 degrees. The sea is completely flat, with waves less than a meter. I’m told […]
Mad Hedge Technology Letter January 30, 2026 Fiat Lux Featured Trade: (MICROSOFT ON DISCOUNT) (MSFT)
Microsoft (MSFT) stock got hit pretty hard because investors are concerned about the AI narrative. That’s been one of the big worries about big tech. Can tech deliver the goods for AI or not? But let’s cut through the noise: the company delivered a solid beat, with cloud revenue hitting $51.5 billion and earnings per […]
Global Market Comments January 12, 2026 Fiat Lux Featured Trades: (MARKET OUTLOOK FOR THE WEEK AHEAD, or RISK IS RISING), (MSFT), (ABBV), ($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 […]