The tech sector is the market. Never have we had so much concentration in just a few names with large tech companies driving the bus. This becomes a make-or-break moment for the rally, and all signs are pointing to positivity. I must admit that tech companies aren’t in the middle of a roaring growth phase, […]
Tag Archives: (MSFT)
Global Market Comments September 25, 2025 Fiat Lux Featured Trade: (THIS IS NOT YOUR FATHER’S NUCLEAR POWER PLANT) (SMR), (MSFT), (GOOGL), (AMZN)
25
Sep
Sep
With uranium prices (yellow cake) hitting a new all-time high, there is a strong message here that investors can’t ignore A nuclear renaissance is underway. Building on my early career at the Atomic Energy Commission in the 1970s, I have been covering new nuclear since 2010, and it has been a long and winding road. […]
Global Market Comments September 22, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or WHY THE CRASH WILL START ON NOVEMBER 5) (GS), (JPM), (AAPL), (TLT), (MSFT)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or Why the Crash Will Start on November 5
22
Sep
Sep
Perhaps the most intelligent thing said about markets last week came from my old friend and trading adversary, David Tepper, who said he was “long and hated it.” With valuations at historic highs and the economy deteriorating, the market was begging for trouble. “The higher you climb the mountain, the greater the fall on the […]
Mad Hedge Technology Letter August 22, 2025 Fiat Lux Featured Trade: (POWELL MOONSHOTS TECH STOCKS FROM WYOMING) (AMZN), (GOOGL), (MSFT), (NVDA), (AAPL), (PLTR)
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 […]
Global Market Comments August 21, 2025 Fiat Lux Featured Trade: (MY NEWLY UPDATED LONG-TERM PORTFOLIO)
Global Market Comments August 19, 2025 Fiat Lux Featured Trade: (LAST CHANCE TO ATTEND THE FRIDAY, AUGUST 22, INCLINE VILLAGE, NEVADA STRATEGY DINNER) (THE MAD HEDGE DICTIONARY OF TRADING SLANG)
Global Market Comments August 18, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or CLUELESS), (NVDA), (MSFT), (BAC), (DHI), (LEN), (KBH), (PHM), (GLD), (B), (NEM), (AEM), (NFLX), (FCX), (TSLA), (SPY), ($VIX), (CATL)