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: (PANW)
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 […]
Mad Hedge Technology Letter December 1, 2025 Fiat Lux Featured Trade: (HOW TO POSITION YOURSELF IN TECHNOLOGY STOCKS) (AMAT), (PANW), (PLTR)
This continues – not unabated and in a staggered trajectory. Federal debt is exploding higher, and readers need to put on their thinking caps to do something about it. We have blown past 38.09 trillion, and this is just the beginning. The question readers need to ask themselves is can tech stocks go higher with […]
29
Oct
Oct
I knew the letter from the IRS sitting in my mailbox was bad news just from the color of the paper. It was not light green, the color of a refund check from the United States Treasury. Instead, it was white, warning that it contained some sort of demand, audit notice, or threatened legal action. […]
Mad Hedge Technology Letter October 10, 2025 Fiat Lux Featured Trade: (CYBER DEFENSE STOCKS BECOME POPULAR) (PANW), (DDOG), (NET)
I don’t want to state the obvious because the obvious is staring us straight in the face, but the likelihood of global conflict escalating in the short term is surging. Explosive global turmoil is great for cybersecurity software stocks, and that is why I started piling into these gems of tech companies today. I first […]
Global Market Comments August 11, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or HOW TOOK COOK PLUCKED APPLE OUT OF THE FIRE BACK INTO THE FRYING PAN), (SPY), (NVDA), (AAPL), (PANW), (CYBR), (META), (MSFT), (TSLA), (FCX),(NFLX), (GLD), (DGE), (PERP)
Diary, Homepage Posts, Newsletter
The Market Outlook for the Week Ahead, or How Tim Cook Plucked Apple Out of the Fire Back into the Frying Pan!
11
Aug
Aug
Economic growth has dropped by 50%-100% in a year, and if you strip out AI investment, the economy actually shrank by 2%. Inflation is rising, with much worse to come, and stocks are at all-time highs both in terms of price and multiples. Markets are now sitting on a knife-edge, and the slightest unforeseen development […]
Global Market Comments August 4, 2025 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or REALITY STRIKES) (TLT), (CCJ), (DHI), (LEN), (KBH), (RKT), (TSLA), (NFLX), (FCX), (B), (NEM), (AMZN), (AAPL), (BA), (PANW), (V)