• support@madhedgefundtrader.com
  • Member Login
Mad Hedge Fund Trader
  • Home
  • About
  • Store
  • Luncheons
  • Testimonials
  • Contact Us
  • Click to open the search input field Click to open the search input field Search
  • Menu Menu
april@madhedgefundtrader.com

December 22, 2023

Jacque's Post

 

(JOIN ME IN BRISBANE OR MELBOURNE FOR SOME GREAT FOOD & CONVERSATION ABOUT THE MARKETS)

December 22, 2023

 

Hello everyone,

My Aussie luncheons are on in early January.  Please join me in either Brisbane or Melbourne for some great food and conversation.

Come join me for lunch for Jacquie Munro’s Global Strategy Update, which I will be conducting in Brisbane, Australia at 12:00 PM on Tuesday, January 9, 2024. A three-course lunch is included.

I’ll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious metals, and real estate.

And to keep you in suspense, I’ll be throwing a few surprises out there too.  Tickets are available for $199.

I’ll be arriving early and leaving late in case anyone wants to have a one-on-one discussion, or just sit around and chew the fat about the financial markets.

The lunch will be held at an exclusive restaurant in central Brisbane, the details of which will be emailed to you.

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for this luncheon, please click here.

 

 

 

Come join me for lunch for Jacquie Munro’s Global Strategy Update, which I will be conducting in Melbourne, Australia at 12:00 PM on Wednesday, January 10, 2024. A three-course lunch is included.

I’ll be giving you my up-to-date view on stocks, bonds, currencies commodities, precious metals, and real estate.

And to keep you in suspense, I’ll be throwing a few surprises out there too.  Tickets are available for $198.

I’ll be arriving early and leaving late in case anyone wants to have a one-on-one discussion, or just sit around and chew the fat about the financial markets.

The lunch will be held at an exclusive restaurant in central Melbourne, the details of which will be emailed to you.

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for this luncheon, please click here.

 

 

There will be a sale of Jacquie’s Post on January 2, 2024.  So, that’s the day to jump in and secure a great discount on this product.  If you know anyone who could benefit from this product, make sure you direct them to the madhedgefundtrader.com site and look for Jacquie’s Post.  It’s a quality product with excellent guidance and very good stock picks. 

This will be my last Post for the year.  For the next two weeks, I will take a well-earned break and run some excellent Posts from earlier in the year.  They will offer excellent insights into the market, the economy, and the world around us. 

Wishing you all a very Happy Christmas and all good things for 2024.  Thank you for supporting my research.

Cheers,

Jacquie

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-22 12:00:002023-12-22 10:20:34December 22, 2023
april@madhedgefundtrader.com

December 22, 2023

Diary, Newsletter, Summary

Global Market Comments
December 22, 2023
Fiat Lux

Featured Trade:

(A BUY WRITE PRIMER)

(AAPL)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-22 09:04:162023-12-22 10:07:09December 22, 2023
april@madhedgefundtrader.com

December 21, 2023

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
December 21, 2023
Fiat Lux

Featured Trade:

(UNLEASHING THE UNDERDOGS)

(NVS), (LLY), (PNT), (RYZB), (MRK), (ABBV)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-21 12:02:042023-12-21 11:22:04December 21, 2023
april@madhedgefundtrader.com

Unleashing The Underdogs

Biotech Letter

Grab your notebooks because class is in session, and today's topic is radiopharmaceuticals.

Yes, you heard it right - radiopharmaceuticals. It’s not your everyday cocktail party topic, but it's certainly the buzzword in the biotech investing world. And let me tell you, the numbers are sizzling.

Venture capital deals in this sector have shot up by an eye-watering 550% to $408 million this year. Back in 2017, this figure was a mere $63 million. Talk about going from zero to hero.

The global market for these radioactive wonders zoomed past $5.2 billion in 2022 and is now racing towards an estimated $13.67 billion by 2032. That's a CAGR of 10.2% for the statisticians among us.

So, what's cooking in the radiopharmaceutical kitchen? Well, a lot, apparently.

Leading the pack are the heavyweights – Novartis (NVS) and Eli Lilly (LLY). Novartis has thrown its hat into the ring, making radiopharmaceuticals a showstopper in its oncology lineup. With stars like Lutathera and Pluvicto, they're not just playing; they're here to dominate.

As for Eli Lilly, they're playing catch-up but with style. They laid down a cool $1.4 billion for Point Biopharma Global — a biotech gem focusing on radioligand therapies. Notably, Point investors are playing hardball, waiting for a Phase 3 reveal.

Meanwhile, Eli Lilly's also buddied up with Mariana Oncology and its $175 million Series B – these guys are eyeing small cell lung cancer with a glint in their eye.

So, what does this mean for the investor universe? Well, in a nutshell, it's party time. Early-stage companies, especially those with their lab coats on in discovery and preclinical stages, are like magnets to investors right now.

There’s POINT Biopharma, which hails from Indianapolis, that went public on Nasdaq as of July 1, 2021. Remember the ticker symbol “PNT”? That's them, and they currently have roughly $1.33 billion in market cap.

Another promising option is Mallinckrodt Pharmaceuticals. These folks are into everything from specialty pharmaceuticals to, you guessed it, radiopharmaceuticals—an American-Irish charm, if I may say so.

Abdera Therapeutics, a Canadian startup (eh!), is also in the running. This company is all about precision radiotherapeutics. They're eyeing small-cell lung cancer, and they've got the funds to back it up.

And then there’s ARTBIO, with an impressive $90 million Series A six months post-launch.

There’s also RayzeBio (RYZB), which is based in sunny California. They're not just turning heads; they're opening wallets. This company raised a whopping $160 million in Series D last year and then sprinted towards a dazzling $311 million IPO just last September.

Between 2018 and 2023, US-based radiopharmaceutical companies attracted a hefty $1.2 billion in venture financing. The peak? A cool $262 million in 2021. And guess what? Most of this dough was for preclinical and discovery shenanigans.

But let's not forget the hurdles, particularly the supply challenges and overwhelming demand. Yet, despite these hiccups, the sector remains hotter than a summer in the Sahara.

Prior to this, ADCs (Antibody Drug Conjugates) dominated the conversation.

We witnessed Merck (MRK) confidently investing $4 billion in Daiichi Sankyo for their ADC prospects. Lilly was busy forming a cozy partnership with Mablink Bioscience. And let's not forget AbbVie (ABBV), which generously splurged $10.1 billion on ImmunoGen's Elahere.

To this day, ADCs are still the talk of the town. But here's the thing: radiotherapeutics might be the underdog next to ADCs, but they're catching up. Fast.

This sector is bubbling with potential, simmering with innovation. For investors and pharma bigwigs, radiopharmaceuticals are more than just a fad. They're the future.

So, what's the takeaway? Radiotherapeutics might not be grabbing the spotlight like ADCs, but they’re like that quiet kid in class who ends up acing the test.

Mark my words. This is one space in oncology that's set to make some serious noise in the coming years.

 

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-21 12:00:042023-12-21 11:21:59Unleashing The Underdogs
april@madhedgefundtrader.com

December 21, 2023

Diary, Newsletter, Summary

Global Market Comments
December 21, 2023
Fiat Lux

Featured Trade:

(JACQUIE MUNRO JANUARY 9, 2024 BRISBANE, AUSTRALIA STRATEGY LUNCHEON)
(JACQUIE MUNRO JANUARY 10, 2024 MELBOURNE, AUSTRALIA STRATEGY LUNCHEON)
(THE EIGHT WORST TRADES IN HISTORY)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-21 09:08:432023-12-21 13:54:40December 21, 2023
april@madhedgefundtrader.com

SOLD OUT - Tuesday, July 2, 2024 Vancouver, Canada Strategy Luncheon

Lunch

 

Come join me for lunch for my Global Strategy Luncheon, which I will be conducting in Vancouver, Canada at 12:00 PM on Tuesday, July 2, 2024. A three-course lunch is included.

I’ll be giving you my up-to-date view on stocks, bonds, currencies commodities, precious metals, and real estate.

And to keep you in suspense, I’ll be throwing a few surprises out there too. Enough charts, tables, graphs, and statistics will be thrown at you to keep your ears ringing for a week. Tickets are available for $249.

I’ll be arriving early and leaving late in case anyone wants to have a one-on-one discussion, or just sit around and chew the fat about the financial markets.

The lunch will be held at an exclusive private club in central Vancouver, the details of which will be emailed to you.

I look forward to meeting you, and thank you for supporting my research.

To purchase tickets for the luncheon, please click on the BUY NOW button above or click here.

 

 

https://www.madhedgefundtrader.com/wp-content/uploads/2023/12/vancouver-canada.png 572 1148 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-20 18:00:292024-07-03 13:25:14SOLD OUT - Tuesday, July 2, 2024 Vancouver, Canada Strategy Luncheon
Douglas Davenport

Microsoft Unveils Their 2024 AI Spending Plan

Mad Hedge AI

The year 2023 witnessed Microsoft making bold moves in the AI arena, with a reported $50 billion budget for data center buildouts alone. Now, as we turn the corner into 2024, the tech giant is raising the stakes, unveiling a revised spending plan that promises to further fuel its AI ambitions.

Amplifying the Investment: Brace yourself for bigger numbers. Microsoft is reportedly planning to inject an additional $20 billion into AI initiatives in 2024, bringing the total spend to a staggering $70 billion. This significant increase demonstrates Microsoft's unwavering commitment to solidifying its position as a leader in the rapidly evolving world of AI.

Strategic Focus for the Funds: But where will this colossal cash influx be directed? Here's a breakdown of the key areas targeted in Microsoft's 2024 AI spending plan:

  • Data Center Expansion: The data center buildout marathon continues, with the additional funds likely dedicated to expanding existing facilities and establishing new ones across the globe. This global network of AI powerhouses will provide the computational muscle needed for advanced research, development, and deployment of AI projects.
  • Talent Acquisition and Retention: Recognizing the importance of brainpower, Microsoft plans to ramp up its efforts in attracting and retaining top AI talent. This includes recruiting world-renowned researchers, engineers, and data scientists, as well as fostering a dynamic internal environment that nurtures AI expertise.
  • Partnerships and Acquisitions: Collaboration and strategic acquisitions are crucial in the competitive AI landscape. Microsoft will likely utilize a portion of its budget to forge partnerships with leading AI startups and research institutions, while also seeking potential acquisitions that complement its existing technologies and expertise.
  • Focus Areas: Expect the acceleration of investments in specific AI domains that Microsoft deems crucial for future growth. This might include areas like natural language processing, computer vision, robotics, and quantum computing, along with industry-specific applications in healthcare, finance, and manufacturing.

The Implications: Microsoft's ambitious 2024 AI spending plan has far-reaching implications:

  • Intensified AI Race: This move is likely to amplify the competitive heat in the AI race, with other tech giants feeling pressure to keep pace. This could lead to even faster advancements and broader accessibility of AI technologies for consumers and businesses.
  • Impact on Industries: As Microsoft's AI prowess grows, expect a significant impact on various industries. From personalized medicine to automated manufacturing, AI-powered solutions will reshape how we work, live, and interact with technology.
  • Ethical Considerations: With increased power comes increased responsibility. Microsoft's significant AI investments necessitate continued focus on ethical AI development and deployment. Issues like data privacy, algorithmic bias, and responsible use of AI must remain at the forefront of the conversation.

Looking Ahead: Microsoft's 2024 AI spending plan is a bold declaration of intent, signaling the company's unwavering commitment to becoming a dominant force in shaping the future of AI. This significant investment promises to accelerate innovation, reshape industries, and raise crucial ethical questions that will impact us all. As we watch this AI story unfold, it's essential to engage in open dialogue and ensure that its potential benefits are maximized, while potential risks are carefully mitigated. The year 2024 is poised to be a pivotal one for AI, and Microsoft's ambitious spending plan is sure to be a driving force in this fascinating technological revolution.

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Douglas Davenport https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Douglas Davenport2023-12-20 15:56:242023-12-20 16:07:39Microsoft Unveils Their 2024 AI Spending Plan
april@madhedgefundtrader.com

December 20, 2023

Tech Letter

Mad Hedge Technology Letter
December 20, 2023
Fiat Lux

Featured Trade:

(FUTURE OF AI PATENTS AND LAW)
(CHINA), (NEURALINK)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-20 14:04:422023-12-20 10:37:14December 20, 2023
april@madhedgefundtrader.com

Future Of AI Patents And Law

Tech Letter

The world is rapidly shifting into a new paradigm where not only do people invent, but people also build artificial intelligence that can invent.

This will have massive ramifications for the business world and the tech industry which is the avant-garde of the business world.

Recent decisions from South Africa and Australia that an artificial intelligence machine can be listed as an inventor on a patent could spur these two locales into being one of the most competitive tech scenes in the world.

The U.S. and Europe will need to figure out what it means to be an inventor.

Registering A.I. as an inventor could potentially mean that multinational corporations won’t shoulder the blame if some sort of insidious experiment with A.I. goes horribly wrong crushing half of mankind.

It also opens up the possibility of some “A.I. invented” app triggering 1000X growth delivering prosperity to half of mankind.

The wide range of possibilities is enough to keep one up at night, and the deeper knock-on effect is that A.I. is now prime for game time.

The rapid acceleration of not only the quantity of A.I., but the increasing quality of A.I. means that countries will need to make some high-stakes business decisions on where A.I. fits into the law and patent system.

Courts in the U.S. and U.K. are expected to issue rulings later this year, and policymakers are gathering information on how to deal with the rising use of AI.

Another piece to the puzzle is how China will treat A.I. and the knock-on effects on American consumers and American businesses.

This sub-sector has been identified as one of the “must-win technologies of the future” by the U.S. administration.

China also leads in AI as it relates to facial recognition and has a database of 1.3 billion citizens to pull data from.

China is pursuing a centrally controlled strategy with hyperlocal implementation. Values and goals are set from above, and resources are made available.

At the local level of municipalities, cities, and provinces, regional administrations compete for the new AI clusters.

The result is a national and regional administrative state that works closely with research, investors, and industry to build a successful AI ecosystem.

In either case, American companies need a verdict and the initial framework of how to treat A.I. in terms of who owns the patents and what that means, or they risk falling behind places like China which is hell-bent on being the first A.I. superpower.

Imagine if all companies were protected from anything negative that AI manufactured and not only with social media.

One could understand how investors could win out big time if a flood of capital nosedived into controversial projects that became money generators.

Big tech has the capital and connections in Washington to advance the initiative.

Another project that comes to mind that would benefit from AI law is Elon Musk-supported Neuralink.

Elon Musk wants everyone to get brain surgery. Specifically, he wants everyone to get a brain implant — the brain-machine interface created by his company, Neuralink. He says it will be able to solve any number of medical conditions — including paralysis, anxiety, and addiction.

A project like this is high risk — a lot could go wrong with it.

But what if the law was set up to just allow investors to write off the externalities and fiscal costs of a failed project?

These rulings also have massive consequences in where the new Silicon Valley migrates to and if the rules are favorable in South Africa, what’s stopping Facebook from exploring an opening of a Cape Town subsidiary?

Not much is the answer.

The issue of inventorship is just a small part of the dilemma over how to deal with AI, such as what types of AI software are eligible for a patent and who owns the massive amounts of data required to “teach” the machines.

A decision clarifying which AI inventions are eligible for patenting would be impactful.

Ultimately, AI is a high-stake game that gets more important by the day and so far there has been nothing detrimental that will affect the fortunes of big tech and their quest for higher share prices.

 

https://www.madhedgefundtrader.com/wp-content/uploads/2023/12/handshake.png 332 1018 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-12-20 14:02:432023-12-20 10:36:54Future Of AI Patents And Law
Mad Hedge Fund Trader

December 20, 2023 - Quote of the Day

Tech Letter

“You may think using Google's great, but I still think it's terrible.” – Said Co-Founder of Google Larry Page

 

https://www.madhedgefundtrader.com/wp-content/uploads/2023/12/larry-page.png 544 342 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2023-12-20 14:00:532023-12-20 10:41:55December 20, 2023 - Quote of the Day
Page 3 of 12‹12345›»

tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with Mad Hedge Fund Trader (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastytrade and/or any of its affiliated companies. Neither tastytrade nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent or this website. tastytrade does not warrant the accuracy or content of the products or services offered by Marketing Agent or this website. Marketing Agent is independent and is not an affiliate of tastytrade. 

Legal Disclaimer

There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

Copyright © 2025. Mad Hedge Fund Trader. All Rights Reserved. support@madhedgefundtrader.com
  • Privacy Policy
  • Disclaimer
  • FAQ
Scroll to top