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april@madhedgefundtrader.com

The Future Is Here

Tech Letter

The future is here.

No code or low code will bring a raft of new innovative tech companies to market, and we are in the early innings of this transformative development.

What is no code?

No-code is an approach to designing and using applications that requires zero coding or knowledge of programming languages.

This type of software hits us at a perfect time when the home office is beginning to become ubiquitous.  

The self-service movement that empowers business users will support the creation, manipulation, and employment of data-driven applications.

If we turn back the pages of history, companies needed an army of software programmers to develop even the measliest application.

That was then, and this is now.

Fast forward to today, and automated technology doesn’t only include cutting-edge industries like automotive cars but also software on laptops that can be rejigged by individual entrepreneurs.

That’s right, one person with no coding experience will be able to design, develop, and offer a real-life application with meaningful business value without the help of expert programmers.

The research data backs up my thesis with research firms projecting a 23% increase in the global market for this type of technology.

During the pandemic, low-code/no-code tools saw steady growth due to their effectiveness in addressing some of tech’s most complicated challenges.

The essential need to digitize workflows and enhance customer and employee experiences will be a boost to the efficiency of commercial and operational teams.

No-code platforms have evolved from just facilitating mundane tasks to making it possible for a broader range of business employees to truly own their automation and build new software applications with no coding while increasing organizational capacity.

A few risks that larger companies might consider is that even for remote developers building new applications, governance is paramount.

IT staff will need to install guardrails in place and have those built into low-code/no-code platforms to maintain consistent levels of security across the organization.

Cybersecurity solutions need to be integrated into this workflow by training every employee at the organization on security behavior and using compartmentalization and limited access to prevent opportunities for mistakes.

Hard landings are hard to recover from, and some can be crippling to the business model.

For no-code companies, harmonizing workflows is a key requirement for success.

In a low-code/no-code organization, departments should be able to work without silos and communicate freely across functions.

Elevated performance enabled by low-code/no-code tools will mean that the number of useful apps hurling toward the marketplace will be more and merrier than ever before.

Higher performance will no doubt usher in a new renaissance of efficiency and even better performance.

This also puts a 3 or even 4-day workweek squarely in play.

Many of the best tech minds in the world have supported the concept of working smarter instead of working harder.

A low code/no-code standard will allow for these achievements to take place.

The cratering of costs to start and run a tech firm is affected, too.

Deploying startup capital to pay for other expenses will make it easier for successful incubation.

This will ultimately mean that this new type of tech company will need to embrace the fusion of IT and business staff, empowering them with composable applications to speed up the time to market for new solutions.

Low-code/no-code APIs and other tools are enabling companies to integrate new applications into their existing tech stack in a more seamless manner with a lift-and-shift approach vs a rip-and-replace.

At the entrepreneur level, individuals will be able to harness the technology to build $100 million companies with a snap of the fingers when it wasn’t possible to do it before.

This is finally a chance for the little guy to recapture their moxie in the vast and sometimes overwhelming business world.

 

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.com2024-11-20 14:02:372024-11-20 14:21:19The Future Is Here
april@madhedgefundtrader.com

Trade Alert - (BLK) November 20, 2024 - BUY

Trade Alert

When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more

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april@madhedgefundtrader.com

November 20, 2024 - Quote of the Day

Tech Letter

“Be a Unicorn in a Sea of Donkeys.” – Said Elon Musk

 

https://www.madhedgefundtrader.com/wp-content/uploads/2024/05/Elon.png 306 226 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-11-20 14:00:412024-11-20 14:20:39November 20, 2024 - Quote of the Day
april@madhedgefundtrader.com

November 20, 2024

Jacque's Post

 

(TRUMP’S GAME OF CHESS WITH RUSSIA)

 

November 20, 2024

 

Hello everyone

 

Trump, the dealmaker, will have to use all his “box of tricks” and then some to secure an end to the conflict between Ukraine & Russia.

 

 

Let’s remember it was Trump’s boast that he would end the war in a day.  We’re not there yet.

One thing is certain, and that is that President Zelensky will come under heavy pressure from the newly elected Trump administration to reach a settlement with Moscow. 

But what if Zelensky feels backed into a corner?  What will be his reaction? 

For those of us who live far away from the conflict zone, we may think that the impact of this war will be minimal on our life.  But, the outcome of the Ukraine conflict will have global consequences.  Even Australia won’t be immune. 

Let’s sit with this idea for a moment.  A Putin win will encourage his expansionist impulses in Asia, as well as Europe, strengthen the axis of autocrats, devitalize the democracies, and promote a deals-based order where the strong do what they will, and the rest of us roll with the fall-out as best we can.

How Trump, the dealmaker, behaves and acts regarding this conflict will be telling, as his actions will illustrate America’s international policy in a Trump-revived world.

It is probable that Trump’s actions will be more robust than Biden’s.  Biden provided enough weaponry to continue the war but not enough for the Ukrainians to fully exploit Russia’s weaknesses and gain the upper hand. 

Biden’s 11th-hour concession allowing Ukraine to strike Russia with long-range US missiles may be too little, too late.

So, what does Trump’s peace plan look like?

Kyiv will likely have to give up territory in exchange for US security assurances and European financial support for post-war reconstruction.  The current battle lines could become a border – a heavily fortified 1200km long demilitarised zone patrolled by a multinational peacekeeping force.

So, now Putin would be in control of 20 percent of Ukraine. 

What a heavy price to pay for that territory!

600,000 Russian soldiers were killed.

And economically, the war has been a debacle.

Russia’s strategic position has been weakened by the self-inflicted enlargement of NATO to include Sweden and Finland along its northwestern border.

Without US military support, it is hard to see Ukraine winning this war with Russia. Zelensky may find himself in a position where he must accept Trump’s plan since Europe is not willing or even able to fill the gap.    The EU couldn’t even provide the million 155mm artillery shells promised to Ukraine by March.

Getting Putin to agree might prove tricky for Trump.

Complicating the negotiations is the fact that North Korea’s “Storm Corps” are fighting on Russia’s side.  Now, we can see how this conflict seems to be gradually changing into a Eurasia-wide struggle for geopolitical ascendancy.

In this war, North Koreans serve a good tactical and political purpose for Putin.  They won’t change the course of the war.  But their involvement may deepen a sense of isolation Ukrainians feel as the axis forces work together to crush their resistance.  Europe’s support is softening, and under Trump, Americans are poised to bail out.

A bilateral defence pact signed in June between Russia and North Korea will see the hermit kingdom benefitting nicely. 

$200m for its troops and the provision of missile and satellite technology, as well as

700,000 tonnes of rice to feed the half-starved population.

Should South Korea begin arming Ukraine, this could destabilize the relationship with North Korea and easily ignite an Asia-wide conflict.  This would draw Australia into the war, as we have a historical commitment to the defense of South Korea.

How this plays out – nobody really knows. 

It has become a game of chess.

But one thing has become clear – democracies will need to grow a backbone, show some brawn, and match the defense spending and singlemindedness of the autocrats.  They play to win at all costs.  We need to up the ante and check them before they check mate us.

 

 

 

PORTFOLIO REVIEW

I would think about taking some profits from your gold stocks.  Most of you will be sitting on healthy profits – take some off the table.

(GDX), (AGQ), (WPM), (GOLD), (SLV)

QI CORNER

 

 

SOMETHING TO THINK ABOUT

 

 

 

 

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.com2024-11-20 12:00:292024-11-20 13:16:55November 20, 2024
april@madhedgefundtrader.com

November 20, 2024

Diary, Newsletter, Summary

Global Market Comments
November 20, 2024
Fiat Lux

 

Featured Trade:

(THE JOHN THOMAS BIOGRAPHY IS OUT)
(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.com2024-11-20 09:06:292024-11-20 10:32:52November 20, 2024
april@madhedgefundtrader.com

The John Thomas Autobiography is Out

Diary, Newsletter

After decades of pestering, pleading, and cajoling, I have finally completed the first volume of my autobiography, John Thomas – A Life Well Lived.

The online PDF contains 100 chapters, hundreds of color pictures, and my best memories over the last 60 years.

You will not be disappointed.

The book was written on Transatlantic cruises on the Queen Mary II, the Orient Express, a chalet in Zermatt, and countless airport first class lounges. The price is $52.

I have hundreds more chapters to write and boxes with tens of thousands more old and dusty pictures to scan. But if I didn’t get the first book out now, there is a risk that the project might outlive me.

I tried to get this book out years earlier. But there was always another trade alert, newsletter, or webinar to get out. New adventures had to be lived. So, at last, here it is. To buy Volume I, please click here for an immediate download.

Enjoy!

 

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.com2024-11-20 09:04:202024-11-20 10:32:35The John Thomas Autobiography is Out
DougD

November 20, 2024 - Quote of the Day

Diary, Newsletter, Quote of the Day

"Interest rates are the physical gravity of financial assets. The lower they are, the higher assets will levitate," said Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, a leading hedge fund of funds.

 

wile-coyote

https://www.madhedgefundtrader.com/wp-content/uploads/2012/05/wile_e_coyote_gravity.jpg 300 400 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2024-11-20 09:00:572024-11-20 10:30:09November 20, 2024 - Quote of the Day
april@madhedgefundtrader.com

November 19, 2024

Biotech Letter

Mad Hedge Biotech and Healthcare Letter
November 19, 2024
Fiat Lux

 

Featured Trade:

(HONEY, I SHRUNK THE MARKET CAP)

(ABBV), (BMY), (AVNX)

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.com2024-11-19 12:02:072024-11-19 12:22:39November 19, 2024
april@madhedgefundtrader.com

Honey, I Shrunk The Market Cap

Biotech Letter

If you've ever wondered what $9 billion in disappointment looks like, ask the folks at AbbVie (ABBV). They've just learned the hard way that even the most promising psychiatric drugs can pull a vanishing act worthy of Houdini when it comes to clinical trials.

Their great hope, emraclidine – a name that sounds like it could either cure schizophrenia or clean your bathtub – recently face-planted in not one, but two Phase 2 trials.

Dr. Roopal Thakkar, AbbVie's Chief Scientific Officer, probably wishes this particular day came with a reset button, as the company's experimental once-daily pill performed with all the therapeutic punch of a sugar tablet in treating schizophrenia.

Somewhere, in a parallel universe, there's probably a version of Dr. Thakkar who didn't just watch $40 billion in market value evaporate faster than a teenager's allowance at a gaming convention.

Unfortunately, in our universe, AbbVie's stock took a 12.6% nosedive to $174.43.

But here's where it gets interesting, in that peculiar way that only Wall Street can manage. While AbbVie was having its very bad, no-good day, Bristol Myers Squibb (BMY) was practically dancing in the streets.

Their shares shot up 11% faster than you can say "competitive advantage." Why? Because their own schizophrenia drug, Cobenfy (another name that sounds like it came from the same random pharmaceutical name generator), just got the FDA's blessing.

Talk about impeccable timing.

Let's put this in perspective: We're talking about a global market worth $7.90 billion in 2023, projected to balloon to $11.35 billion by 2030. And it's not just about money.

The World Health Organization tells us there are 24 million people worldwide living with schizophrenia.

In the U.S. alone, it affects between 0.25% and 0.64% of adults, according to the National Institute of Mental Health. That's roughly the population of a small city, all waiting for better treatment options.

Meanwhile, other players in this high-stakes game are making moves that would impress a chess grandmaster.

Take Teva Pharmaceutical Industries (TEVA), busy cooking up a long-acting injectable version of olanzapine.

Or Alkermes plc (ALKS), sitting pretty with their $1.17 billion in revenue for 2022, thanks partly to their own injectable antipsychotic, Aristada.

Then there's H. Lundbeck A/S (HLBBF), the Danish company that spends 18% of its $2.7 billion revenue on R&D, like a scientist with an unlimited coffee budget.

And let's not forget the plucky underdog, Anavex Life Sciences Corp. (AVXL), burning through cash like a marathon runner through calories ($31.6 million in losses for 2022) while chasing their own psychiatric breakthrough.

Their compound, ANAVEX 3-71, sounds like a droid from Star Wars but might just be the next big thing in schizophrenia treatment. Or not.

That's the beauty and terror of biotech investing – you never quite know if you're backing the next breakthrough or the next spectacular failure.

AbbVie, thankfully, isn't exactly heading for the poorhouse. Their blockbuster drug Humira raked in $21 billion in 2022 alone – enough to buy everyone in New Zealand a really nice dinner.

The truth is, navigating the biotech market is less like following a recipe and more like trying to predict where lightning will strike while riding a unicycle.

So here's your biotech shopping list, served with a side of market reality.

AbbVie's spectacular face-plant has created a buying opportunity for the patient investor (that $21 billion Humira cushion makes for a soft landing).

Bristol Myers Squibb is strutting around with their fresh FDA approval like they own the place (and right now, they kind of do).

And if you're feeling particularly adventurous, Anavex Life Sciences offers a lottery ticket that might just pay off.

Whatever you choose, just remember to keep your antacids handy.

 

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.com2024-11-19 12:00:082024-11-19 12:22:25Honey, I Shrunk The Market Cap
april@madhedgefundtrader.com

Trade Alert - (VST) November 19, 2024 - BUY

Trade Alert

When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more

https://www.madhedgefundtrader.com/wp-content/uploads/2016/02/Alert-e1457452190575.jpg 135 150 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-11-19 11:11:592024-11-19 11:11:59Trade Alert - (VST) November 19, 2024 - BUY
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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.

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