September 10, 2024
Global Market Comments September 10, 2024 Fiat Lux Featured Trade: (IF YOU SELL IN MAY AND GO AWAY, WHAT TO DO IN SEPTEMBER?) (ONSHORING: THE NEW GLOBAL TREND)
Entries by april@madhedgefundtrader.com
If You Sell in May and Go Away, What to do in April?
That is the conundrum facing traders, investors, and individuals as we enter the home stretch for the year. For some hedge fund managers, Q3 2024 is clearly turning into the quarter from hell. I have been in the market for almost six decades, long enough to collect an encyclopedia's worth of words of wisdom. One
September 9, 2024
Mad Hedge Technology Letter September 9, 2024 Fiat Lux Featured Trade: (IS C3.AI WORTH AN INVESTMENT) (AI)
Is C3.AI Worth An Investment
I’m not going to write here that C3.ai is the best AI firm in the world. They are not. They have been around for a while and that has helped them with the first-mover advantage. The AI software they develop helps corporations finish tasks quicker and more efficiently. The stock hasn’t cared much for its
September 9, 2024
(AUGUST INFLATION DATA WILL STEAL THE LIMELIGHT THIS WEEK) September 9, 2024 Hello everyone. WEEK AHEAD CALENDAR Monday, Sept. 9 10:00 a.m. Wholesale Inventories final (July) 3:00 p.m. Consumer Credit (July) 11:00 p.m. China Trade Balance Previous: $84.7b Forecast: $83.9b Earnings: Oracle Apple’s “It’s Glow Time” event Tuesday, Sept 10 6:00
September 9, 2024
Global Market Comments September 9, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or SEPTEMBER LIVES UP TO ITS REPUTATION) (COPX), (USO), (ARE), (UUP), (TLT), (JNK), (GLD), (SPY), (NASD), ($VIX)
The Market Outlook for the Week Ahead, or September Lives Up to its Reputation
One of my Concierge clients holds a weekly staff meeting. Each employee is told his family is being held hostage and can only be rescued if they recommend the top-performing stock for the coming week. Then everyone throws in their two cents worth. Last week, for the first time in the company’s history, no one
September 6, 2024
Mad Hedge Technology Letter September 6, 2024 Fiat Lux Featured Trade: (BROADCOM A LONG-TERM WINNER) (AI), (NVDA), (AVGO),
Broadcom A Longterm Winner
The chip trade isn’t in the dumps, but traders are taking a fine tooth comb to earnings guidance to see if the numbers are stacking up with the hype. Today we got yet another data point that suggests chip stocks are great, but they aren’t living up to the lofty expectations of growth that tech
September 6, 2024
(INVESTORS ARE PAYING ATTENTION TO CHINA’S EV INDUSTRY) September 6, 2024 Hello everyone Xpeng (XPEV) to launch new models later this year. Chinese EV maker, Xpeng could see a significant move by the end of the year as two new key EV models are being unveiled in the fourth quarter of this