Entries by april@madhedgefundtrader.com

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August 22, 2024

Global Market Comments August 22, 2024 Fiat Lux   Featured Trade: (THE TOP SEVEN CHINESE RETAILIATION TARGETS), (AAPL), (GM), (WMT), (TGT), (BA), (SBUX), (CAT), (AND MY PREDICTION IS….)

August 21, 2024

Mad Hedge Technology Letter August 21, 2024 Fiat Lux   Featured Trade: (SPEND UNTIL REVENUE COMES) (NVDA), (SMCI), (AVGO)

Spend Until Revenue Comes

Spend, spend, and spend some more. That is the current zeitgeist in the tech community about the direction of generative artificial intelligence. Companies are trying to outdo each other to see how much cash they can splurge to build out the AI infrastructure. This is no joke. Remember that there have been no meaningful explanations

August 21, 2024

  (THE PLUNGE IN IRON ORE PRICES IS BAD NEWS FOR AUSTRALIA, BUT GOOD NEWS FOR THE REST OF THE WORLD) August 21, 2024 Hello everyone,     Iron ore prices have halved since their peak in January.     Share prices have had a 20% haircut consequently.  That’s bad news for BHP and Rio

August 20, 2024

Mad Hedge Biotech and Healthcare Letter August 20, 2024 Fiat Lux   Featured Trade: (POX POPULI) (BVNRY), (EBS), (GOVX), (SIGA), (CMRX), (TNXP), (TMO), (ABT), (MRNA), (PFE)

Pox Populi

Hold onto your hazmat suits because the world of infectious diseases just got a lot more interesting. And if you're someone with a stomach for volatility, you might want to pay attention. Mpox is back, and it's brought a nasty new cousin to the party. The World Health Organization (WHO) just hit the big red

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My Trip into Infiniti

Don’t worry. I was late with my newsletter today because I fell off some Alp or crashed an airplane. The 200-year-old doors in my Cambridge Airbnb are so thick that they can’t be penetrated by WIFI. The broadband here hasn’t been upgraded since the Roman Empire, but at least it works. This year, I thrilled

August 19, 2024

Mad Hedge Technology Letter August 19, 2024 Fiat Lux   Featured Trade: (WHAT WILL PALANTIR STOCK DO FOR THE REST OF 2024?) (PLTR)

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