June 17, 2024
Global Market Comments June 17, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE THREE HORSE RACE) plus (HITCHIKING TO ALASKA) (AAPL), (MSFT), (NVDA), (TLT), (MCD), (VZ), (GLD), (NLY)
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Global Market Comments June 17, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE THREE HORSE RACE) plus (HITCHIKING TO ALASKA) (AAPL), (MSFT), (NVDA), (TLT), (MCD), (VZ), (GLD), (NLY)
We have a three-horse race underway in the stock market right now between Apple (AAPL), Microsoft (MSFT), and NVIDIA (NVDA). One day, one is the largest company in the world, another day a different company noses ahead. And here’s the really good news: this race has no end. Sure, (NVDA) has far and away the
Mad Hedge Technology Letter June 14, 2024 Fiat Lux Featured Trade: (ON BOARD THE AI TRAIN TO UNCERTAINTY) (AAPL), (MSFT)
Apple (AAPL) has been on a one-way street to nowhere lately with their China business falling into the backstreet dumpster. They had to do something before desperation took hold in the Cupertino headquarters. It’s not like they could turn to Steve Jobs to figure this all out. Tim Cook is an operations manager masquerading as
“I love museums but I don’t want to live in one.” – Said Tim Cook
(SUMMARY OF JOHN’S JUNE 12, 2024 WEBINAR) June 14, 2024 Hello everyone, TITLE Reversal of Fortune PERFORMANCE June +1.94% MTD Since inception 696.94% Average annualized return +51.53% for 16 years. Trailing one year return 36.44% PORTFOLIO Risk On (AMZN) $160-$170 call spread (10%) Risk Off (GLD) $200-$205 call spread (10%)
Global Market Comments June 14, 2024 Fiat Lux Featured Trade: (TESTIMONIAL), (JUNE 12 BIWEEKLY STRATEGY WEBINAR Q&A), (NVDA), (AVGO), (ARM), (GM), (TSLA), (SQM), (FMC), (ALB), (AAPL), ($VIX), (AMZN), (MO), (NFLX), (ABNB)
Hi John and Maddies, Catching up on the most compelling view of the year, your June Mad Hedge Summit reviews. You sold yourself a bit short on the NVIDIA example. You gave (NVDA) a strong buy in October 2022. I might have missed the absolute bottom but was happy to get in at $150. Approaching
Below please find subscribers’ Q&A for the June 12 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: How will Nvidia (NVDA) trade post-split? A: Well, it’ll probably keep going up, because I think the year-end target—the old $1400, which is now $140—is still good. And I have a whole bunch
Mad Hedge Biotech and Healthcare Letter June 13, 2024 Fiat Lux Featured Trade: (THE TORTOISE IN THE BIOTECH RACE THAT’S ABOUT TO CROSS THE FINISH LINE) (AMGN), (LLY), (NVO), (IMVT), (ARGX)
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