(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 $140—is still good. And I have a whole bunch
Mad Hedge Biotech and Healthcare Letter June 13, 2024 Fiat Lux Featured Trade: (THE TORTOISE IN THE BIOTECH RACE THAT’S ABOUT TO CROSS THE FINISH LINE) (AMGN), (LLY), (NVO), (IMVT), (ARGX)
You know how every golfer dreams of donning the green jacket at the Masters, every chess player longs for the title of Grandmaster, and every football player fantasizes about hoisting the Lombardi Trophy? Well, healthcare and biotech companies have their own version of the ultimate dream: launching a product that's as successful as the latest
Global Market Comments June 13, 2024 Fiat Lux Featured Trade: (THE TWO CENTURY DOLLAR SHORT) (UUP)
Mad Hedge Technology Letter June 12, 2024 Fiat Lux Featured Trade: (WHAT WILL DROPPING INFLATION DO TO TECH STOCKS?) ($COMPQ), ($TNX), (CPI)
It’s “all systems go” for tech stocks ($COMPQ) as the latest inflation report offers us juicy morsels of data laying out a more attractive backdrop for tech companies in the short term. The Mad Hedge Tech portfolio has benefited from this “bet on the Fed pivot” trend to great effect and I took profits on
“Never spend your money before you have earned it.” – Said Thomas Jefferson