This year seems to be the year of the windfall. In January, we loaded up on Big Tech (AMZN), (MSFT), which then went ballistic. In February, we doubled up on NVIDIA (NVDA), which then nearly doubled. In March, spotting the shift into commodities, energy, and precious metals we loaded the boat with gold Freeport McMoRan
Mad Hedge Technology Letter April 5, 2024 Fiat Lux Featured Trade: (DELL IS NOT A DINOSAUR ANYMORE) (DELL), (AMD), (NVDA)
Investors are looking through any bad part of Dell’s business because they have faith in the AI narrative. Dell is one of those legacy companies that produce a great deal of enterprise products. The stock went nowhere for a long time but now it is different. Mixed into their earnings story was a torrent of
“We want to make money when people use our devices, not when they buy our devices.” – Said Founder of Amazon Jeff Bezos
(SUMMARY OF JOHN’S APRIL 3, 2024 WEBINAR) April 5, 2024 Hello everyone. TITLE The Three Margarita Webinar PERFORMANCE April – 2.00% MTD Average annualized return: +51.40 for 16 years. Trailing one-year return: +46.58% PORTFOLIO Risk On (FCX) 4/$37-$40 call spread 10%. (XOM) 4/$100-$105 call spread 10%. (OXY) 4/$59-$62 call spread 10%. (WPM) 4/$39-$42
Global Market Comments April 5, 2024 Fiat Lux Featured Trade: (APRIL 3 BIWEEKLY STRATEGY WEBINAR Q&A), (TSLA), (TLT), (GOLD), (GLD), (WPM), (NVDA), (OXY), (XOM)
Below please find subscribers’ Q&A for the April 3 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Key West, Florida. Q: What’s going on with gold (GLD)? A: Well it’s simple; gold hasn’t moved in a year and people want to rotate out of big tech into something that hasn’t moved. Gold has a
“When less experienced investors are panicking, seasoned investors see opportunities,” said legendary value investor Ron Baron.
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.
Mad Hedge Biotech and Healthcare Letter April 4, 2024 Fiat Lux Featured Trade: (A HIGH RISK, HIGH REWARD BIOTECH) (VYGR), (SNY), (ABBV), (NBIX), (NVS), (AZN), (SGMO), (BIIB), (RHHBY), (IONS)