(PORTFOLIO PERFORMANCE FOR 2024) January 10, 2025 Hello everyone Firstly, I’m deeply sorry for anyone who has been affected by the L.A fires. Losing everything in a fire is traumatic; I do hope the community comes together to give comfort and people support each other during this devastating time. The market is
Global Market Comments January 10, 2025 Fiat Lux Featured Trades: (A CHEAP HEDGE FOR THIS MARKET)
The S&P 500 is now 3.2% of its all-time high at 6,100 and is showing definientia signs of rolling over. So financial advisors, pension fund managers, and cautious individuals have been ringing me up asking what is the best way to hedge the heady 23% gain in 2024. You can forget about buying the Volatility
Mad Hedge Technology Letter January 8, 2025 Fiat Lux Featured Trade: (BUY THE MICROSOFT DIP) (MSFT)
How will Microsoft grow their stock in 2025? In short, MSFT are building what the market wants, and what the market wants are AI data centers. The stock price should be rewarded if they can deliver these new AI data centers to the market. The data center increase shows no signs of slowing down and
(PLAYING GAMES AT THE END OF EACH ADMINISTRATION) January 8, 2025 Hello everyone (This is a brief look into the work of Lawrence McDonald’s text How to Listen When Markets Speak: Risk, Myths, and Investment Opportunities in a Radically Reshaped Economy. We learn what some of his research shows, and this piece here
Global Market Comments January 8, 2025 Fiat Lux 2025 Annual Asset Class Review A Global Vision FOR PAID SUBSCRIBERS ONLY Featured Trades: (SPY), (QQQ), (IWM), (GS), (MS), (JPM), (BAC), (C), (BLK), (TLT), (TBT), (JNK), (PHB), (HYG), (MUB), (LQD), (FXE), (FXY), (FXB), (FXE), (FXA) (FCX), (BHP), (RIO), (VALE), (DBA), (DIG), (USO), (DUG), (UNG), (USO), (XLE),
I am once again writing this report from a first-class sleeping cabin on Amtrak’s legendary California Zephyr. By day, I have a comfortable seat next to a panoramic window. At night, they fold into two bunk beds, a single and a double. There is a shower, but only Houdini can navigate it. I am anything
Mad Hedge Biotech and Healthcare Letter January 7, 2025 Fiat Lux Featured Trade: (CELLS OF THE CENTURY) (LCTX), (ATHX)
If you'd told me a decade ago that I'd be writing about hundred-year-olds' blood cells holding the secret to eternal youth, I would've thought you'd been reading too much science fiction. Yet here I am, staring at data from a revolutionary new stem cell bank that's making immortality hunters drool and investors' wallets itch. But