December 11, 2024 - Quote of the Day
“It’s a terrible mistake to own something, just because somebody else owns it, even if that other persona is Benjamin Graham, the head of investing,” said Oracle of Omaha, Warren Buffett.
Entries by april@madhedgefundtrader.com
December 10, 2024
Mad Hedge Biotech and Healthcare Letter December 10, 2024 Fiat Lux Featured Trade: (THE INSURANCE COMPANY ALWAYS RINGS TWICE) (UNH), (CI), (CVS), (HUM), (AMGN), (BIIB), (GILD)
The Insurance Company Always Rings Twice
Got an interesting call yesterday from an old college buddy - let's call him Bob. We go way back to our UCLA days, before I headed to Tokyo and he went into tech. He was fuming because UnitedHealth (UNH) just denied his family's third claim this year, something about an "experimental treatment" for his daughter's
December 10, 2024
Global Market Comments December 10, 2024 Fiat Lux Featured Trade: (A NOTE ON OPTIONS ASSIGNED OR CALLED AWAY) (BRK/B)
A Note on Assigned Options, or Options Called Away
With a record of ten positions going into the December 20 options expiration, I am seeing an increasing number of options positions assigned or called away. This year, I saw that the upside momentum in the stock market was so strong that I decided to run everything into expiration. That will take me to a
December 9, 2024
Mad Hedge Technology Letter December 9, 2024 Fiat Lux Featured Trade: (CHINA AND NVIDIA AT LOGGERHEADS) ($COMPQ), (NVDA)
China And Nvidia At Loggerheads
Claiming Nvidia (NVDA) is stunting competition is just the beginning of the end as the tech war between China and the United States heats up again as we get prepared for a new administration to take over the White House. This appears like a strategic shot across the bow and instead of just talking tough,
December 9, 2024
(CHARGING CABLES MAY BECOME A THING OF THE PAST + THE RISE OF THE DISGRUNTLED CUSTOMER) December 9, 2024 Hello everyone WEEK AHEAD CALENDAR MONDAY DEC. 9 10 a.m. Wholesale Inventories final (October) 10:30 p.m. Australia Rate Decision Previous: 4.35% Forecast: 4.35% Earnings: Oracle TUESDAY DEC. 10 8:30 a.m. Unit Labor Costs
December 9, 2024
Global Market Comments December 9, 2024 Fiat Lux Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD or WHY THE MAG SEVEN ARE FADING) plus (HOW TO GET A TESLA FOR FREE), (NVDA), (GLD), (JPM), (BAC), (C), (CCJ), (MS), (BLK) (TSLA), (TLT)
The Market Outlook for the Week Ahead, or Why the Mag Seven are Fading
First of all, I have to apologize for skipping the last Monday Global Strategy Letter, the highlight of my writing week. I usually write this letter on weekends, but the last one followed Thanksgiving. I thought that 30 years in the future when I am on my deathbed, I’m definitely NOT going to be regretting