The original purpose of this letter was to build a database of ideas to draw on in the management of my hedge fund. When a certain trade comes into play, I merely type in the symbol, name, currency, or commodity into the search box, and the entire fundamental argument in favor of that position pops
Mad Hedge Technology Letter March 19, 2025 Fiat Lux Featured Trade: (ONE TO KEEP AN EYE OUT FOR) (ORCL), (TIKTOK)
The U.S. administration has kicked around the idea of Oracle (ORCL) chairman Larry Ellison as a possible buyer to one of the hottest social media assets TikTok. Oracle isn’t intending to outright acquire a majority stake, but their involvement shows that Oracle is at the seat with the big boys in tech and that seat
“I think it is possible for ordinary people to choose to be extraordinary.” – Said Elon Musk
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.
(THE TARIFF FIX) March 19, 2025 Hello everyone We all know that markets and uncertainty don’t mix well. And right now, there is a lot of uncertainty surrounding U.S. trade policy. While the Trump administration tariffs on Mexico and Canada have been delayed for a month, the 10% tariff on Chinese
Global Market Comments March 19, 2025 Fiat Lux Featured Trade: (PROFITING FROM AMERICA'S DEMOGRAPHIC COLLAPSE)
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 March 18, 2025 Fiat Lux Featured Trade: (WHEN THE MARKET GIVES BACK WHAT IT ONCE TOOK AWAY) (ABT), (ISRG), (SYK), (BSX)
If Wall Street had a confessional booth, I'd be first in line. "Forgive me, market gods, for I underestimated how quickly sentiment could shift." When I last wrote about Abbott Laboratories (ABT), the market was treating this medical device powerhouse like last week's leftovers—despite growth that would make most CEOs weep with joy. Fast forward