January 3, 2025
Global Market Comments January 3, 2025 Fiat Lux Featured Trade: (A COW-BASED ECONOMICS LESSON)
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Global Market Comments January 3, 2025 Fiat Lux Featured Trade: (A COW-BASED ECONOMICS LESSON)
Mad Hedge Biotech and Healthcare Letter January 2, 2025 Fiat Lux Featured Trade: (YOUR NEXT MIRACLE DRUG WAS WRITTEN IN PYTHON) (IQV), (EXAI), (CRL), (ICLR), (PRXL)
I had an interesting conversation with my daughter last week during one of her rare appearances from her computer science lab. She was telling me about her latest project - using artificial intelligence to predict protein folding, something that used to take months and now happens in hours. "Dad," she said, looking up from a
Global Market Comments January 2, 2025 Fiat Lux Featured Trade: (NEW VIDEO UPDATE ON EXECUTING A VERTICAL BULL CALL DEBT SPREAD), (AAPL), (GS)
Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheon, which I will be conducting in Sarasota, Florida on Thursday, January 16, 2025. The cost of the luncheon will be $277. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be
Mad Hedge Biotech and Healthcare Letter December 31, 2024 Fiat Lux Featured Trade: (SOMETIMES WALL STREET GETS IT WRONG) (BMY), (AAPL), (MRK)
Sitting in my stateroom aboard the Coral Princess, about 200 miles off Mexico's west coast, I found myself chuckling at the market's reaction to Bristol-Myers Squibb’s (BMY) latest developments. Sometimes Wall Street reminds me of my old physics professor - brilliant but occasionally missing the forest for the quantum trees. Here's what caught my attention:
Global Market Comments December 31, 2024 Fiat Lux Featured Trade: (SO WHAT IS YOUR “INFLUENCER” SCORE) (REPORT FROM THE ORIENT EXPRESS)
I was awoken from a dead sleep in the middle of the night in my suite on the Orient Express by a juddering halt and the smell of burning breaks in the air. We were somewhere high in the Swiss Alps, and every single passenger on the first-class train had to be thinking that a
Mad Hedge Technology Letter December 30, 2024 Fiat Lux Featured Trade: (THE UNBEATABLE PARTNERSHIP) (EMR), (GRMN), (AMBA), (NVDA), (DXCM), (CSCO), (INTC), (QCOM)
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