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November 3, 2025

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The Entry Level Service for the Mad Hedge Fund Trader

The Five Most Important Things That Happened Today

(and what to do about them)

Published today in the Mad Hedge Global Trading Dispatch, the Mad Hedge Technology Letter, the Mad Hedge Biotech and Health Care Letter, the Mad Hedge AI Letter, and Jacquie’s Post:

 

Global Trading Dispatch

(MARKET OUTLOOK FOR THE WEEK AHEAD, or HOLDING THE BASKETBALL DOWN),

(GS), (NFLX), (ZM), (AAPL), (AMZN), (GOOGL), (NVDA), (META), (MSFT), (TSLA)

 

Mad Hedge Technology Letter

(THE FUTURE IS HERE)

(NO CODE)

 

Mad Hedge Biotech & Health Care Letter

(BEHIND EVERY BREAKTHROUGH DRUG IS A MASSACHUSETTS PHONE NUMBER)

(TMO), (PFE), (MRNA)

 

Mad Hedge Jacque's Post

(HEALTHCARE IS AN UNDERVALUED SECTOR - IT MIGHT BE TIME TO TAKE A LOOK)

 

Mad Hedge AI

The Rise of the Algorithmic Scribe: How Generative AI is Reshaping Financial Reporting

 

1968 in France

Amazon Rockets an incredible 10%,

with $209 billion in Q3 revenues. Store revenues were $67 billion. Adds grew by 22% to $17 billion YOY. The company announced a $38 billion deal with OpenAI for the ChatGPT developer to access hundreds of thousands of Nvidia's (NVDA)’s AI chips through its cloud computing infrastructure. Buy (AMZN) on dips.

Find Out More

Netflix Announced 10:1 Share Split,

sending the shares up $45. When you own great companies, all the surprises are to the upside. Investors were suddenly reminded that the company is still growing at a prodigious rate. The streaming giant previously split its stock 2-for-1 in 2004 and 7-for-1 in 2015.

Find Out More

US Manufacturing Falls for 8 Consecutive Months,

The Institute for Supply Management’s manufacturing index eased 0.4 points to 48.7, according to data released Monday. Readings below 50 indicate contraction, and the measure has been stuck in a narrow range for most of this year.

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Kimberly Clark Buys Kenvue,

maker of Tylenol, for $40 billion. Kimberly-Clark shares dropped sharply after the announcement, while Kenvue jumped 17.5%. The company is paying a hefty 46% premium for the former Johnson & Johnson unit that has had a turbulent year. Kenvue ousted its CEO in July and has been under fire from the White House over unproven claims that Tylenol use during pregnancy can cause autism in children. Avoid (KMB) as it is a low-margin business.

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Tesla Sales Resume Fall in October,

in a number of European countries, including Spain, the Netherlands, and Nordic markets, the latest sign that the U.S. electric vehicle maker's struggles on the continent continue. Tesla had seen sales rise in a number of European markets in September after falling for most of this year due to increasing competition to its aging lineup from newer EV models. Avoid (TSLA).

Find Out More

Published today in the Mad Hedge Global Trading Dispatch, the Mad Hedge Technology Letter, the Mad Hedge Biotech and Health Care Letter, the Mad Hedge AI Letter, and Jacquie’s Post:

 

Global Trading Dispatch

(MARKET OUTLOOK FOR THE WEEK AHEAD, or HOLDING THE BASKETBALL DOWN),

(GS), (NFLX), (ZM), (AAPL), (AMZN), (GOOGL), (NVDA), (META), (MSFT), (TSLA)

 

Mad Hedge Technology Letter

(THE FUTURE IS HERE)

(NO CODE)

 

Mad Hedge Biotech & Health Care Letter

(BEHIND EVERY BREAKTHROUGH DRUG IS A MASSACHUSETTS PHONE NUMBER)

(TMO), (PFE), (MRNA)

 

Mad Hedge Jacque's Post

(HEALTHCARE IS AN UNDERVALUED SECTOR - IT MIGHT BE TIME TO TAKE A LOOK)

 

Mad Hedge AI

The Rise of the Algorithmic Scribe: How Generative AI is Reshaping Financial Reporting

 

1968 in France

Futures trading involves a high degree of risk and may not be suitable for everyone.

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