Mad Hedge

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November 14, 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

(NOVEMBER 12 BIWEEKLY STRATEGY WEBINAR Q&A),

(SLV), (SMR), (CCJ), (USO), (XLE), (XOM), (OXY), (UNG),
(TSLA), GDX), (B), (NEM), (WPM), (PPLT), (ARKK), MU)

 

Mad Hedge Technology Letter

(BITCOIN HIT HARD IN THE SHORT-TERM)

(BTC), (MSTR), (IBIT)

 

Mad Hedge Biotech & Health Care Letter

(YOUR REMINDER THAT MARKETS PANIC and PIPELINES DON'T)

(ABBV)

 

Mad Hedge Jacque's Post

(SUMMARY OF JOHN’S NOVEMBER 12, 2025, WEBINAR)

 

Mad Hedge AI

CPUs Are Back, Baby

(NVDA), (AMD), (AMAT), (ASML), (META)

 

Home Foreclosure Jump 20% in October. 

There were 36,766 U.S. properties with some type of foreclosure filing in October — such as default notices, scheduled auctions, or bank repossessions. That was 3% higher than September and a 19% jump from October 2024 and marked the eighth straight month of annual increases.

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David Tepper Likes Regional Banks,

as well as industrials. His Appaloosa hedge fund bought into several old-economy, industrial, and financial stocks in the third quarter and shook up his technology exposure, regulatory filings show. Tepper opened stakes in a host of regional banks and increased his positions in stocks such as Goodyear Tire & Rubber (GT) and Whirlpool (WHR), regulatory filings show. At the same time, he reduced his holdings in several mega-cap tech stocks and zeroed out positions in Oracle (ORCL) and Intel (INTC). What is Tepper’s largest position? China’s Alibaba (BABA).

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Boeing Ends Strike.

A new contract will end a more than three-month strike that has delayed the manufacturer's production of F-15 fighter jets and other programs.  The contract proposal that roughly 3,200 workers voted on Thursday includes 24% wage increases over five years as well as a $6,000 up-front bonus, up from $3,000, though it gets rid of a previous Boeing proposal for $4,000 in payments later on. That will bring average base pay from $75,000 to $109,000 over the contract, Boeing had said.

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Bernstein Targets $ 41,340 for Netflix.

Despite the streaming giant’s recent stock fall, Bernstein SocGen Group reaffirmed its Outperform rating and $1,390 price target for Netflix, Inc. (NFLX). Following its third-quarter earnings announcement, Netflix’s stock fell 10% in spite of meeting market forecasts with a 17% year-over-year revenue growth and achieving a 34% EBIT margin (excluding the impact of Brazil).

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Is Eli Lily the Next Stock to Split?

Eli Lilly is identified as a strong candidate for a stock split, with its share price exceeding $1,000 and strong growth from Zepbound. A split, to be clear, doesn’t change the value of the company, which is the market capitalization in the public equity market, or the dollar amount of equity that each shareholder owns. It simply reduces the share price to make the stock more affordable for individual investors—regular folks—many who don’t have the deep pockets of professional investors.

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

(NOVEMBER 12 BIWEEKLY STRATEGY WEBINAR Q&A),

(SLV), (SMR), (CCJ), (USO), (XLE), (XOM), (OXY), (UNG),
(TSLA), GDX), (B), (NEM), (WPM), (PPLT), (ARKK), MU)

 

Mad Hedge Technology Letter

(BITCOIN HIT HARD IN THE SHORT-TERM)

(BTC), (MSTR), (IBIT)

 

Mad Hedge Biotech & Health Care Letter

(YOUR REMINDER THAT MARKETS PANIC and PIPELINES DON'T)

(ABBV)

 

Mad Hedge Jacque's Post

(SUMMARY OF JOHN’S NOVEMBER 12, 2025, WEBINAR)

 

Mad Hedge AI

CPUs Are Back, Baby

(NVDA), (AMD), (AMAT), (ASML), (META)

 

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