Fiat Lux
(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
(The Mad March traders & Investors Summit is ON!)
Mad Hedge Technology Letter
(SHOULD I CARE ABOUT ORACLE?)
(ORCL), (AAPL), (META), (AMZN)
Mad Hedge Biotech & Health Care Letter
(THE 10,000 DAILY CONSULTATIONS YOU'LL NEVER SEE)
(HIMS), (TDOC), (GDRX), (NVO), (LLY)
Mad Hedge Jacque's Post
(THE FED MAY PUT RATES ON HOLD THIS YEAR)
Mad Hedge AI
DEEPSEEK SPOOKED THE MARKET, THIS AI STOCK CASHED THE CHECK
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL)
at 57.0 versus an estimated 63.2, a four-year low. Expectations were already low, taking the Dow Average on a 300-point swoosh down, which it immediately recovered. Remember, this is a lagging indicator, and that confidence is likely much lower now.
as the trade war impact widens. Tesla warned that even with aggressive localization of the supply chain, certain parts and components are difficult or impossible to source within the United States, like large format Panasonic screens. Keep selling Telsa rallies. I’m looking for $160 by summer. Wells Fargo has revised its target down to $130, lower than mine.
Mr. Lip-Bu Tan, taking the stock up 10%. He comes from Cadence Design — a chip design software company that reported 2024 sales of $4.64 billion on Feb. 18, which was a 13% increase from the previous year. Can he turn around Silicon Valley’s worst-performing chip company? Chips are the high beta play on the economy.
to get their retirement funds back to where they were at the market top on February 19, assuming a 45-year work life. With the S&P 500 now down 10%, the typical retirement fund is off 15%, since they were overweight technology stocks. That's especially true if they were just about to retire.
in less than two months, a record loss. Thursday’s decline put the index’s market value down to $46.78 trillion. The decline has come in the shadow of President Trump's expanding trade war with several of the United States’ major trading partners, with headlines about tariffs at times seeming to drive market moves. There have also been signs of slowing economic growth, with weak consumer sentiment surveys and tepid outlooks from retailers like Walmart (WMT).
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
(The Mad March traders & Investors Summit is ON!)
Mad Hedge Technology Letter
(SHOULD I CARE ABOUT ORACLE?)
(ORCL), (AAPL), (META), (AMZN)
Mad Hedge Biotech & Health Care Letter
(THE 10,000 DAILY CONSULTATIONS YOU'LL NEVER SEE)
(HIMS), (TDOC), (GDRX), (NVO), (LLY)
Mad Hedge Jacque's Post
(THE FED MAY PUT RATES ON HOLD THIS YEAR)
Mad Hedge AI
DEEPSEEK SPOOKED THE MARKET, THIS AI STOCK CASHED THE CHECK
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL)
Futures trading involves a high degree of risk and may not be suitable for everyone.
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