Mad Hedge Hot Tips
September 12, 2018
Fiat Lux
The Five Most Important Things That Happened Today
(and what to do about them)
1) Producer Price Index Down 0.1%, versus +0.2% expected. This shocking deflationary print is amazing at the top of an economic cycle. Click here.
2) Apple (AAPL) to Launch Three New Phones Today, but most of the specs have already leaked out. Take profits on the stock. Click here.
3) Semiconductor Stocks Get Clocked Again (LRCX), (MU), with another broker downgrade, and they will continue to fall apart as long as the trade war with China continues. Are we getting close to “BUY” territory? Click here.
4) Risk-Taking in Emerging Countries (EEM) is in Free Fall. If 56% of the global economy is sick, how long will it take for the contagion to spread to us? Click here.
5) Trade Wars to Chop $10 Off S&P 500 Earnings This Year, from $168 to $158, with two-thirds of all companies impacted. The benefits of the tax cuts have been wiped out. When are those midterms again? Click here.
Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
THE FUTURE OF AI ISSUE:
(THE NEW AI BOOK THAT INVESTORS ARE SCRAMBLING FOR),
(GOOG), (FB), (AMZN), MSFT), (BABA), (BIDU),
(TENCENT), (TSLA), (NVDA), (AMD), (MU), (LRCX),
(HOW TO PLAY “SOFTWARE AS A SERVICE”),
(AMZN), (IBM), (ADBE), (CRM), (BABA),
(CSCO), (SAP), (ORCL), (GOOGL)
