May 3, 2018
Mad Hedge Technology Letter May 3, 2018 Fiat Lux Featured Trade: (THE INCREDIBLE SHRINKING TELEPHONE INDUSTRY) (TMUS), (S), (NFLX), (T), (VZ), (CHTR), (CMCSA)
Entries by MHFTR
Don't Be Short China Here
Everyone who has been reading this letter for the past decade (yes, there are quite a few of you), know that I am a fundamentalist first and a technician second. Of course, you need to use both, as those who mistakenly leave one tool in the bag reliably underperform indexes. The one-liner here is that
The Incredible Shrinking Telephone Industry
Talk is cheap. Do not believe half-truths that go against economic convention. This was the case when T-Mobile (TMUS) CEO John Legere and Sprint (S) CEO Marcelo Claure popped up on live TV promoting affordability, elevated competition, and massive 5G infrastructure investments if the two companies joined forces in a $26.5 billion deal. This was
May 3, 2018 - Quote of the Day
"I can calculate the motions of heavenly bodies, but never the madness of crowds," said Sir Isaac Newton, the inventor of calculus and discoverer of Newton's Laws, who lost his entire fortune in a 17th century investment scam called "the South Sea Bubble."
May 2, 2018
Global Market Comments May 2, 2018 Fiat Lux Featured Trade: (TRADING THE U.S. STEEL FIASCO), (X), (XLI), (TSLA), (BA) (ANNOUNCING THE MAD HEDGE LAKE TAHOE, NEVADA, CONFERENCE, OCTOBER 26-27, 2018) (THE COOLEST TOMBSTONE CONTEST)
Trading the U.S. Steel Fiasco
Talk about unintended consequences. Tamper with the free market and it will usually blow up in your face. You would have thought that U.S. Steel was going to announce blockbuster earnings in the wake of the new 25% steel tariff imposed by the administration, right? Wrong. Instead, it has triggered a disaster of epic proportions.
Announcing the Mad Hedge Lake Tahoe, Nevada, Conference, October 26-27, 2018
Tickets for the Mad Hedge Lake Tahoe Conference are selling briskly. If you want to obtain a ticket that includes a dinner with John Thomas and Arthur Henry you better get your order in soon. The conference date has been set for Friday and Saturday, October 26-27. Come learn from the greatest trading minds in
May 2, 2018
Mad Hedge Technology Letter May 2, 2018 Fiat Lux Featured Trade: (FACEBOOK GOES FROM STRENGTH TO STRENGTH), (FB), (AMZN), (GOOGL), (NFLX)
May 2, 2018 - Quote of the Day
"We have not been investing this year, we have been on a battleground," said noted UK hedge fund manager Crispin Odey.
Facebook Goes from Strength to Strength
Everyone and their mother was waiting for Facebook (FB) to fluff their lines, but they defied the odds by posting solid performance. The data police can go back to eating doughnuts because it is obvious that regulation won't fizzle out the precious growth drivers that Mark Zuckerberg relies on to please investors. I even begged