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HOT TIPS
Nvidia Suffers Perfect Storm,
Ban on selling its No. 2 chip in China and national security investigation by Congress. The shares suffered an 11% selloff. Semiconductors are definitely the chief whipping boy in this trade war.
April 17, 2025
Fiat Lux
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
(THE MAD HEDGE TRADERS & INVESTORS SUMMIT REPLAYS ARE UP)
(APRIL 16 BIWEEKLY STRATEGY WEBINAR Q&A)
Mad Hedge Technology Letter
(AMERICAN TECH ABLE TO OUTFLANK)
(NVDA), (TSM), (AAPL)
Mad Hedge Biotech & Health Care Letter
(THIS BIG PHARMA'S GRAND DIVORCE SHOWS PROMISE)
(NVS), (SDZNY), (MRK), (RHHBY)
Mad Hedge Jacque's Post
(SURVIVING THE TARIFFIED WORLD)
Mad Hedge AI
OPENAI'S CASH BURN PARADOX
(NVDA), (MSFT), (GOOG),(AMZN)
On the Queen Mary II
China Imposes Rare Earth Ban for US,
an essential element for all electronic manufacturing. The US has plenty of rare earths, but 90% of the processing is done in China. You can’t make semiconductors without rare earths.
Foreign Central Banks Selling US Treasury Bonds,
and buying Treasury bills. Fewer dollars are needed to recycle smaller trade surpluses. It’s also a good time to de-risk. Taken together, that signals foreign governments could be pessimistic on the long-term prospects of the U.S. while trying to increase their access to cash in the near term. In February, foreign central banks unloaded a net $19.6 billion in longer-term U.S. bonds and notes. They sold $24.1 billion in January and $42.3 billion in December. A little over a billion was sold in November.
JB Hunt Shares (JBHT) Get Crushed,
as transports are one of the most recession-sensitive sectors, down 40% since November. The company’s first-quarter earnings report was solid, but J.B. Hunt stock fell anyway. The economy isn’t helping, and investors want more answers than the company can provide right now.
Retail Sales Surprise to the Upside,
gaining 1.0% in March as consumers rush to buy new cars and computers ahead of massive tariffs. Retail sales increased the most in more than two years in March as households stepped up purchases of motor vehicles and a range of other goods to avoid higher prices from tariffs, likely barely keeping the economy afloat in the first quarter. With the stock market selling off and consumer sentiment tanking, sales will probably fizzle in the months ahead as consumers hunker down against an inflation surge.
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 HEDGE TRADERS & INVESTORS SUMMIT REPLAYS ARE UP)
(APRIL 16 BIWEEKLY STRATEGY WEBINAR Q&A)
Mad Hedge Technology Letter
(AMERICAN TECH ABLE TO OUTFLANK)
(NVDA), (TSM), (AAPL)
Mad Hedge Biotech & Health Care Letter
(THIS BIG PHARMA'S GRAND DIVORCE SHOWS PROMISE)
(NVS), (SDZNY), (MRK), (RHHBY)
Mad Hedge Jacque's Post
(SURVIVING THE TARIFFIED WORLD)
Mad Hedge AI
OPENAI'S CASH BURN PARADOX
(NVDA), (MSFT), (GOOG),(AMZN)
On the Queen Mary II
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