Hot Tips Archives

Mad Hedge Hot Tips for November 6, 2018

Mad Hedge Hot Tips
November 6, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) The Number of Job Opening Exceeded Workers by 1 Million in August, with 7.01 million openings versus 5.96 million unemployed. It’s the first time since the Dotcom Bubble top. Are we headed for a 3% Headline Unemployment Rate? Click here.

2) Warren Buffet Thinks Berkshire Stock is a Bargain (BRK/B) at $324,145 a Share, as he just picked up another $1 billion worth in August. When does paying a premium for your own stock make sense? When everything else is too expensive as they certainly were three months ago. Click here.

3) Amazon Plans to Announce Two New Headquarter Cities, which to me means they plan to spill the retailing giant into three companies in five years. Click here.

4) Iran Says it is Selling All the Oil it Wants, despite US sanctions. It's why Texas Tea is $63 a barrel, instead of $100. Buy oil stocks. Click here.

5) Square Soars on Citibank Upgrade, to $90 a share. We love this stock for good reasons. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(HOW TO EXECUTE A VERTICAL BULL CALL SPREAD),

(AAPL)

(THANK GOODNESS, I DON’T LIVE IN SWEDEN),

(EWD),

(PLEASE USE MY FREE DATA BASE SEARCH)

(THE GREAT TECH COMPANY YOU’VE NEVER HEARD OF)

(TWLO), (ROKU), (MSFT), (SQ), (AMD), (CRM), (SEND)

November 6, 2018/by MHFTF

Mad Hedge Hot Tips for November 5, 2018

Hot Tips

Mad Hedge Hot Tips
November 5, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) All Quiet on the Western Front, as markets await the Midterm election result that will hit at the Wednesday opening. Watch the overnight futures trading like a hawk Tuesday night by clicking here.

2) US Exports Plunge 26% in September, while tariffs paid by US companies soared by an eye-popping 54%. The destruction of American international trade is well underway. When will it end? Who’s benefiting? Click here.

3) Asians Are Boycotting US Treasury Sales, and the US needs to sell to staggering $1.3 trillion in new debt in 2019. Keep hammering the (TLT) with those short positions, your new rich uncle trade. Click here.

4) Trump Threatens Anti-Trust Action Against All of Big Tech. Market is not buying it, with Amazon down only $50 after an enormous run up. A 1% market share against falling prices and enormous customer satisfaction never triggered an anti-trust action before. Jeff Bezos is not the robber baron John D. Rockefeller. Could it be political? Click here.

5) Lowe's to Close 50 Stores, and the hardware industry gets “Amazoned.” There haven’t been enough hurricanes to bail them out. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE MAD HEDGE FUND TRADER HITS A NEW ALL TIME HIGH),

(AAPL), (FB), (RHT), (GE), (VXX), (AMZN), (SPY), (IWM), (CRM)

(GET READY FOR ANOTHER BITE OF THE APPLE)

(AAPL), (ROKU), (MSFT), (PYPL)

November 5, 2018/by MHFTF

Mad Hedge Hot Tips for October 30, 2018

Hot Tips

Mad Hedge Hot Tips
October 30, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) General Electric Cuts its Dividend, from 12 cents a share to one cent after reporting a breathtaking $22.8 billion loss. The Feds have opened a criminal investigation into accounting practices. This may define the final bottom in the stock. Take another look at those long-term LEAPS. Click here.

2) UK to Implement Digital Tax, which will raise $500 million in revenues, which is sofa change. It's big tech’s worst fears realized. It’s why Amazon lost $100 billion in market capitalization yesterday. Click here.

3) Oil Hits a Three-Month Low, slaughtering hedge funds everywhere. This makes no sense against a 3.5% GDP growth rate and looming Iran crisis. Is Texas tea now predicting a recession in 2019? Click here.

4) Who Was That Idiot Who Told You to Sell Volatility Too Soon? Oops, it’s me. But now may be another time to take a bite of the apple. Click here.

5) Personal Consumption Expenditures Up Only 0.1% in September. Inflation is nowhere to be seen, meaning the December Fed rate hike is a sure thing. Just what you wanted to hear. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(HERE IS YOU BEST PERFORMING ASSET OVER THE NEXT 30 YEARS)

(HOW ARTIFICIAL INTELLIGENCE WILL ENHANCE OR DESTROY YOUR PORTFOLIO)

(TSLA), (AMZN), (FB)

October 30, 2018/by MHFTF

Mad Hedge Hot Tips for October 29, 2018

Hot Tips

Mad Hedge Hot Tips
October 29, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) IBM Takes Over Red Hat (RHT) for $33 Billion, the third largest merger in history. It’s a little too late for Big Blue as the stock falls on the news. Click here.

2) Apple Earnings Are Out on Thursday, the big number of the month. Expectations are high. They’ll probably announce a new Mac and iPad. Click here.

3) Stocks Hit a Two-Year Valuation Low, as retail investors dump stocks on a massive scale. Multiples for next year’s earnings have plunged from 18.32 to 15.55. Sounds like a deal to me! Click here.

4) Tesla Stock Soars Again, in the wake of the first profit in two years, as Elon Musk says his $20 million fine is “worth it”. Coming back from Lake Tahoe this weekend I saw over a dozen trucks delivering brand new Tesla 3’s east. Click here.

5) Germany’s Angela Merkel Steps Down as Party Head, but remains as chancellor, sending the Euro (FXE) crashing and the US dollar (UUP) soaring. As if we needed more instability. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE COMING 2018 REPLAY),

(TLT), (SPY), (VIX), (VXX), (AAPL),

(FB), (AMZN), (NFLX), (TESLA),

(A COW-BASED ECONOMICS LESSON)

(THE DIGITAL NOMAD ISSUE)

October 29, 2018/by MHFTF

Mad Hedge Hot Tips for October 25, 2018

Hot Tips

Mad Hedge Hot Tips
October 25, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Mad Hedge Market Timing Index Hits a Ten-Year Low at 6, indicating that markets are an “EXTREME BUY”. Artificial Intelligence is never wrong. Go for quality tech. You pay your money and you take your chances. See my Global Trading Dispatch for where to load the boat now. Click here.

2) September Durable Goods Up a Hot 0.8%, versus -1.4% expected. When will the stock market start looking at the numbers again? My guess is now. Gotta love those Saudi weapons purchases. It was all defense-led. Click here.

3) Weekly Jobless Claims at 215,000 are Blistering as Always. My local morning breakfast dive could really use a new waitress. Maybe they should offer more than $10 an hour. Click here.

4) Tesla Announces Surprise Profit, except that it was not a surprise here. Stock has rocketed back to Musk pre-meltdown levels in the $320’s. Consumers are paying up to buy fully loaded electric vehicles to beat the expiration of federal subsidies at the end of the year. Click here.

5) American Airlines Gets Slaughtered, with soaring fuel prices eating up most of their profit. Two hurricanes didn’t help either. If you can’t make money now in this peak economy, when will you? No wonder the PE multiple is a bargain basement six times. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(THE LAZY MAN’S GUIDE TO TRADING),

(ROM), (UXI), (BIB), (UYG),

(THE NEXT THING FOR THE FED TO BUY IS GOLD),

(GLD), (GOLD), (GDX), (ABX), (NEM)

(HOW ENVIRONMENTALISTS MAY KILL OFF BITCOIN),
(BTC), (ETH), (TWTR), (SQ)

October 25, 2018/by MHFTF

Mad Hedge Hot Tips for October 24, 2018

Hot Tips

Mad Hedge Hot Tips
October 24, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Another Boring Day in the Market, Down 123 Points. Did I mention that it fell 550 yesterday, then rallied 600? Some 90% of stocks had bigger down volume than up volume which usually signals a market bottom. Click here.

2) Tesla Soars 12%, as famed short seller covers and goes long. The company is dominating the entire EV sector and no one can ever catch them. Who knew? You did if you read my letter. Click here.

3) My Bond Short Kicked Ass Yesterday, clocking nearly a 10% profit in one day. Sell high, buy low. Everyone talks about it, but no one ever does anything about it. Click here.

4) Caterpillar Does a Swan Dive, down 10% yesterday. It looks like old-line industrials are going to get hit much harder than tech stocks in the next recession. Click here.

5) Australian Tycoon Plans to Build New Titanic. Ah, but this one will be unsinkable, really! Put me in the owner’s suite but I think I’ll bring my own life raft. With global warming, icebergs will be gone in a few years anyway. Click here.

Published today in the Mad HedgeGlobal Trading Dispatch and Mad Hedge Technology Letter:

(HANGING WITH LEONARDO)

(THE CLOUD FOR DUMMIES)

(AMZN), (MSFT), (GOOGL), (AAPL), (CRM), (ZS)

October 24, 2018/by MHFTF

Mad Hedge Hot Tips for October 23, 2018

Hot Tips

Mad Hedge Hot Tips
October 23, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Dow Plunges 450 at the Opening, on a Caterpillar and 3M (MMM) downshift in guidance. These two stocks account for half the index loss. Give me a break. It’s one of the biggest BS moves I have ever seen. Click here.

2) Bonds Rocket on “RISK OFF” Move. With the Chinese still dumping their massive $1 trillion in US Treasury holdings and the budget deficit soaring towards $1 trillion, I am more than happy to sell short here. Check your inbox for the Trade Alert.

3) NASDAQ is having its Worst Month since 2008. And you wondered why I spent most of the summer in cash. Click here.

4) China Stock Crash Comes Home to Roost. Up yesterday, down today, maybe trade wars are harder to win than someone thought. Click here.

5) Stocks Give Up All 2018 Gains. Ho hum, easy come, easy go. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(WATCH OUT FOR THE UNICORN STAMPEDE IN 2019),

(TSLA), (NFLX), (DB), (DOCU), (EB), (SVMK), (ZUO), (SQ),

(A NOTE ON OPTIONS CALLED AWAY), (MSFT),

(THE CLOUD FOR DUMMIES)

(AMZN), (MSFT), (GOOGL), (AAPL), (CRM), (ZS)

October 23, 2018/by MHFTF

Mad Hedge Hot Tips for October 22, 2018

Hot Tips

Mad Hedge Hot Tips
October 22, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Watch Out for a Tenfold Increase in IPOs in 2019, as the mega unicorns such as Uber and Airbnb go public. Everyone wants to get stock out the door before the next recession hits. Will it kill the goose that laid the golden egg? Click here.

2) It’s a Big Week for Tech Earnings. Can blowout earnings reports from Amazon and Microsoft end a steep correction? So far, so good. Click here.

3) Chinese Stock Markets Soar 4%. Maybe they have been tipped about a coming deal with the US? Click here.

4) Trump Announces Major New Tax Cut, with the midterm election two weeks off. But even his own party knows nothing about it, and Congress is out of session. With the budget deficit about to break $1 trillion for the first time since the crash markets aren’t buying it, with stocks down and bonds up. Click here.

5) Headless Body in Topless Bar. I’ve been waiting for years to use the most famous newspaper headline in history. Richard Parsons only lasted a month as the new CEO of CBS. Maybe it was the list of pending litigation that made him sick. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or HEADING FOR LAKE TAHOE),

(SPY), (TLT), (VIX), (MSFT), (AMZN), (CRM), (ROKU),

(BRING BACK THE UPTICK RULE!)

(FACEBOOK’S DARPA DALLIANCE),

(FB), (GOOGL), (AAPL)

“The General” in Georgia, once stolen by Union forces during the Civil War

October 22, 2018/by MHFTF

Mad Hedge Hot Tips for October 19, 2018

Hot Tips

Mad Hedge Hot Tips
October 19, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Chinese Economy Grows 6.5% Year-on-Year. Yes, I know the numbers are probably fake, but do you think ours are any better? Maybe the trade war is hurting us more than them. No doubt there was an acceleration of exports to beat the trade tariffs. Click here.

2) Will Saudi Arabia Dump Their Technology Holdings, in response to the Khashoggi murder? Some tech traders think so. Hey, if you boycott Middle Eastern countries that cut off the fingers of journalists you won’t be able to go anywhere. Click here.

3) Subprime Debt is Making a Big Comeback. Another sign of a long-term market top. Some people will do anything for yield in this low return world. Click here.

4) September Existing Home Sales Down a Disastrous 3.5%, a 2 ½ year low. If you had any doubts the housing boom is well and truly over. Click here.

5) The Algorithms Are Coming After You. Actually, this letter has been written by an algorithm for the last ten years, I just haven’t told you yet. Fooled you! The San Francisco conference scene has turned to all AI all the time. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(LAST CHANCE TO BUY TICKETS NOW FOR THE MAD HEDGE LAKE TAHOE CONFERENCE FOR OCTOBER 26-27)

(FIVE STOCKS TO BUY AT THE BOTTOM),

(AAPL), (AMZN), (SQ), (ROKU), (MSFT)

October 19, 2018/by MHFTF

Mad Hedge Hot Tips for October 18, 2018

Hot Tips

Mad Hedge Hot Tips
October 18, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

1) Fed Says They’re Still Raising Rates Four Times in a Year, no matter what the president says. Look for a 3.25% overnight rate in a year, and 4% for three months funds. Can the economy handle it? Me thinks not. Click here.

2) Elon Musk Buys $20 Million of Tesla Stock, adding to his existing $9 billion. If this won’t scare the shorts what will? Click here.

3) Initial Jobless Claims at 210,000, down 5,000, hugging all-time lows. I saw “NOW HIRING” signs everywhere on the Southeast US Road Show, especially makers of pecan pralines after my visit. Click here.

4) Facebook Hires 10,000 to Fight Fake News. It won’t work. No analog strategy can ever beat digital ones, and many of these screeners are coming down with post-traumatic stress. Whenever they close one bogus account, ten more pop up like whack-a-moles. Click here.

5) I Finally Became a Grandfather. Meet Corbin, the newest reader of the Diary of a Mad Hedge Fund Trader. Do you think there’s a trader in him?

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

SPECIAL TRAVEL PLANNING ISSUE

(IS AIRBNB YOUR NEXT TEN BAGGER?)
(UNDERSTANDING THE REAL COMPETITION),

(SPOT), (AAPL), (GOOGL), (MSFT), (HUAWEI)

October 18, 2018/by MHFTF

“The General” in Georgia, once stolen by Union forces during the Civil War

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