Hot Tips Archives

Mad Hedge Hot Tips for September 28, 2018

Mad Hedge Hot Tips
September 28, 2018
Fiat Lux

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

1) Amazon is Targeting $2,525, or so says broker Stifel Nicolaus. Its multiple giant businesses are going gangbusters. Sounds cheap to me, so I’m diving back in. Click here.

2) The SEC Goes After Tesla, and Musk has already turned down a generous plea deal. Shares suffer their biggest drop in five years, down 15%. Lawsuit secured. I TOLD you to buy the car and not the stock! Click here.

3) Bank of America (BAC) Bans Trading of Penny Stocks. Sorry, but you will have to take your low-quality business elsewhere. After all, it only paid…pennies, but left the firm open to hefty litigation risks. Click here.

4) Sears Drops Below $1. Stock to delist soon. More proof that the good old days are gone. Where am I going to get a Kenmore washing machine now? Click here.

5) August Personal Spending Comes in on the Light Side, at 0.3%. Apparently, everyone wasn’t at the mall after all. Click here.

Published today in the Mad Hedge Global Trading Dispatch:

(WHAT WILL TRIGGER THE NEXT BEAR MARKET?)
(JPM), (SNE), (TLT), (ELD), (AMZN),
(WEDNESDAY, OCTOBER 17, 2018, HOUSTON
GLOBAL STRATEGY LUNCHEON)

September 28, 2018/by MHFTR

Mad Hedge Hot Tips for September 27, 2018

Hot Tips

Mad Hedge Hot Tips
September 27, 2018
Fiat Lux

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

1) Three More Fed Rate Hikes in 2019, after a coming December hike, which will take overnight rates up to 3.00% to 3.25%. Wealth is about to transfer from borrowers to savers in a major way. Click here.

2) JP Morgan Goes Apple Picking, with an initial target of $272. The stock is up three bucks on the report, accounting for the entire Dow move up this morning. It’s all about services. So why is (JPM) only getting around to covering Steve Jobs’ creation now? It makes my average cost of 25 cents look pretty good. Click here.

3) Kavanaugh Supreme Court Hearings Will Bring All Markets to a Grinding Halt, from 10:00 AM EST onward as traders drop everything to watch TV. Get ready for congressional porn and scare the kids away from the TV. Volumes could drop by half. Click here.

4) Most Data Was Bad This Morning. We could be moving from universally good to choppy as tax cut effects wear off. Core capital goods were off, weekly jobless claims pop 13,000 to 214,000, and the trade deficit explodes to $75 billion. However, Q2 GDP holds at 4.2%. Click here.

5) U.S. September Auto Sales Seen Down 6%. Another nail in the auto industry coffin. If you can’t sell a car now in this red-hot economy, when will you? Are that many people riding electric scooters instead? Click here.

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

(HOW TO GAIN AN ADVANTAGE WITH PARALLEL TRADING),
(GM), (F), (TM), (NSANY), (DDAIF), BMW (BMWYY), (VWAPY),
(PALL), (GS), (RSX), (EZA), (CAT), (CMI), (KMTUY),
(KODK), (SLV), (AAPL),
(TUESDAY, OCTOBER 16, 2018,
MIAMI, FL, GLOBAL STRATEGY LUNCHEON),
(THE RATS ARE LEAVING THE SINKING SHIP AT FACEBOOK)
(FB)

September 27, 2018/by MHFTR

Mad Hedge Hot Tips for September 26, 2018

Hot Tips

Mad Hedge Hot Tips
September 26, 2018
Fiat Lux

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

1) Fed to Raise Interest Rates at 2:00 PM EST, and all is on hold until then. Technology is up (XLK); volatility is down (VIX). Click here.

2) Interest Payments to Become the Largest Government Expense Within a Decade, at $900 billion far outpacing the defense budget by 2028. Exploding deficits are already taking a toll, with the 30-year fixed home mortgage hitting a seven-year high at 4.95%. And you wonder why bonds (TLT) were falling? Click here.

3) Survey Monkey Goes Public, and it looks to be a hot issue. Why didn’t your broker get you in on this one? Maybe it’s time to take HIM out for a round of golf? Click here.

4) August Home Sales are Up 3.5%, after many months of declines. High interest rates and affordability are really starting to drag on this market. Click here.

5) Comcast Buys Sky TV, for $40 billion after a battle of the century. Apparently, more people watch soccer than we thought. Click here.

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

SPECIAL CAR ISSUE:
(SAY GOODBYE TO THAT GAS GUZZLER),
(GM), (F), (TSLA), (GOOGL), (AAPL),
(DID SIRIUS OPEN UP PANDORA'S BOX?),
(SPOT), (P), (SIRI), (AAPL), (AMZN)

September 26, 2018/by MHFTR

Mad Hedge Hot Tips for September 25, 2018

Hot Tips

Mad Hedge Hot Tips
September 25, 2018
Fiat Lux

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

1) Share Buybacks Are Booming, hitting $189 billion in Q2, up 60% YOY, the most in history. At this rate the stock market will completely disappear in 20 years. Shortage of supply means prices can only go up. Click here.

2) NAFTA to Move Ahead Without Canada. That means Congress can’t approve it. Start stockpiling that maple syrup! But markets won’t care. Click here.

3) Oil Goes Higher, with Iran threatening to close the Strait of Hormuz, as they have done for 50 years. Click here.

4) Copper Hits a Two-Month High. With the biggest one day gain in five years. Is the bear market in commodities finally over? Buy Freeport-McMoRan (FCX), the world’s largest producer. Click here.

5) The U.S. Dollar Keeps Falling (UUP). You usually don’t see a weak currency going into a rate rise. Buy the rumor, sell the news? Click here.

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

(AI AND THE NEW HEALTH CARE),
(GOOGL), (XLP), (XLV), (MRK), (BMY), (PFE),
(MONDAY, OCTOBER 15, 2018, ATLANTA, GA,
GLOBAL STRATEGY LUNCHEON),
(AMAZON’S HOME INVASION),
(AMZN), (GOOGL), (HBB), (PG)

September 25, 2018/by MHFTR

Mad Hedge Hot Tips for September 24, 2018

Hot Tips

Mad Hedge Hot Tips
September 24, 2018
Fiat Lux

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

1) China Cancels Trade Talks, and markets hate it, delivering the worst trading day this month. Things are going to get a lot worse before they get better. Are U.S. technology companies the next target? Buy the Volatility Index (VIX) on dips. Click here.

2) Hurricane Florence Bill to Hit $50 Billion, and very few of the 250,000 homes damaged or destroyed had flood insurance. That means a local recovery in the economy will be muted. Click here.

3) Barrick Gold (ABX) Buys Randgold (GOLD), creating the world’s largest gold miner. Both stocks pop big time. Deals like this are often a sign of a long-term market bottom. Do your Christmas shopping early? Click here.

4) Michael Kors (KORS) Buys Versace, for $2.4 billion. The future is in the high end of the market with big margins, where Amazon can’t compete. Click here.

5) _{Oil Breaks $80}, a four-year high. OPEC calls Trump’s bluff and cuts back output. That other destroyer of economies, in addition to interest rates, is making its move. Click here.

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

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or IT’S FED WEEK),
(SPY), (XLI), (XLV), (XLP), (XLY), (HD), (LOW), (GS), (MS), (TLT),
(UUP), (FXE), (FCX), (EEM), (VIX), (VXX), (UPS), (TGT),
(TEN TIPS FOR SURVIVING A DAY OFF WITH ME),
(BAD NEWS FROM MICRON TECHNOLOGY),
(MU), (BABA), (KLAC), (LRCX), (INTC), (AMD), (NVDA), (HPQ)

September 24, 2018/by MHFTR

Mad Hedge Hot Tips for September 21, 2018

Hot Tips

Mad Hedge Hot Tips
September 21, 2018
Fiat Lux

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

1) It’s All About the Dollar. The U.S. dollar break to a two-month low yesterday is what triggered the stock rally to new highs. Yes, it’s all about fundamentals. U.S. companies make more money with a weak dollar. Click here.

2) Apple Launches New iPhones. Yes, with people camping out overnight and lines around the block, Tim Cook opens the doors to the Palo Alto, CA, store at 9:00 AM sharp to three new phones. But is the stock peaking here at $219? Click here.

3) Alibaba’s (BABA) Jack Ma Says the Trade War Could Last 20 Years. He’s also canceling his promise to create 1 million new jobs in the U.S. No wonder he’s retiring, and with $60 billion he’ll never get bored. Click here.

4) The UK’s Brexit Plan Flops, sending the British pound into free fall. I never thought it would happen. Look for another election to reverse the decision within two years. Click here.

5) U.S. Existing Home Sales Fall, by 1.5% YOY. If you haven’t sold your home by now you’re screwed. The data mountain that the market has peaked is growing by the day. Click here.

Published today in the Mad Hedge Global Trading Dispatch:

(SEPTEMBER 19 BIWEEKLY STRATEGY WEBINAR Q&A),
(SPY), (VIX), (VXX), (GS), (BABA), (BIDU), (TLT), (TBT),
(TSLA), (NVDA), (MU), (XLP), (AAPL), (EEM),
(MONDAY, OCTOBER 15, 2018, ATLANTA, GA,
GLOBAL STRATEGY LUNCHEON)

September 21, 2018/by MHFTR

Mad Hedge Hot Tips for September 20, 2018

Hot Tips

Mad Hedge Hot Tips
September 20, 2018
Fiat Lux

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

1) Stocks Markets Hit New All-Time Highs. Finally, after an eight-month break. Pour gasoline on a fire with tax cuts and massive deficit spending, and you get an explosion. Do this against an ocean of global liquidity and you get a bigger explosion. When retail starts making easy money, watch out! Click here.

2) Pot Stock Tilray (TLRY) Rockets 100% in One Day, Then Crashes. What are these people smoking? Is this the next Bitcoin? I thought pot was supposed to make you mellow, not frenzied. It all sounds like “Reefer Madness.” Click here.

3) New Fund to Cut Fees for Nonperformers. Finally, a no play-no pay fund. I’d rather pay extra fees for super performance. Click here.

4) August Existing Home Sales Are Flat. Part of a growing mountain of evidence that the residential real estate market has peaked. Home inventories are rising for the first time in three years. Click here.

5) Tesla 3 Gets Highest Government Safety Rating. It’s like driving in a tank made of aluminum and carbon fiber. Click here.

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

SPECIAL VOLATILITY ISSUE,
(SHOPPING FOR FIRE INSURANCE IN A HURRICANE),
(VIX), (VXX), (XIV),
(THE ABCs OF THE VIX),
(VIX), (VXX), (SVXY),
(THE BULL CASE FOR NETFLIX),
(NFLX), (AAPL), (GOOGL), (FB)

September 20, 2018/by MHFTR

Mad Hedge Hot Tips for September 19, 2018

Hot Tips

Mad Hedge Hot Tips
The Five Most Important Things That Happened Today
(and what to do about them)
September 19, 2018
Fiat Lux

1) Meet the Mad Hedge Fund Trader in Miami on October 16. Touch him, shake his hand, and see if he is real. Join John Thomas for a global all asset class review and get a great lunch as well by clicking here.

2) UPS to Hire 100,000 for Christmas deliveries. They are expecting one heck of a holiday season. Should you too? Click here.

3) New China Trade Tariffs Trigger Monster Stock Rally. So, cutting off only two of your fingers instead of 2 ½ is good news? What a strange world we live in! The resulting $20 billion in new taxes are coming out of YOUR pocket! Click here.

4) But They Also Trigger Massive Chinese Selling of US Treasury Bonds (TLT), taking the market down a gut punching two points. Suddenly, the Chinese have gone off all things American. I wonder why? Click here.

5) What is the Worst Performing Major Stock This Year? It is China’s Tencent Holdings (TCTZF), down a heart throbbing 27%, which has been slapped around by Chinese government regulation and a trade war with the US. Click here.

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

(THE QUANTUM COMPUTER IN YOUR FUTURE),

(AMZN), (GOOG),

(WEDNESDAY OCTOBER 17 HOUSTON STRATEGY LUNCHEON INVITATION)

(IBM’S SELF DESTRUCT),

(IBM), (BIDU), (BABA), (AAPL), (INTC), (AMD), (AMZN), (MSFT), (ORCL)

September 19, 2018/by MHFTF

Mad Hedge Hot Tips for September 18, 2018

Hot Tips

Mad Hedge Hot Tips
September 18, 2018
Fiat Lux

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

1) Mad Hedge Kills It with a Bond Short (TLT). Sold at the highs in August and covered at the Friday lows for a $1,444, or 14% profit. Thank you, Mr. Market! Don’t forget to sell the next bond rally. Click here.

2) China Hits Back With $60 Billion in Tariffs. It’s why the stock market can’t sustain any rallies. Now it’s our turn to hit them again. Stockpile fortune cookies? Click here.

3) But the Big Story Today is a Falling Dollar (UUP), which has hit a seven-week low. The entire “trade peace” sector that I have been blathering about catches a bid. A hint of more to come? Pay for that European vacation early. Click here.

4) Netflix Tops Emmys, Tying HBO. It helps a lot when an AI algorithm and big data tells them what people want to watch next year. Click here.

5) Elon Musk’s Space X to Fly a Japanese Billionaire Around the Moon, and eight artists are coming along for company. No kidding! I would have gone first, but I didn’t have $20 million to blow. Always looking for another exotic logbook entry. My record is 90,000 feet in a MiG-25. Click here.

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

(DON’T MISS THE SEPTEMBER 19 GLOBAL STRATEGY WEBINAR),
(COFFEE WITH RAY KURZWEIL), (GOOG).
(THE DANGERS OF PLAYING TECH SMALL FRY),
(FIT), (AAPL), (CRM), (FTNT), (SQ), (SNAP), (BBY)

September 18, 2018/by MHFTR

Mad Hedge Hot Tips for September 17, 2018

Hot Tips

Mad Hedge Hot Tips
September 17, 2018
Fiat Lux

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

1) Trump Ramps Up the Trade War with China, adding 10% import duties on $200 billion worth of goods in the run-up to Christmas. Some 80% of the focus this time will be on consumer goods. Beat the Grinch and shop early! Click here.

2) Risks Are Rising for Apple. Once the Chinese run out of trade goods to retaliate against, services are next. An iPhone can only be made in the U.S. for $2,000. Click here.

3) The Volatility Handle (VIX) Hits the $12 Handle Again. Get ready to load up once again now that we are in “BUY” territory. Positioning for an October surprise? Click here.

4) Wall Street Salaries Reach a Decade High. At an average $422,500, this is what they looked like in 2008. Then they got laid off in 2009. I’m just sayin’… Click here.

5) Coca Cola (KO) in Talks to Buy Canada’s Aurora Cannabis, in an effort to enter the pot market. They started out in the 1800s with cocaine, so it makes sense, doesn’t it? Click here.

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

(THE MARKET OUTLOOK FOR THE WEEK AHEAD),
(AAPL), (CBS), (EEM), (BABA), (UUP),
(MSFT), (VIX), (VXX), (TLT),
(TUESDAY, OCTOBER 16, 2018, MIAMI, FL,
GLOBAL STRATEGY LUNCHEON),
(APPLE RAMPS UP ITS GAME),
(AAPL)

September 17, 2018/by MHFTR

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