Mad Hedge Hot Tips
August 30, 2018
Fiat Lux

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

 

1) Amazon Hits $2,000. My 2018 target is achieved, while Morgan Stanley raises theirs to $2,500. Stock markets are now generally overheated. Click here.
 
2) Weekly Jobless Claims Rise Slightly, to 213,000 but are still near century lows. The full employment economy continues. Click here.

3) The U.S. Struggles to Salvage a Trade Deal with Canada, to beat tomorrow’s deadline. It’s our car exporters against their cows. Will we see a Friday surprise? Click here.

4) Salesforce (CRM) Lowers Forward Guidance, as too much revenue bunches up in Q2. Stock drops $6; buy the dip. Click here.

5) An Anonymous Bidder Paid $3.3 million to Have Lunch with Warren Buffett, at Smith & Wollensky in New York to fund a variety of anti-poverty charities. Gee, I would have done it for only $2 million, and I would have gone Dutch. He’s still adding to his Apple position at $224. Click here.

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

(TUESDAY, OCTOBER 16, 2018, MIAMI, FL, GLOBAL STRATEGY LUNCHEON),
(IT’S TIME TO START LOOKING AT EMERGING MARKETS),
(EEM), (EPHE), (PIN), (FXI), (EWZ),
(INDUSTRIES YOU WILL NEVER HEAR ABOUT FROM ME),
(ON TRUMP’S TECHNOLOGY ATTACK),
(AMZN), (GOOGL), (FB), (AMD), (NVDA), (TWTR)

Mad Hedge Hot Tips
August 28, 2018
Fiat Lux

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

 

1) Markets Hit New All-Time High. The market action is broadening. The year-end melt-up has begun. Buy dips in everything, keeping in mind that the Mad Hedge Profit Predictor is entering scary “SELL” territory! Click here.
 
2) U.S. Consumer Confidence Hits an 18-Year High. It’s always like this at the top. Max out that credit card! Click here.

3) Trump Tries for a Trade Trifecta, with a deadline for a Canadian deal this Friday. I give it a 25% chance, so look for a buyable dip in the markets after that. Click here.

4) The U.S. Trade Deficit Soars. It turns out that beating up your trade partners doesn’t encourage them to buy more of your exports, especially since new tariffs and a strong dollar are making them much more expensive. Click here.

5) Trumps Attacks Google, claiming the company suppresses positive news stories about him. The stock (GOOG) barely moves. Don’t piss off Silicon Valley or strange things will start to happen. The Valley also accounts for 50% of all U.S. profits and generated most of the stock market gains since Trump’s election, so be careful who you abuse. Click here.

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

(VERTICAL BULL CALL SPREADS REVISITED),
(HD), ($INDU),
(THE RECEPTION THAT THE STARS FELL UPON),
(TESTIMONIAL),
(SPOTIFY STILL HAS SOME UPSIDE),
(SPOT), (AMZN), (AAPL), (P)

Mad Hedge Hot Tips
August 24, 2018
Fiat Lux

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

 

1) Powell Says Interest Rate Rises to Remain Slow, stocks love it, Washington be damned! Buy the dips! Click here.

2) Gap (GPS) Gets Crushed on Earnings Fail. Not all retailers are staging a dramatic comeback. DON’T buy this dip. Click here.

3) China is Playing Hardball in Trade Talks. Don’t expect a resolution anytime soon now that they sense weakness in Washington. Click here.

4) SEC Rejects Another Seven Bitcoin ETFs. Don’t count on them to approve Ponzi schemes anytime soon. And ETFs were supposed to by the big crypto currency salvation. Click here.

5) Don’t Plan That Hawaii Getaway this Weekend. Some 40 inches of rain have already fallen on the Big Island. I called all my Hawaiian subscribers before the lines went down as a precaution. Click here.

Published today in the Mad Hedge Global Trading Dispatch:

(AUGUST 22 BIWEEKLY STRATEGY WEBINAR Q&A),
(BIDU), (BABA), (VIX), (EEM), (SPY), (GLD), (GDX), (BITCOIN),
(SQM), (HD), (TBT), (JWN), (AMZN), (USO), (NFLX), (PIN),
(TAKING A BITE OUT OF STEALTH INFLATION)

Mad Hedge Hot Tips
August 23, 2018
Fiat Lux

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

 

1) Jobless Claims Hit New Lows at 210,000, down 2,000, a new all-time low. The U.S. is running out of workers, and companies are struggling to find minimum-wage staff. Inflation has to be right around the corner. Click here.

 2) China Files a Complaint Against the U.S. in the World Trade Organization. Most American’s don’t know this, but all the new U.S. tariffs are illegal under WTO rules and will be thrown out. The outcome of the trade war will be decided in Geneva. Click here.

3) Honeywell (HON) Raises Guidance. The aircraft and defense business are booming. Buy Boeing (BA) on the dip. Click here.

4) The World is Totally Confused About the Mess in Washington. My advice? Things will take much longer to play out than anyone expects. Remember, our government was set up 236 years ago when all communication was by horse and rider. Click here.

5) New Home Sales Fall to Nine-Month Low, with July sales down 1.7% to 627,000 units. Yes, it may already be too late to sell your home. Click here.

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

(WHY THE DOW IS GOING TO 120,000),
(X), (IBM), (GM), (MSFT), (INTC), (DELL),
($INDU), (NFLX), (AMZN), (AAPL), (GOOGL),
(THE MAD HEDGE CONCIERGE SERVICE HAS AN OPENING),
(TESTIMONIAL),
(THE RACE TO ZERO FOR BROKERAGE COMMISSIONS),
(JPM), (WFC), (ETFC), (SCHW), (AMTD)

 

 

1) U.S. Weekly Jobless Claims Plunge to 213,000. A full employment economy is now what bear markets are made of, so keep buying those deep.

2) The Tech Correction is Over. If you blinked, you missed it. Amazon is about to become the next trillion-dollar company and will become the first 2 trillion-dollar company.

3) China is Blocking Car Imports from the U.S. Even those made by foreign companies. That Means Ford (F) and General Motors (GM) will continue to go down the toilet.

4) The Latest Inflation Report Came in at Zero. So, bonds will continue to remain trapped in narrow ranges and interest rate plays like REITs and MLPs will keep rallying.

5) Is Elon Musk Headed to Jail? I doubt it, but the SEC wants to know how solid the financing behind the $420 buyout offer really is.

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

 

(WHY YOU SHOULD AVOID THE CRYPTO CURRENCIES LIKE THE PLAGUE),

(BITCOIN), (GLD),

(TESTIMONIAL),

(WHY SNAPCHAT IS GOING DOWN THE SOCIAL MEDIA DRAIN),

(SNAP), (FB), (NFLX), (AMZN), (GOOGL), (TWTR), (BB)