Mad Hedge Hot Tips
April 9, 2019
Fiat Lux

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

 

1) Apple Tops $200. Looks like the market is finally buying the services story. Stand aside for the short term. It’s had a great run, up 42% from the December low. I’m waiting for 5G until I buy my next iPhone, probably next year. Click here.

2) Trump Threatens $11 Billion Worth of European Trade, and the market hates it, down 200 points. Out of the frying pan and into the fire for traders? Endless trade wars aren’t good for investors. As for me, I buy all American, with three Tesla’s. Click here.

3) American Airlines Cuts Forecast, and the stock dives 3%, over missing airplanes. The Boeing saga is not over. Click here.

4) Bank of America Raises Minimum Wage to $20, by 2021. If you are a minimum wage employer your life is about to become very difficult. Avoid fast food companies like (MCD). Click here.

5) Q1 Earnings Season Starts on Friday, with the big banks taking the lead. Now it’s all about wait and see. Click here.

 

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

(ABBVIE’S BATTLE FOR ARTHRITIS DOMINANCE),

(USING MOMENTUM STOCKS TO CALL THE MARKET),

(MTUM)

(THE LEGACY TECH COMPANY THAT IS WORTH BUYING NOW)

(ADBE), (MSFT), (CRM), (AAPL)

 

 

 

 

 

Mad Hedge Hot Tips
April 5, 2019
Fiat Lux

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

 

1) Trump Makes Another Political Appointment to the Fed. This is becoming the most predictable Fed in history, ultra-dovish all the time with the appointment of former presidential candidate Herman Cain. The groundwork for the next financial crisis is being laid. Click here.

2) The Most Expensive Divorce in History, has Amazon founder Jeff Bezos giving up $36 billion worth of stock to his ex-wife. However, shareholders can rest easy as he retains 100% of the voting stock. Buy (AMZN) on the dip. Click here.

3) Tesla’s Junk Bonds Get Slammed, with yields soaring to 8.37% on disappointing Q1 deliveries. Could be the ideal entry point for starved fixed income yield players. Click here.

4) Samsung Reports 60% Profit Slide, off the back of collapsing semiconductor demand. Click here.

5) China Weakness is Pulling Japan Down Too. More proof that trade wars have unintended consequences. Click here.

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

(APRIL 3 BIWEEKLY STRATEGY WEBINAR Q&A),

(SPY), (VIX), (TSLA), (BA), (FXB), (AMZN), (IWM), (EWU)

 

 

Mad Hedge Hot Tips
April 3, 2019
Fiat Lux

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

 

1) See You at the Skybridge SALT Conference in Las Vegas, May 7-10, the Woodstock of alternative asset investors. Learn what the hedge funds are planning next, and it’s a blast. Meet former UN Ambassador Nikki Haley, AOL Founder Steve Case, Carlyle Group co-founder David Rubenstein, and hyper entrepreneur Mark Cuban. Click here.

2) Oil Prices are Going Ballistic, up four days in a row, topping $62 a barrel. OPEC has developed a new short squeeze. It’s going to be hitting the local pump soon, just as the peak driving season is approaching. Click here.

 3) US Auto Sales Were Terrible in Q1, the worst quarter in a decade. General Motors (GM) suffered a 7% decline with Silverado pickups off 16% and Suburban SUVs plunging 25%. Is this a prelude to the Q1 GDP number? Risk is rising. Click here.

4) Trump Called Fed Governor on the March Stock Dip. Is this micromanaging, or what? Talk about a free put on the market. Risk on! Click here.

5) Semiconductor Index Hits New All-Time High. Advanced Micro Devices (AMD), a Mad Hedge favorite, soars 9%. It’s the future, so why not? Buy dips. Click here.
  

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

(WHO WILL BE THE NEXT FANG?)

(FB), (AMZN), (NFLX), (GOOGL), (AAPL),

(BABA), (TSLA), (WMT), (MSFT),

(IBM), (VZ), (T), (CMCSA), (TWX),

(YOUTUBE’S BIG MOVE INTO INDIA)

(GOOGL), (NFLX), (AMZN)

 

Mad Hedge Hot Tips
April 1, 2019
Fiat Lux

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

 

1) China Rumors Lift Markets. Is this the upside breakout we’ve been looking for? Buy (FXI). Click here.

2) Boeing 737 Max to Stay Grounded Through May, says an internal company memo. The wait is going to be longer than we thought. Still, the stock is up on the news. Sell Southwest (LUV). It will take the biggest hit. Click here.

3) Mad Hedge Hits New All-Time High, up 15.46% year to date, and beating the pants off the Dow Average. Good thing I didn’t buy the bearish argument. There’s too much cash floating around the world. I’m looking to be up 20% within ten days. Click here.

4) Retail Sales Drop 0.20%, in February in another sign of a slowing global economy. Construction spending is also down 0.3%. Try telling that to the stock market today. Click here.

5) China Factory Orders Grow, for the first time in 4 months. Is all their stimulus finally turning around the economy? Click here.

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

(MARKET OUTLOOK FOR THE WEEK AHEAD, OR THE INMATES ARE RUNNING THE ASYLUM)

(SPY), (TLT), (FCX), (DIS), (TSLA), (IWM),

(GOOGL), (MSFT), (PYPL), (AMZN)

(THE NEXT TECH BUBBLE TOP HAS STARTED)

(LYFT), (PIN), (UBER), (AAPL), (JPM), (FB)

 

Mad Hedge Hot Tips
March 27, 2019
Fiat Lux

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

 

1) The US Government Sues Facebook, claiming they enable housing discrimination through its advertising. Expect more government attacks against the FANGs. The west coast is not loved by this administration. Click here.

2) Q4 GDP Final Report Comes in at 2.2%, as expected, down a third from Q3. Expect that figure to more than halve in Q1 2019. Put on your hard hat. Click here.

3) Massive Broker Layoffs Presage Coming Recession. Cutting the overhead is crucial if you’re going to survive the next downturn. It doesn’t help that FinTech is eating their lunch. Click here.

4) Foreign Investors Pour into the US Bond Market, driving ten-year US Treasury yields down to 2.33%. When everyone else in the world has negative yields, our bonds become the highest yielding in the world. Click here.

5) But the Stock Market is Getting it Wrong, seeing plunging rates as a sign of imminent recession. When the market figures this out, stocks will rally hard to new highs. Maybe that’s why we’re only falling 100 points a day. The recession is next year’s business.

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

(JOIN US AT THE MAD HEDGE LAKE TAHOE, NEVADA CONFERENCE, OCTOBER 25-26, 2019)

(THE REBIRTH OF THE MASTER LIMITED PARTNERSHIP),

(USO), (AMLP), (FPL), (MLPS), (MLPX)

(MCDONALD’S GOES HIGH TECH)

(MCD)