Hot Tips Archives

Mad Hedge Hot Tips for January 25, 2019

Mad Hedge Hot Tips
January 25, 2019
Fiat Lux

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

1) The Semis Have Bottomed in the Wake of Spectacular Earnings Reports from (LRCX), (AMD), and (XLNX). The great artificial intelligence play is back in action after a severe spanking. I never had any doubt they would come back. Now for an entry point. Click here.

2) “Let Them Eat Cake,” said Commerce Secretary Wilber Ross in telling starving federal employees to borrow against their future paychecks. This kind of detachment from the fate of the working man is common among the many billionaires I have known. Maybe Wilber should read his French history and find out what happened to the last leader who took this attitude? Click here.

3) The US and China are “Miles and Miles” from a Trade Deal, was the other great insight we obtained from Wilber Ross. Just what the stock market didn’t want to hear. That’s what happens when you negotiate with a country that doesn’t have real elections or opinion polls. Click here.

4) Farmers are Leaving Crops to Rot in the Field, as the trade war with China destroys prices and the Mexicans needed to harvest them are trapped at the border. There’s got to be an easier way to earn a living. Avoid the ags and all ag plays. Click here.

5) Check Out Boeing’s New Flying Car. Yes, I know you’re thinking “Pull the other one.” But it really does exist. My question is how many new pilots can we fit in the air when the air traffic controllers are NOT getting paid? Click here.

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

(JANUARY 9 BIWEEKLY STRATEGY WEBINAR Q&A),

(TSLA), (EDIT), (NTLA), (CRSP), (SJB), (TLT), (FXB), (GLD),

(THE PRICE OF STARDOM AT DAVOS)

January 25, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 24, 2019

Hot Tips

Mad Hedge Hot Tips
January 24, 2019
Fiat Lux

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

1)The ECB’s Draghi Says No Euro Rate Rises Until 2020, and the US bond market took off like a rocket. Another point or two and we’ll be in short selling territory again. Don’t count on Europe to pull us out of the next recession. Click here.

2) The Airline Industry Will Cease to Function, in a few weeks if the government shutdown doesn’t end. It will literally run out of federally inspected parts, and planes. Never mind the TSA. Click here.

3) Procter & Gamble Beats, with an upside earnings surprise. It must be all those people buying soap to wash their hands of our political system. Click here.

4) But Ford Disappoints, dragged down by weak foreign earnings. The last to get into electric cars is really starting to suffer. The last of the buggy whip makers is in a swan dive. Click here.

5) Hedge Fund Titan Pays $238 million for a New York Condo. Who says home prices are going down? Situated on the 79^th floor at 220 Central Park South, Citadel’s Ken Griffin bought the most expensive US residence ever sold. Click here.

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

(FROM THE FRONT LINES OF THE TRADE WAR),

(AAPL), (AVGO), (QCOM), (TLT),

(HOW THE MAD HEDGE MARKET TIMING ALGORITHM TRIPLED MY PERFORMANCE),

(ACTIVISTS LAY IN ON EBAY),
(EBAY), (AMZN), (PYPL), (GOOGL)

January 24, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 23, 2019

Hot Tips

Mad Hedge Hot Tips
January 23, 2019
Fiat Lux

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

1) Activist Investor Takes a Run at eBay, causing the shares to pop 4%. Elliot Management wants them to dump Stub Hub and its classified ads business. Another one of the Mad Hedge favorite tech stocks gets its 15 minutes of fame. Click here.

2) Existing Home Sales Down a Disastrous 6.4%, in December and 10% YOY, the worst read since 2012. The government shutdown is making closing impossible. Click here.

3) The Worst Hit States from the Government Shutdown are All Red, with Iowa, South Dakota, Alabama, Wyoming, Montana, Alabama, and Alaska taking the lead. Don’t expect the Democrats to be in a hurry to cave. This will last longer than anyone expects. Click here.

4) No, There’s No Progress on the Trade War….Yes, There Is. That explains yesterday’s nearly 500-point plunge in the Dow followed by a brief 150-point rally when White House economic advisor Larry Kudlow said the aforementioned was not true. Do you think the stock market is sensitive to trade? Click here.

5) IBM Lights the Market on Fire. The world may be going to hell in a handbasket but the earnings are still coming through. Click here.

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

(PLAYING THE SHORT SIDE WITH VERTICAL BEAR PUT SPREADS), (TLT)

(WHY TECHNICAL ANALYSIS DOESN’T WORK)

(FB), (AAPL), (AMZN), (GOOG), (MSFT), (VIX)
(WHY TECH IS FLEEING SILICON VALLEY),

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

January 23, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 22, 2019

Hot Tips

Mad Hedge Hot Tips
January 22, 2019
Fiat Lux

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

1) Tesla Sprints for Profits. It cut its labor force by 7%, canned its $1,000 customer introduction bonus, and raised the price of supercharging in California from 26 to 30 cents per kWh. It’s about cutting prices so we can ALL afford the Tesla 3. Buy the next dip, the breakout is coming. (TSLA). Click here.

2) Slowing China is Freaking Out Investors Everywhere. Even if a trade deal is cut tomorrow, it may not be enough to pull the economy out of a downward spiral. Look out below! A 6.6% growth rate for 2018 is the slowest in 30 years. Click here.

3) Keep Buying Those Gold Dips. A “golden cross” is setting up on the charts and technical analysts are going gaga on the prospects for the barbarous relic. Forget about inflation. It’s a flight to safety that is driving traders into the yellow metal. (GLD). Click here.

4) The Oscar Nominations Are Out Today, for the February 24 show. Watch the shares of big producers Amazon (AMZN) and Netflix (NFLX). Click here.

5) The IRS Released Rules on Who Gets the New Tax Break, on Friday picking business winners and losers. Will you get the new 20% deduction? If you’re a doctor, lawyer, or accountant, you’re screwed. Why are these things always announced on Fridays? Do they think we won’t notice? Click here.

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

(THE MARKET FOR THE WEEK AHEAD, or WHY I LOVE THE STOCK MARKET),

(SPY), (TLT), (MSFT), (CRM), (AMZN), (FXE)

(HOW TO EXECUTE A VERTICAL BULL CALL SPREAD),

(AAPL)

(HOW TO PLAY TECHNOLOGY STOCKS IN 2019),

(NFLX), (AAPL), (TSLA), (STT), (BLK)

January 22, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 17, 2019

Hot Tips

Mad Hedge Hot Tips
January 17, 2019
Fiat Lux

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

1) The December Fed Beige Book Comes in Moderate. “Trade war” is mentioned 20 times, but “government shutdown comes out only once. Inflation is low but companies can’t pass price increases on to consumers. Labor shortages are showing up everywhere but with few wage increases. The auto industry is flatlining. Click here.

2) Stocks are Breaking Out of Correction Territory, led by technology stocks. Are they discounting the end of the government shutdown, the resolution of the trade war with China, or both?

3) Snapchat CEO Resigns, after less than a year on the job, prompting fears about the digital imaging company’s survival. Our favorite technology short is now down 95% from the peak. Avoid (SNAP) like the plague. Click here.

4) McDonald’s Loses the “Big Mac” Trademark in Ireland. It turns out that local burger chain Supermac thought of it first. (MCD) lost a similar case in Scotland over “McDonald’s” name decades ago and had to pay $10 million. Click here.

5) Apple Cutting Back on Hiring. Fewer iPhone sales means fewer people to make them. I think I’ll keep my apple short. Click here.

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

(WHAT HAPPENED TO THE DOW?)

($INDU), (EK), (S), (BS), (CVX), (DD), (MMM),

(FBHS), (MGDDY), (FL), (GE), (TSLA), (GM)

(WHY YOUR OTHER INVESTMENT NEWSLETTER IS SO DANGEROUS)

(WHY FINTECH IS EATING THE BANKS’ LUNCH),

(WFC), (JPM), (BAC), (C), (GS), (XLF), (PYPL), (SQ), (SPOT), (FINX), (INTU)

January 17, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 16, 2019

Hot Tips

Mad Hedge Hot Tips
January 16, 2019
Fiat Lux

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

1) Brexit Goes Down in Flames, with a crushing 432 to 202 loss, the worst in 100 years. The opposition has tabled a vote of no confidence, so a general election is imminent. Next to come is a new vote on Brexit itself which will go down in flames. Buy the British pound (FXB). Click here.

2) What Does the End of Brexit Mean for the Global Economy? It strengthens Europe, prevents Italy, Greece, Portugal, and France from leaving the European Community, preserves NATO, and stops the Russian hordes from overrunning Western Europe. Croissants will be cheaper in London too. That’s all.

3) JP Morgan Disappoints, But the Stock Rallies Anyway. Maybe at a discount to book value, this sector really is sold out. Buy (JPM), the class act in American banking. Click here.

4) Who Sold 19,000 Naked (SPY) Puts Yesterday, taking in $176 million in premium income. That’s what the options market would love to know. It sounds gutsy, but the $2,100 strike 20% out-of-the-money would have been hit only four times in the last 100 years. Warren Buffet?

5) The Chinese Government Warns Citizens Not to Visit the US, or its allies, citing the danger of arrest. It seems the neighborhood is going downhill. Does this mean the trade talks are getting better….or worse? Click here.

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

(HAVE BONDS PEAKED?)

(TLT), (TBT),

(IS USA, INC. A SHORT?)

(3D PRINTING GETS A SECOND WIND),

(SSYS), (ETSY), (MSFT), (BA), (NFLX), (GE), (LMT)

January 16, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 15, 2019

Hot Tips

Mad Hedge Hot Tips
January 15, 2019
Fiat Lux

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

1) Apple’s Asian Suppliers Report Terrible Numbers. iPhone prices in China are cut. It looks like I’ll be able to keep my short position into expiration after all. Click here.

2) Citigroup Stock Rallies off of Decent Earnings. That’s more important for the main market than it is for (C). Last quarter, the stock tanked on good earnings. But I won’t touch this buggy whip sector anyway. Buy (EBAY) and (SQ) instead. Click here.

3) PG&E Goes Bankrupt, in order to keep the lights on in the face of $30 billion in wildfire liabilities. It’s the second time in 20 years. Thank goodness for my solar panels. Power prices are about to spike up big time. Click here.

4) Don’t Get Too Bullish Now. A ton of bad economic news will hit the market in February. China slowdown, European crash, Brexit, what’s not to hate? Click here.

5) Netflix Raises Prices and the Stock Soars. Their monthly take is jumping by 13%-18%. (NFLX) shares are now up by 50% since the Christmas Eve Massacre. The Walking Dead and House of Cards just got more expensive. Click here.

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

SPECIAL ARMAGEDDON ISSUE

(HERE’S THE WORST-CASE SCENARIO),

($INDU), (SPY), (SDS), (TLT), (TBT), (FXE), (FXY),

(UUP), (DDP), (USO), (SCO), (GLD), (DGZ), (ITB)

(THE TECH DARLING OF 2019),

(TWLO), (MSFT)

January 15, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 14, 2019

Hot Tips

Mad Hedge Hot Tips
January 14, 2019
Fiat Lux

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

1) December New Home Starts Fall 19%, and 40% in North California and 49% in Southern California. Rising interest rates and the stock market crash are to blame. But this housing recession is already in the price of the stocks. Click here.

2) Banks are Reporting Earnings This Week. Will the new generation of buggy whip makers even exist in a year? Or will FinTech companies like Square (SQ) and eBay (EBAY) eat their lunch? Look for banks to disappointment even low expectations. Click here.

3) This is the Week When Economic Data Ceases to Exist, unless it comes from private sources. Entering the fourth week of the government shutdown, we are all now flying blind.

4) US Core Inflation is Up Only 2.2% YOY, after a miniscule 0.2% gain in December. Don’t count on that pay rise anytime soon. All your company’s money is going to share buybacks instead. Click here.

5) Newmont Mining Buys Goldcorp for $10 Billion to create the world’s largest gold miner. Another classic sign of a long-term bottom for the barbarous relic is when the miners start taking over each other. Click here.

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

(THE MARKET FOR THE WEEK AHEAD, or IS THE BULL MARKET BACK?),

(SPY), (TLT), (MSFT), (AMZN), (CRM), (AAPL), (FXE),

(TESTIMONIAL)
(THE TECH DARLING OF 2019),

(TWLO), (MSFT)

January 14, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 11, 2019

Hot Tips

Mad Hedge Hot Tips
January 11, 2019
Fiat Lux

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

1) The Government Shutdown Hits 3 Weeks. If it continues, you can kiss this market rally goodbye. We are losing 5-10 basis point of GDP growth per day, and JP Morgan has already cut Q1 growth by 25 basis points. Click here.

2) 2019 Earnings Forecasts Just Got Chopped, from 10% growth to 6%. Will they get cut more? Your retirement portfolio cares. Click here.

3) Junk-Bond Issuance Returns, after a 40-day absence. It had shut down during the stock market crash. Maybe the bull market really is resuming again? Click here.

4) Home Mortgage Rates Hit a 9-Month Low, with the conventional 30-year fixed rate loan now wholesaling at 4.4%. Will it be enough to reignite the real estate market? Buy Lennar (LEN). Click here.

5) Will China’s Top Trade Negotiator Visit the US This Month? It could be worth another 1,000 points in the Dow. Click here.

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

(WHY THE MARKET CRASHED IN DECEMBER),

(SPY), ($INDU), (VIX)

(THE GOVERNMENT’S WAR ON MONEY),

January 11, 2019/by Mad Hedge Fund Trader

Mad Hedge Hot Tips for January 10, 2019

Hot Tips

Mad Hedge Hot Tips
January 10, 2019
Fiat Lux

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

1) Macy's Disappoints, Crushing all of Retail With It, and taking down an overbought main market as well. It highlights an accelerating shift from brick and mortar to online which grew 20% YOY. Will Amazon sponsor those wonderful parades? Click here.

2) December Fed Minutes Come Out Mixed. The Fed has both hawks and doves. Who knew? Rate rises are still in the cards. Bad news, bond market.

3) The US May Lose Its Triple “A” Rating, thanks to the government shutdown according to Fitch, one of the oldest bond rating agencies. I knew we were on the way to becoming a banana republic. Keep your bond shorts (TLT). We’re raking it in. Click here.

4) Jeff Bezos to Get Divorced. Yikes! His wife Mackenzie is one of the first three Amazon employees and spent long nights shipping the early book sales. She is about to become the world’s wealthiest woman, worth $65 billion. Keep your stock for a run to $2,000. Hmmm, I’m twice widowed. The age is right…. Click here.

5) Lennar (LEN) is Seeing an Uptick in New Homes Sales, thanks to a 30-year mortgage rate that has plunged 50 basis points. It brings affordability within reach to a few million Millennials. Click here.

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

(JANUARY 9 BIWEEKLY STRATEGY WEBINAR Q&A),

(SPY), (UUP), (FXE), (FXY), (FXA), (AAPL), (GLD), (SLV), (FCX), (SOYB), (USO), (MU), (NVDA), (AMD), (TLT), (TBT), (BIIB), (TSLA)

(TESTIMONIAL)

(HERE’S THE CANARY IN THE COAL MINE FOR APPLE),

(AAPL), (SWKS), (AMZN), (TSLA)

January 10, 2019/by Mad Hedge Fund Trader

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