Mad Hedge Hot Tips
January 28, 2019
Fiat Lux
The Five Most Important Things That Happened Today
(and what to do about them)
1) The Shutdown is Over, But How Much Did it Cost Us?Standard & Poor’s says $6 billion but the restart costs will be greater. Click here.
2) Has the Bull Market for Emerging Markets Already Started? A weak dollar and falling dollar is all you need. That’s why securities you can’t pronounce have been on a tear so far in 2019. Buy (EEM) dip for the next six months. Click here.
3) Stocks Get Crushed on Slowing Global Economy, down 350 on terrible Caterpillar (CAT) numbers, a slowing global economy, and collapsing business confidence. We are way overdue for a sharp correction. Keeping my short in Apple (AAPL), already sold all my longs. Click here.
4) Brazilian Iron Ore Producer Vale Kills 300 in Brazil, when a tailings dam failed, delivering a body blow to a major commodity play. Stocks down nearly 20%. This is what deregulation gets you on a bad day. Your imported steel just got more expensive. Click here.
5) Meet the House of the Year, the most beautiful home published by the Wall Street Journal in 2018. This waterfront masterpiece on the Hawaiian island of Kauai can be yours for only $16 million, and I bet they’ll accept a lower offer. Click here.
Published today in the Mad HedgeGlobal Trading Dispatchand Mad Hedge Technology Letter:
(THE MARKET FOR THE WEEK AHEAD, or IT’S FINALLY OVER)
(SPY), (TLT), (FXE), (MSFT), (AAPL),
(PG), (F), (LRCX), (AMD), (XLNX)
(BUY DIPS IN SEMIS, NOT TOPS),
(XLNX), (LRCX), (AMD), (TXN), (NVDA), (INTC), (SOXX), (SMH), (MU), (QQQ)
