Mad Hedge Hot Tips
October 4, 2018
Fiat Lux
The Five Most Important Things That Happened Today
(and what to do about them)
1) Mad Hedge Kills It with Bond Short, as the US Treasury bond collapse (TLT) goes global. Yet, we caught a 10% home run in two days. The huge expansion of government borrowing this year has come home to roost. Look for 4% bonds next year. Click here.
2) Business is Booming in Australia, as Chinese trade shifts from the US to down under. I wonder why they don’t like us anymore. Click here.
3) FedEx is Paying Huge Premiums for Pilots, to keep them from retiring before the holidays. The pilot shortage is getting that extreme. Roger that! Just found my Christmas gig. Click here.
4) Bed Bath & Beyond Has Put Itself Up for Sale. Another Amazon victim bites the dust. Click here.
5) It’s National Vodka Day and National Taco Day. Great! A hangover AND indigestion. Click here.
Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
(TUESDAY OCTOBER 16 MIAMI GLOBAL STRATEGY LUNCHEON),
(BONDS FINALLY BREAK TWO-YEAR RANGE),
(TLT), (TBT), ($TNX),
(HOW SOFTBANK IS TAKING OVER THE US VENTURE CAPITAL BUSINESS),
(SFTBY), (BABA), (GRUB), (WMT), (GM), (GS)