Mad Hedge Hot Tips
August 31, 2018
Fiat Lux

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

 

1) Warren Buffett Says Stocks are Expensive, in the most polite and indirect way possible. What else can $120 billion in cash mean? If he has so much cash, why don’t you? Click here.
 
2) Canada Trade Talks Wobble, as they refuse to negotiate over agriculture. Do you think Canada will do better under this U.S. Congress or the next one? Volatility (VIX) spikes again. Click here.

3) Amazon Closes in on the next $1 Trillion Market Value, making Jeff Bezos worth $162 billion, and his original investors, his parents, worth $30 billion. And all I got from my kids was a used “Feel the Bern” T-shirt on my birthday. Click here.

4) Apple is Up 18.3% in August, adding $185 billion in market cap, or the GDP of a small country. If a portfolio manager didn’t own Apple this month, now 4% of the total American market, he’s screwed. Click here.

5) Core Inflation Hits the Fed’s 2% Target. Finally, after a 10-year wait, as consumers max out their credit cards. It means the Fed has to keep raising interest rates from here. Sell short those U.S. Treasury bonds (TLT)! Click here.

Published today in the Mad Hedge Global Trading Dispatch:

(MONDAY, OCTOBER 15, 2018, ATLANTA, GA,
GLOBAL STRATEGY LUNCHEON),
(WATCH OUT FOR BEARS!), ($INDU),
(MORE BIOTECH AND PHARMA STOCKS TO SOAK UP)

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 29, 2018
Fiat Lux

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

 

1) U.S. Q2 GDP Growth Revises Up, from 4.1% to 4.2%. Yes, this is what peaks look like. Expect a slowdown when the first Q3 data comes out in two months, right after the midterm elections. Yikes! Click here.
 
2) Trump Attacks Big Tech Again, but the stock market isn’t buying it, with all of big tech up today. The Supreme Court has already ruled that corporations have First Amendment rights. Click here.

3) July Pending Home Sales Down -0.7%, and off 2.3% YOY. Yes, you can drive a stake through the heart of residential real estate. Don’t even think about buying that second home! Click here.

4) U.S. Job Satisfaction Hits a 13-Year High. I’m certainly working overtime without pay, how about you? Maybe that’s why inflation has failed to show. Cover those bond shorts! Click here.

5) California Plans a Carbon-Free Economy by 2045. It’s now the law. We’re already there on some days. The rest of the world will follow. The future is in alternative energy plays. Click here.

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

(HOW TO RELIABLY PICK A WINNING OPTIONS TRADE),
(THE BEST TECH STOCK YOU’VE NEVER HEARD OF),
(TTD), (AMZN), (GOOGL), (NFLX), (BIDU), (BABA), (SPOT), (P), (FB)

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)