• support@madhedgefundtrader.com
  • Member Login
Mad Hedge Fund Trader
  • Home
  • About
  • Store
  • Luncheons
  • Testimonials
  • Contact Us
  • Click to open the search input field Click to open the search input field Search
  • Menu Menu
MHFTR

Mad Hedge Hot Tips for September 13, 2018

Hot Tips

Mad Hedge Hot Tips
September 13, 2018
Fiat Lux

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

 


1) Fed Says Labor Shortages Rising, Trade Fears Rampant. In its Beige Book report, America’s central bank concedes that Trump’s foreign adventures are really starting to cost the economy, scaling back capital investment. Click here.

2) Apple (AAPL) Makes a Big Play for the China Market, with its new low-end phones, but will the trade war get in the way? Click here.

3) Turkey Raises Interest Rates to break the collapse in its currency. The move triggers a global “RISK ON” move. The Mad Hedge Market Timing Index rockets back up to 71 in a heartbeat. Click here.

4) General Motors (GM) Recalls 1 Million Trucks and SUVs. Please avoid this sector like the plague. Apparently, the steering wheels don’t work. And you’d think they’d notice it at the factory. Click here.

5) U.S. Median Income Recovers 2007 Level. It’s only taken a decade, but at $61,272 we are finally earning what we did in 2007. Somehow, it doesn’t seem to go as far. Click here.

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

(EXPANDING MY “TRADE PEACE” PORTFOLIO),
(BABA), (BIDU), (TCTZF) (MU), (LRCX), (KLAC), (EEM),
(FXI), (EWZ), (SOYB), (CORN), (WEAT), (CAT), (DE),
(THE LEAGUE OF EXTRAORDINARY TRADERS),
(THE THREAT TO YOUR DIGITAL LIFE FROM CHATBOTS),
(FB), (GOOGL), (MSFT)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-13 19:52:272018-09-13 19:52:27Mad Hedge Hot Tips for September 13, 2018
Arthur Henry

Tech Trade Alert - (MSFT) September 13, 2018 TAKE PROFITS

Tech Alert

When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Arthur Henry https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Arthur Henry2018-09-13 14:45:152018-09-13 14:45:15Tech Trade Alert - (MSFT) September 13, 2018 TAKE PROFITS
Arthur Henry

Trade Alert - (MSFT) September 13, 2018 TAKE PROFITS

Trade Alert

When John identifies a strategic exit point, he will send you an alert with specific trade information as to what security to sell, when to sell it, and at what price. Most often, it will be to TAKE PROFITS, but, on rare occasions, it will be to exercise a STOP LOSS at a predetermined price to adhere to strict risk management discipline. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Arthur Henry https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Arthur Henry2018-09-13 14:44:132018-09-13 14:44:37Trade Alert - (MSFT) September 13, 2018 TAKE PROFITS
Mad Hedge Fund Trader

September 13, 2018 - MDT Pro Tips A.M.

MDT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2018-09-13 13:22:332018-09-13 13:22:33September 13, 2018 - MDT Pro Tips A.M.
MHFTR

September 13, 2018

Diary, Newsletter, Summary

Global Market Comments
September 13, 2018
Fiat Lux

Featured Trade:
(EXPANDING MY “TRADE PEACE” PORTFOLIO),
(BABA), (BIDU), (TCTZF) (MU), (LRCX), (KLAC), (EEM),
(FXI), (EWZ), (SOYB), (CORN), (WEAT), (CAT), (DE),
(THE LEAGUE OF EXTRAORDINARY TRADERS)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-13 01:08:052018-09-12 21:31:45September 13, 2018
MHFTR

Expanding My “Trade Peace” Portfolio

Diary, Newsletter, Research

This morning, U.S. Treasury Secretary Steven Mnuchin mentioned that an effort was being made to get trade talks with China back on track. The Dow soared 160 points in a heartbeat.

Past murmurings by the Treasury Secretary demonstrate that his musings have zero credibility in the marketplace and the move vaporized in minutes. However, given the extreme moves made by the shares of trade war victims, I think it is time to review my “Trade Peace” portfolio and make some additions.

The shares have been so beaten up that I think you can start scaling in now with limited downside and a ton of potential upside.

It’s not a matter of if, but when Trump has to run up the white flag with his wildly unpopular trade wars. As they now stand the new tariffs are threatening to chop $10 off of S&P 500 earnings in 2018, from $168 down to $158, according to J.P. Morgan. Some two-thirds of all U.S. companies have been negatively impacted.

Tariffs have effectively wiped out the benefits of the corporate tax cuts for most companies enacted last December. Who has been the worst hit? Thousands of small manufacturers in Midwest red states that can’t function because they are missing crucial cheap parts they can only obtain from the Middle Kingdom.

At last count there are a staggering 37,000 applications for exemptions from tariffs filed with the U.S. Treasury and only a dozen people to process them. A mere 10% have been granted. It is a giant bureaucratic nightmare.

With the midterm elections now only 37 trading days away, the clock is ticking. If Trump doesn’t cut trade deals with all of our major counterparties around the world before then, the Republican Party stands to lose both the House of Representatives and the Senate on November 6. That will make Trump a “lame duck” president for two more years.

China Technology Stocks – Includes Alibaba (BABA), Baidu (BIDU), and Tencent (TCTZF). It’s not often that you get to buy a company with 61% sales growth, which has seen its shares plunge by 27% in three months, as is the case with (BABA). Just to get (BABA) back up to its June level it has to rise by 37%. This is a stock that will easily double or triple over the long term.

U.S. Semiconductor Stocks – With China buying 80% of its chips from the U.S., stocks such as Micron Technology (MU), Lam Research (LRCX), and KLA-Tencor (KLAC) have been taken out to the woodshed and beaten senseless. Micron is off a withering 41% since the trade war began in earnest in May.

Emerging Markets – China is the largest trading partner for most of the world, and a recession there sparks a global contagion effect. Reverse that, and you stimulate not only emerging markets, but the U.S. economy, too. Look at the charts for the iShares MSCI Emerging Markets ETF (EEM), the iShares China Large-Cap ETF (FXI), and the iShares MSCI Brazil ETF (EWZ) and you will salivate.

Oil – Boost the global economy and oil demand (USO) also. China is the world’s largest incremental buyer of new oil, and it will absorb all of the Iranian crude freed up by the U.S. abrogation of the treaty there.

Agricultural – No sector has been punished more than agriculture, where profit margins are small, lead times stretch into years, and mother nature plays her heavy hand. In this area you can include soybeans (SOYB), corn (CORN), and wheat (WEAT), as well as equipment makers Caterpillar (CAT) and Deere (DE).

Some 20 years of development efforts in China by American farmers have gone down the toilet, and much of this business is never coming back. Trust and reliability are gone for good. Storage silos across the country are full. Did I mention that red states are taking far and away the biggest hit? There are not a lot of soybeans grown in California, New York, or New Jersey.

Even if Trump digs in and refuses to admit defeat, as is his way, there is still a light at the end of the tunnel. Sometime in 2019, the World Trade Organization will declare virtually all of the new American tariffs illegal and hit the U.S. with its own countervailing duties. This is the Chinese strategy. Waiting for them to fold could be a long wait, a very long wait.

 

 

 

 

 

 

 

Time to Look at the “Trade Peace” Portfolio?

https://www.madhedgefundtrader.com/wp-content/uploads/2018/09/Surrender-white-flag-story-1-image-8-e1536787109717.jpg 150 300 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-13 01:07:552018-09-12 21:31:08Expanding My “Trade Peace” Portfolio
MHFTR

September 13, 2018

Tech Letter

Mad Hedge Technology Letter
September 13, 2018
Fiat Lux

 

Featured Trade:
(THE THREAT TO YOUR DIGITAL LIFE FROM CHATBOTS),
(FB), (GOOGL), (MSFT)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-13 01:06:122018-09-12 20:07:42September 13, 2018
MHFTR

The Threat to Your Digital Life from Chatbots

Tech Letter

Not all tech will survive.

Come hell or high water, chatbots are not going away today but have an ugly fate with the tech graveyard of past technologies in the near future.

The rise of pervasive technology has brought consumers a wave of modern technology – some useful and some that go straight rogue.

Microsoft (MSFT) was on the receiving end of tech gone bad when its Tay bot was duped into spewing anti-Semitic and racist blather.

Bill Gate’s brainchild allowed Tay to behave according to what it learned from fellow users with which it interacted.

The developers forgot that not all Internet speak is nice and bubbly.

In another humiliating episode, cyberhackers wielded a chatbot to masquerade as a woman asking men to hand over credit card information in order to become verified on the raunchy dating app Tinder.

Manipulating an app platform has been a favorite of cyberhackers where users blindly trust these brands with which they have become familiar, and barely question the motives behind these strange developments.

As cybercriminals endlessly hunt for monetization and opportunities ramp up, chatbots represent a critical vehicle to pillage prospective victims.

These examples are just two that were publicly reported.

In reality, flashpoints are widespread, and users are usually completely unaware that they are being victimized.

Some chatbots are even out just for data harvesting among other targeted activity.

The dark web is the perfect marketplace to sell hijacked data.

Many Internet users believe they can feel safe and secure behind the auspices of end-to-end encryption.

However, users seem to forget that this type of foolproof security has its limitations.

The easiest way to become exposed is by the other person on the other end of the message.

They can turn you in.

Paul Manafort found this out the hard way when the FBI seized messages from the people he sent them too.

WhatsApp, owned by Facebook, along with chat app Signal are the best ways to keep chats confidential if you trust the other party. This is where the conversation disappears in about ten seconds.

However, just because WhatsApp is secure now, does not mean it will be secure tomorrow.

WhatsApp co-founder and CEO Jan Koum quit in a vicious row against Facebook’s upper management flipping off the rogue ad-seller as the relationship came to a screeching halt.

He later said he was quitting to collect “rare air-cooled Porsches” and play “ultimate frisbee.”

Facebook plans to weaken WhatsApp’s encryption levels and is intent on harvesting the data to eventually install a digital ad business to this ad-less messenger.

Facebook has shown a blatant disregard to privacy. Plan on everything you have ever sent on WhatsApp being privy to all the workers in the Facebook office at some point in the near future.

In some eerie way, Facebook mimics the hackers that maneuvered around Tinder’s developers, but in a completely legal way showing zero concern for its end user.

That is a scary thing.

Facebook has become borderline criminal in the court of public opinion in Europe. And that sentiment has seeped into the hearts of minds of Americans as well, and rightly so.

In short, the tidal wave of junk tech such as chatbots and Facebook spinning your information to the hills will end badly.

The public has smartened up and cannot be misled by Facebook’s privileged management spouting out that its “values” are different as an excuse for obvious debacles.

The global chatbot market was $369.79 million in 2017, and by 2024, this industry will balloon to $2.17 billion.

Chatbots will have a ubiquitous presence in work and daily life.

Companies desire to curtail rising costs, and are doubling down on the chatbot revolution.

The current obstacle is that artificial intelligence (A.I.) is just not good enough yet for chatbots to comprehensively serve customers and never will be.

The chatbots rely on the data in their systems to solve problems to difficult questions, but humans need to receive answers on the fly in the case of multi-part complications.

Chatbots spectacularly fail at this endeavor.

Even worse, chatbots cannot empathize with a furious customer and feel out customers’ emotions to properly optimize the perfect solution.

And in some instances, humans do not feel at ease to discuss certain topics with software code.

Then there is the generational difference of age groups preferring to use what they are familiar with.

For older generations, this absolutely means speaking to a real human who lives, breathes, and sleeps at night.

Younger generations who grew up never going outside but instead addicted to a screen have an easier time routing their lives through technology.

Granted, chatbots are effective when answering rudimentary questions to direct the customer to a department where they will soon be talking to a human. But chatbots are not the solution to every customer service problem.

Then there is the question of whether a rogue chatbot is going to disperse your data to a nefarious hacker or even behave like Microsoft’s Tay chatbot.

Facebook is already a legal entity that disperses personal data for money.

As the tech sector advances, the weak technology will crash and burn.

Low-quality social media platforms such as Facebook and inferior technology-like chatbots will succumb to the same fate as the woolly mammoth.

Investors are experiencing this massive migration up in quality as the public and investors are doing everything to insulate themselves from the dark side of technology.

In a further blow to user-generated platforms Facebook and Alphabet’s Google (GOOGL), Brussels voted in favor of a law that would force tech companies to actively filter out copyrighted content uploaded to their platforms.

This will crimp profitability for the two giants, as the data and content received for free is being put under a stronger microscope.

Europe is doing everything it can to disrupt these two companies from their free lunch, and they are fed up with the negligence and arrogance in which they run their platforms.

This was evident when Europe slapped Alphabet on the wrist with a $5 billion antitrust penalty earlier this year.

Chatbots will eventually face the public opinion death squad, as fatigued Internet users will completely avoid chatting with software code and move their businesses to the competitor.

The ultimate problem tying chatbots and Facebook together is the utter lack of attention to the customers’ needs.

These two phenomena exist to make more corporate money in a myopic fashion.

Every shortcut available will be taken and has been taken.

Facebook will never be able to monetize its website like the pre-Cambridge Analytica scandal days. It will take a sweeping reset, most importantly dethroning Mark Zuckerberg from his perch in Menlo Park, California, to reinvigorate this lost firm.

Chatbots will not exist in a few years and technology will move on to more effective solutions.

It is the end of bad tech as we know it, as technology is evolving so fast, yesterday’s conquerors become todays pariah’s in just a few years.

 

 

 

Chatbots – A Flash in The Pan Tech

 ________________________________________________________________________________________________

Quote of the Day 

"Our goal has never been to make the most. It's always been to make the best,” said CEO of Apple Tim Cook.

 

https://www.madhedgefundtrader.com/wp-content/uploads/2018/09/Iphone-image-3-e1536782011404.jpg 437 325 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-13 01:05:002018-09-12 20:07:07The Threat to Your Digital Life from Chatbots
MHFTR

Mad Hedge Hot Tips for September 12, 2018

Hot Tips

Mad Hedge Hot Tips
September 12, 2018
Fiat Lux

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

 

1) Producer Price Index Down 0.1%, versus +0.2% expected. This shocking deflationary print is amazing at the top of an economic cycle. Click here.

2) Apple (AAPL) to Launch Three New Phones Today, but most of the specs have already leaked out. Take profits on the stock. Click here.

3) Semiconductor Stocks Get Clocked Again (LRCX), (MU), with another broker downgrade, and they will continue to fall apart as long as the trade war with China continues. Are we getting close to “BUY” territory? Click here.

4) Risk-Taking in Emerging Countries (EEM) is in Free Fall. If 56% of the global economy is sick, how long will it take for the contagion to spread to us?  Click here.

5) Trade Wars to Chop $10 Off S&P 500 Earnings This Year, from $168 to $158, with two-thirds of all companies impacted. The benefits of the tax cuts have been wiped out. When are those midterms again? Click here.

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

 

THE FUTURE OF AI ISSUE:
(THE NEW AI BOOK THAT INVESTORS ARE SCRAMBLING FOR),
(GOOG), (FB), (AMZN), MSFT), (BABA), (BIDU),
(TENCENT), (TSLA), (NVDA), (AMD), (MU), (LRCX),
(HOW TO PLAY “SOFTWARE AS A SERVICE”),
(AMZN), (IBM), (ADBE), (CRM), (BABA),
(CSCO), (SAP), (ORCL), (GOOGL)

 

 

 

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 MHFTR https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png MHFTR2018-09-12 16:20:562018-09-12 19:03:32Mad Hedge Hot Tips for September 12, 2018
Mad Hedge Fund Trader

September 12, 2018 - MDT Pro Tips A.M.

MDT Alert

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points. Read more

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2018-09-12 13:01:372018-09-12 13:01:37September 12, 2018 - MDT Pro Tips A.M.
Page 9 of 13«‹7891011›»

tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with Mad Hedge Fund Trader (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastytrade and/or any of its affiliated companies. Neither tastytrade nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent or this website. tastytrade does not warrant the accuracy or content of the products or services offered by Marketing Agent or this website. Marketing Agent is independent and is not an affiliate of tastytrade. 

Legal Disclaimer

There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

Copyright © 2025. Mad Hedge Fund Trader. All Rights Reserved. support@madhedgefundtrader.com
  • Privacy Policy
  • Disclaimer
  • FAQ
Scroll to top