MHFTF

Mad Hedge Hot Tips for November 30, 2018

Mad Hedge Hot Tips
November 30, 2018
Fiat Lux

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

 

1) All Eyes Are on Buenos Aires. The last time I heard that, I was watching Evita. It all boils down to a single Saturday night dinner between Trump and Xi Jinping. But who invited ultra China trade hawk Peter Navarro? Watch for extreme volatility Monday morning. Click here.

2) Canada is in a Tailspin, with Q3 GDP plunging from 2.9% to 2.0%. Crashing commodity prices and weak business investment are the culprits. Does American First mean Canada Last? Click here.

3) Agricultural Bankruptcies Are Up 100%, as the trade wars destroy exports and crush prices. Silos are full of rotting crops all over the country. A midwestern banking crisis is in the cards, says Minneapolis Fed governor Neil Kashkari. Is this all a preview of the next financial crisis? Click here.

4) Oil Plunges Again, off 20% in November alone. Is this punishment for Saudi Arabia or is the world headed into recession? Click here.

5) The Mad Hedge Strategy Webinar is on for December 6, at 2:00 PM EST. To register please click here.  

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

(NOVEMBER 28 BIWEEKLY STRATEGY WEBINAR Q&A),

(VXX), (VIX), (GE), (ROKU), (AAPL),

(MSFT), (SQ), (XLK), (SPLS), (EWZ), (EEM)

/by
MHFTF

November 30, 2018

, ,

Global Market Comments
November 30, 2018
Fiat Lux

Featured Trade:

(NOVEMBER 28 BIWEEKLY STRATEGY WEBINAR Q&A),
(VXX), (VIX), (GE), (ROKU), (AAPL),
 (MSFT), (SQ), (XLK), (SPLS), (EWZ), (EEM)

/by
Arthur Henry

Quote of the Day – November 30, 2018

, ,

“The market has been expecting the Fed to raise interest rates at its next meeting for three years now. It’s been right once. In December, it will be right for the second time,” said Aaron Kline of the Brookings Institution.

/by
MHFTF

Mad Hedge Hot Tips for November 29, 2018

Mad Hedge Hot Tips
November 29, 2018
Fiat Lux

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

 

1) That Jay Really Has a Way with Words. By saying that we are close to a neutral rate, the Fed Governor implied that there will be one more rate rise in December and then NO MORE. Happy president. But the historical neutral range is 3.5% – 4.5%, meaning there is room for 2-6 X 25 basis point rate hikes to keep the bond vigilantes at pay. Such a card! Thread that needle! Click here.

2)October New Home Sales Were a Complete Disaster, down a stunning 8.9%, and off 12% YOY. These are the worst numbers since the 2009 housing crash. I told you not to buy homebuilders! They can’t give them away now! Click here.

3) Weekly Jobless Claims Soar 10,000 to 234,000, a new five-month high. Not what stock owners want to hear. THE JOBS MIRACLE IS FADING. Click here.

4) Tiffany Stock dives on Failing China Sales. Talk about unintended consequences of the trade war. If you can’t sell bling at Christmas time, when can you? Click here.

5) November Consumer Sentiment Falls Off a Cliff, down a hefty 2.8 points, and it wasn’t just the election. The monthly survey of 500 consumers has been falling since March. Another pre-recession indicator. Click here.

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

(SHORT SELLING SCHOOL 101),

(SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL), (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE)

(SALESFORCE KNOCKS IT OUT OF THE PARK)

(CRM), (AAPL), (PYPL), (ADBE), (TWLO), (MSFT), (AMZN)

/by
MHFTF

November 29, 2018

, ,

Global Market Comments
November 29, 2018
Fiat Lux

Featured Trade:

(SHORT SELLING SCHOOL 101),
(SH), (SDS), (PSQ), (DOG), (RWM), (SPXU), (AAPL),
 (VIX), (VXX), (IPO), (MTUM), (SPHB), (HDGE)

/by
MHFTF

Mad Hedge Hot Tips for November 28, 2018

Mad Hedge Hot Tips
November 28, 2018
Fiat Lux

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

 

1) Traders Are Getting G-20 Fever. Will the Friday Buenos Aires meeting suddenly solve all our problems? Click here.

2) Trump Bashes the Fed Again, attempting to talk down interest rates. He’ll likely have the opposite effect as the Fed tries to prove its independence. Governor Jay Powell may provide some clarity at today’s speech at the Economic Club of New York, or he may not. After all, he is the boss. Click here.

3) Salesforce (CRM) Earnings Rock, and the stock soars 7%. Finally, a positive stock move after a positive earnings release. It a good thing that the Mad Hedge Technology Letter is long. Click here.

4) S&P Case-Shiller Home Price Index Price Rise Hits an 18-Month Low, at 5.5%. With housing in free fall nationally, further price declines are to come. With mortgage rates up a full point in a year and affordability at a decade low, who’s surprised? Click here.

5) Q3 GDP Drops to 3.5%, Down From 4.2% in Q2. Was Q2 a one-hit wonder? The stock market certainly thinks so. Click here.

 

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

(WHAT I TOLD MY BIGGEST HEDGE FUND CLIENT)

(SPY), (AAPL), (AMZN), (MSFT)

(TRUMP’S TARIFF THREAT FOR APPLE))

(AAPL), (BABA), (EBAY), (WMT), (FB), (MSFT), (AMZN)

 

/by
MHFTF

November 28, 2018

, ,

 

Global Market Comments
November 28, 2018
Fiat Lux

Featured Trade:

(WHAT I TOLD MY BIGGEST HEDGE FUND CLIENT)
(SPY), (AAPL), (AMZN), (MSFT)

/by
MHFTF

Mad Hedge Hot Tips for November 27, 2018

Mad Hedge Hot Tips
November 27, 2018
Fiat Lux

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

 

1) Trump Says Apple “MAY” Get Hit With 10% Import Duty, on iPhones made in China and the stock dives $5. Would add about $10 to the price of each phone. He never misses an opportunity to ratchet up the pressure. Click here.

2) The Market is Struggling to Form a Bottom Here, if only the president would keep his mouth shut. The market is spring loaded for a massive short covering rally. A 14.9X price earnings multiple brings in a ton of value players and there are still $100 billion in share buybacks to go.

3) Airbnb is Ramping Up Its 2019 IPO, which could value the home sharing startup at $31 billion. The San Francisco startup is now the biggest hotel in the world by far. Click here.

4) Cyber Monday Sales Hit a New All-Time High, up to $7.3 billion with Amazon (AMZN) taking far and away the largest share. Click here.

5) 2019 Recession Calls Are Multiplying Like Rabbits. Nothing like closing the barn door after the horses have bolted. I wish you told me this in September. Click here.

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

(THE QUANTUM COMPUTER IN YOUR FUTURE),

(AMZN), (GOOG),

(THE WORST TRADE IN HISTORY), (AAPL)

(ONLINE COMMERCE IS TAKING OVER THE WORLD)

(AMZN), (ADBE), (WMT), (KSS), (TGT), (LOW), (EA), (ATVI), (TTWO), (ETSY)

/by
MHFTF

November 2018

, ,

Global Market Comments
November 27, 2018
Fiat Lux

Featured Trade:

(THE QUANTUM COMPUTER IN YOUR FUTURE),
(AMZN), (GOOG),
(THE WORST TRADE IN HISTORY), (AAPL)

/by
MHFTF

Mad Hedge Hot Tips for November 26, 2018

Mad Hedge Hot Tips
November 26, 2018
Fiat Lux

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

 

To sign up for free Hot Tips please click here. 

1) Oil is Trying to Bottom Here, and So Are Stocks. The two are now joined at the hip. Watching the (USO) for the right timing to re-enter the long side on stocks.

2) Black Friday Sales Up 4.5% YOY, to $23 billion, and I’m sure my kids accounted for at least half of that. The recession takes a day off.

3) General Motors Closes 3 Plants and Lays Off 15,000, as trade wars wreak havoc on old-line industries. It looks like Millennials would rather ride their scooters than buy new cars. Click here.

4) Markets Have Given Up Half the Valuation Gain of the Past Decade in only 7 Weeks, with price earnings multiples plunging from 20X to only 14.9X. The 2009 low was 9.5. Could this mean stocks are cheap?

5) Microsoft Now Tops Apple as the World’s Most Valuable Company. A 25% drop in the stock in seven weeks will do that. And the Mad Hedge Technology Letter thinks (MSFT) has the better growth prospects from here. Click here.

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

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or ARE WE IN OR OUT?)

(FB), (AAPL), (AMZN), (NFLX), (GOOG), (SPY), (TLT), (USO), (UNG), (ROM)

(WILL THE FAANGS FINALLY KILL OFF TELEVISION?)

(AMZN), (DIS), (FOX), (ROKU), (FB), (AAPL), (GOOGL)

/by

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