There can be too much of a good thing. Inflation is dramatically falling, with Core PCE down to an amazing 2.6% YOY rate in December. At the same time, GDP growth came in at an incredible 3.3% in Q4 and 2.5% for all of 2023. The long-term average is 3.0%. It’s about as close to
Mad Hedge Technology Letter January 26, 2024 Fiat Lux Featured Trade: (WESTERN DIGITAL HAS POTENTIAL) (WDC), (NVDA), (AMD)
Chip stocks have been the talk of the town in the tech world. It’s hard not to notice as stock valuations skyrocket. These aren’t normal times anymore. A secular trend that could be the biggest we have seen for a generation is taking hold. That trend today is AI, and this 800-pound gorilla in the
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.
(SUMMARY OF JOHN’S JANUARY 24, 2024 WEBINAR) January 26, 2024 TITLE: New All-Time Highs PERFORMANCE: Since inception: 670.74% Average annualized return: 51.27% Trailing one-year return: 52.86% January 2024: -3.88% POSITIONS: (MSFT) 2/$330-$340 call spread (AMZN) 2/$130-135 call spread (V) 2/$240-$250 call spread (PANW) 2/$260-$270 call spread (CCJ) 2/$38-$41 call spread (TLT) 2/$90-$90
Global Market Comments January 26, 2024 Fiat Lux Featured Trade: (JANUARY 24 BIWEEKLY STRATEGY WEBINAR Q&A) (TLT), (IWM), (SPY), (ALK), (FXI), (UAL), (BA), (NVDA), (UUP), (UNG), (MSFT), (GOOGL), (AMZN), (NVDA), (META), (CCI)
Below please find subscribers’ Q&A for the January 24 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Silicon Valley, CA. Q: Will you stop out of (TLT) if it breaches the $93 level? A: Yes, and I'm actually hoping it will do that because that sets up some really great two-year LEAPS for the
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.
Mad Hedge Biotech and Healthcare Letter January 25, 2024 Fiat Lux Featured Trade: (FROM BIG TO BIGGER) (UNH), (CI), (ELV), (CVS)
Today, let's talk about where the smart money's at in our whirlwind economy – healthcare and insurance. And who's the king of the hill in this game? None other than UnitedHealth Group (UNH). It's not just any old company; it's a health insurance juggernaut that's been on a growth tear, doubling its value in just
