To the dismay of tech shares, the tech industry doesn’t operate in a bubble. The broader landscape is experiencing a dose of volatility triggered by the ratcheting up in interest rates. There’s not much tech can do to change the narrative. The back and forth political saber rattling isn’t helping either. Tech is experiencing a
One of the blowout performers in recent years has been defense company Lockheed Martin (LMT), whose stock has doubled since 2014. Even if we don’t get new wars, we still have several ongoing ones, the administration has promised substantially ramped up defense spending in coming years. And thanks to a decade of downsizing and consolidation
“Google's not a real company. It's a house of cards.” – Said Former CEO of Microsoft Steve Ballmer
Mad Hedge Hot Tips October 10, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them) 1) Last Chance to Attend the Mad Hedge Savannah Strategy Breakfast. Grill John Thomas face to face about any stock or asset class in your personal portfolio and get a good
Global Market Comments October 10, 2018 Fiat Lux SPECIAL TESLA ISSUE Featured Trade: (OCTOBER 14 SAVANNAH GEORGIA STRATEGY BREAKFAST), (THE BULL CASE FOR TESLA), (TSLA), (GM), (F)
Come join John Thomas at the Mad Hedge Fund Trader’s Global Strategy Breakfast which I will be conducting in Savannah, Georgia on Sunday, October 14, 2018 at 8:00 AM. A sumptuous breakfast will be followed by an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, foreign
Mad Hedge Technology Letter October 10, 2018 Fiat Lux Featured Trade: (DON’T BUY SURVEYMONKEY ON THE DIP), (SVMK), (GOOGL), (CRM)
If a company takes almost 20 years and still isn’t profitable - it probably never will. Granted, tech firms are given a Rapunzel-length leash to collect users, scale out the product, refine algorithms to industry standard, and build up the engineering team. I know this takes time – it doesn’t happen in one day. After
Talk about a bad news factory. A short interest of 26% in Tesla (TSLA) stock has the tendency to manufacture bad news on a daily basis, whether it is true or not. It really has been a black swan a day. This really is the most despised stock in the market. But you have to
“Will the social networking phenomenon lessen? I don't think so.” - Said Former CEO of Yahoo Marissa Mayer