September 18, 2018
Mad Hedge Technology Letter September 18, 2018 Fiat Lux Featured Trade: (THE DANGERS OF PLAYING TECH SMALL FRY), (FIT), (AAPL), (CRM), (FTNT), (SQ), (SNAP), (BBY)
Entries by MHFTR
September 18, 2018 - Quote of the Day
“You are the average of the last five people you spend the most time with,” said Peter Diamandis, the founder of the Singularity University.
The Dangers of Playing Tech Small Fry
The No. 1 complaint the Mad Hedge Fund Technology Letter receives is that I focus too much on the tech behemoths, and do not allocate much time for the needle-in-the-haystack inspirations aiming to disrupt the status quo. Let’s get this straight – both are important. And when a gem of a company riding the coattails
Mad Hedge Hot Tips for September 17, 2018
Mad Hedge Hot Tips September 17, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them) 1) Trump Ramps Up the Trade War with China, adding 10% import duties on $200 billion worth of goods in the run-up to Christmas. Some 80% of the focus this time
September 17, 2018
Global Market Comments September 17, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD), (AAPL), (CBS), (EEM), (BABA), (UUP), (MSFT), (VIX), (VXX), (TLT), (TUESDAY, OCTOBER 16, 2018, MIAMI, FL, GLOBAL STRATEGY LUNCHEON)
The Market Outlook for the Week Ahead
Talking to hedge fund managers, financial advisors, and portfolio managers around the country de-risking seems to be the name of the game. It’s like they expect a category five hurricane to hit the markets tomorrow. Even my friend, hedge fund legend David Tepper, says that the stock market is fairly valued and that he is
September 17, 2018
Mad Hedge Technology Letter September 17, 2018 Fiat Lux Featured Trade: (APPLE RAMPS UP ITS GAME), (AAPL)
September 17, 2018 - Quote of the Day
“When the stock goes up 30% in a month don’t think you’re 30% smarter, because when it falls 30% in a month you’ll look 30% dumber,” said Amazon founder Jeff Bezos, the world’s richest man.
Apple Ramps Up Its Game
A steady hand on the tiller – that was the key takeaway from the recent Apple release event that saw updated iPhone models poised to hit stores in October. There was nothing of substance to steal the show or radical revelations awing the patient neutral, but that is how Apple CEO Tim Cook likes it.
Mad Hedge Hot Tips for September 14, 2018
Mad Hedge Hot Tips September 14, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them) 1) We Nailed it With Microsoft (MSFT). Took profits on my long and will double up on the next dip. The stock has another double in it. Clocking a $1,033 gain