Entries by MHFTR

September 12, 2018

Mad Hedge Technology Letter September 12, 2018 Fiat Lux Featured Trade: (HOW TO PLAY “SOFTWARE AS A SERVICE”), (AMZN), (IBM), (ADBE), (CRM), (BABA), (CSCO), (SAP), (ORCL), (GOOGL)

How to Play “Software as a Service”

If you have read any of our content in the first year of the Mad Hedge Technology Letter, the content is distinctly bullish technology stocks. A fundamental driver propelling this cogent argument is the dominant Software-as-a-Service (SaaS) industry booming inside the confines of Silicon Valley. If you want to boil down your tech investment thesis

Mad Hedge Hot Tips for September 11, 2018

Mad Hedge Hot Tips September 11, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them)   1) Stocks Open Down, on what will be a muted day on 9/11 remembrances. I can’t believe it’s been 17 years. The bloom is coming off the rose as trade wars

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September 11, 2018

Global Market Comments September 11, 2018 Fiat Lux Featured Trade: (A NOTE ON ASSIGNED OPTIONS, OR OPTIONS CALLED AWAY), (MSFT), (TEN MORE REASONS WHY BONDS WON’T CRASH), (TLT), (TBT), (ELD), (MUB)

September 11, 2018

Mad Hedge Technology Letter September 11, 2018 Fiat Lux Featured Trade: (IS IT TIME TO PICK UP THE SLACK?), SLACK WORKSPACE APP

Is It Time to Pick Up the Slack?

Being a stone’s throw away from the pulse of Silicon Valley, I have been showered with acute insights to which I otherwise would be oblivious. This finely developed acumen is vital to keep my head above water and offer insights unfounded in any other newsletter. The margins of victory and failure are becoming finer with

Mad Hedge Hot Tips for September 10, 2018

Mad Hedge Hot Tips September 10, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them)   1) Leslie Moonves Leaves CBS (CBS). He just couldn’t keep his hands off the merchandise. Another CEO leaves for playing nookie in-house. Too bad, because he was the best CEO in

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September 10, 2018

Global Market Comments September 10, 2018 Fiat Lux Featured Trade: (WEDNESDAY, OCTOBER 17, 2018, HOUSTON GLOBAL STRATEGY LUNCHEON INVITATION), (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or “IT WASN’T ME!”), (AMZN), (NKE), (SPY), (PCG)

September 10, 2018

Mad Hedge Technology Letter September 10, 2018 Fiat Lux   Featured Trade: (GOOGLE’S BREAKFAST OF ROTTEN EGGS), (TWTR), (FB), (GOOGL), (MSFT), (AMZN)

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