Now is not a good time to put new money to work in the semiconductor space. American chip companies are some of the major exporters of domestic technology in a world that has been taken over by a contentious global trade war. The administration shows no signs of backing down digging into the trenches and
Mad Hedge Hot Tips August 20, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them) 1) Trade is Still the Driver, as news of a China delegation visiting the U.S. pushes stock indexes toward new all-time highs. Click here. 2) However, the Technology Correction Continues, with
Global Market Comments August 20, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or IS THE TRADE WAR ON OR OFF?), (AAPL), (UUP), (EEM), (NFLX), (TSLA), (GOOGL), (SOYB), (SOME SAGE ADVICE ABOUT ASSET ALLOCATION)
Is the trade war on or off? Trillions of dollars in cash flow and investment depend on the answer to the question. Traders and investors can be forgiven for being confused. It was only a week ago that a doubling of duties on Turkish imports were threatened because of an American pastor locked up there
Mad Hedge Technology Letter August 20, 2018 Fiat Lux Featured Trade: (IS WALMART THE NEXT AMAZON?), (AMZN), (WMT)
Asset allocation is the one question that I get every day, which I absolutely cannot answer. The reason is simple: No two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $1 billion, are a sophisticated investor or an average Joe, in the top or the
Warren Buffett is right, retail is a tough game in the face of the Amazon (AMZN) threat. I wouldn't want to face off with them either. Technology has been the biggest catalyst fueling a tectonic shift in the retail climate with large cap technology players usurping market share decimating competition. The rise of e-commerce platforms
"Getting information off the Internet is akin to trying to sweep back the ocean with a broom," said Ray Kurzweil, director of engineering at Google.
Global Market Comments August 17, 2018 Fiat Lux Featured Trade: (DON'T MISS THE AUGUST 22 GLOBAL STRATEGY WEBINAR), (HAS THE VALUE OF YOUR HOME JUST PEAKED?), (ITB), (PHM), (KBH), (LEN), (DHI), (NVR), (TOL), (JOIN US AT THE MAD HEDGE LAKE TAHOE, NEVADA CONFERENCE, OCTOBER 26-27, 2018)
"It's not always the troops that storm the beaches who are the right ones to set up the government," said Steve Vassallo from Foundation Capital about the resignation of founder Travis Kalanick from Uber.