Global Market Comments May 1, 2018 Fiat Lux Featured Trade: (FRIDAY, JUNE 15, 2018, DENVER, CO, GLOBAL STRATEGY LUNCHEON) (ANATOMY OF A GREAT TRADE) (TLT), (TBT), (SPY), (GLD), (USO), (CYBERSECURITY IS ONLY JUST GETTING STARTED), (PANW), (HACK), (FEYE), (CSCO), (FTNT), (JNPR), (CIBR)
So, I'm sitting here agonizing over whether I should sell short the US Treasury bond market (TLT) once again. Thanks to the bombshell Israel announced today alleging the existence of a secret Iranian nuclear missile program, oil has rallied by 2%, the US dollar has soared, and stocks have been crushed. The (TLT) has popped
Mad Hedge Technology Letter May 1, 2018 Fiat Lux Featured Trade: (AMAZON KILLS IT AGAIN), (AMZN), (WMT), (FB), (TGT), (GOOGL)
Jeff Bezos is a god. Well, not quite but he is turning into one after Amazon delivered a mythical earnings report that left Amazon haters in awe. The Amazon bears patiently waiting for the day of reckoning will have to wait longer as Amazon smashed earnings expectations by a magnitude of two or three. Amazon
Global Market Comments April 30, 2018 Fiat Lux Featured Trade: (FRIDAY, JUNE 15, 2018, DENVER, CO, GLOBAL STRATEGY LUNCHEON) (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or I HATE IT WHEN I'M RIGHT!)
Come join me for lunch at the Mad Hedge Fund Trader's Global Strategy Update, which I will be conducting in Denver, CO, on Friday, June 15, 2018. An excellent meal will be followed by a wide-ranging discussion and an extended question-and-answer period. I'll be giving you my up-to-date view on stocks, bonds, currencies, commodities, precious
Mad Hedge Technology Letter April 30, 2018 Fiat Lux Featured Trade: (RIDING THE CHIP ROLLER COASTER), (Samsung), (SK Hynix), (AMD), (NVDA), (INTC), (MU)
The supply side of the chip market is spectacularly volatile, rotating between supply constraints and times of overcapacity. A good place to analyze the heartbeat of the chip market is across the Pacific on South Korean shores. South Korea takes pride and joy in having given the world two first-rate semiconductor companies - Samsung and
"We are in the ninth year of an economic expansion and the ninth year of a bull market. Investors are at a crossroads now, whether to hold cash or stocks," said Tom Lee, cofounder of Fundstrat Global Advisors.
Global Market Comments April 27, 2018 Fiat Lux Featured Trade: (THURSDAY, JUNE 14, 2018, NEW YORK, NY, GLOBAL STRATEGY LUNCHEON) (APRIL 25 BIWEEKLY STRATEGY WEBINAR Q&A), (TLT), (TBT), (GOOGL), (NVDA), (PIN), (SPY), (C), (AMD), (EEM), (HEDJ)