April 17, 2018
Global Market Comments April 17, 2018 Fiat Lux Featured Trade: (HAS THE RECESSION ALREADY STARTED?) (WHERE THE ECONOMIST "BIG MAC" INDEX FINDS CURRENCY VALUE), (FXF), (FXE), (CYB)
Entries by MHFTR
Has the Recession Already Started?
It started with a slow drip. Then it became a trickle. Now it is an undeniable torrent. Negative economic data reports, once as rare as hen's teeth, have suddenly become as common as NRA bumper stickers at a Trump rally. The economic data flow has definitely turned sour. Is this a growth scare? Or is
Where The Economist "Big Mac" Index Finds Currency Value
My former employer, The Economist, once the ever-tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its "Big Mac" index of international currency valuations. Although initially launched as a joke three decades ago, I have followed it religiously and found it an amazingly accurate predictor of future economic success.
April 17, 2018
Mad Hedge Technology Letter April 17, 2018 Fiat Lux Featured Trade: (WHY THE CLOUD IS WHERE TRADING DREAMS COME TRUE), (ZS), (ZUO), (SPOT), (DBX), (AMZN), (CSCO), (CRM)
Why the Cloud is Where Trading Dreams Come True
Dreams don't often come true - but they do frequently these days. Highly disruptive transformative companies on the verge of redefining the status quo give investors a golden chance to get in before the stock goes parabolic. Traditional business models are all ripe for reinvention. The first phase of reformulation in big data was inventing
April 16, 2018
Global Market Comments April 16, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE WEEK THAT NOTHING HAPPENED), (TLT), (GLD), (SPY), (QQQ), (USO), (UUP), (VXX), (GOOGL), (JPM), (AAPL), (HOW TO HANDLE THE FRIDAY, APRIL 20 OPTIONS EXPIRATION), (TLT), (VXX), (GOOGL), (JPM)
The Market Outlook for the Week Ahead, or The Week That Nothing Happened
This was the week that American missiles were supposed to rain down upon war-torn Syria, embroiling Russia in the process. It didn't happen. This was the week that the president was supposed to fire special prosecutor Robert Mueller, who with his personal lawyer is currently reading his private correspondence for the past decade with great
April 16, 2018
Mad Hedge Technology Letter April 16, 2018 Fiat Lux Featured Trade: (THE HIGH COST OF DRIVING OUT OUR FOREIGN TECHNOLOGISTS), (EA), (ADBE), (BABA), (BIDU), (FB), (GOOGL), (TWTR)
The High Cost of Driving Out Our Foreign Technologists
There is only so much juice you can squeeze from a lemon before nothing is left. Silicon Valley has been focused mainly on squeezing the juice out of the Internet for the past 30 years with intense focus on the American consumer. In an era of minimal regulation, companies grew at breakneck speeds right into
April 13, 2018
Global Market Comments April 13, 2018 Fiat Lux Featured Trade: (ANNOUNCING THE MAD HEDGE LAKE TAHOE, NEVADA, CONFERENCE, OCTOBER 26-27, 2018), (APRIL 11 GLOBAL STRATEGY WEBINAR Q&A), (TLT), (TBT), (GOOGL), (MU), (LRCX), (NVDA) (IBM), (GLD), (AMZN), (MSFT), (XOM), (SPY), (QQQ)