April 11, 2018
Mad Hedge Technology Letter April 11, 2018 Fiat Lux Featured Trade: (WHY YOU SHOULD BE BETTING THE RANCH ON TECHNOLOGY), (AMZN), (NFLX), (FB), (Samsung), (Tencent)
Entries by MHFTR
Why You Should Be Betting the Ranch on Technology
Global IT spending is forecasted to surpass $3.7 trillion in 2018, a boost of 6.2% YOY, according to a report released by leading technology research firm Gartner, Inc. (IT). This year is the best growth rate forecasted since 2007, and is a precursor to a period of flourishing IT growth. IT budgetary resilience is oddly
April 10, 2018
Global Market Comments April 10, 2018 Fiat Lux Featured Trade: (DON'T MISS THE APRIL 11 GLOBAL STRATEGY WEBINAR), (IT'S ALL ABOUT WHAT HAPPENS NEXT), ($INDU), (GOOGL), (HOW AMERICA'S PLUNGING EDUCATION SURPLUS WILL DAMAGE YOUR PORTFOLIO), (UUP)
Don't Miss the April 11 Global Strategy Webinar
My next global strategy webinar will be held live from Silicon Valley on Wednesday, April 11, at 12:00 PM EST. Co-hosting the show will my friend Jim Kenney from Option Professor. I'll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metals, and real estate. The goal is to find the cheapest
It's All About What Happens Next
Stock markets are only in the business of discounting what happens next. I spend so much time anticipating the coming moves in shares that I can't even remember what I had for breakfast. This is why technical analysis is such a bust as an investment strategy, except on an intraday basis only, as it is
How America's Plunging Education Surplus Will Damage Your Portfolio
For the first time in 40 years, the number of foreign students applying for American colleges and universities is declining. The drop is particularly noticeable at University of California, Berkeley, where Asian students account for about 10% of incoming freshmen. This is turning the Golden State's education budget upside-down, because foreigners pay almost triple the
April 10, 2018
Mad Hedge Technology Letter April 10, 2018 Fiat Lux Featured Trade: (WHY I'M PASSING ON ORACLE), (ORCL), (MSFT), (AMZN), (CRM)
Why I'm Passing on Oracle
To say 2018 is the Year of the Cloud is an understatement. Oracle (ORCL) felt the tremors of investors' fickle preference for quality cloud growth when the stock sold off hard after earnings that were relatively solid but unspectacular. Oracle is a Silicon Valley legacy firm established in 1977 under the name of Software Development
April 9, 2018
Global Market Comments April 9, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or HERE'S THE BIG CALL), (JPM), (GOOGL), (GLD), (TLT), (VXX), (HOW TO "SNOWBALL" YOUR FORTUNE WITH BENJAMIN FRANKLIN)
The Market Outlook for the Week Ahead, or Here's the Big Call
Well that tears it! Flamethrowers! Yes, on the list of 125 products that China is imposing new 25% import duties are flamethrowers. And I was so looking forward to getting a flamethrower of my own with which to singe lazy and errant stock analysts from whom we all are afflicted. I guess I'll just have