March 26, 2018
Mad Hedge Technology Letter March 26, 2018 Fiat Lux Featured Trade: (MICRON TECHNOLOGY KNOCKS THE COVER OFF THE BALL) (MU), (WDC)
Entries by MHFTR
Micron Technology Knocks the Cover Off the Ball
Micron (MU) was my inaugural stock pick for the first issue of the Mad Hedge Technology Letter on February 1, 2018, and it’s time to check this neck of the woods after yesterday’s earnings call. Since I urged readers to jump into this stock at $40, it has skyrocketed to an intraday high of $61.85. […]
March 23, 2018
Global Market Comments March 23, 2018 Fiat Lux Featured Trade: (DON’T MISS THE MARCH 28 GLOBAL STRATEGY WEBINAR), (FRIDAY, APRIL 6, INCLINE VILLAGE, NEVADA, STRATEGY LUNCHEON) (WHY US BONDS LOVE CHINESE TARIFFS), (TLT), (TBT), (SOYB), (BA), (GM)
Don’t Miss the March 28 Global Strategy Webinar
My next global strategy webinar will be held live from Silicon Valley on Wednesday, March 28, at 12:00 PM EST. Co-hosting the show will be my friend Jim Kenny from Option Professor. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]
March 23, 2018
Mad Hedge Technology Letter March 23, 2018 Fiat Lux Featured Trade: (HOW ENVIRONMENTALISTS MAY KILL OFF BITCOIN) (BTC), (ETH), (TWTR), (SQ)
How Environmentalists May Kill Off Bitcoin
If Jack Dorsey’s proclamation that bitcoin will be anointed the global “single currency,” it could spawn a crescendo of pollution the world has never seen before. In a candid interview with The Times of London, Dorsey, the workaholic CEO of Twitter (TWTR) and Square (SQ), offered a 10-year time horizon for his claim to come […]
March 22, 2018
Global Market Comments March 22, 2018 Fiat Lux Featured Trade: (THE FED SIGNALS HALF SPEED AHEAD), (TLT), (UUP), (FXE), (FXY), (FB), (WHY YOU WILL LOSE YOUR JOB IN THE NEXT FIVE YEARS, AND WHAT TO DO ABOUT IT)
Fed Signals Half Speed Ahead
OK, the number is out! The Fed just raised interest rates by 25 basis points, taking the cost of overnight money for the big banks to a 1.50%-1.75% range. The boiling frog analogy comes to mind. Keep raising the temperature so slowly you don’t notice it until your portfolio eventually gets cooked. I believe we […]
March 22, 2018
Mad Hedge Technology Letter March 22, 2018 Fiat Lux Featured Trade: (HOW LAM RESEARCH HAS CORNERED THE MARKET FOR SEMICONDUCTOR MANUFACTURING EQUIPMENT) (LRCX), (MU)
How LAM Research Has Cornered the Semiconductor Manufacturing Equipment Market
Micron Technology (MU) is one of the hottest semiconductor stocks of 2018, and the Wafer Fab Equipment (WFE) used to produce the chips comes from Lam Research (LRCX) – a bedrock recommendation of ours for the past several years. I have been shouting from the mountain tops for investors to not only dip their toe […]