Mad Hedge Hot Tips for August 20, 2018

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 defensive consumer staples, REITs, and utilities leading the charge. Don’t expect this to last. Click here.

3) The Tesla Meltdown Continues, with the stock down $100 in two weeks and JP Morgan joining the lynch mob. (TSLA) now has the largest short position in the market at 26%. For more jeering click here.

4) High-End Real Estate is in Free Fall Everywhere, especially in San Francisco and New York. The Chinese and Russian flight capital that has buoyed this market for a decade is drying up. Click here.

5) The Chip Mini-Recession is On, with even front-runner NVIDIA (NVDA) down $25 in a week. Click here for what to buy on the dip.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(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 ON ASSET ALLOCATION),
(IS WALMART THE NEXT AMAZON?),
(AMZN), (WMT)

 

 

Mad Hedge Hot Tips for August 16, 2018

Mad Hedge Hot Tips
August 16, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

 

1) China Trade Talks are Back On, triggering a monster stock rally. How long will it last this time? Click here.

2) Trade Talks Taking a Bite Out of the Chinese Economy, with GDP growth falling to the 5% handle. The last time this happened, in 2015, the Dow plunged 1,100 points in one day. And it happened in August! Click here.

3) Walmart (WMT) Blows Out Earnings, taking the stock up 10%. Have they finally figured out online commerce after two decades of trying? Click here.

4) It's Off to the Races at Cisco Systems (CSCO) as Well, on strong software sales. Legacy tech is still playing catch-up. Buy the next dip. Click here.

5) Has Housing Peaked? The stock market certainly thinks so. The onslaught of negative data continues, with August Homebuilder Sentiment hitting a one-year low. Click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

SPECIAL ARTIFICIAL INTELLIGENCE ISSUE:
(NEW PLAYS IN ARTIFICIAL INTELLIGENCE),
(NVDA), (AMD), (ADI), (AMAT), (AVGO), (CRUS),
(CY), (INTC), (LRCX), (MU), (TSM),
(WILL AMAZON EAT GOOGLE'S LUNCH),
(AMZN), (FB), (GOOGL)

 

 

Mad Hedge Hot Tips for August 15, 2018

Mad Hedge Hot Tips
August 15, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

 

 

1) Turkey is Still on the Menu, as the global currency contagion continues, demolishing U.S. stocks. This is the last dip in stocks to buy into in 2018. Click here.

2) U.S. Dollar Hits 13-Month High. With the Chinese Yuan in free fall, their exports are becoming more competitive by the day (and ours less so). Click here.

3) China's Tencent Shocks with Weak Earnings. Trade War fallout, or is this the first chink in tech's armor? It's the gaming and social media giant's first loss in a decade. To find out why click here.

4) Emerging Markets Now Officially in Bear Markets. Don't even think about moving into this sector too early with the world going to hell in a handbasket. To find out more click here.

5) Barfing in Uber Cars Will Cost you $150, as a rash of false claims by Uber drivers reveals. Click here for the unbelievable.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(WHY BONDS CAN'T GO DOWN),
(TLT), (TBT), ($TNX), (TUR), (TSLA),
(HOW TO MAKE MORE MONEY THAN I DO),
(AMZN), (LRCX), (ABX), (AAPL), (TSLA), (NVDA),
(HOW TO PLAY THE NEW FORTNITE GAMING FAD),
(ATVI), (EA), (AMD), (NVDA), (MSFT), (AAPL), (GOOGL), (TWTR), (SNAP), (FB), (SPOT), (GAMR)

 

This is not a solicitation to buy or sell securities
The Mad Hedge Fund Trader is not an Investment advisor
For full disclosures click here at
http://www.madhedgefundtrader.com/disclosures
The "Diary of a Mad Hedge Fund Trader"(TM) and the "Mad Hedge Fund Trader" (TM) are protected by the United States Patent and Trademark Office
The "Diary of the Mad Hedge Fund Trader" (C) is protected by the United States Copyright Office

Futures trading involves a high degree of risk and may not be suitable for everyone.

Mad Hedge Hot Tips for August 14, 2018

Mad Hedge Hot Tips
August 14, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

 

Note to Paid Subscribers: As part of my never-ending quest to improve the Mad Hedge service, I am launching a new daily product called The Five Most Important Things That Happened Today (and what to do about them). It's all part of my under-promise, over-deliver strategy. The service is free for current paid subscribers. It is exactly what it says it is, and should boost your trading performance substantially. Enjoy!

1) Investors Continue to Pile Money into Deflation Plays. Since the 10-year U.S. Treasury bond yield (TLT) bottomed at 1.35% in June 2016, $130 billion had fled equities and $500 billion has poured into bonds, losing money. It's like driving 90 miles an hour only looking at the rearview mirror. It will all end in tears.

2) Home Depot Blows Out Q2 Earnings, but triggers a "Buy the rumor, sell the news." Same-store sales up 8%, vs. 6.6% expected, and H2 guidance is raised. Click here for details.

3) Turkey Retaliates by Banning U.S. Electronics Imports. Who cares? Most Turks own Samsung's anyway, but it does show the bitter fruit of trade wars. Click here for more.

4) Bitcoin Hits New 2018 Lows, Breaking $6,000. So, it WAS a Ponzi scheme after all, down 70% since December. For the bloody details click here.

5) Congressional Budget Office is Predicting Big Slowdown in 2019. Once the tax cuts are spent, it's all over but the crying. To see why click here.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(WHY BANKS HAVE PERFORMED SO BADLY THIS YEAR),
(JPM), (C), (GS), (SCHW), (WFC),
(HOW FREE ENERGY WILL POWER THE COMING ROARING TWENTIES),
(SPWR), (TSLA),
(BUY ADVANCED MICRO DEVICES ON THE INTEL STUMBLE),
(AMD), (NVDA), (INTC)

Mad Hedge Hot Tips for August 13, 2018

Mad Hedge Hot Tips
August 13, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

 

Note to Paid Subscribers: As part of my never-ending quest to improve the Mad Hedge service, I am launching a new daily product called The Five Most Important Things That Happened Today (and what to do about them). The service is free for current paid subscribers. It is exactly what it says it is, and should boost your trading performance even further. Enjoy!

1) Elon Musk Says He Has the Money. Saudi Arabia will put up the cash to take Tesla private, and it's been there for two years. Will Musk finally find peace? Click here for more.

2) Europe's Turkey Induced Sell-Off Fails to Follow Through In the U.S. And why is NASDAQ up nine of 10 days? Are we discounting the midterm elections early? Click here for more.

3) Gold Hits a Two-Year Low. You can blame the Turkish crisis pushing up the U.S. dollar. What it means when safe haven and inflation plays become worthless. Click here for more.

4) France Bans Cell Phones in Schools. It's the best idea since General Lafayette bailed out the American Revolution. This import we could really use! For more click here.

5) America Has Run Out of Truck Drivers. Entry-level wages rise to $70,000 a year. That's what happens when you stimulate a full employment economy. Expect fresh vegetables to soon start disappearing from your local supermarket. Hey, if this newsletter thing doesn't work at least I have something to fall back on. Click here for more.

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or COMING HOME TO TROUBLE),
(TUR), (TLT), (UUP), (FXE), (TSLA),
(ARE YOU IN THE 1%?),
(SNE), (HMC), (TLT),
(GOOGLE'S NEW CHINESE PLAY),
(GOOGL), (BABA), (AAPL), (JD), (BIDU), (MU), (INTC)

Mad Hedge Hot Tips for August 10, 2018

Mad Hedge Hot Tips
August 10, 2018
Fiat Lux

The Five Most Important Things That Happened Today
(and what to do about them)

 

Note to Paid Subscribers: As part of my never-ending quest to improve the Mad Hedge service, I am launching a new daily product called The Five Most Important Things That Happened Today (and what to do about them). The service is free for current paid subscribers. It is exactly what it says it is, and should boost your trading performance even further. Enjoy!

1) Why You Care About the Turkish Lira. The trade war induced 20% plunge in the Turkish currency today. A NATO member wipes out all U.S. exports to our oldest trading partner. Russia is threatening war over its currency depreciation. Who's next? Click here for more.

2) The July Consumer Price Index Soars to 2.9%, a Decade High. Yes, it's called inflation. But why did bonds rally on the news when they should have collapsed? To learn more click here.

3) The VIX finally Spikes Off the Bottom. With the Mad Hedge Market Timing Index flashing 77 on Wednesday, I should have been buying the daylights out of volatility. When am I going to start believing my own research? Was it jet lag? Or the forest fires?

4) Will Trump's Tariffs Kill off the Economy? Suddenly, nobody can get cheap parts from China. Is the stock market noticing today? For more click here.

5) Will the Market Care About the 10-Year Anniversary of the 2008 Crash? Expect a lot of recriminations and navel gazing. Time to review those risk controls. Click here for more.

Published today in the Mad Hedge Global Trading Dispatch:

(AUGUST 6 BIWEEKLY STRATEGY WEBINAR Q&A),
(SPY), (TBT), (PIN), (ISRG), (EDIT), (MU), (LRCX), (NVDA), (FXE), (FXA), (FXY), (BOTZ), (VALE), (TSLA), (AMZN),
(THE DEATH OF THE CAR),
(GM), (F), (TSLA), (GOOG), (AAPL)