Hot Tips Archives

Mad Hedge Hot Tips for November 12, 2018

Mad Hedge Hot Tips
November 12, 2018
Fiat Lux

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

1) Suppliers Cut, Apple Swoons, off $9 on a report that demand for facial recognition parts is fading. I’m a buyer down here, off $40 from the October high. Click here.

2) US Dollar Surges to an 18-Month High. Look for more gains with interest rates hikes continuing unabated. Avoid emerging markets (EEM) and commodities (FCX) like the plague. Click here.

3) Alibaba Coins $1 billion in the First Minute of “Singles Day” in the Chinese “black Friday,” blasting all records. In all, (BABA) took in $25 billion on the day. However, the shares remain in a downtrend as long as the trade war continues. Click here.

4) The Smart Money is Moving Back into Gold. Some $1 billion poured into gold ETFs while cash poured out of stocks in October. In the meantime, the Bank of England has banned further gold sales by Venezuela’s central bank which has been conducting a fire sale of the barbarous relic. Click here.

5) Captain Thomas is Headed Off to Lead the Local Veterans Day Parade. After that, it’s off to Applebee’s to claim my free dinner. Urrah and Semper Fi!

Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or IT’S FINALLY OVER),

(SPY), (TLT), (AAPL), (ROKU), (USO)

(THE NEXT OVERHYPED TECH PRODUCT TO BOMB)

(SSNGY), (AAPL), (GOOGL)

Mad Hedge Hot Tips for November 9, 2018

Hot Tips

Mad Hedge Hot Tips
November 9, 2018
Fiat Lux

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

1) Disney Earnings Soar, Stock Pops. Things are rocking at the Mouse House, announcing Disney+, the new streaming service. Better late than never. I made my donations at Orlando, Los Angeles, and Paris this year. $20 for a cheeseburger? Even Goofy would choke on that. At least in Paris, you can get it with cheap red wine. Click here.

2) ROKU Beats, Stock Slaughtered. Good thing I took profits on the stock on Monday. Down 28%, you would think the streaming company was having a going out of business sale. Crushing stocks on the earnings announcement, whether they are good or bad, has become a regular feature of the market. Just ask Netflix (NFLX). Time to buy. Click here.

3) A Supervising Adult is Brought in to Tesla, and the stock soars. Robin Denholm, the finance chief at Australian telecom firm Telstra, is the new chairman at Tesla. Now Elon can focus on building electric cars. Maybe he can get some sleep too. Click here.

4) Thai Businessman Buys Fortune Magazine for $150 Million, in another mark of the decline of print journalism. And I thought that I was the last reader of the rag put out by my former employer. Will the last one to leave please turn out the lights? Click here.

5) Producer Price Index Soars in October, up 0.6% versus 0.2% expected. Yikes, and double yikes! Inflation is here. Keep selling short those bonds (TLT)! Click here.

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

(PLAYING THE SHORT SIDE WITH VERTICAL BEAR PUT SPREADS), (TLT)

(WHY TECHNICAL ANALYSIS DOESN’T WORK)

(FB), (AAPL), (AMZN), (GOOG), (MSFT), (VIX)

Note to readers: I am on call to fly spotter planes for the California fires so I may not be around on Monday. - John Thomas

Mad Hedge Hot Tips for November 8, 2018

Hot Tips

Mad Hedge Hot Tips
November 8, 2018
Fiat Lux

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

1) Attorney General Sessions Fired and Pot Stocks Soar. The long-term opponent of the marijuana industry heads for his greater reward. Finally, he’ll have time to read his free subscription to High Times. Avoid the sector. Barriers to entry for growing a weed are very low. Click here.

2) November Share Buy Backs to be the Largest in History. Of course, you knew this was going to happen a month ago if you read Mad Hedge Fund Trader. And you wondered why the market was up 545 points yesterday? Gotta love that tax reform! Click here.

3) Mad Hedge Market Timing Index Sees Sharpest Rally in 30 Years, from 4 to 29 in a week. I told you the market was cheap last week! Click here.

4) Wynn Rolls Snake Eyes, with an earnings disaster triggered by weak Macao business. Stock is down 14%. Tell THEM that trade wars are easy to win! Click here.

5) Why Are Oil Prices Telling Us We Are Already in Recession? Prices are in free fall. China certainly is, and they are the largest marginal new buyer, as is Europe. Click here.

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

(A NOTE ON OPTIONS CALLED AWAY), (SPY), (MSFT)

(TESTIMONIAL)

(IT’S ALL ABOUT SOFTWARE, SOFTWARE, SOFTWARE)

(WDAY), (NOW), (ZEN), (AMZN), (ORCL), (WMT), (TGT), (BAC), (FB)

Mad Hedge Hot Tips for November 7, 2018

Hot Tips

Mad Hedge Hot Tips
November 7, 2018
Fiat Lux

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

1) The Golden Age of Gridlock Begins, with the Dems taking the House and the Republicans holding the Senate. Now you can turn off your TV and focus on trading for the next two years. Buy stocks on dips, sell bonds on rallies. Click here.

2) Facebook and Google Reap a Windfall from the Election, taking in $3 billion in political advertising, and that’s not counting what the Russians spent. Click here.

3) Health Care Stocks Soar on Election Result, as gridlock means that no effort can succeed to rein in costs. Click here.

4) Technology is Another Big Election Winner. As I have been saying for weeks, throw away the fundamentals and buy whatever has gone down the most, such as Amazon (AMZN). The snap back will be huge. Click here.

5) Housing Sentiment Hits a One-Year Low, down a humongous five points, the second fastest drop in history. Rising interest rates have driven a stake through the heart of this market but it’s no 2008 replay. Click here.

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

(THROWING RED MEAT TO MY BASE)

(RTN), (LMT), (NOC), (HON), (XOM), (CVX), (DVN)

(THE RELIABILITY OF ADOBE)

(ADBE), (GOOGL), (ZEN), (TWLO), (SQ)

Mad Hedge Hot Tips for November 6, 2018

Hot Tips

Mad Hedge Hot Tips
November 6, 2018
Fiat Lux

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

1) The Number of Job Opening Exceeded Workers by 1 Million in August, with 7.01 million openings versus 5.96 million unemployed. It’s the first time since the Dotcom Bubble top. Are we headed for a 3% Headline Unemployment Rate? Click here.

2) Warren Buffet Thinks Berkshire Stock is a Bargain (BRK/B) at $324,145 a Share, as he just picked up another $1 billion worth in August. When does paying a premium for your own stock make sense? When everything else is too expensive as they certainly were three months ago. Click here.

3) Amazon Plans to Announce Two New Headquarter Cities, which to me means they plan to spill the retailing giant into three companies in five years. Click here.

4) Iran Says it is Selling All the Oil it Wants, despite US sanctions. It's why Texas Tea is $63 a barrel, instead of $100. Buy oil stocks. Click here.

5) Square Soars on Citibank Upgrade, to $90 a share. We love this stock for good reasons. Click here.

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

(HOW TO EXECUTE A VERTICAL BULL CALL SPREAD),

(AAPL)

(THANK GOODNESS, I DON’T LIVE IN SWEDEN),

(EWD),

(PLEASE USE MY FREE DATA BASE SEARCH)

(THE GREAT TECH COMPANY YOU’VE NEVER HEARD OF)

(TWLO), (ROKU), (MSFT), (SQ), (AMD), (CRM), (SEND)

Mad Hedge Hot Tips for November 5, 2018

Hot Tips

Mad Hedge Hot Tips
November 5, 2018
Fiat Lux

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

1) All Quiet on the Western Front, as markets await the Midterm election result that will hit at the Wednesday opening. Watch the overnight futures trading like a hawk Tuesday night by clicking here.

2) US Exports Plunge 26% in September, while tariffs paid by US companies soared by an eye-popping 54%. The destruction of American international trade is well underway. When will it end? Who’s benefiting? Click here.

3) Asians Are Boycotting US Treasury Sales, and the US needs to sell to staggering $1.3 trillion in new debt in 2019. Keep hammering the (TLT) with those short positions, your new rich uncle trade. Click here.

4) Trump Threatens Anti-Trust Action Against All of Big Tech. Market is not buying it, with Amazon down only $50 after an enormous run up. A 1% market share against falling prices and enormous customer satisfaction never triggered an anti-trust action before. Jeff Bezos is not the robber baron John D. Rockefeller. Could it be political? Click here.

5) Lowe's to Close 50 Stores, and the hardware industry gets “Amazoned.” There haven’t been enough hurricanes to bail them out. Click here.

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

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE MAD HEDGE FUND TRADER HITS A NEW ALL TIME HIGH),

(AAPL), (FB), (RHT), (GE), (VXX), (AMZN), (SPY), (IWM), (CRM)

(GET READY FOR ANOTHER BITE OF THE APPLE)

(AAPL), (ROKU), (MSFT), (PYPL)

Mad Hedge Hot Tips for October 30, 2018

Hot Tips

Mad Hedge Hot Tips
October 30, 2018
Fiat Lux

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

1) General Electric Cuts its Dividend, from 12 cents a share to one cent after reporting a breathtaking $22.8 billion loss. The Feds have opened a criminal investigation into accounting practices. This may define the final bottom in the stock. Take another look at those long-term LEAPS. Click here.

2) UK to Implement Digital Tax, which will raise $500 million in revenues, which is sofa change. It's big tech’s worst fears realized. It’s why Amazon lost $100 billion in market capitalization yesterday. Click here.

3) Oil Hits a Three-Month Low, slaughtering hedge funds everywhere. This makes no sense against a 3.5% GDP growth rate and looming Iran crisis. Is Texas tea now predicting a recession in 2019? Click here.

4) Who Was That Idiot Who Told You to Sell Volatility Too Soon? Oops, it’s me. But now may be another time to take a bite of the apple. Click here.

5) Personal Consumption Expenditures Up Only 0.1% in September. Inflation is nowhere to be seen, meaning the December Fed rate hike is a sure thing. Just what you wanted to hear. Click here.

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

(HERE IS YOU BEST PERFORMING ASSET OVER THE NEXT 30 YEARS)

(HOW ARTIFICIAL INTELLIGENCE WILL ENHANCE OR DESTROY YOUR PORTFOLIO)

(TSLA), (AMZN), (FB)

Mad Hedge Hot Tips for October 29, 2018

Hot Tips

Mad Hedge Hot Tips
October 29, 2018
Fiat Lux

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

1) IBM Takes Over Red Hat (RHT) for $33 Billion, the third largest merger in history. It’s a little too late for Big Blue as the stock falls on the news. Click here.

2) Apple Earnings Are Out on Thursday, the big number of the month. Expectations are high. They’ll probably announce a new Mac and iPad. Click here.

3) Stocks Hit a Two-Year Valuation Low, as retail investors dump stocks on a massive scale. Multiples for next year’s earnings have plunged from 18.32 to 15.55. Sounds like a deal to me! Click here.

4) Tesla Stock Soars Again, in the wake of the first profit in two years, as Elon Musk says his $20 million fine is “worth it”. Coming back from Lake Tahoe this weekend I saw over a dozen trucks delivering brand new Tesla 3’s east. Click here.

5) Germany’s Angela Merkel Steps Down as Party Head, but remains as chancellor, sending the Euro (FXE) crashing and the US dollar (UUP) soaring. As if we needed more instability. Click here.

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

(THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE COMING 2018 REPLAY),

(TLT), (SPY), (VIX), (VXX), (AAPL),

(FB), (AMZN), (NFLX), (TESLA),

(A COW-BASED ECONOMICS LESSON)

(THE DIGITAL NOMAD ISSUE)

Mad Hedge Hot Tips for October 25, 2018

Hot Tips

Mad Hedge Hot Tips
October 25, 2018
Fiat Lux

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

1) Mad Hedge Market Timing Index Hits a Ten-Year Low at 6, indicating that markets are an “EXTREME BUY”. Artificial Intelligence is never wrong. Go for quality tech. You pay your money and you take your chances. See my Global Trading Dispatch for where to load the boat now. Click here.

2) September Durable Goods Up a Hot 0.8%, versus -1.4% expected. When will the stock market start looking at the numbers again? My guess is now. Gotta love those Saudi weapons purchases. It was all defense-led. Click here.

3) Weekly Jobless Claims at 215,000 are Blistering as Always. My local morning breakfast dive could really use a new waitress. Maybe they should offer more than $10 an hour. Click here.

4) Tesla Announces Surprise Profit, except that it was not a surprise here. Stock has rocketed back to Musk pre-meltdown levels in the $320’s. Consumers are paying up to buy fully loaded electric vehicles to beat the expiration of federal subsidies at the end of the year. Click here.

5) American Airlines Gets Slaughtered, with soaring fuel prices eating up most of their profit. Two hurricanes didn’t help either. If you can’t make money now in this peak economy, when will you? No wonder the PE multiple is a bargain basement six times. Click here.

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

(THE LAZY MAN’S GUIDE TO TRADING),

(ROM), (UXI), (BIB), (UYG),

(THE NEXT THING FOR THE FED TO BUY IS GOLD),

(GLD), (GOLD), (GDX), (ABX), (NEM)

(HOW ENVIRONMENTALISTS MAY KILL OFF BITCOIN),
(BTC), (ETH), (TWTR), (SQ)

Mad Hedge Hot Tips for October 24, 2018

Hot Tips

Mad Hedge Hot Tips
October 24, 2018
Fiat Lux

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

1) Another Boring Day in the Market, Down 123 Points. Did I mention that it fell 550 yesterday, then rallied 600? Some 90% of stocks had bigger down volume than up volume which usually signals a market bottom. Click here.

2) Tesla Soars 12%, as famed short seller covers and goes long. The company is dominating the entire EV sector and no one can ever catch them. Who knew? You did if you read my letter. Click here.

3) My Bond Short Kicked Ass Yesterday, clocking nearly a 10% profit in one day. Sell high, buy low. Everyone talks about it, but no one ever does anything about it. Click here.

4) Caterpillar Does a Swan Dive, down 10% yesterday. It looks like old-line industrials are going to get hit much harder than tech stocks in the next recession. Click here.

5) Australian Tycoon Plans to Build New Titanic. Ah, but this one will be unsinkable, really! Put me in the owner’s suite but I think I’ll bring my own life raft. With global warming, icebergs will be gone in a few years anyway. Click here.

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

(HANGING WITH LEONARDO)

(THE CLOUD FOR DUMMIES)

(AMZN), (MSFT), (GOOGL), (AAPL), (CRM), (ZS)