Hot Tips Archives

Mad Hedge Hot Tips for May 17, 2019

Mad Hedge Hot Tips
May 17, 2019
Fiat Lux

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

1) The China Tariffs Deliver the Largest Tax Increase in History, according to US Treasury figures. With Walmart (WMT) already issuing warnings, we should sit up and take notice. Click here.

2) April Housing Starts to Jump, up 5.7%. Permits are also up 0.5%. With the 30-year fixed rate loan down to 2.12%, low rates are having their desired effect. On the other hand, Chinese tariffs are driving costs through the roof. Click here.

3) Wall Street Slammed by Trade Fears. Stocks made back exactly half of their May loss, then faded. I covered my short in bonds for a small profit. The bond market seems to be expecting a recession. Click here.

4) Atlanta Fed Axes Growth Prospects, for Q2, from 3.2% to 1.1%. This trade war is getting expensive. No wonder stocks have been in a swan dive. Click here.

5) Heard at SALT. Don’t put your DNA on the web. Not only will you be denied health insurance, so will all of your future decedents.

Published today in the Mad Hedge Global Trading Dispatch:

(MAY 15 BIWEEKLY STRATEGY WEBINAR Q&A),

(MSFT), (GOOGL), (AAPL), (LMT), (XLV), (EWG), (VIX), (VXX), (BA), (TSLA), (UBER), (LYFT),

(ADBE),

(HOW TO HANDLE THE FRIDAY, MAY 17 OPTIONS EXPIRATION),

(INTU)

Mad Hedge Hot Tips for May 16, 2019

Hot Tips

Mad Hedge Hot Tips
May 16, 2019
Fiat Lux

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

1) European Auto Tariff Delay Boosts Markets, in one of the administration’s daily attempts to manipulate the stock market. Click here.

2) Trade War to Wipe Out a Year’s Worth of Retail Profits. No one has any ability whatsoever, so the 25% price increase comes straight out of the P&L. Things were already bad and the bankruptcies are on the way. Click here.

3) Walmart Blows Out Earnings, but expects pain to come from a trade war that is seriously boosting prices. Buy (WMT), the next FANG. Click here.

4) Weekly Jobless Claims Plunge, by 16,000 to 212,000. No wonder the market is rising. Click here.

5) Heard at the SALT Conference. Chinese are given loyalty scores by government secret algorithms, much like US FICO scores, except that these measure an individual’s adherence to government policies. Score too low and your movements are restricted, as has happened to 30 million people, much like what a sub 600 FICO score does in America.

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

(WHY US BONDS LOVE CHINESE TARIFFS)

(TLT), (TBT), (SOYB), (BA), (GM)

(THE BEST TESTIMONIAL EVER)

(WHY YOU SHOULD AVOID INTEL)

(INTC), (QCOM), (ORCL), (WDC)

Mad Hedge Hot Tips for May 15, 2019

Hot Tips

Mad Hedge Hot Tips
May 15, 2019
Fiat Lux

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

1) Mark Cuban’s Biggest Positions are Netflix and Amazon. Maybe yours should be too. The billionaire has an uncanny ability to call the long-term direction of technology. Click here.

2) Drones are Attacking Saudi Oil Fields. A classic case of technology turning back to bite you, used by a 14th-century society. Buy oil (USO) on the dips as geopolitical risk ramps up. Click here.

3) US Birthrate Falls to 32-Year low, only 3.79 million in 2018, and 2% down from the previous year. They’re not making Americans anymore. We all know this leads to depressions. Look what happened to Japan. Click here.

4) The US is Evacuating its Embassy in Baghdad, in the usual prelude to war. But oil is focused more on the coming recession today. Click here.

5) US Retail Sales Crater, in March while Industrial Production is off 0.5%. Why is the data suddenly turning recessionary? It isn’t even reflecting the heightened trade war yet. Click here.

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

(SPECIAL CHINA ISSUE)

(WHY CHINA IS DRIVING UP THE VALUE OF YOUR TECH STOCKS)

(QCOM), (AVGO), (AMD), (MSFT), (GOOGL), (AAPL), (INTC), (LSCC)

(TRUE COST OF THE CHINA TRADE WAR)

(EXPE), (TRIP), (GOOGL), (CTRP)

Mad Hedge Hot Tips for May 14, 2019

Hot Tips

Mad Hedge Hot Tips
May 14, 2019
Fiat Lux

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

1) Trump and Xi to Meet on June 22. That means we have five more weeks of trade war agony until markets have a chance to recover. Sell in May? Whoever said that? Click here.

2) Apple Cellphones Made in China on New Tariff List. This should set up the best entry point of the year for Steve Jobs’ creation. Stock will soar when the tariff is listed. Click here.

3) Uber Dives 20% from IPO Price, in one of the worst IPOs in market history. $15 billion in market cap lost in the first two days. You knew this deal was in trouble when they let the drivers in.

4) Bitcoin Soars $1,000 on Stock Panic. It seems investors prefer Ponzi schemes to blue chip tech stocks these days. What’s wrong with cash? Click here.

5) China Tariffs to Cost US Households $500 Each, in rising import costs. Don’t point at me! I buy all American with my Tesla. Click here.

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

(FIVE STOCKS TO BUY AT THE BOTTOM),

(AAPL), (AMZN), (SQ), (ROKU), (MSFT)

(CHINA’S COUNTERATTACK)

(AAPL), (MSFT), (ADBE), (PYPL), (QCOM), (MU), (JD), (BABA), (BIDU)

Mad Hedge Hot Tips for May 13, 2019

Hot Tips

Mad Hedge Hot Tips
May 13, 2019
Fiat Lux

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

1) China Retaliates, raising tariffs of most US goods, ratcheting up the trade war. US markets are crushed, with the Dow average down 500 and Chinese plays like Apple (AAPL) and Boeing (BA) especially hard hit. Click here.

2) Four Oil Tankers Attacked, at the Saudi port of Fujairah, sending oil soaring. America’s “two war” strategy may be put to the test, with the US attacking Iran and North Korea simultaneously. Click here.

3) Bitcoin Tops 7,000, on a massive “RISK OFF” trade. The cryptocurrency is clearly replacing gold as the fear trade. Click here.

4) Antitrust Suit Proceeds against Apple, on its monopoly position in the App Store, says the Supreme Court. The stock craters $12.00. Another buying opportunity is setting up here. Click here.

5) Heard at SALT. Some 95% of all financial transactions in China take place on smartphones, compared to only 4% in the US, so they are well ahead in fintech. Can they come here?

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

(MARKET OUTLOOK FOR THE WEEK AHEAD, OR A GAME OF CHICKEN),

(SPY), (TLT), (UBER), (BA), (SOYB)

(THE TIDAL WAVE OF EUROPEAN EV SUPPLY)

(TSLA)

You Can’t Do Enough Research

Mad Hedge Hot Tips for May 10, 2019

Hot Tips

Mad Hedge Hot Tips
May 9, 2019
Fiat Lux

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

1) Tariffs Hit and the Market Goes into Free Fall. It's all about the trade war now, everything else is meaningless. (SPY) is clearly gunning for the 200-day moving average at $275, down 6.8% in a week, after posting the worst week of 2019. Click here.

2) Bonds Challenge New Highs for the Year, taking ten-year US Treasury yields down to 2.43%. German Bunds crater to negative numbers at -0.05% and Japanese government bonds to -0.06%. Why are bonds discounting a recession? Click here.

3) Weekly Jobless Claims Post Modest Fall, down 2,000 to 228,000. As if anyone cared. Holding on to last week’s huge jump is disturbing. Click here.

4) Uber Valued at $82 Billion, a big haircut from earlier indications, in what is certainly the worst timed IPO of the year. You never want to launch an IPO after a stock market crash and a labor strike. Can’t wait to see how the aftermarket trades. Indications down 5%. Click here.

5) SALT Tips. Heard at the Las Vegas SALT conference, Millennials will inherit $30 trillion by 2025 and will account for 75% of the workforce then.

Published today in the Mad Hedge Global Trading Dispatch:

(A NOTE ON OPTIONS CALLED AWAY),

(TLT),

(TRADING THE NEXT KOREAN WAR)

Mad Hedge Hot Tips for May 9, 2019

Hot Tips

Mad Hedge Hot Tips
May 9, 2019
Fiat Lux

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

1) It’s Make or Break Time, global trade war and recession or not. The market could be up or down 1,000 points based on what happened this weekend. Click here.

2) US Trade Deficit Hits a 5-Year Low, in March, down 16.2% to $20.7 billion. This is due to a big 23.7% jump in US exports to China, thanks to China’s massive economic stimulus program. But at what cost? Click here.

3) Chevron Walks Away from Anadarko Deal, making Occidental Petroleum the winner in the epic takeover battle. Watch for the (CVX) rally. Click here.

4) Softbank Kills it with Uber Stake, raking in $3.8 billion on its venture capital investment. The big question is whether there’s any juice left in the stock for you. I doubt it. Click here.

5) In the Meantime, the Uber Driver’s Strike Spreads, from the US to London. After car operating expenses are taken out the only net $5 an hour. Click here.

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

(NEW TRAINING VIDEO ON “HOW TO EXECUTE A VERTICAL BEAR PUT SPREAD”)

(A COW BASED ECONOMICS LESSON)

(APEX LEGENDS TO THE RESCUE)

(EA)

Mad Hedge Hot Tips for May 8, 2019

Hot Tips

Mad Hedge Hot Tips
May 8, 2019
Fiat Lux

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

1) The Tweet That Sank Wall Street. This trade deal is getting expensive, with the Dow down over 1,000 points from last week’s high giving up one-third of all 2019 gains. As your retirement funds disappear up their own exhaust pipe, write a protest letter to the White House which told a deal would be signed by Friday. Staying 100% cash. Click here.

2) Bonds Explode to the Upside on Stock Market Panic, as the world stampedes to “RISK OFF.” There’s a great (TLT) short setting up here, but not quite yet. Click here.

3) Gold Caches a Bid, as the global flight to safety accelerates. But it is a poor showing so far, given the magnitude of the stock market moves. Click here.

4) Chinese Exports to the US Fall, as US price increases start to take a bite. The Middle Kingdom is no longer able to cut their own prices through Yuan depreciation, thanks to their own economic stimulus program. Click here.

5) Chinese Vice Premier Coming to the US, but Liu only has 24 hours to meet the deadline. Looks like the Chinese think they can get a better deal from the next president. Click here.

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

(THE ULTRA BULL ARGUMENT FOR GOLD),

(GLD), (GDX), (ABX), (SLV), (PALL), (PPLT)

(TESTIMONIAL)

(ELBOWED OUT OF THE WAY BY APPLE)

(SPOT), (AAPL)

Mad Hedge Hot Tips for May 7, 2019

Hot Tips

Mad Hedge Hot Tips
May 7, 2019
Fiat Lux

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

1) China Crisis Deepens. If the senior Chinese negotiator fails to show and the new tariffs go into place, watch the Dow Average drop 1,000. I went 100% cash yesterday. Click here.

2) US Retailers Panic. Will customers eat the 25% jump in prices in an Amazon-dominated world? Unlikely. Mass bankruptcies to follow. Click here.

3) Fed Warns About High Stock Prices, and business borrowing is at an all-time high. Maybe we should listen to our central bank? Click here.

4) US Job Openings Soar in March, by a stunning 346,000 to 7.5 million. This is what tops look like. Click here.

5) John Thomas Meeting Follows in Las Vegas, on Thursday for lunch. Click here for details at 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)

(THE CODER BOOM)

(THE LURKING DANGERS BEHIND FACEBOOK)

(FB), (WFC), (NFLX)

Mad Hedge Hot Tips for May 6, 2019

Hot Tips

Mad Hedge Hot Tips
May 6, 2019
Fiat Lux

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

1) The China Trade War Ratchets Up, with Trump imposing 25% tariffs on $200 billion more in imports. It seems that the negotiations were not going as well as advertised. The stock market won’t like this one bit. The heat in the kitchen is getting too hot. The headline should read “25% tax to hit US consumers.” Going to 100% cash. Click Here.

2) Preview of the Next Correction or Bear Market. Watch what’s going down today and you have a preview of the next correction or bear market. Lead that led the upside will lead the downside too, with NASDAQ opening down 200 points this morning.

3) Softbank to Raise $100 Billion in Vision Fund IPO. It may be a pipe dream but if Masayoshi Son pulls it off stocks will REALLY get expensive. And can you squeeze another $100 billion into the San Francisco Bay Area? Me thinks not. Click Here

4) Uber to Go Public This Week, likely at a $90 billion valuation which will suck $10 billion out of the market. The question is, what other stocks will people sell to get a piece of the biggest ride sharing company? Click Here

5) More Trouble for Boeing. Pilots say Boeing knew about software troubles for a year before the crash. Wait for a bigger dip to buy (BA). Click Here.

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

(MARKET OUTLOOK FOR THE WEEK AHEAD, OR HERE’S ANOTHER BOMBSHELL),
(DIS), (QQQ), (AAPL), (INTU), (GOOGL), (LYFT), (UBER)
(PAYPAL GOES FROM STRENGTH TO STRENGTH)
(PYPL), (SQ), (GOOGL), (LYFT)