Mad Hedge Hot Tips
May 3, 2019
Fiat Lux

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

1) April Nonfarm Payroll Report Will Blow it Away, at 263,000. The headline unemployment rate plunges to a new 49-year low at 3.6%. This is what overheating looks like, fueled by massive borrowing. Play now, pay latter. Click here.

2) Tesla Bumps Up Capital Raise to $2.7 billion, and it’s looking like the bottom may be in. Stock rises on the news as Musk is taking $10 million for itself. His timing is perfect. Click here.

3) Warren Buffet is Buying Amazon, not the whole company but the stock. It’s his second technology company after Apple. Better late than never. Mad Hedge keeps its strong buy on (AMZN), which it has maintained since $60 in 2009. Click here.

4) Stephen Moore Withdraws Fed Nomination, as he couldn’t get the votes in the Senate. Finally, the Senate nixes a spectacularly unqualified Trump nomination. Owed back taxes and child support didn’t help either. Expect a more convention appointment to follow. Click here.

5) Last Chance to Meet John Thomas in Las Vegas On May 9. For a personal all asset class and portfolio review, please click here.    

Published today in the Mad Hedge Global Trading Dispatch:

(LAST CHANCE TO ATTEND THE LAS VEGAS MAY 9 GLOBAL STRATEGY LUNCHEON)

(APRIL 3 BIWEEKLY STRATEGY WEBINAR Q&A),

(SPY), (LYFT), (TSLA), (TLT), (XLV), (UBER),

(AAPL), (AMZN), (MSFT), (EDIT), (SGMO), (CLLS)

Mad Hedge Hot Tips
May 1, 2019
Fiat Lux

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

1) Apple Blows it Away, with a major earnings upside surprise. The services play is finally feeding into profits. Stock backs bumped up from $100 billion to $150 billion. Don’t touch (AAPL) up here with the stock up $10 in the aftermarket. Click here.

2) Fed Meets Today, to decide on interest rates, which will do absolutely nothing. The non-announcement will be out 2:00 PM EST. Click here.

3) Uber Hits the Road for its IPO, which valuations being cut daily, from a high of $120 billion to a recent low of $90 billion. Rival Lyft definitely peed on their parade with their ill-fated IPO plunging 33%. Click here.

4) ADP Comes in at a Hot 275,000, as the private hiring binge continues. It’s a great preview for the Friday Nonfarm Payroll Report. Click here.

5) Pending Home Sales Jump 3.8%, on a signed contract basis. No doubt the market is responding to the biggest drop on mortgage rates in a decade. At one point, the 30-year fixed rate loan fell as low as 4.03%. Avoid housing for now, it’s still in a recession. Click here.

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

(SUNDAY JUNE 30 MANILA, PHILIPINNES STRATEGY LUNCHEON),

(WHY GLOBALIZATION WORKS)

(ALPHABET’S BIG MISS)

(GOOGL), (TSLA), (TWTR)

Mad Hedge Hot Tips
April 29, 2019
Fiat Lux

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

1) Consumer Spending Hits A Decade High, up 0.9% in March, while inflation barely moves. So why is the stock market barely moving? Is Goldilocks about to become a senior citizen? Click here.

2) Meet John Thomas in Auckland New Zealand on June 21. To buy tickets, click here.

3) Berkshire Hathaway May Buy $100 Billion of Own Stock, says Warren Buffet, because everything else is too expensive. If the Oracle of Omaha is buying (BRK/A) at a discount, so should you. Click here.

4) Exxon Bombs, on a lackluster earnings report coming from the worst refining margins in a decade. If an oil company can’t make it on a 40% rise in the price of Texas tea, it never will. Fossil fuels are about to remain….fossils. Click here.

5) There Are 40,000 Dead Bodies in the US, listed as “John” or “Jane” Doe’s, parked in hundreds of morgues around the country. Thanks to ancestral DNA tracing, ALL of them may be identified over the next couple of years. Cold cases are becoming a thing of the past. I never thought I’d live long enough to see this. Click here.

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

(MARKET OUTLOOK FOR THE WEEK AHEAD, OR ANOTHER LEG UP FOR THE MARKET),

(SPY), (TLT), (DIS), (INTU), (FCX), (MSFT),

(QQQ), (CVX), (XOM), (OXY), (TSLA)

(A TESLA ENTRY POINT IS FINALLY OPENING UP)

(TSLA), (LYFT), (UBER)

Mad Hedge Hot Tips
April 25, 2019
Fiat Lux

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

1) Risk in the Market is Rising. Look at the big overreaction to weak 3M earnings this morning. With the Mad Hedge Market Timing Index at 69, there is only a 31% chance that your next “BUY” will make money. Click here.

2) Tesla Loses $700 million in Q1, but the stock rallies anyway. It’s tough to press the world’s most heavily shorted stock down here. It’s all because the EV subsidy dropped by half since January. Look for a profit rebound in quarters two and three. Capital raise anyone? Tesla junk bonds now yielding 8.51% if you’re looking for an income play. Click here.

3) Microsoft Knocks it Out of the Park, with great earnings and a massive 47% increase in cloud growth. Stock looks hell-bent to hit $140, and Mad Hedge followers who bought the stock are making a killing. (MSFT) is now the third company to join the $1 trillion club. Click here.

4) All Eyes on Amazon which reports after the close. Will they pop 5% like the other FANGs? Or will the focus be on the divorce? Click here.

5) Chipotle Gets Hammered. Earnings were good, but they disclosed the existence of a criminal investigation stemming from a few unfortunate burritos last year. This business never gets old. Click here.

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

(2019 MAD HEDGE WORLD TOUR)

(THE REAL ESTATE MARKET IN 2030)

(XHB)

(THE RESILIENCE OF TWITTER)

(TWTR), (FB)

Mad Hedge Hot Tips
April 23, 2019
Fiat Lux

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

1) Meet John Thomas at His May 9 Las Vegas Strategy Luncheon. To buy tickets, please click here.

2) New Home Sales Jump 4.5%, in March, an 18 month high. Interesting how lower home mortgage rates, now 4.35% for the 30-year fixed, is feeding into more new home sales but not existing home sales. Avoid the homebuilders (ITB). Click here.

3) Lockheed Martin Guides Upward, causing the shares to pop, and taking the entire defense sector up with it. Big orders from Saudi Arabia for fighters and missiles were the driver. This sector has been in the doghouse since the Dems took the house. Buy (LMT) on dips. Click here.

4) Oil Hits new 2019 High, with West Texas hitting $66.19 a barrel, on tougher Iran sanctions. Watch out, this may be the stick that breaks the camel’s back and triggers a summer correction. Better plan a shorter vacation, or go electric. Click here.

5) Waymo’s Self Driving Fleet to be Operational by Summer, and it will be based in Detroit, where lots of cheap auto workers are available. The future is happening fast. Click here.

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

(LAS VEGAS MAY 9 GLOBAL STRATEGY LUNCHEON)

(APRIL 17 BIWEEKLY STRATEGY WEBINAR Q&A),

(FXI), (RWM), (IWM), (VXXB), (VIX), (QCOM), (AAPL), (GM), (TSLA), (FCX), (COPX), (GLD), (NFLX), (AMZN), (DIS)

(WHY YOU SHOULD KNOW ABOUT ATLASSIAN CORPORATION)

(TEAM), (ZM)