Mad Hedge Hot Tips
April 18, 2019
Fiat Lux

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

 

1) Bright US Retail Sales Give Market a Boost, up 1.6% in March, the most in 18 months. A rare positive data point on an otherwise dull economy. Click here.

2) Weekly Jobless Claims Hit New 50 Year Low, at 192,000, down 5,000 from last week. We are clearly in uncharted territory here. Is this the bubble low? Why won’t wages budge? Click here.

3) Union Pacific Beats. There may be some life in the old industrials yet, but only if you cherry-pick the best. Avoid US Steel (X). Click here.

4) Global PMIs Are Still Weak, with dismal reports from Asia and Europe. The US is still the bright shining light on the hill. Bad news for US exporters through. Notice that NASDAQ is down today. Click here.

5) William Barr Opines on No Collusion or Obstruction, says the attorney general cherry-picked for his views. What a surprise on the release of the 400-page Mueller Report where 20% of it is blacked out because of “harm to ongoing matter” which means 80 pages of pending prosecutions of the president. As predicted, the market impact is absolutely zero. This is really a news junkie’s game. Click here.

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

(SIX STOCKS TO BUY THAT ALWAYS MAKE MONEY),

(SPY), (IXUS), (EEM), (VNQ), (TLT), (TIP)

(NETFLIX’S WORST NIGHTMARE)

(NFLX), (DIS), (FB), (AAPL)

The Transparency is Stunning

Mad Hedge Hot Tips
April 16, 2019
Fiat Lux

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

 

1) Netflix’s Big Day, with the company reporting Q1 earnings after the close. Fears they will get run over by the new Disney juggernaut at one third of the (NFLX) monthly price are running rampant. If they don’t beat on new subscribers look out below. Click here.

2) Manufacturing Output Was Flat, in March says the Fed, thanks to a big drop off in auto production. It’s consistent with the rest of the poor data we have received in recent months. Click here.

3) Citibank Beats in Investment Banking Boost, but the stock market doesn’t buy it. Avoid banks like last year’s buggy maker. Click here.

4) Goldman Sachs to Lay Off 100, in the wake of disappointing Q1 earnings and collapsing trading volumes. Avoid this dying sector. Click here.

5) Goodbye to Notre Dame Cathedral. It really is like saying goodbye to an only friend. I first walked its stone-paved isles in 1968, fleeing riot police from the demonstration out front. Some 50 years later, I guided my wide-eyed kids through its medieval spires. All of Silicon Valley big tech is lining up to help finance the rebuild which will cost hundreds of millions. See you again in 20 years when the job is done.

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

(WHY YOU WILL LOSE YOU JOB IN THE NEXT FIVE YEARS, AND WHAT TO DO ABOUT IT),

(BLK)

(UBER’S DARK AND DIRTY SECRETS)

(UBER), (LYFT)

Mad Hedge Hot Tips
April 9, 2019
Fiat Lux

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

 

1) Apple Tops $200. Looks like the market is finally buying the services story. Stand aside for the short term. It’s had a great run, up 42% from the December low. I’m waiting for 5G until I buy my next iPhone, probably next year. Click here.

2) Trump Threatens $11 Billion Worth of European Trade, and the market hates it, down 200 points. Out of the frying pan and into the fire for traders? Endless trade wars aren’t good for investors. As for me, I buy all American, with three Tesla’s. Click here.

3) American Airlines Cuts Forecast, and the stock dives 3%, over missing airplanes. The Boeing saga is not over. Click here.

4) Bank of America Raises Minimum Wage to $20, by 2021. If you are a minimum wage employer your life is about to become very difficult. Avoid fast food companies like (MCD). Click here.

5) Q1 Earnings Season Starts on Friday, with the big banks taking the lead. Now it’s all about wait and see. Click here.

 

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

(ABBVIE’S BATTLE FOR ARTHRITIS DOMINANCE),

(USING MOMENTUM STOCKS TO CALL THE MARKET),

(MTUM)

(THE LEGACY TECH COMPANY THAT IS WORTH BUYING NOW)

(ADBE), (MSFT), (CRM), (AAPL)

 

 

 

 

 

Mad Hedge Hot Tips
April 5, 2019
Fiat Lux

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

 

1) Trump Makes Another Political Appointment to the Fed. This is becoming the most predictable Fed in history, ultra-dovish all the time with the appointment of former presidential candidate Herman Cain. The groundwork for the next financial crisis is being laid. Click here.

2) The Most Expensive Divorce in History, has Amazon founder Jeff Bezos giving up $36 billion worth of stock to his ex-wife. However, shareholders can rest easy as he retains 100% of the voting stock. Buy (AMZN) on the dip. Click here.

3) Tesla’s Junk Bonds Get Slammed, with yields soaring to 8.37% on disappointing Q1 deliveries. Could be the ideal entry point for starved fixed income yield players. Click here.

4) Samsung Reports 60% Profit Slide, off the back of collapsing semiconductor demand. Click here.

5) China Weakness is Pulling Japan Down Too. More proof that trade wars have unintended consequences. Click here.

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

(APRIL 3 BIWEEKLY STRATEGY WEBINAR Q&A),

(SPY), (VIX), (TSLA), (BA), (FXB), (AMZN), (IWM), (EWU)

 

 

Mad Hedge Hot Tips
April 3, 2019
Fiat Lux

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

 

1) See You at the Skybridge SALT Conference in Las Vegas, May 7-10, the Woodstock of alternative asset investors. Learn what the hedge funds are planning next, and it’s a blast. Meet former UN Ambassador Nikki Haley, AOL Founder Steve Case, Carlyle Group co-founder David Rubenstein, and hyper entrepreneur Mark Cuban. Click here.

2) Oil Prices are Going Ballistic, up four days in a row, topping $62 a barrel. OPEC has developed a new short squeeze. It’s going to be hitting the local pump soon, just as the peak driving season is approaching. Click here.

 3) US Auto Sales Were Terrible in Q1, the worst quarter in a decade. General Motors (GM) suffered a 7% decline with Silverado pickups off 16% and Suburban SUVs plunging 25%. Is this a prelude to the Q1 GDP number? Risk is rising. Click here.

4) Trump Called Fed Governor on the March Stock Dip. Is this micromanaging, or what? Talk about a free put on the market. Risk on! Click here.

5) Semiconductor Index Hits New All-Time High. Advanced Micro Devices (AMD), a Mad Hedge favorite, soars 9%. It’s the future, so why not? Buy dips. Click here.
  

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

(WHO WILL BE THE NEXT FANG?)

(FB), (AMZN), (NFLX), (GOOGL), (AAPL),

(BABA), (TSLA), (WMT), (MSFT),

(IBM), (VZ), (T), (CMCSA), (TWX),

(YOUTUBE’S BIG MOVE INTO INDIA)

(GOOGL), (NFLX), (AMZN)