Mad Hedge

HOT TIPS

January 21, 2026

Fiat Lux

The Entry Level Service for the Mad Hedge Fund Trader

The Five Most Important Things That Happened Today

(and what to do about them)

Trade War 2.0 Destroys Stocks,

taking the Dow Average down 870 points, the most in four months. Volatility spiked from 16% to 26% over fears that this trade war will deliver an April result, or down 20% for stocks. Investors are in “take the money and run” mode, especially for big stocks like Apple (AAPL) and Nvidia (NVDA).

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Japanese Bond Markets Crash,

taking yields up to 4.3%, an all-time high. A new stimulatory budget and a weak yen are expected to cause inflation. It rattles the world because a lot of financing was done in a formerly low-interest-rate world.

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Denmark Dumps $100 Million of US Treasuries,

their entire holdings, citing the deteriorating finances of the US government. Standard & Poor’s downgraded US debt last May. No doubt Greenland was a factor, too.

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Trump Says No Force to Takeover Greenland,

and markets rally….a bit. Once confidence is shattered, it is hard to get it back. The “Sell America” trade is back with US stocks, bonds, and currency all diving.

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Netflix Tanks 5% on Good Earnings but Weak Guidance.

Analysts across Wall Street cut their (NFLX) price targets after the streamer highlighted other areas of concern, such as slowing momentum in average viewing hours per member. Netflix earned 56 cents per share on $12.05 billion in revenue. That slightly exceeded the 55 cents per share and revenue of $11.97 billion. Along with slowing viewing hours, analysts were also disappointed with the company’s earnings and revenue guidance for the current quarter and its margin guidance for the full year 2026.

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Published today in the Mad Hedge Global Trading Dispatch, the Mad Hedge Technology Letter, the Mad Hedge Biotech and Health Care Letter, the Mad Hedge AI Letter, and Jacquie’s Post:

 

Global Trading Dispatch

(MARKET OUTLOOK FOR THE WEEK AHEAD, or A BLACK SWAN A DAY),

(GS), (MS), (GLD), (SLV), (IWM), (XLI), (CRWD), (AAPL)

 

Mad Hedge Technology Letter

(SOFTWARE HURTING FROM AI)

(ADBE), (CRM)

 

Mad Hedge Biotech & Health Care Letter

(FRONT-RUNNING FROM THE REAR)

(GH)

 

Mad Hedge Jacque's Post

(GEOPOLITICS COULD EVENTUALLY WAKE UP THE BEAR AND TOPPLE MARKETS)

 

Mad Hedge AI

(HAUNTED BY THE CYCLE)

(MU), (NVDA)

 

Checking Out the Sahara Desert

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

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