Mad Hedge

HOT TIPS

July 18, 2025

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)

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

(WHY TECHNICAL ANALYSIS NEVER WORKS)

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

 

Mad Hedge Technology Letter

(THE EYEWEAR PIVOT NOBODY SAW COMING)

(META), (ESSILORLUXOTTICA)

 

Mad Hedge Biotech & Health Care Letter

(BIOTECH’S GRAY FOX)

(AMGN), (ABBV), (PFE), (REGN)

 

Mad Hedge Jacque's Post

(SUMMARY OF JOHN’S JULY 16, 2025, WEBINAR)

 

Mad Hedge AI

(THE NEXT LAYER DOWN)

(ALAB), (NVDA), (AMZN), (MSFT), (META), (MRVL), (AVGO)

 

1976 on the US Bicentennial Everest Expedition

Emergency Mad Hedge Trade Alert on Amgen (AMGN).

Emergency Mad Hedge Trade Alert on Amgen (AMGN).

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Netflix Earnings Beat.

It has a very high growth rate for a $542 billion company. It has an option implied volatility of 40%. It also just announced blockbuster earnings yesterday, removing a potential downside risk. With a price earnings multiple of 60X, it is one of the most expensive stocks in the market, but in this case, the high multiple is justified. Revenue for the quarter reached $11.08 billion, up 16% year over year. But nearly two-thirds of the streamer’s sales come from abroad. Much of the strength came from a weak US dollar. Buy (NFLX) on dips.

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US Retail Sales Pop,

in a rush to beat price increases from the upcoming tariffs, suggesting a modest improvement in economic activity and giving the Federal Reserve cover to delay cutting interest rates while it gauges the inflation fallout from tariffs.

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Tariffs on Most Countries Don’t Kick in Until August 1,

meaning that we haven’t even seen a hint of inflation yet. Prices will take off like a rocket next month, but not get reported until September 10. No wonder Jay Powell is in no hurry to cut interest rates.

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Housing Starts Rise

by 4.6% from the previous month to a seasonally adjusted annualized rate of 1.321 million in June of 2025, trimming the revised 9.7% slide in the previous month. Starts fell in the Midwest (-5.3% to 179 thousand), the West (-1.4% to 286 thousand), and the South (-0.7% to 674 thousand).

Find Out More

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

(WHY TECHNICAL ANALYSIS NEVER WORKS)

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

 

Mad Hedge Technology Letter

(THE EYEWEAR PIVOT NOBODY SAW COMING)

(META), (ESSILORLUXOTTICA)

 

Mad Hedge Biotech & Health Care Letter

(BIOTECH’S GRAY FOX)

(AMGN), (ABBV), (PFE), (REGN)

 

Mad Hedge Jacque's Post

(SUMMARY OF JOHN’S JULY 16, 2025, WEBINAR)

 

Mad Hedge AI

(THE NEXT LAYER DOWN)

(ALAB), (NVDA), (AMZN), (MSFT), (META), (MRVL), (AVGO)

 

1976 on the US Bicentennial Everest Expedition

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

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