Mad Hedge Hot Tips
February 14, 2019
The Five Most Important Things That Happened Today
(and what to do about them)
1) Auto Loans Hit the Highest Delinquency Rate in 19 Years. Some 9% of all car loans are more than 3 months late. Is this the preview to the next financial crisis? Click here.
2) Business Confidence Hits a Two-Year Low, and Consumer Confidence hits an eight-year low. It seems a government shutdown and a stock market crash are not good for business. Now that stocks are up, will confidence return? Click here.
3) Google Investing $13 Billion in Data Centers. They must think their business outlook is pretty good. So do I. Buy (GOOGL). Click here.
4) Levi Strauss to Go Public. They have 501 blue jeans with shiny copper rivets, but it is a terrible investment idea. A low margin retailer in a cutthroat industry competing with China? You must be kidding. It’s another market-topping indicator. Click here.
5) Inflation Hits a One-Month Low, with the Consumer Price index Coming in at only 1.9%. It means the next recession will bring the deflation. Click here.
Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
(WHY I’M AVOIDING PFIZER LIKE THE PLAGUE)
(PFE), (MRK), (MVS),
(THE LIQUIDITY CRISIS COMING TO A MARKET NEAR YOU),
(TLT), (TBT), (MUB), (LQD),
(FACEBOOK’S NEW PROBLEM),
(FB), (GOOGL), (TRIP), (EXPE)