Mad Hedge Hot Tips for February 8, 2019

Mad Hedge Hot Tips
February 8, 2019
Fiat Lux

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


1) China Trade Talks Hit the Skids, taking stock market down with it as an administration official concedes they are “nowhere close to a deal” with the deadline 3 weeks off. Trump desperately needs a deal, while the Chinese don’t who think they can do better under the next president. If you disagree with this view in China, your organs get harvested and sold on the open market.

2) The European Economy is Also Going Down the Drain, with the EC’s forecast of economic growth cut from 1.9% to 1.3%. The US-China trade war is cited as a major factor. The global synchronizes slowdown accelerates. Looks like they’ll have more time to drink cheap wine and smoke Gauloises. Click here.

3) Barbie Rocks, boosting sales at Mattel (MAT) and delivering a 33% pop in the stock. Wouldn’t touch this sector on pain of death. Kids' tastes are wildly unpredictable. Just ask mine. Click here.

4) Apple is the World’s Largest Company Once Again, eclipsing Amazon (AMZN) with a market capitalization topping $810 billion. Expect these two and Microsoft (MSFT) to keep trading places in the coming year, but Amazon will eventually win out if Jeff can only put his personal life on hold. Click here.

5) Goodbye to the 747, as the once mainstay of international travel struggles to hang on as a cargo plane. When I saw the first test flight in Everette, WA in 1969, no one could believe it got off the ground. It turns out that two engines are much cheaper to run than four and there have been huge strides made in composite materials. I’ll miss the grand piano on the first class second floor. Click here.


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


(TLT), (FXA), (NVDA), (SPY), (IEUR),

(VIX), (UUP), (FXE), (AMD), (MU), (SOYB)