Mad Hedge Hot Tips
January 9, 2019
The Five Most Important Things That Happened Today
(and what to do about them)
1) Is the Fed a New Dove or is it Just Pretending? We’ll find out at 2:00 PM EST when the December meeting minutes are released. It could spell the top of this move up. Click here.
2) The World Bank Cuts Global Growth Forecast, from 3.0% to 2.9%. Falling international trade, trade wars, and global instability are to blame. But is this a lagging indicator? Click here.
3) Goldman Sachs Says Interest Rates Have Peaked in This Cycle, at 3.25% in the ten-year US Treasury bond. Maybe. But if they really knew what bonds were going to do, they would be making more money. If 3.25% was the peak, interest rates will go negative in the next recession. Sell Goldman on the next rally and get ready to refi that house. (GS). Click here.
4) Equities are Matching Oil One to One on the Upside. So, better watch oil closely these days if you own equities. Click here.
5) Hopes Continue of China Trade Talks. Unfortunately, “Hope” is not a viable trading strategy. Click here.
Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
2019 Annual Asset Class Review
A Global Vision
(TOP 8 TECH TRENDS OF 2018),
(GOOGL), (FB), (WMT), (SQ), (AMZN), (ROKU), (KR), (FDX), (UPS), (CRM), (TWLO), (ADBE), (PYPL)