Mad Hedge Hot Tips
May 30, 2019
Fiat Lux
The Five Most Important Things That Happened Today
(and what to do about them)
1) It’s All About the GDP Now, with Q1 revised down from 3.2% to 3.1% and inflation falling. Will the trade war drive the world into recession? The data flow has suddenly taken a nasty turn on all front except for Consumer Confidence, a deep lagging indicator. The folks at the mall are the last to learn of a recession. Click here.
2) More Bad News for Real Estate, with April Pending Home Sales down 1.5%. If rates this low can’t help it, nothing will. Where are those SALT deductions? Click here.
3) Here Comes the Rare Earths War, as China, 98% of the world supply, looks to ban the export of these obscure metals. You can't build anything electronic without them, including advanced weapons. So, what’s your neodymium position? Buy the (REMX) on dips. Click here.
4) A Federal Court Looks to Ban High-Frequency Trading, by making the major exchanges liable for customer losses in a major class action suit. Machines now control 80%-90% of all exchange trading. It’s about time. Click here.
5) Tesla Will Dominate the EV Market through 2025, says IHS Markit, a London based consulting firm. EV share of total car sales will rocket from 1.2% to 7.6%, with the number of models leaping from 43 to 120. Tesla will build 400,000 cars this year, while the next runner up can only produce 25,000. Doing the math, maybe Elon Musk is not so crazy after all. Click here.
Published today in the Mad Hedge Global Trading Dispatch and Mad Hedge Technology Letter:
(FRIDAY JULY 19 ZERMATT, SWITZERLAND STRATEGY SEMINAR)
(HOW THE MAD HEDGE MARKET TIMING ALGORITHM TRIPLED MY PERFORMANCE),
(TESTIMONIAL)
(IS TARGET THE NEXT FANG?)
(TGT), (AMZN), (WMT)
