Mad Hedge Hot Tips for November 21, 2018

Mad Hedge Hot Tips
November 21, 2018
Fiat Lux

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

 

1) Tech is Now 20% Cheaper than the February Low because earnings have risen by 20% since then. Tech is now cheaper than Consumer Staples which means the 20% a year growers are trading at a discount to 2% a year growers. Yes, tech is cheaper than toilet paper! Click here.

2) Suddenly, Recession Warnings are Everywhere. Airline tickets are at their low of the year, an average of $220 despite this being the busiest season. Predatory pricing rules supreme. Click here.

3) October Durable Goods Down a Stunning 4.4%. For some reason, China has quit buying our airplanes. Maybe that’s why Boeing shares (BA) have just cratered by 25%. Click here.

4) Weekly Jobless Claims Hit 224,000, continuing a grind up to a 4 ½ month high. Is the employment miracle ending? Click here.

5) Goldman Sachs Says Growth to Drop Below 2% in 2019, well below Obama era levels. Maybe that’s what the stock market crash is trying to tell us. Click here.

 

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

(TRADING THE KENNEDY ASSASSINATION)

(FIVE TECH STOCKS TO SELL SHORT ON THE NEXT RALLY)

(WDC), (SNAP), (STX), (APRN), (AMZN), (KR), (WMT), (MSFT), (ATVI), (GME), (TTWO), (EA), (INTC), (AMD), (FB), (BBY), (COST), (MU)