December 26, 2009 – The Mad Hedge Fund Trader Interviews David Gurwitz on Hedge Fund Radio

David Gurwitz sees strong markets for oil, the grains, and the Australian and Canadian dollars in 2010. He bases these views on multiple algorithm overlays on a basic Elliot Wave analysis generated by Charles Nenner Research, where he is the managing director. Among single stocks, he likes the agricultural derivative plays of Potash, (POT), Monsanto (MON), and Mosaic (MOS).The … [Read more...]

December 24, 2009

Global Market Comments December 24, 2009 Featured Trades: (HEDGE FUND RADIO) 1) My guest on Hedge Fund Radio this week is David Gurwitz, the engaging and highly entertaining managing director of Charles Nenner Research, and a long time hedge fund industry veteran. Charles graduated from the famous Bronx High School of Science, and promptly tried out as a … [Read more...]

December 23, 2009

Global Market Comments December 23, 2009 Featured Trades: (INTERVIEW WITH SANTA CLAUS)   1) OK guys. I get the message. Yesterday's letter elicited no less than 100 out-of-office replies. So I'm going to take the hint and disappear for a few days. It's two days until Christmas, and I haven't even put my outside lights up yet. I'll be doing my research with my … [Read more...]

December 22, 2009

Global Market Comments December 22, 2009 Featured Trades: (JOHN BRADY'S 2010 STRATEGY), (SPX), (TBT), (GOLD, (EWZ), (EZA), (XOM), (XTO), (CAP & TRADE), (A CHRISTMAS STORY)   1) MF Global's strategist for interest rate products, John Brady, sees the S&P 500 rocketing 18% to 1,300 during the first half of 2010, driven by enormous productivity gains that are … [Read more...]

December 21, 2009

Global Market Comments December 21, 2009 Featured Trades: (BUREAU OF LABOR STATISTICS), (CHINESE NUCLEAR PROGRAM), (CHINESE SECURITIES REGULATION) 1) Those of you counting on getting your old job back on the assembly line in Detroit better look at the eight year jobs forecast published today by the Bureau of Labor Statistics. The table shows that 4.19 … [Read more...]

December 19, 2009 – John Brady, MF Global’s strategist for interest rate products

MF Global's strategist for interest rate products, John Brady, sees the S&P 500 rocketing 18% to 1,300 during the first half of 2010, driven by enormous productivity gains that are creating historic profit margins. A flood of money should hit the market just after the New Year. Let there be no doubt that the world is in risk accumulation mode. However, while … [Read more...]

December 18, 2009

Global Market Comments December 18, 2009 Featured Trades: (DBA), (MOO), (PHO), (FIW), (INTERNET BANKS), (BUREAU OF LABOR STATISTICS) 1) I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long term thinking about the environment and its investment implications.  Global warming is causing … [Read more...]

December 17, 2009

Global Market Comments December 17, 2009 Featured Trades: (FXI), (EWH), (COPPER), (GOLD), (F), (BA), (GE)   1) I confess that I am a total agnostic when it comes to specific investment philosophies, and a complete whore when it comes to trying out any new analysis that walks by. Maybe it's because of my science and math background, but for me, raw data trumps … [Read more...]

December 16, 2009

Global Market Comments December 16, 2009 Featured Trades: (SPX), (TBT), (GLD), (FXA), (UNG), (INDONESIA)   1) The S&P 500 (SPX) is going to plunge 10-20% from early January, Treasury bond interest rates are going to soar (TBT), and gold (GLD) will peak out, all starting in January. There are tradable shorts setting up in all three of these markets that will … [Read more...]

December 15, 2009

Global Market Comments  December 15, 2009 Featured Trades: (XTO), (XOM), (BIDU), (BYDDF), (NTES), (CQQQ), (TAO), (HAO), (YAO), (CHIHUAHUAS) 1) Wow! Talk about instant results! It was only last Thursday that I recommended to readers a buy in XTO Energy at $40.50 (click here for the call). A 2:00 am call rousted me out of my sleep this morning informing me that Exxon (XOM) is … [Read more...]

December 14, 2009

Global Market Comments December 14, 2009 Featured Trades: (BAC), (C), (SKF), (HCBK), (WABC), (BOH), (TBT), (PST), (BERNIE MADHOFF) 1) Feed the ducks when they're quacking. That's the refrain I heard endlessly on the trading floor at my alma mater, Morgan Stanley. If the clients want something, give it to them in spades, whether it makes any sense or not. So … [Read more...]

December 12, 2009 – The Mad Hedge Fund Trader Interviews Charles Nenner About the Cycle Analysis System on Hedge Fund Radio

Technical analyst to the hedge fund stars, Charles Nenner, believes we are close to a top in the S&P 500. From hear you sell into the rallies. The SPX is going to plunge 10-20%, Treasury bond interest rates are going to soar (TBT), and gold (GLD) has peaked out. There are tradable shorts setting up in all three of these markets that will run for the first half of … [Read more...]

December 11, 2009

Global Market Comments December 11, 2009 SPECIAL NUCLEAR POWER ISSUE Featured Trades: (NUCLEAR ENERGY), (CCJ), (NLR), (WIND TURBINES), (GE), (HEDGE FUND RADIO)   1) The seventies are about to make a comeback. No, don't drag your leisure suits, bell bottoms, and Bee Gee's records out of your storage facility. I mean the nuclear industry, which has been in … [Read more...]

December 10, 2009

Global Market Comments December 10, 2009 Featured Trades: (COPPER), (FCX), (CRUDE), (XTO), (RIG), (USO), (MUSTANGS)   1) I have to tell you that my old friend, Dr. Copper, the only commodity that has a PhD in economics, looks like he may be giving the market an 'F' on its latest exam. If you recall, I was feverishly pounding on the table trying to get … [Read more...]

December 9, 2009

Global Market Comments December 9, 2009 Featured Trades: (MERRIDETH WHITNEY), (SPX), (SEF), (SKF), (SDS), (COFFEE), (KTH10.NYM), (CARBON CAPTURE & STORAGE), (CER's) 1) Meredith Whitney is about to have a second wind. The brassy, former Fox News reporter parlayed a gutsy, ultra bearish call on financials in 2007 into a multimillion dollar advisory … [Read more...]

December 8, 2009

Global Market Comments December 8, 2009 Featured Trades: (RISK), (GOLD), (GLD), (DGP), (HBD.TO), (MEXICAN GOLD PESO), (DOLLAR) 1) Reflections on Risk -- The behavior of the global markets on Friday was a great 'tell' on the current state of risk taking.  We finally got the one data point that we have been hoping for, even praying for, for two years, nonfarm payroll … [Read more...]

December 5, 2009 – The Mad Hedge Fund Trader Interviews Ed Merner of the Atlantis Japan Growth Fund on Hedge Fund Radio

My guest on Hedge Fund Radio this week is Ed Merner, CEO of the Atlantis Japan Growth Fund (LSE-AJG), who has long been rated the number one stock picker in the Land of the Rising Sun. Ed's fund, which trades on the London Stock Exchange, is up a stunning 54% from the March bottom. When the ink was barely dry on the US Japan peace treaty in 1950, Ed's father uprooted his … [Read more...]

December 4, 2009

Global Market Comments December 4, 2009 Featured Trades: (SILVER), (GOLD), (ABX), (CDE), (SLW), (HL), (HEDGE FUND RADIO), (JAPAN) NOTE TO SUBSCRIBERS: I'm taking a research day on Monday, December 7, so the next letter will be published on Tuesday, December 8. 1) Those transfixed by gold blasting through the $1,200 level have been missing the real action in silver. … [Read more...]

December 3, 2009

Global Market Comments December 3, 2009 Featured Trades: (DUBAI), (EEM), (EDZ), (JOB OFFER), (HEDGE FUND RADIO) 1) Who did Dubai's emir, Mohammed bin Rashid Al Maktoum, think he was kidding? He launched one of the biggest construction booms in history, erecting the Burj Dubai, which at 161 stories is the world's tallest building. He built artificial … [Read more...]

December 2, 2009

Global Market Comments December 2, 2009 ANOTHER SPECIAL GOLD ISSUE Featured Trades: (GOLD), (GLD) (HARD ASSETS INVESTMENT CONFERENCE) 1) Welcome to the new gold standard! There was a time that to own gold you had to be a 'gold bug' and believe in the myriad urban legends that percolated in the underground. Fort Knox is either empty, or full of gold … [Read more...]