Archive | December, 2009

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

The Mad Hedge Fund Trader Interviews David Gurwitz on why he sees strong markets for oil, the grains, and the Australian and Canadian dollars in 2010

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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 […]

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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 […]

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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 […]

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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 […]

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

John Brady, MF Global’s strategist for interest rate products, gives the Mad Hedge Fund Trader his 2010 predictions

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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

The Mad Hedge Fund Trader Interviews Charles Nenner on his proprietary Cycle Analysis System

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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 […]

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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 […]

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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 business that catapulted […]

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