Archive | October, 2010

October 1, 2010 – Only Three Weeks to Go Until the Mad Hedge Fund Trader’s San Francisco Strategy Luncheon!

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON) 1) Only Three Weeks to Go Until the Mad Hedge Fund Trader’s San Francisco Strategy Luncheon! Come join me for lunch at The Mad Hedge Fund Trader’s semiannual Global Strategy Update, which I will be conducting in San Francisco at 12:00 noon on October 22, 2010. A three course […]

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October 1, 2010 – Double Click on Alibaba

Featured Trades: (ALIBABA) 2) Double Click on Alibaba. Given my bullish take on China in my September 28th letter, I’m going to be putting a few more single names out there. Jim Trippon’s China Stock Market Digest published a recommendation that caught my eye (click here for my Hedge Fund Radio interview with Jim). Alibaba […]

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October 1, 2010 – Gold is Now At the Deep End of the Pool

Featured Trades: (GOLD), (GLD) SPDR Gold Shares Trust 3) Gold is Now At the Deep End of the Pool. For me, the best case scenario which I have been predicting for nearly two years has arrived. But as much as I love gold for the long term, I have to take note when a number […]

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