Archive | January, 2011

January 18, 2011 – All That is Gold Does Not Glitter

Featured Trades: (GOLD), (GLD), (DGZ), (GLL) 1) All That is Gold Does Not Glitter. In the wake of gold’s panic inducing $30, one day sell off on Friday, players across the hedge fund universe are reassessing their relationship with the barbarous relic. What started out as a long term commitment is suddenly morphing into a […]

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January 18, 2011 – The 12 Day Year

Featured Trades: (THE 12 DAY YEAR) 2) The 12 Day Year. I have reported in the past on the value of the Friday-Monday effect, whereby the bulk of the year’s performance can be had through buying the Friday close in the stock market and then selling the Monday close. Well, I have discovered a further […]

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January 14, 2011 – Quote of the Day

It's very difficult for me to come up with a bullish scenario for the economy when I add up all the individual components,' said Meredith Whitney, a boutique research analyst.

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January 13, 2011 – The Case Against Treasury Bonds

(SPECIAL TREASURY BOND ISSUE) Featured Trades: (THE TREASURY BOND CRASH IN PROGRESS) 1) The Case Against Treasury Bonds. If you want to delve into the case against the future of US Treasury bonds in all its glory, take a look at the November/December issue of Foreign Affairs, the establishment bimonthly journal read by academics, intelligence […]

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January 13, 2011 – The Technical Case for the TBT

(SPECIAL TREASURY BOND ISSUE) Featured Trades: (TBT), (THE TECHNICAL CASE AGAINST BONDS) 2) The Technical Case for the TBT. Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the 200 year history of interest rates […]

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January 13, 2011 – Feel Like Investing in a State Sponsor of Terrorism?

(SPECIAL TREASURY BOND ISSUE) Featured Trades: (AFRICA), (GAF), (EZA), (AFK) 3) Feel Like Investing in a State Sponsor of Terrorism? How about a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about […]

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January 12, 2011 – The Population Boom

Featured Trades: (THE POPULATION BOOM)   1) The Population Boom. On this most important day of the crop report, I thought that I would refer you to one of my favorite unconventional research sources, National Geographic Magazine. In their century long coverage of exotic places, cultures, and practices, they inadvertently shed light on broad global […]

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January 12, 2011 – Why Water Will Soon Become More Valuable Than Oil

Featured Trades: (THE COMING WATER CRISIS), (VE), (PHO) 2) Why Water Will Soon Become More Valuable Than Oil. If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long […]

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January 12, 2011 – Storm Clouds are Gathering for Oil

Featured Trades: (ALASKA OIL SPILL), (DIG) 3) Storm Clouds are Gathering for Oil. Spill six barrels of oil in a remote basement in Northern Alaska, and all of a sudden, 15% of the US oil supply is cut off. That was the response of officials at the Trans Alaska Pipeline over the weekend, no doubt […]

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January 12, 2011 – Quote of the Day

'All of the irrational behavior has been squeezed out of the auto industry. Now, it's all about profitability,' said Mike Jackson, CEO of Autonation, the largest US car retailer.

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January 11, 2011 – Las Vegas Strategy Luncheon Review

Featured Trades: (LAS VEGAS STRATEGY LUNCH REVIEW)   1) Las Vegas Strategy Luncheon Review. It has been a full life. What else could I conclude, finding myself in a luxury suite at the Las Vegas Wynn Hotel with two dozen drunken twenty something’s playing ‘beer pong’ at 2:00 am? It is amazing what some people […]

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January 10, 2011 – The Mad Hedge Fund Trader Interviews Charles Nenner in 2011

Featured Trades: (CHARLES NENNER ON HEDGE FUND RADIO), (SPX), (SOX), (QQQQ), (EEM), (CSCO), (BAC), (BIDU), (XOM), (CU), (OIL), (OXY), (WHEAT), (CORN), (DBA), (JJG), (FXE), (FXA), (FXY), (YCS) My guest on Hedge Fund Radio this week is Charles Nenner of Charles Nenner Research in Amsterdam. Charles hails from Holland, and has a long career that includes […]

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January 7, 2011 – Quote of the Day

'The Fed can print money now, but they can't print jobs,' said Keith Wirtz, president of Fifth Third Asset Management.

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January 6, 2011 – 2011 Global Forecast

2011 GLOBAL FORECAST Featured Trades: (SPX), (QQQQ),(CSCO), (XLF), (BAC), (EEM),(EWZ), (RSX), (PIN), (FXI), (TUR), (EWY), (EWT), (IDX), (GS), (MS), (TBT), (JNK), (PHB), (HYG), (PCY), (FXC), (FXA), (YCS), (FXY), (CYB), (FCX), (VALE), (DIG), (RIG), (JOY), (KOL), (CCJ), (FSLR), (UNG), (JJG), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (CCJ), (NLR), (PHO), (FIW), (CORN), (GLD), (DGP), (SLV), (PTM), (PALL), […]

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January 5, 2011 – The Mad Hedge Fund Trader’s February 11 Global Strategy Luncheon

Featured Trades: (ORLANDO STRATEGY LUNCHEON)   1) The Mad Hedge Fund Trader’s February 11 Orlando Global Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Orlando, Florida on Friday, February 11, 2011. A three course lunch will be followed by a 45 […]

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