Featured Trades: (MACRO MILLIONAIRE PERFORMANCE) 1) Macro Millionaire Portfolio Blasts to New All-Time High. Followers of the Mad Hedge fund Trader's Macro Millionaire model portfolio hit an all-time high on Friday, reaching a five month return of 25.35%. That compares to a much more modest return of 10% for the S&P 500, and 0.05% for [...]

Featured Trades: (THE END OF QE2 IS IN THE MARKET), (TBT), (TLT), (SPY)   2) The End of QE2 is In the Market. No one has been more negative about the long term outlook for the Treasury bond markets than I. At the rate that we are piling on spending while chopping back on tax [...]

Featured Trades: (PHOENIX STRATEGY LUNCHEON)   Come Join the Mad Hedge Fund Trader for the April 28 Phoenix, Arizona Strategy Luncheon. Come join me for lunch for at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Phoenix, Arizona on Thursday, April 28, 2011. A three course lunch will be [...]

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON)   1) The Mad Hedge Fund Trader’s May 20 San Francisco Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco, California on May 20, 2011. A three course lunch will be followed by a 45 [...]

Featured Trades: (NATURAL GAS), (UNG), (DVN), (CHK)   2) Something is Bubbling in Natural Gas. Today's surprise release of figures showing a shocking draw down in natural gas supplies throws a great spotlight on what has undoubtedly been the red headed step child of the energy space for the last three years. While oil prices [...]

Featured Trades: (PARIS STRATEGY LUNCHEON REVIEW), (FXE) 2) Paris Strategy Luncheon Review. The full force of soaring oil prices really hit home when I took a taxi to the Paris airport yesterday. As we passed a gas station, I mentioned to the driver that I didn't know that they sold gas by the gallon in [...]

Featured Trades: (WHERE'S THE BEEF?), (SPX), (SPY)   3) Where's the Beef? With the Q1 earnings season now underway, investors seeking a repeat of Q4's blistering results are about to be sorely disappointed. While calendar 2010 delivered a white hot 41% improvement in reported earnings, the growth rate for the most recent quarter could deliver [...]

Featured Trades: (WHAT ARE TECHNOLOGY STOCKS TRYING TO TELL US?), (XLK), (AAPL)   4) What Are Technology Stocks Trying to Tell Us? If you are a perma bull or a believer in the return of the 'old normal', please email me the hidden meaning of the two charts below. Technology stocks have been the preeminent [...]

Featured Trades: (WHAT RELATIVE SECTOR PERFORMANCE IS TRYING TO TELL US), (XLF), (XLK), (XLV), (XLP), (AAPL), (SWY), (KFT)   3) What Relative Sector Performance is Trying to Tell Us. Get ready to reach for that barf bag in the seat pocket in front of you. The relative performance of industrial sectors in the S&P 500 [...]

We have been pretending that we're too big to fail. We're not too big to fail, You can jump off of a 90 story building and feel fine for the first 89 stories. It's the sudden stop at the end that tells you you're not.' said Tom Friedman, New York Times columnist and author of [...]

Featured Trades: (PARIS STRATEGY LUNCHEON)   Last Chance to Participate in the April 8 Paris Strategy Luncheon. Come join me for lunch for at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Paris, France on Friday, April 8, 2011. A three course lunch will be followed by a 45 [...]

    Featured Trades: (SPECIAL BATTERY ISSUE), (XIDE), (BYDFF), (SQM), (SNE), (GM), (XOM) 1) The Great Race for Battery Technology. One hundred years from now, historians will probably date the beginning of the fall of the American Empire to 1986. That is the year President Ronald Reagan ordered Jimmy Carter’s solar panels torn down from [...]

Featured Trades: (LONDON STRATEGY LUNCHEON) 1) Last Chance to buy a Ticket to the April 4 London, England Strategy Luncheon! Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London, England on Monday, April 4, 2011. A three course lunch will be followed by [...]

Featured Trades: (SPECIAL DEMOGRAPHIC ISSUE), (VNM) 1) If Demographics is Destiny, Then America's Future Sucks. Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have been [...]

Featured Trades:  (VNM) Market Vectors Vietnam ETF 4) Vietnam is a Paradise for Demographic Investors. Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest in companies that get 50% or more of their earnings [...]