Archive | June, 2011

June 28, 2011 – The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon

The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on July 7, 2011. A three course lunch will be followed by a 30 minute PowerPoint presentation and a 45 minute question […]

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June 19, 2011 – The Mad Hede Fund Trader’s July 7 Los Angeles Strategy Luncheon

The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on July 7, 2011. A three course lunch will be followed by a 30 minute PowerPoint presentation and a 45 minute question […]

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June 17, 2011 – Quote of the Day

'Inflation steals from savers, and inflation is the logical consequence of printing too much money,' said Oracle of Omaha, Warren Buffett.

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June 10, 2011 – The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon

Featured Trades: (MILAN STRATEGY LUNCHEON)   The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Milan, Italy on June 20, 2011. A three course lunch will be followed by a 30 minute PowerPoint […]

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June 9, 2011 – It’s Off to the Races for Natural Gas

Featured Trades: (ITS OFF TO THE RACERS FOR NATURAL GAS)   1) It’s Off to the Races for Natural Gas. Name one of the best performing assets since the ‘RISK OFF’ trade started and it would have to be natural gas. You may recall my waxing bullish on this simple molecule in my piece seven […]

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June 9, 2011 – Why the Banks Are Trading Like Grim Death

Featured Trades: (WHY THE BANKS ARE TRADING LIKE GRIM DEATH), (BAC), (WFC), (XLF)   2) Why the Banks Are Trading Like Grim Death. You may recall that I went on national television on April 22, proclaiming that Bank of America stock was a screaming short, then trading at $12.50 (click here for the link to […]

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June 8, 2011 – The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon

Featured Trades: (MILAN STRATEGY LUNCHEON)   1) The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Milan, Italy on June 20, 2011. A three course lunch will be followed by a 30 minute […]

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June 8, 2011 – Is the Fat Lady About to Sing Again for the Treasury Bond Market?

Featured Trades: (IS THE FAT LADY SINGING AGAIN FOR THE TREASURY BOND MARKET?), (TLT), (TBT)   2) Is the Fat Lady About to Sing Again for the Treasury Bond Market? One of my best calls of the year was to pick the bottom of the Treasury bond market in February and pile readers into synthetic […]

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June 7, 2011 – The June 22 Geneva Strategy Luncheon is Sold Out

Featured Trades: (GENEVA STRATEGY LUNCHEON SOLD OUT)   2) The June 22 Geneva Strategy Luncheon is Sold Out. Due to the rush of last minute orders to participate in my June 22 Geneva, Switzerland strategy luncheon, the event has become sold out. Plead as I may with the hotel for a larger conference room to […]

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June 7, 2011 – My Take on the 2012 Election

Featured Trades: (MY TAKE ON THE 2012 ELECTION)   3) My Take on the 2012 Election. This is going to be an interesting election. A Pew Research/Washington Post poll asked Republican voters to choose a word that best described their party's current field of presidential candidates. Here is a ranking of the words they chose: […]

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June 6, 2011 – The Nonfarm Payroll Bombshell

Featured Trades: (THE NONFARM PAYROLL BOMBSHELL) 1) The Nonfarm Payroll Bombshell. Any doubts about what the '˜new normal' is all about were dispelled yesterday with the bombshell March Nonfarm Payroll Report showing a gain of only 54,000, the smallest in seven months, and a huge shortfall from the 190,000 consensus. The headline unemployment rate bumped […]

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June 6, 2011 – Charts Are Breaking Down All Over

Featured Trades: (CHARTS ARE BREAKING DOWN ALL OVER)   2) Charts Are Breaking Down All Over. My friends at StockCharts.com produced a wonderful series of charts today showing how destructive was the damage in risk assets, in general, and equities, in particular. The chip shot on the downside for the S&P 500 is now 1,260. […]

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June 6, 2011 – The Economic Headwinds Are Coming

Featured Trades: (THE ECONOMIC HEADWINDS ARE COMING) 3) The Economic Headwinds Are Coming. Whenever someone is dead right about the long term outlook for the economy, I like to revisit their comments. So am once again running a conversation I had with my friend, David Hale, a month ago, back when investors were stumbling over […]

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June 6, 2011 – Here Comes the Rhodium ETF

Featured Trades: (HERE COMES THE RHODIUM ETF)   4) Here Comes the Rhodium ETF. Deutsche Bank has launched the first ever ETF for the precious metal Rhodium, to be listed on the London stock exchange. Expecting a massive inflow of capital into this obscure corner of the hard asset world, traders ran prices up 20% […]

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June 3, 2011 – Here Comes the Double Dip

Featured Trades: (HERE COMES THE DOUBLE DIP), (TLT), (TBT), (JNK), (SJB) 1) Here Comes the Double Dip. With yields on ten year Treasury bonds piercing below the 3.00% level through to 2.95%, you now have to take seriously the possibility of a double dip recession. This is particularly concerning given that bond markets are usually […]

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