March 28, 2013

Global Market Comments March 28, 2013 Fiat Lux Featured Trade: (APRIL 3 GLOBAL STRATEGY WEBINAR), (APRIL 19 CHICAGO STRATEGY LUNCHEON), (REAL ESTATE BIDDING WARS GO NATIONAL), (LEN), (KBH), (PHM) Lennar Corp. (LEN) KB Home (KBH) PulteGroup, Inc. (PHM) … [Read more...]

Don’t Miss the April 3 Global Strategy Webinar

Robin Williams

My next global strategy webinar will be held on Wednesday, April 3 at 12:00 noon EDT. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the … [Read more...]

April 19 Chicago Strategy Luncheon

Chicago

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Friday, April 19. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, foreign currencies, commodities, precious metals, and real estate. And … [Read more...]

Real Estate Bidding Wars Go National

House Keys

Two years ago, there was an open house listed in the San Francisco Chronicle in my neighborhood for $1.8 million. It offered a cavernous 6,000 square feet, five bedrooms, a generous den I could use as a home office, a gourmet kitchen, and a spectacular view of the entire bay area. It was a slow Sunday, so I went to check it out. The home offered every imaginable upgrade, … [Read more...]

March 28, 2013 – Quote of the Day

Angry Couple

“I’m not in favor of breaking up the large banks. But if push comes to shove and there is no other way to eliminate the “too big to fail” problem, which is getting worse, and not better, I would be in favor of breaking up the big banks,” said former Federal Reserve chairman, Alan Greenspan. … [Read more...]

Trade Alert – (FXY) March 27, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 27, 2013

Global Market Comments March 27, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (WHY WARREN BUFFETT HATES GOLD),  (GLD), (GDX), (ABX), (US HEADED TOWARDS ENERGY INDEPENDENCE), (USO), (UNG), (XOM), (OXY), (KOL), (A TOUCHDOWN FOR USC) SPDR Gold Shares (GLD) Market Vectors Gold Miners ETF (GDX) Barrick Gold Corporation (ABX) United States … [Read more...]

April 12 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real estate. And … [Read more...]

Why Warren Buffet Hates Gold

Gold Coin

The 'Oracle of Omaha' expounded at length today on why he despises the barbarous relic. The sage doesn't really care about the yellow metal, whatever the price. He sees it primarily as a bet on fear. If investors are more afraid in a year than they are today, then you make money. If they aren't, then you lose money. If you took all the gold in the world, it would form a cube … [Read more...]

US Headed Towards Energy Independence

Man covered in Oil

My inbox was clogged with responses to my recent prediction of US energy independence. This will be the most important change to the global economy for the next 20 years. So I shall go into more depth. The energy research house, Raymond James, put out an estimate that domestic American oil production (USO) would rise from 5.6 million barrels a day to 9.1 million by 2015. … [Read more...]

A Touchdown for USC

David and Dana Dornsife

One of my many alma maters, the University of Southern California, announced that they had received their largest private donation in history. As a third generation alumni of this fanatical football factory (I went to school with Mark Harmon, Lynn Swan, and, oops, OJ Simpson), I still receive their alumni newsletter, where I learned the good news. David and Dana Dornsife … [Read more...]

March 27, 2013 – Quote of the Day

Recovery Sign

“We underestimated the negative impact of the slowdown in the housing market, and we may be underestimating the tail wind in its recovery,” said Uwe Mark Ruttke of Merrill Lynch, the top financial advisor in Colorado. … [Read more...]

Trade Alert – (UAL) March 26, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Trade Alert – (BAC) March 26, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 26, 2013

Global Market Comments March 26, 2013 Fiat Lux Featured Trade: (MAY 8 LAS VEGAS STRATEGY LUNCHEON), (HERE COMES THE ROLLING TOP), (VIX), (BAC), (UAL), (SPX), (IWM), (A DIFFERENT VIEW OF THE US) VOLATILITY S&P 500 (VIX) Bank of America Corporation (BAC) United Continental Holdings, Inc. (UAL) S&P 500 Large Cap Index (SPX) iShares Russell 2000 Index (IWM) … [Read more...]

May 8 Las Vegas Strategy Luncheon

las-vegas-welcome-sign

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 8, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real estate. I … [Read more...]

Here Comes the Rolling Top

Gorilla

The S&P 500 is now at 1,564, and most strategist forecasts for the end of 2013 hover around 1,550-1,600, plus or minus some spare change. So the next nine months are going to be incredibly boring. Or they won’t. Even in a bull market, one expects to see pullbacks of at least one third of the recent gain. Apply that logic towards the 224 points the (SPX) has tacked on … [Read more...]

A Different View of the US

US GDP

My mother lives in Pakistan, my daughter in Greece, and I have a ski chalet in Peru. What's more, I have strategy luncheons planned for Australia, Thailand, and Turkey. At least these would be my conclusions after looking at a map of the United States prepared by my esteemed former employer, The Economist magazine, renaming each state with its international equivalent in … [Read more...]

March 26, 2013 – Quote of the Day

Belly Fat

“For the first time in history, more people will die from eating too much food this year than not enough food, said my old friend and mayor of New York, Michael Bloomberg, about his recent attempt to ban 16 ounce soft drinks in the city. … [Read more...]

SOLD OUT May 8, 2013 Las Vegas Strategy Luncheon

las-vegas-welcome-sign

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Wednesday, May 8, 2013. An excellent meal will be followed by a wide ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real estate. I … [Read more...]

Airline Stocks Are Cleared for Take Off

3.21.2013 B

When I was a young, clueless investment banker at Morgan Stanley 30 years ago, the head of equity sales took me aside to give me some fatherly advice. Never touch the airlines. The profitability of this industry was totally dependent on fuel costs, interest rates, and the state of the economy, and management hadn't the slightest idea of what any of these were going to do. If … [Read more...]

Testimonial

After losing money with a million different advisory services and registered brokers I finally found YOU, and YOU make it all worth it!!! Thanks a bunch. I have so much confidence in you! Stefano Quarona, Sesia, Italy … [Read more...]

March 25, 2013 – Quote of the Day

Woman in glasses

“The stock market is one of those things that looks better the more expensive it gets,” said Barbara Marcin, portfolio manager of the Gabelli Dividend Growth Fund. … [Read more...]

Trade Alert – (SPY) March 22, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 22, 2013

Global Market Comments March 22, 2013 Fiat Lux Featured Trade: (BUY EVERY BLACK SWAN), (SPY), (QQQ), (IWM), (AAPL), (UAL) (REVISITING CHENIERE ENERGY), (LNG), (UNG), (USO), (DVN), (CHK) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 Index (IWM) Apple Inc. (AAPL) United Continental Holdings, Inc. (UAL) Cheniere Energy, Inc. (LNG) United States … [Read more...]

Buy Every Black Swan

Ben Bernanke

At least that’s what Ben Bernanke thinks. He said as much in his press conference yesterday in the wake of the latest Fed statement. He might as well have waved a red Flag at a bull. The central bank took the opportunity to downgrade its US growth forecasts going forward as a result of sequestration imposed government spending cuts. What is impressive is how minimal the … [Read more...]

Revisiting Cheniere Energy (LNG)

Homes - rubble

Occasionally, I so totally knock the ball out of the park that I qualify for a place in the stock picker’s Hall of Fame. That was the case when I put out a recommendation to buy LNG exporter, Cheniere Energy (LNG), a year ago (click here  for Take a Look at Cheniere Energy (LNG). Since then, the stock has soared an eye popping 85%. The great thing here is that I think the … [Read more...]

March 22, 2013 – Quote of the Day

Market Screens

“The bond market, like every other market, is artificially overvalued because of the involvement of the Fed,” said Mohamed El’Erian of bond giant, PIMCO. … [Read more...]

Trade Alert – (AAPL) March 21, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Trade Alert – (UAL) March 21, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 21, 2013

Global Market Comments March 21, 2013 Fiat Lux Featured Trade: (TRADE ALERT SERVICE SEIZES 31.8% GAIN IN 2013), (SPY), (FXY), (IWM, (BAC), (AIG), (FCX), (FXE), (FXB), (GLD), (USO), (THE BULL CASE FOR BANK OF AMERICA), (BAC), (WHEN STERILIZATION IS NOT A FORM OF BIRTH CONTROL), (TLT), (PCY), (MUB), (JNK), (TESTIMONIAL) SPDR S&P 500 (SPY) CurrencyShares Japanese … [Read more...]

Trade Alert Service Seizes 31.8% Profit in 2013

SPX

The Trade Alert Service of the Mad Hedge Fund Trader has posted a 31.8% profit year to date, taking it to another new all time high. The 27-month total return has punched through to an awesome 86.9%, compared to a miserable 18.5% return for the Dow average during the same period. That raises the average annualized return for the service to 36.5%, elevating it to the pinnacle of … [Read more...]

The Bull Case for Bank of America

BAC Poster

I’ll give you the quick and dirty argument behind buying Bank of America. For the past four years, the main argument for avoiding this stock like the plague was the hidden book of bad home loans it was hiding on its back bookshelf, thought to be in the tens of billions of dollars. This is why the shares spent most of the last half decade trading at a pitiful 50% of its book … [Read more...]

When Sterilization is Not a Form of Birth Control

Pills

I received a flurry of inquires the other day when Ben Bernanke mentioned the word “sterilization” in his recent congressional testimony. And he wasn’t giving advice to the country’s wayward teenaged girls, either. Sterilization refers to a specific style of monetary policy. Sterilized policies seek to manipulate the money markets without changing the overall money supply. … [Read more...]

Testimonial

Testimonial

I think the letter is getting better because it's progressing ever more towards a true mentoring program in that you share your rationale and backup data for the trades you recommend.  I really appreciate it when you include "the bet is . . ." in the Trade Alerts which explains what you think will transpire going forward. I've always appreciated your ability to synthesize … [Read more...]

March 21, 2013 – Quote of the Day

Woman looking at watch

“Our clients used to think in weeks and days. Today, it’s not even hours-- they think in minutes,” said John Schutz of Wells Fargo, the largest financial advisor in Minnesota, with $1.2 billion in assets. … [Read more...]

Trade Alert – (BAC) March 20, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 20, 2013

Global Market Comments March 20, 2013 Fiat Lux Featured Trade: (THE RECEPTIONS THE STARS FELL UPON), (NLR), (CCJ), (CORN), (WEAT), (SOYB), (DBA), (BECOME MY FACEBOOK FRIEND), (OIL ISN’T WHAT IT USED TO BE), (USO), (DIG), (DUG) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) Teucrium Corn (CORN) Teucrium Wheat (WEAT) Teucrium Soybean … [Read more...]

The Reception the Stars Fell Upon

Atomic Explosion

My friend was having a hard time finding someone to attend a reception who was knowledgeable about financial markets, White House intrigue, international politics, and nuclear weapons. I asked who was coming. She said Reagan’s Treasury Secretary George Shultz, Clinton’s Defense Secretary William Perry, and former Senate Armed Services Chairman Sam Nunn. I said I’d be there … [Read more...]

Become My Facebook Friend

If you would like to get a free headline service from The Diary of the Mad Hedge Fund Trader, then please join my 1,448 friends. Every day we are posting headlines along with summaries of the stories on our Facebook page. As soon as you open your own Facebook page, you will receive our latest headlines as newsfeeds. To “friend me”, please go to my home page at … [Read more...]

Oil Isn’t What It Used to Be

Horse Drawn Car

Virtually every analyst has been puzzled by the seeming immunity of stock markets to soaring oil prices (USO), (DIG), (DUG) this year. In fact, stocks and crude have been tracking almost one to one on the upside. The charts below a friend at JP Morgan sent me go a long way towards explaining this apparent dichotomy. The first shows the number of barrels of oil needed to … [Read more...]

March 20, 2013 – Quote of the Day

Girl_Frightened

“We’re always worried. As a financial advisor, you live your live worried,” said David Zier of Convergent Wealth, the top financial advisor in Maryland. … [Read more...]

Trade Alert – (SPY) March 19, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 19, 2013

Global Market Comments March 19, 2013 Fiat Lux Featured Trade: (BUY STOCKS ON THE CYPRUS DIP), (SPX), (SPY), (INVESTORS WILL WIN THE ETF PRICE WAR), (BIDDING FOR THE STARTS), (THE DEATH OF THE MUTUAL FUND) S&P 500 Large Cap Index (SPX) SPDR S&P 500 (SPY) … [Read more...]

Buy Stocks on the Cyprus Dip

Aircraft Carriers

I’ll never forget the last time I was in Cyprus. I landed my twin Cessna 340 and asked for a fill up, hoping to make it back to Rome in one hop. An hour later, a truck dumped three 45-gallon drums of 100LL avgas on the tarmac with a hand pump, and asked to be paid in US dollars, cash. When I asked how to get the fuel into the plane, the driver responded with a rotating … [Read more...]

Investors Will Win the ETF Price War

Hannibal Lecter

Many hedge fund traders are unhappy about the current near monopoly enjoyed by the top three ETF issuers, Black Rock, State Street, and Vanguard, which control 80% of the market. At last count more than 1,300 ETF’s were capitalized at more than $1.4 trillion. The result has been grasping management fees, exorbitant expense ratios, and poor structural designs, which create … [Read more...]

Bidding for the Stars

Fishing Nets

A few years ago, I went to a charity fund raiser at San Francisco’s priciest jewelry store, Shreve & Co., where the well-heeled men bid for dates with the local high society beauties, dripping in diamonds and Channel No. 5. Well fueled with champagne, I jumped into a spirited bidding war over one of the Bay Area’s premier hotties, who shall remain nameless. Suffice to say, … [Read more...]

The Death of the Mutual Fund

Downsizing poster

ETF’s are much more attractive than mutual fund competitors, with their notoriously bloated expenses and spendthrift marketing costs. You can’t miss those glitzy, overproduced, big budget ads on TV for a multitude of mutual fund families. You know, the ones with the senior couple holding hands walking down the beach into the sunset, the raging bulls, etc.? You are the sucker … [Read more...]

March 18, 2013

Global Market Comments March 18, 2013 Fiat Lux Featured Trade: (MARCH 20 GLOBAL STRATEGY WEBINAR), (HAS APPLE BOTTOMED?), (AAPL), (TESTIMONIAL), (SOVEREIGN DEBT WAS A GREAT PLACE TO HIDE),  (PCY), (LQD) Apple Inc. (AAPL) PowerShares Emerging Mkts Sovereign Debt (PCY) iShares iBoxx $ Invest Grade Corp Bond (LQD) … [Read more...]

Don’t Miss the March 20 Global Strategy Webinar

Robin Williams

My next global strategy webinar will be held on Wednesday, March 20 at 12:00 noon EST. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the world to buy, the most expensive to sell short, and the … [Read more...]

Has Apple Hit Bottom?

apple_logo_rainbow_6_color

No one has suffered more than I from my slavish devotion to Apple’s products, its performance, and, oops…. it’s stock. A long position in Steve Jobs’ creation remains my only losing position of 2013 (remember the January $525-$575 call spread?). Without the hit I took on that, my Trade Alert Service would be up 33.3% so far this year, instead of only 31%. By comparison, the … [Read more...]

Testimonial

Another great trade by you on the (SPY).  After watching you for almost two full years, I funded $100k with a broker and joined you live.  This is ridiculous – you are the BEST trader I know and your style is PERFECT for me, as I don't want to sit in front of the screens all day long. I was also in with you on the (FXY). I am truly thankful for your teachings and admire how … [Read more...]

Sovereign Debt Was a Great Place to Hide

Marilyn Monroe

I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in the summer of 2007. I have had great luck steering people into the Invesco PowerShares Emerging Market Sovereign Debt ETF (PCY) for the … [Read more...]

March 18, 2013 – Quote of the Day

Leap Frog

“Right now, by historical standards, stocks are significantly undervalued. “Irrational exuberance” is the last term I would use to characterize the market right now,” said former Federal Reserve chairman, Alan Greenspan. … [Read more...]

March 15, 2013

Global Market Comments March 15, 2013 Fiat Lux Featured Trade: (TAKING PROFITS ON STOCKS), (SPY), (TAKING A BITE OUT OF STEALTH INFLATION), (TESTIMONIAL) SPDR S&P 500 (SPY) … [Read more...]

Taking Profits on Stocks

Man - Toothless

With the (SPY) approaching an all time high, there are just a few pennies to go, I am going to take the money and run on my position in the SPDR S&P 500 (SPY) April, 2013 $145-$150 deep in-the-money bull call spread. At $4.97, there is only 3 cents left in potential profit, and I would have to run the position for another month to get it. We have already captured 93% of the … [Read more...]

Taking a Bite Out of Stealth Inflation

Girlscout Cookies

When I visited the local Safeway over the weekend, I was snared by some uniformed pre-teens, backed by beaming mothers behind a card table selling Girl Scout cookies. I was a pushover. I walked away with a bag of Thin Mints, Lemon Chalet Creams, Do-Si-Dos, and Tagalongs. I have to confess a lifetime addiction to Girl Scout cookies. During the early eighties, one of the … [Read more...]

Testimonial

Testimonial

Dear Mr. Thomas, I just wanted to drop you a line and thank you for everything you do for our amazing industry. I have been working in the business for about 2 years now, I am a partner in a start-up fund, trading forex, and I have learned so much from your website and the little snippets of info that you give. You have helped me to learn my way through this … [Read more...]

March 15, 2013 – Quote of the Day

Simon Cowell

“I figured it was just as easy to hear “no” from someone who’s wealthy as from someone who is not wealthy,” said Steve Lockshin of Convergent Wealth, the largest independent financial advisor in California, with $10.5 billion in assets. … [Read more...]

Trade Alert – (SPY) March 14, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 14, 2013

Global Market Comments March 14, 2013 Fiat Lux Featured Trade: (2013 STRATEGY LUNCHEON SCHEDULE), (THE ELTON JOHN MARKET), (SPY), (RAMPANT WAGE INFLATION STRIKES CHINA), (FXI), (CYB) SPDR S&P 500 (SPY) iShares FTSE China 25 Index Fund (FXI) WisdomTree Chinese Yuan (CYB) … [Read more...]

2013 Strategy Luncheon Schedule

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Luncheons, which I will be conducting throughout the US and Europe over the next five months. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and … [Read more...]

The Elton John Market

Elton John

I remember 1997 like it was yesterday. Bill Clinton was president, the US government was running a balanced budget, and the Dotcom IPO bubble parties in Silicon Valley were happening almost every day. The Florida Marlins beat the Cleveland Indians in a seven game World Series, where the last game went to a heart stopping 11 innings. Elton John scored the top hit of the year … [Read more...]

Rampant Wage Inflation Strikes China

Chinese Men

I rely on hundreds of 'moles' around the world whose job it is to watch a single, but important indicator for the world economy. One of them checks for me the want ads in the manufacturing mega city of Shenzhen, China, and what he told me last week was alarming. Wage demands by Chinese workers have been skyrocketing this year. The biggest increases have been at the low end … [Read more...]

March 14, 2013 – Quote of the Day

Bride & Groom

“ Going to weddings and funerals is part of being a financial advisor,” said Theresa Chacopulos of Wells Fargo Private Banking, the top producing financial advisor in Arizona. … [Read more...]

Trade Alert – (SPY) March 13, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

March 13, 2013

Global Market Comments March 13, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (BLACK SWANS ARE CIRCLING), (SPX), (A COW BASED ECONOMICS LESSON) S&P 500 Large Cap Index (SPX) … [Read more...]

April 12 San Francisco Strategy Luncheon

San Francisco

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, currencies, commodities, precious metals, and real estate. And … [Read more...]

Black Swans Are Circling

The Birds, Crows

Basking in the glow of my 31% gain so far this year, I have to start wondering what could go wrong. Call me a pessimist, a paranoid, and worrywart, but whenever things got this good in the past, they were about to turn very bad. It is not my intention to ruin your day. But I may well do that if you read the rest of this piece. Traders are piling on new longs with reckless … [Read more...]

A Cow Based Economics Lesson

Cow

SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows. The State takes both and gives you some milk. FASCISM You have 2 cows. The State takes both and sells you some milk. NAZISM You have 2 cows. The State takes both and shoots you. BUREAUCRATISM You have 2 cows. The State takes both, shoots one, milks the other, and then … [Read more...]

Updated 2013 Strategy Luncheon Schedule

London

April 12 San Francisco April 19  Chicago May 8 Las Vegas July 2 New York July 8 London, England July 12 Amsterdam, Neth. July 16 Berlin, Germany July 18 Frankfurt, Germany July 25 Portofino, Italy August 1 Mykonos, Greece August 9 Zermatt, Switzerland … [Read more...]

March 12, 2013

Global Market Comments March 12, 2013 Fiat Lux Featured Trade: (TRADE ALERT SERVICE ROCKETS TO 30% GAIN IN 2013), (SPY), (IWM), (F), (AIG), (FCX), (FXY), (YCS),  (FXB), (FXE), (EUO), (VIX) (LOAD THE BOAT WITH THE CHINESE YUAN), (CYB), (HOW TO AVOID THE PONZI SCHEME TRAP), (TESTIMONIAL) SPDR S&P 500 (SPY) iShares Russell 2000 Index (IWM) Ford Motor Co. … [Read more...]

Trade Alert Service Rockets 30.6% in 2013

FXY 3-11-13

The Trade Alert Service of the Mad Hedge Fund Trader has posted a 30.64% profit year to date, taking it to another new all time high. The 27-month total return has punched through to an awesome 86%, compared to a miserable 10% return for the Dow average during the same period. That raises the average annualized return for the service to 38%, elevating it to the pinnacle of … [Read more...]

Load the Boat With the Chinese Yuan

Yuan

Any doubts that the Chinese Yuan is a huge screaming buy should have been dispelled when news came out that China had displaced Germany as the world’s largest exporter. The Middle Kingdom shipped $1.9 trillion in goods in 2012, compared to only $1.4 trillion for Deutschland. The US has not held the top spot since 2003. China’s surging exports of electrical machinery, power … [Read more...]

How to Avoid the Ponzi Scheme Trap

Bernie Madoff

I spent a sad and depressing, but highly instructional evening with Dr. Stephen Greenspan, who had lost most of his personal fortune with Bernie Madoff. The University of Connecticut psychology professor had poured the bulk of his savings into Sandra Mansky's Tremont feeder fund; receiving convincing trade confirms and rock solid custody statements from the Bank of New … [Read more...]

Testimonial

Testimonial

We view The Mad Hedge Fund Trader as a vital resource that helps us focus on major market trends that are most likely to make money over time. It is a resource that helps us filter out the daily noise in various markets and the mostly irrelevant commentary of TV's talking heads. Unlike many newsletters that focus on one strategy or asset class The Mad Hedge Fund Trader's … [Read more...]

March 11, 2013

Global Market Comments March 11, 2013 Fiat Lux Featured Trade: (WHY THE STOCK MARKET IS STILL GOING UP), (SPX), (SPY), (QQQ), (IWM), (OEX), (RSP), (KKR) (APL) (LINE) (RIG) (AXP), (BMY) (MURRAY SAYLE: THE PASSING OF A GIANT IN JOURNALISM) S&P 500 Large Cap Index (SPX) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 Index (IWM) S&P100INDEX … [Read more...]

Why the Stock Market is Still Going Up

Party

I have had an extremely hot hand this year, pushing the 2013 performance of my Trade Alert Service above a stellar 30%. So I am going out on a limb here and predict that the S&P 500 is about to grind up to a new all time high. Since 2009, Federal Reserve governor, Ben Bernanke, has clearly made our central bank’s top priority jobs and growth, at the eventual expense of a … [Read more...]

Murray Sayle: The Passing of a Giant in Journalism

Murray Sayle

I was saddened to hear of the death of my close friend, the Australian, Murray Sayle, after a long battle with Parkinson's disease at the age of 84. Murray was one of the giants of journalism in the second half of the 20th century. He started by editing the newspaper at University of Sydney, where his incendiary opinions got him expelled from school. It seems there was a … [Read more...]

March 11, 2013 – Quote of the Day

Beach

“One must marvel at where the stock market is in relation to the rest of our world. With the economy in relation to the politics, it’s not a happy time. If you look at how they were viewing Obama just before the election, we’ve just walked through the raindrops in regards to the stock market with the fiscal cliff, the debt ceiling crisis, and all sorts of other issues that were … [Read more...]

Trade Alert – (FXY) March 8, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Trade Alert – (FXY) 2 of 2, March 8, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Trade Alert – (FXY) 1 of 2, March 8, 2013

slider-05-trader-alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Trade Alert – (SPY) March 8, 2013

Alert

As a potentially profitable opportunity presents itself, John will send you an alert with specific trade information as to what should be bought, when to buy it, and at what price. This is your chance to ‘look over’ John Thomas’ shoulder as he gives you unparalleled insight on major world financial trends BEFORE they happen. … [Read more...]

Who Says Hedge Funds Aren’t Adding Value?

Topiary

According to my old friend, Rick Sopher, chairman of LCH Investments in London, the top ten hedge funds have earned $153 billion for their investors since inception. Rick, who runs his business from an elegant flat on posh Eaton Square, compiled the list after a comprehensive survey of the still operating 7,000 hedge funds worldwide. It is dominated by marquee names like … [Read more...]

The Great Ethanol Boondoggle

Ethanol Formula

One of my biggest disappointments with the Obama administration so far is his continued support of the ethanol boondoggle. The program was ramped up by the Bush administration to achieve energy independence by subsidizing the production of alcohol from domestically grown corn. Add clean burning moonshine (yes, it's the same alcohol - C2H5OH), whose combustion products are … [Read more...]

Testimonial

Testimonial

You are the only person I follow who made me money last year. Please renew me for another year. I made $15,000.  I made a resolution to do better this New Year. I can do options, spreads, stocks, ETFs; everything but selling options naked. I’m very happy to have found your service. I truly admire your expertise and I like the way you present it, even if you are a Marine (I’m a … [Read more...]

March 8, 2013 – Quote of the Day

Bubbles

'There is one peculiarity about mass psychology in that when you are in a bubble, you can't see it. Bubbles are invisible when you are inside the bubble,' said the charming Jim Dines, of The Dines Letter. … [Read more...]