Global Market Comments July 2, 2009 Featured Trades: (BA), (COAL) 1) I spent the evening with Dr. Janet Yellen, the president of the Federal Reserve Bank of San Francisco. She thinks that thanks to the government’s tax cuts and spending programs, we will be out of the recession by the end of this year. After [...]

Global Market Comments July 1, 2009 Featured Trades: (VIX), ($BVSP), (RSX), ($BSE), (FXI), (EEM), ($KOSPI), (TBT), (JNK), (PHB), (HYG), (FCX), (X), (CHK), ($XEU) 1) Equities: UP The collapse of the volatility index (VIX) is telling us that the horrific, gut churning, 10% daily moves are over. But equities are no longer a US play. Extracting [...]

Global Market Comments June 30, 2009 Featured Trades: (SPX), (SNE), (CGW), (PHO), (FIW), (TTEK), (VE), (PNR), (AMZN) 1) As much as I like to open beer bottles with my teeth, do my own tattoos, and roll around in the snow naked and beat myself with birch branches, when it comes to pain in my investment [...]

Global Market Comments June 29, 2009 Featured Trades: (TBT), (JAPAN), (CALIFORNIA), (UNG), (WHEAT) 1) For those who missed the 70% move in the TBT this year, the double short Treasury bond ETF, another window is setting up for you to get in. After running up from $35 to a meteoric $60, we have backed off [...]

Global Market Comments June 26, 2009 Featured Trades: (BYDDF), (GMX), (TM), (AMSC), (CVA) Would you like to receive each post from The Mad Hedge Fund Trader 24 hours earlier than anyone else? Is so, please subscribe to our client newsletter at our store at www.madhedgefundtrader.com. For $29 a month you can get the head start [...]

Global Market Comments June 25, 2009 Featured Trades: (SPX), (F), (NSANY), (GMX), (PCG), (FSLR), (STP), (SPWRB)   1) Now that we are solidly into a correction, I have been flooded with requests from readers to call the next bottom in the S&P 500. Well here it is. Brace yourself. Put it on a Post-it-Note on [...]

Global Market Comments June 24, 2009 Featured Trades: (SPX), (EURO/YEN CROSS), (VENTURE CAPITAL)   1) All eyes will be on the Fed interest rate decision today, but your time will be better spent watching the NBA finals, the US Open, or Wimbledon, which you have wisely Tivo’d for days like this.  US industrial capacity utilization [...]

Global Market Comments June 23, 2009 Featured Trades: (SPX), (GXM) 1) Ok, people, the sucker's rally is now over. If you had any doubt, take a look at the insider selling figures for April and May. Corporate selling of stock has soared from $10 billion in April to $63 billion in May.  Insider selling jumped [...]

Global Market Comments June 22, 2009 Featured Trades: (NATURAL GAS), (UNG), (FCEL), (BRK/A), (GS) 1) The Potential Gas Committee of the American Gas Association published a report that US reserves have jumped by 35% to 1,836 trillion cubic feet, thanks to the huge discoveries of new shale fields since 2006. Also contributing are the new [...]

Global Market Comments June 19, 2009Featured Trades: (EEM), (FXI), (MSFT) 1)I managed to get my former Morgan Stanley client on the phone, Templeton emerging market honcho Mark Mobius. This is almost impossible to do, since Mark virtually lives on his Gulfstream, jetting near and far in search of the next great undiscovered investment pick. Mark [...]

Global Market Comments June 18, 2009Featured Trades: (OIL), (USO), (WTIC), (INDIA), ($BSE), (MS), (CALIFORNIA), (LUMBER), (WY) 1)There’s nothing like getting up in the morning, taking off your shirt, and splitting a quarter cord of wood to get the blood flowing. One of life’s little pleasures is also calling up investors and telling them their position [...]

Global Market Comments June 17, 2009 Featured Trades: (WHEAT), (SYT), (MON), (DD), (RSX), (UEC), (VIX)   1) Ho hum. Another day of financial reform debate. Another day of closing the barn door after the horses have bolted. Please stop scratching your fingernails on the chalkboard, will you? What has the market come to? The volatility [...]

Global Market Comments June 16, 2009 Featured Trades: (USO), (DJP), (SPX), (EEM), (TBT), (FXE), (JNK), (HYG), ($USD), (CSJ),(IDU), (WHEAT), (HEALTH CARE)   1)It looks like the worm has finally turned. Hedge funds that rushed headlong into piling on new risk positions as recently as last Friday are now unwinding them today just as fast. All [...]

Global Market Comments June 15, 2009Featured Trades: (CVX), (CRUDE), (NLR), (CCJ), (EDF SA), (GOLD), (CRUDE) 1)I heard a little tidbit yesterday that makes me feel like I just ate a bad fish taco. Frontline, the world’s largest tanker company, says that it has 100 million barrels in storage, the equivalent of five days of US [...]

Global Market Comments June 12, 2009 Featured Trades: ($WTIC), (CRUDE), (COPPER), (FCX) 1) Since energy is going to be the dominant factor in making our investment decisions for the next decade, I thought it would be a good time to sit down with Carl Pope, Executive Director of the Sierra Club. Carl is as sharp [...]