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July 8, 2013 – MDT Midday Missive

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors […]

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July 8, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors […]

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July 8, 2013

Global Market Comments July 8, 2013 Fiat Lux Featured Trade: (JULY 19 FRANKFURT STRATEGY LUNCHEON), (THE TWO CENTURY DOLLAR SHORT), (UUP), (FXY), (FXE), (FXB), (FXC), (FXA), (BNZ), (CYB) (CNN’S JOHN LEWIS; THE DEATH OF A COLLEAGUE) PowerShares DB US Dollar Index Bullish (UUP) CurrencyShares Japanese Yen Trust (FXY) CurrencyShares Euro Trust (FXE) CurrencyShares British Pound […]

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July 19 Frankfurt Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Frankfurt, Germany on Friday, July 19, 2013. 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, […]

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The Two Century Dollar Short

Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten dollar bill out of your wallet and you’re looking at a world class […]

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CNN’s John Lewis; the Death of a Colleague

I was deeply saddened by the death of my old friend, CNN Asia correspondent, John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV, bootstrap style. […]

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July 8, 2013 – Quote of the Day

“We’ve seen the S&P 500 drop 50% twice in the last decade. That is the new normal”, said Richard Kang of Emerging Global Advisors.

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July 5, 2013 – MDT – Follow the 30 Year Bonds

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors […]

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July 5, 2013 – MDT Pro Tips A.M.

While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors […]

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July 5, 2013

Global Market Comments July 5, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON), (MY BRIEFING FROM THE JOINT CHIEFS OF STAFF), (XLK), (CSCO), (GOOG), (PHO), (CGW), (RSX), (FXI), (WHY THE JGB MARKET MAY BE READY TO COLLAPSE), (ONLY BUY COMPANIES YOU HATE), (AAPL), (BP),(GS), (C), (PFE), (MO) Technology Select Sector SPDR (XLK) Cisco […]

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July 8 London Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, July 8, 2013. 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, […]

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My Briefing from the Joint Chiefs of Staff

I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a handful of three and four star generals. So I thought that I would review my notes from a dinner I had with General James E. […]

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Why the JGB Market May Be Ready to Collapse

When I first arrived in Japan in 1974, international investors widely expected the country to collapse, a casualty of the overnight quadrupling of oil prices to $12 and the global recession that followed. Japanese borrowers were only able to tap foreign debt markets by paying a 200 basis point premium to the market, a condition […]

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Only Buy Companies You Hate

Dilbert cartoonist Scott Adams argues that you should invest in companies you hate because only the most unprincipled and rapacious firms make the greatest profits. Moral bankruptcy is a great leading indicator of success, and the best ones can get you to balance your wallet on the end of your nose and bark like a […]

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July 5, 2013 – Quote of the Day

“Free choice is not relevant in financial markets because there are too many players. A stock with a million holders is much more predictable than one with five,” said Charles Nenner, of Charles Nenner Research in Amsterdam.

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