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Author Archive | Mad Hedge Fund Trader

April 29, 2013

Global Market Comments April 29, 2013 Fiat Lux Featured Trade: (MAY 8 LAS VEGAS STRATEGY LUNCHEON), (THE HARD NUMBERS BEHIND SELLING IN MAY), (SPY), (WHEN THE DEMOGRAPHIC HEADWIND BECOMES A TAILWIND), (ONLY BUY COMPANIES YOU HATE) (BP) (GS), (C), (PFE), (MO) SPDR S&P 500 (SPY) BP plc (BP) The Goldman Sachs Group, Inc. (GS) Citigroup, […]

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May 8 Las Vegas Strategy Luncheon

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 […]

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The Hard Numbers Behind Selling in May

If I had a nickel for every time that I heard the term “Sell in May and go away” this year, I could retire. Oops, I already am retired! In any case, I thought that I would dig out the hard numbers and see how true this old trading adage is. It turns out that […]

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When the Demographic Headwind Becomes a Tailwind

Regular readers of this letter are well aware of the enormous headwind facing all assets classes caused by the retirement of 80 billion baby boomers, which started in earnest at the beginning of 2012. With only 65 million Gen Xer’s of the following generation, who is going to buy the assets of their retiring parents? […]

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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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April 29, 2013 – Quote of the Day

“It’s very difficult to navigate a business through a paradigm shift. You must hard wire your system to second guess all the time, questioning what is next, and then what is next. You’ve got to retain optionality for both investment portfolios and the business your run to navigate this well,” said Mohamed El-Erian, co-chairman of […]

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Follow Up to Trade Alert – (GLD) April 26, 2013

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.

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Trade Alert – (GLD) April 26, 2013

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.

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April 26, 2013

Global Market Comments April 26, 2013 Fiat Lux Featured Trade: (WHY I’M COVERING MY BOND SHORTS), (TLT), (TBT) (STEVE JOBS’ LAST LAUGH), (AAPL), (GRAPES OF WRATH REDUX) iShares Barclays 20+ Year Treas Bond (TLT) ProShares UltraShort 20+ Year Treasury (TBT) Apple Inc. (AAPL)

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Why I’m Covering My Bond Shorts

I am going to bail on my (TBT) position at close to cost. For me, it is amazing that we got a 350-point rally in the Dow and ten-year Treasury bond yields only manage to eke out a gain from 1.68% to 1.72%. I scoured the bond trading pits in Chicago yesterday, and the answer […]

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Steve Jobs’ Last Laugh

Nothing beats instant gratification. Bragging rights are nice too. On Monday, when I strapped on this trade, angry readers emailed me to tell me that I was truly out of my mind. Apple was an ex-growth company, had lost its ability to innovate, shed its “cool” factor, and had fallen behind Samsung with its large […]

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Grapes of Wrath Redux

It’s another sign of the times when the weekend fruit picker population is doubled by people hard hit by the economy, looking to save money on food costs. After driving through miles of undulating brown hills studded with oak trees, passing mile upon mile of horse ranches, rusted out cars, and abandoned mobile homes, you […]

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April 26, 2013 – Quote of the Day

“Never go to a fight you are invited to,” said famed short player, Jim Chanos, of Kynikos Associates.

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Follow Up to Trade Alert – (AAPL) April 25, 2013

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.

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Trade Alert – (AAPL) April 25, 2013

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 full story Comments are closed