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September 13, 2011 – My Take on the 2012 Presidential Election

Featured Trades: (MY TAKE ON THE 2012 PRESIDENTIAL ELECTION) 1) My Take on the 2012 Presidential Election. As I write this, I am sitting at the San Francisco consulate of the People's Republic of China, awaiting the issuance of my business visa. Since I will soon be in the neighborhood, I plan to interview some […]

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September 13, 2011 – Quote of the Day

'An employer now has access to, not only cheap software, cheap automation, cheap robots, cheap labor, but cheap genius as well,' said Tom Friedman, a columnist for the New York Times.

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September 12, 2011 – Last Chance to Attend the September 16 Seattle Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Seattle on Friday, September 16, 2011. A three course lunch will be followed by a 30 minute PowerPoint presentation and a one hour question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, […]

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September 12, 2011 – Quote of the Day

'For the last 20 years we used to trade inside a trend. There's no trend anymore. The day to day trade right now is what is the soup du jour, what is the trade of the day,' said Scott Bauer, a floor trader on the Chicago Mercantile Exchange.

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September 9, 2011 – Why I Covered My Gold Short

Featured Trades: (WHY I COVERED MY GOLD SHORT), (GLD)   1) Why I Covered My Gold Short. I have to tell you that I was just not feeling the love from my gold short when I came into the office Wednesday morning. You would have thought that, with a double top on the charts in […]

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September 9, 2011 – Hedge Funds Ramp Up Market Shorts

Featured Trades: (HEDGE FUNDS RAMP UP MARKET SHORTS), (SPX), (SPY) 2) Hedge Funds Ramp Up Market Shorts. Hedge funds have gotten much more aggressive on the short side, as recent data show, with enviable results. According to Data Explorers, and independent research boutique, emboldened market timers and macro players increased their shorts in industrial stocks […]

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September 9, 2011 – Quote of the Day

'Nowadays, people know the price of everything and the value of nothing,' said Irish playwright, poet, and novelist, Oscar Wilde.

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September 8, 2011 – Is the Second Shoe About to Drop on the Euro?

Featured Trades: (IS THE SECOND SHOE ABOUT TO DROP ON THE EURO?), (FXE), (FXF) 1) Is the Second Shoe About to Drop on the Euro? There were two pieces of news today that enabled the Euro (FXE) to benefit from a much needed relief rally. First, the German Supreme Court ruled in favor of the […]

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September 8, 2011 – How US Job Losses Will End

Featured Trades: (HOW US JOB LOSSES WILL END), (FXI), (PIN), (EWY), (VNM) 2) How US Job Losses Will End. I was researching comparative Asian wage data the other day and was astounded with what I found. Textile workers earn $2.99 an hour in India (PIN), $1.84 in China (FXI), and $0.49 in Vietnam (VNM). This […]

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September 8, 2011 – Options for the Beginner

Featured Trades: (OPTIONS FOR THE BEGINNER) 3) Options for the Beginner. I strongly urge readers of this letter to log on to Amazon and by a copy of Options for the Beginner and Beyond by W. Edward Olmstead. Options contracts offer investors a wonderful instrument for minimizing risk, while maximizing the upside, and I am […]

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September 8, 2011 – Quote of the Day

'Go where the growth is, and where the debt isn't, and that is emerging markets,' said David Donabedian, the chief investment officer of Atlantic Trust Co., the private wealth management arm of Invesco.

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September 7, 2011 – Quote of the Day

'The Unites States government is in the business of securities manipulation,' said Jim Grant of the research boutique Interest Rate Observer.

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September 6, 2011 – August Nonfarm Payroll Torpedoes Market Rally

Featured Trades: (AUGUST NONFARM PAYROLL TORPEDOES MARKET RALLY) 2) August Nonfarm Payroll Torpedoes Market Rally. Economist and market strategists alike were stunned by the August nonfarm payroll report showing zero job growth. The headline unemployment rate stayed unchanged at 9.1%. The reports for June and July were revised down a gut punching 58,000. Employers obviously […]

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September 6, 2011 – Quote of the Day

'Patience is not a word that is fixated on two year election cycles. China has a five year plan. We have a five minute plan,' said Steven Roach, former non-executive chairman of Morgan Stanley Asia.

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September 2, 2011 – Come Join Me for Lunch in Hong Kong on Friday, October 21, 2011

Featured Trades: (HONG KONG STRATEGY LUNCHEON) 1) Come Join Me for Lunch in Hong Kong on Friday, October 21, 2011. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Hong Kong on Friday, October 21, 2011. A three course meal will be followed by […]

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