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Author Archive | Mad Hedge Fund Trader

May 24, 2011 – QE3 Has Already Started

Featured Trades: (QE3 HAS ALREADY STARTED)   2) QE3 Has Already Started. Most analysts have missed the fact that QE3 has already started in earnest. Of course, it would have been easy to miss. Ben Bernanke has not made any grand pronouncements. He hasn't done some public thinking out loud, as he did among friends […]

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May 23, 2011 – The S&P 500 in 2020

Featured Trades: (THE S&P 500 IN 2020)   2) The S&P 500 in 2020. Dr. Robert Shiller certainly knows which end of a PE multiple to hold up. He is one of the few economists out there who has produced the sort of long term historical and mathematical analysis of financial valuations that is rare […]

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May 23, 2011 – The Bear Case for Oil

Featured Trades: (THE BEAR CASE FOR OIL), (USO), (DUG)   3) The Bear Case for Oil. Let's do some out of the box thinking here. Let's say that the global economy is really slowing down. The demand for oil will fall. Let's say that China continues to raise interest rates, slowing its economy further. Then […]

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May 20, 2011 – Drinks With Robert Reich

Featured Trades: (DRINKS WITH ROBERT REICH)   2) Drinks With Robert Reich. The commencement speaker at this week's graduation ceremonies at the University of California at Berkeley just so happened to be Robert Reich, Bill Clinton's Secretary of Labor, and an old friend of mine, who now a distinguished professor at the Goldman School of […]

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May 20, 2011 – The Glencore Effect

Featured Trades: (THE GLENCORE EFFECT), (BLK), (RENN), (LNKD)   3) The Glencore Effect. One of the greatest indicators that the music has stopped playing, the fat lady is singing, and it is time to get out of Dodge City, is the level of insider selling. Given the recent hyperactivity of the IPO calendar, it's looking […]

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May 20, 2011 – Quote of the Day

'We live in a nominal world right now. Inflation is going up modestly, so the dollars we are making are nominal dollars, not real dollars,' said legendary value investor, Leon Cooperman, of Omega Advisors.

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May 19, 2011 – Last Chance to Attend The Mad Hedge Fund Trader’s May 20 San Francisco Strategy Luncheon

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON)   Last Chance to Attend The Mad Hedge Fund Trader’s May 20 San Francisco Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco, California tomorrow, May 20, 2011. A three course lunch will be […]

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May 19, 2011 – Become My Facebook Friend

Featured Trades: (BECOME MY FACEBOOK FRIEND) 2) 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 779 friends! Every day we are posting headlines along with featured trades on our Facebook page. As soon as you open […]

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May 19, 2011 – Elliott Wave’s Grim Message

Featured Trades: (ELIOT WAVE’S GRIM MESSAGE), (SPX)   3) Eliot Wave’s Grim Message. Regular readers are well aware that I rely on John Murphy and Arthur Hill at StockCharts .com for top drawer technical analysis of the financial markets. Lately they have been knocking the ball out of the park, pumping out indicators that global […]

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May 18, 2011 -They're Shooting All the Generals

Featured Trades: (THEY'RE SHOOTING ALL THE GENERALS), (GS), (AAPL), (FCX), (GOOG) 1) They're Shooting All the Generals. Those looking for guidance on the medium term trend in the market better take a look at the best of breed, benchmark stocks for the leading sectors; the companies traders call 'the generals'. I am talking about Goldman […]

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May 18, 2011 -Taking Aim at the Small Caps

Featured Trades: (TAKING AIM AT SMALL CAPS)   2) Taking Aim at the Small Caps. One of the cardinal rules of any hedge fund manager is to buy the cheapest assets in the world, and go short the most expensive assets against them. In a perfect world your longs go up, your shorts go down, […]

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May 17, 2011 – Last Chance to Attend The Mad Hedge Fund Trader’s May 20 San Francisco Strategy Luncheon

Featured Trades: (SAN FRANCISCO STRATEGY LUNCHEON)   1) Last Chance to Attend The Mad Hedge Fund Trader’s May 20 San Francisco Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco, California on May 20, 2011. A three course lunch will […]

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May 17, 2011 – Chewing the Fat With Harry S. Dent

Featured Trades: (CHEWING THE FAT WITH HARRY S. DENT)   2) Chewing the Fat With Harry S. Dent. Given the fresh dose of uncertainty besieging the markets these days, I thought I'd touch base with my pal, co-conspiring Eagle Scout, and fellow traveler, Harry S. Dent. Harry runs an independent research boutique, which has accurately […]

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May 17, 2011 – Airline Stocks Are Cleared for Takeoff

Featured Trades: (AIRLINES STOCKS ARE CLEARED FOR TAKEOFF)   3) Airline Stocks Are Cleared for Takeoff. The checklist is complete, the IFR clearance is in hand, and it is now time to push the throttles to the firewall for the airline stocks. I almost never remind readers of past trade recommendations which came good, but […]

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May 17, 2011 – European Style Homeland Security

Featured Trades: (EUROPEAN STYLE HOMELAND SECURITY)   4) European Style Homeland Security. The English are feeling the pinch in relation to recent events in Libya, and have therefore raised their security level from “Miffed” to “Peeved.” Soon, though, security levels may be raised yet again to “Irritated” or even “A Bit Cross.” The English have […]

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