About Mad Hedge Fund Trader

Author Archive | Mad Hedge Fund Trader

March 23, 2011 – Oil Isn't What It Used to Be

Featured Trades: (OIL ISN'T WHAT IT USED TO BE)   2) Oil Isn't What It Used to Be. Virtually every analyst has been puzzled by the seeming immunity of stock markets to soaring oil prices this year. In fact, stocks and crude have been tracking almost one to one on the upside. The charts below […]

Read full story Comments are closed

March 22, 2011 – Hollywood Cashes in on Wall Street's Woes

Featured Trades: (MY HOLLYWOOD ROLE) 1) Hollywood Cashes in on Wall Street's Woes. I have done many things in my life: hedge fund manager, pilot, cowboy, journalist, stock broker, mountain climber, translator, guide, etc, etc. etc. Now add technical consultant to Hollywood to the list. According to the New York Times, Simon Baker, star of […]

Read full story Comments are closed

March 22, 2011 – Tesla: Sell the Sizzle, Then Buy the Steak

Featured Trades: (TESLA MOTORS), (TSLA)   2) Tesla: Sell the Sizzle, Then Buy the Steak. So far, the most successful thing Tesla Motors (TSLA) has done is sell stock. The IPO was an absolute blowout success, far and away the best this year, with book building at $14-$16, the size increased by 20%, pricing at […]

Read full story Comments are closed

March 22, 2011 – Pssst! Have You Heard About’..?

Featured Trades: (RHODIUM), (AAUKY.PK), (PAL), (SWC)   3) Pssst! Have You Heard About’..? When I was at the New York Hard Asset Investment Conference, every hour someone would stop by my table, mention the word ‘rhodium’, and walk away. My interest piqued, I decided to look into this mysterious metal. Rhodium (Rh) is in fact […]

Read full story Comments are closed

March 22, 2011 – A Poolside Report from City Center

Featured Trades: (LAS VEGAS CITY CENTER)   4) A Poolside Report from City Center. I write this to you from my poolside cabana at the Aria at City Center, the newest and hottest hotel in Las Vegas, against a background of blaring rock music and helicopters buzzing overhead every five minutes. It's amazing what passes […]

Read full story Comments are closed

March 21, 2011 – Don’t Hold Your Breath for Residential Real Estate

Featured Trades: (RESIDENTIAL REAL ESTATE)   1) Don’t Hold Your Breath for Residential Real Estate. Every few weeks I get a warm and fuzzy feeling when I see my old house for sale in the Wall Street Journal. I’m sure you’ve seen it. It’s the 8,500 square foot, four bedroom, seven bathroom white elephant perched […]

Read full story Comments are closed

March 21, 2011 – The Great Ethanol Boondoggle

Featured Trades: (ETHANOL), (CORN), (SOYBEANS)   2) The Great Ethanol Boondoggle. One of my biggest disappointments with Obama so far is his continued support of the ethanol boondoggle. The program was ramped up by the Bush administration to achieve energy independence by subsidizing the production of alcohol from domestically grown corn. Add clean burning moonshine […]

Read full story Comments are closed

March 21, 2011 – Watch Out for Those Dinosaur Turds

Featured Trades: (DINOSAUR TURDS)   3) Watch Out for Those Dinosaur Turds. The dinosaur bone market has crunched. Once a favorite collectable of high flying hedge fund managers, the prices of everything from tyrannosaurus rex to brontosaurus fossils have skidded. A recent auction of a triceratops skeleton failed to reach its minimum bid of $1 […]

Read full story Comments are closed

March 21, 2011 – How US Job Losses Will End

Featured Trades: (STRUCTURAL UNEMPLOYMENT), (FXI), (EWY), (VNM), (PIN)   4) How US Job Losses Will End. I am not in the habit of regularly lifting data out of the Wall Street Journal, but even a blind squirrel occasionally finds an acorn. I was tempted by the comparative Asian wage data they published, which I just […]

Read full story Comments are closed

March 18, 2011 – Less than Two Weeks to Go until the Thursday, March 31 New York Strategy Luncheon

Featured Trades: (NEW YORK STRATEGY LUNCHEON) 1) Less than Two Weeks to Go until the Thursday, March 31 New York Strategy Luncheon. The Mad Hedge Fund Trader’s Global Strategy Update will be held at 12:00 noon on Thursday, March 31, 2011. The event will be held at an exclusive private club on Central Park South.  […]

Read full story Comments are closed

March 18, 2011 – Stopped Out of My Yen Short

Featured Trades: (STOPPED OUT ON MY YEN SHORT), (FXY), (YCS)   2) Stopped Out of My Yen Short. My standing stop loss order to cover my short in the Japanese yen got triggered right as it dipped under ¥80, a new all-time high. The massive flight to cover huge yen carry trades is the cause, […]

Read full story Comments are closed

March 18, 2011 – My Shopping List of Technology Stocks

Featured Trades: (MY SHOPPING LIST OF TECHNOLOGY STOCKS), (AAPL), (CSCO), (HPQ), (ORCL), (GOOG), (INTC), (JDSU), (QQQ), (ROM), (XLK)   3) My Shopping List of Technology Stocks. Hedge fund managers are smacking their lips, maneuvering to take advantage of the recent sharp sell off by technology stocks. They are building shopping lists of where to pounce […]

Read full story Comments are closed

March 18, 2011 – Quote of the Day

'The seller has an upper hand, as a girl might if she were the only female at a party attended by many boys. That lopsided situation would be great for the girl, but terrible fort the boys,' ' said 'Oracle of Omaha', Warren Buffet, CEO and the largest shareholder in Berkshire Hathaway.

Read full story Comments are closed

March 17, 2011 – QE2 Just Ended Early

Featured Trades: (QE2 JUST ENDED EARLY), (DIG), (JJG), (AAPL) 1) QE2 Just Ended Early. Many observers believe that the massive sell off that we have seen in global equity markets are purely the result of the Great Sendai Earthquake. Fat chance. I think the earthquake is masking the true causes of the liquidation, the end […]

Read full story Comments are closed

March 17, 2011 – The True Story on Nuclear Power

Featured Trades: (NUCLEAR POWER STOCKS), (CCJ), (NLR), (GE)   2) The True Story on Nuclear Power. Having once worked for the Atomic Energy Commission at the Nuclear Test Site in Nevada, I do have some insights into the melt down at Fukushima. The media is wallowing in an orgy of misinformation that is approaching epic […]

Read full story Comments are closed