About Mad Hedge Fund Trader

Author Archive | Mad Hedge Fund Trader

March 7, 2011 – The February Nonfarm Payroll

Featured Trades: (FEBRUARY NONFARM PAYROLL)   3) The February Nonfarm Payroll. President Obama's political advisors were no doubt popping the champagne bottles on Friday morning when the February nonfarm payroll showed a gain of 192,000. It was the best report in two years. The headline unemployment rate handily dropped from 9.0% to 8.9%. The December […]

Read full story Comments are closed

March 7, 2011 – Quote of the Day

'The direction of interest rates is up. There is only one direction in the future and it is up. It's a timing thing,' said Kevin Ferry of Cronus Futures Management.

Read full story Comments are closed

March 4, 2011 – Thursday, March 31 New York Strategy Luncheon

Featured Trades: (NEW YORK STRATEGY LUNCHEON)     1) 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.  A three course lunch will be […]

Read full story Comments are closed

March 4, 2011 – Oil’s Big Push on Corn

Featured Trades: (OIL’S BIG PUSH ON CORN), (CORN), (DBA), (ADM), (JJG)   2) Oil’s Big Push on Corn. You would think that with oil crisis levitating over $100/barrel and gasoline continuing its relentless march towards $5/gallon, farmers would be wringing their hands, wondering how they can afford the fuel for their machinery. Not so. The […]

Read full story Comments are closed

March 4, 2011 – The Sword Hanging Over the Housing Market

Featured Trades: (THE SWORD HANGING OVER THE HOUSING MARKET)   3) The Sword Hanging Over the Housing Market. Some 97% of the financing for the housing market is about to disappear. That is how much bankrupt federal agencies Fannie Mae and Freddie Mac are taking down in loan guarantees to the residential housing market. Created […]

Read full story Comments are closed

March 3, 2011 – Why Warren Buffet Hates Gold

Featured Trades: (WHY BUFFET HATES GOLD) 1) Why Warren Buffet Hates Gold. The 'Oracle of Omaha' expounded at length today on why he despises the barbarous relic. The sage doesn't really care if the yellow metal hit an all-time high today of $1,440. He sees it primarily as a bet on fear. If investors are […]

Read full story Comments are closed

March 3, 2011 – Conspiracy Theory of the Day

Featured Trades: (CONSPIRACY THEORY OF THE DAY)   2) Conspiracy Theory of the Day. A confidential report from the Pentagon just made public says that the 2008 financial crisis was the result of targeted attacks by terrorists groups. A ramp up of oil prices that began in 2007 led to the bear raids against Bear […]

Read full story Comments are closed

March 3, 2011 – Watch Out for the Millennial Voter

Featured Trades: (MILLENIAL VOTERS)   3) Watch Out for the Millennial Voter.  I have been banging the table for years now about the importance of demographic trends for the economy, the financial markets, and the housing market. Well, politics is no different, as the table below of Obama’s approval rating shows. Millennials, who are now […]

Read full story Comments are closed

March 3, 2011 – Quote of the Day

'A house can be a nightmare if the buyer's eyes are bigger than his wallet and if a lender '“often protected by a government guarantee'”facilitates his fantasy,' said Warren Buffet.

Read full story Comments are closed

March 2, 2011 – Investors Will Win the ETF Price War

SPECIAL END OF THE MUTUAL FUND ISSUE Featured Trades: (ETF PRICE WAR) 1) Investors Will Win the ETF Price War. Many hedge fund traders are unhappy about the current near monopoly enjoyed by the top three ETF issuers, Black Rock, State Street, and Vanguard, which control 83% of the market. At last count more than […]

Read full story Comments are closed

March 2, 2011 – The 'New Normal' Calls for a Lower Market Multiple Range

SPECIAL END OF THE MUTUAL FUND ISSUE Featured Trades: (PE MULTIPLES IN THE NEW NORMAL)   2) The 'New Normal' Calls for a Lower Market Multiple Range. I am getting tired of the endless procession of perma bulls who keep insisting that, at a 15 times multiple, the S&P 500 is cheap. The last time […]

Read full story Comments are closed

March 2, 2011 – Bidding for the Stars

SPECIAL END OF THE MUTUAL FUND ISSUE Featured Trades: (BIDDING FOR THE STARS)   3) Bidding for the Stars. A few years ago, I went to a charity fund raiser at San Francisco’s priciest jewelry store, Shreve & Co., where the well-heeled men bid for dates with the local high society beauties, dripping in diamonds […]

Read full story Comments are closed

March 2, 2011 – The Death of the Mutual Fund

SPECIAL END OF THE MUTUAL FUND ISSUE Featured Trades: (DEATH OF THE MUTUAL FUND)   4) The Death of the Mutual Fund. ETF’s are much more attractive than mutual fund competitors, with their notoriously bloated expenses and spendthrift marketing costs. You can’t miss those glitzy, overproduced, big budget ads on TV for a multitude of […]

Read full story Comments are closed

March 2, 2011 – Quote of the Day

'Bankers will get away with whatever they can get away with'¦Our banking system is socially useless,' said an oversight body in the United Kingdom.  

Read full story Comments are closed

February 28, 2011 – My Take on the Euro

Featured Trades: (MY TAKE ON THE EURO), (FXE), (SPY)   1) My Take on the Euro. Entering 2011 as the currency that everyone loved to hate, the Euro has staged a dramatic comeback, much to the chagrin of hedge fund managers and traders alike. Since January, the troubled currency has rallied ten cents from $1.28 […]

Read full story Comments are closed