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Author Archive | Mad Hedge Fund Trader

August 26, 2011 – My Home Run on Bank of America (BAC)

Featured Trades: (MY HOME RUN ON BANK OF AMERICA) 2) My Home Run on Bank of America (BAC). Yesterday, I recommended that followers of my Macro Millionaire program put 5% of their capital into Bank of America (BAC) shares at $6.85. My three month target was $9-$10. Not was that call a total home run, […]

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August 26, 2011 – Time to Buy Some Fire Insurance

Featured Trades: (TIME TO BUY SOME FIRE INSURANCE) 3) Time to Buy Some Fire Insurance. I am looking at oil take a swan dive here, bonds pop a point, and even gold performing a rallyette off its $1,700 low. It all looks like 'RISK OFF' to me. So I'm thinking gee, maybe I should hedge […]

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August 25, 2011 – Macro Millionaires Post One Day Gain of 120% on Gold Shorts

Featured Trades: (THE BUBBLE HAS BURST IN GOLD), (GLD)   2) Macro Millionaires Post One Day Gain of 120% on Gold Shorts. It's déjà vu all over again. I spoke to a friend in Tokyo two nights ago who told me that local gold scrapage companies were seeing lines extending out the door. This is […]

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August 25, 2011 – Time to Double Up on the (TBT)

Featured Trades: (THE BUBBLE HAS BURST IN BONDS TOO), (TBT), (TLT) 3) Time to Double Up on the (TBT). I have mentioned in recent days that the stock market is close to fully discounting a recession that isn't going to happen. The bond market is saying that recession is a certainty, that we are already […]

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August 25, 2011 – The Dead Hand of the Baby Boomer on the Market

Featured Trades: (THE DEAD HAND OF THE BABY BOOMER ON THE MARKET)   4) The Dead Hand of the Baby Boomer on the Market. From this year, the nation’s 80 million baby boomers have started retiring in large numbers, creating a major depressive effect on stock prices, virtually assuring that we will endure a second […]

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August 24, 2011 – My View of the Stock Market for the Rest of 2011

SPECIAL MODEL PORTFOLIO ISSUE   1) My View of the Stock Market for the Rest of 2011. Down, then up, then down again. How about that? I believe that the global risk markets will bottom sooner than people think, and that the time has come to compile a shopping list of investments to pick up […]

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August 24, 2011 – What to Buy at the Bottom

SPECIAL MODEL PORTFOLIO ISSUE FOR PAID SUBSCRIBERS ONLY To obtain this issue in full with Model Portfolio, please subscribe to The Diary of a Mad Hedge Fund Trader   2) What to Buy at the Bottom.

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August 24, 2011 – The Method to My Madness

SPECIAL MODEL PORTFOLIO ISSUE   3) The Method to My Madness. The portfolio that I have assembled here capitalizes of the major long term trends that will dominate the global economy for the next decade. Long term followers of this letter will know the names well, as these were the ones we rode up from […]

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August 23, 2011 – Those Damn Europeans!

Featured Trades: (THOSE DAMN EUROPEANS!), (AAPL) 1) Those Damn Europeans! I am tearing up my Eurail Pass, returning my espresso machine to Costco, and sending my gelato maker to the recycling center. Next year's summer vacation is going to be at Coney Island, not the Italian Rivera. Those damn Europeans are spoiling everything! The US […]

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August 23, 2011 – How to Play Jackson Hole

Featured Trades: (HOW TO PLAY JACKSON HOLE), (DBA), (FXE), (USO), (CU), (PALL), (UUP), (GLD), (SFS), (FXJ), (FXA), (FXC)   2) How to Play Jackson Hole. I remember when the meeting of economists at Jackson Hole was one of those boring, under the radar, non-stories that only those with an interest in the arcana of macroeconomic […]

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August 22, 2011 – Come Join Me for Lunch in Singapore on Tuesday, October 18

Featured Trades: (SINGAPORE STRATEGY LUNCHEON)   2) Come Join Me for Lunch in Singapore on Tuesday, October 18. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Singapore on Tuesday, October 18, 2011. A multicultural vegetarian meal will be followed by a wide ranging […]

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August 22, 2011 – Why This is Not 2008

Featured Trades: (WHY THIS IS NOT 2008), (SPX), (SPY) 3) Why This is Not 2008. Much of the investment community is now bracing for a repeat of the 2008 crash, when the S&P 500 plunged by a gut punching 52%. For proof, look no further than last week's dramatic selling, when traders could not unload […]

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August 18, 2011 – Come Join Me for Lunch in Seattle on Friday, September 16

Featured Trades: (SEATTLE STRATEGY LUNCHEON) 1) Come Join Me for Lunch in Seattle on Friday, September 16. 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 […]

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August 18, 2011 – German GDP is Another Nail in the Coffin for the Global Economy

Featured Trades: (GERMAN GDP IS ANOTHER NAIL IN THE COFFIN FOR THE GLOBAL ECONOMY), (FXE), (EUO) 2) German GDP is Another Nail in the Coffin for the Global Economy. Major hedge fund strategists were stunned by German's Q2 GDP, which came in at a feeble seasonally adjusted 0.1%. This is a mere shadow of the […]

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August 18, 2011 – The Hardest Job in the World

Featured Trades: (THE HARDEST JOB IN THE WORLD), (FXI), (TLT) 3) The Hardest Job in the World. US Vice President, Joe Biden, currently has the toughest job in the world. He has gone to China, hat in hand, to convince the country's leaders to buy even more US Treasury bonds than they already have. This […]

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