About Mad Hedge Fund Trader

Author Archive | Mad Hedge Fund Trader

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 […]

Read full story Comments are closed

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.

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

August 17, 2011 – Come Join Me for Lunch in Las Vegas on Friday, September 23

Featured Trades: (LAS VEGAS STRATEGY LUNCH) 1) Come Join Me for Lunch in Las Vegas on Friday, September 23.  Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Las Vegas at 12:00 noon on Friday, September 23, 2011. A three course lunch will be […]

Read full story Comments are closed

August 17, 2011 – Lessons From the Crash of 2011

Featured Trades: (LESSON OF THE CRASH OF 2011), (SPX), (OIL), (COPPER), (GLD), (PALL) 2) Lessons From the Crash of 2011. The Dow only moved double digits today, down 78 points, finally delivering the sort of quiet, somnolescent, low volume day one would normally expect during the dog days of August. Last week was one of […]

Read full story Comments are closed

August 17, 2011 – Quote of the Day

'The next time we have a global economic crisis it will be much worse than in 2008. There will be money printing and war. The whole system will collapse. You don't want to own government bonds and cash. Equities don't do well, but at least you still have the ownership of companies. Precious metals do […]

Read full story Comments are closed

August 16, 2011 – Brace Yourself. The US is Turning into Japan

Featured Trades: (THE US IS TURNING INTO JAPAN)   1) Brace Yourself. The US is Turning into Japan. (SPX) As a silver tsunami of 80 million baby boomers retires, they will be followed by only 65 million from generation 'X'. The intractable problems that unhappy Japan is facing will soon arrive at our shores. Boomers, […]

Read full story Comments are closed

August 16, 2011 – A Visit to the Insane Asylum

Featured Trades: (A VISIT TO THE INSANE ASYLUM) 2) A Visit to the Insane Asylum. Watching the ten year Treasury bond tickle a 2.00% yield yesterday, I thought it would be propitious to revisit the insanity that is going on in this market. Historically, ten year bond yields matched the nominal GDP growth rate. So […]

Read full story Comments are closed