About Mad Hedge Fund Trader

Author Archive | Mad Hedge Fund Trader

July 14, 2011 – China’s Insatiable Appetite for Gold

(SPECIAL GOLD ISSUE) Featured Trades: (GLD) 2) China’s Insatiable Appetite for Gold. Gold bugs and naysayers alike take note. When the world’s second largest and fastest growing economy liberalizes gold ownership by individuals, who happened to be the planet’s most fastidious savers at a 17% rate, you better pay attention. Among other reforms, the Middle […]

Read full story Comments are closed

July 14, 2011 – The Ultra Bull Argument for Gold

(SPECIAL GOLD ISSUE) Featured Trades: (GLD)   3) The Ultra Bull Argument for Gold. I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true value, and that the barbaric relic is really worth $5,000, $10,000, or even $50,000 an ounce […]

Read full story Comments are closed

July 13, 2011 – Markets Get a Stiff Dose of Reality

Featured Trades: (MARKETS GET A STIFF DOSE OF REALITY), (GLD), (SLV), (TLT), (SPX)   1) Markets Get a Stiff Dose of Reality. The global 'RISK ON' TRADE was administered with a stiff dose of smelling salts on Friday with the horrific nonfarm payroll report. The stock market was really leading with its chin. It expected […]

Read full story Comments are closed

July 13, 2011 – China’s Great Grain Robbery

Featured Trades: (CHINA’S GREAT GRAIN ROBBERY), (CORN), (JJG) 2) China’s Great Grain Robbery. The Chinese are nothing if not opportunistic. You may recall that a shocking increase in this year’s corn crop predicted by the US Department of Agriculture triggered a series of limit down moves in the grain markets only 12 days ago (click […]

Read full story Comments are closed

July 13, 2011 – An Evening with Jack Welch

Featured Trades: (A NIGHT WITH JACK WELCH), (GE)   3) An Evening with Jack Welch. I met Jack Welch recently, the legendary retired CEO of General Electric (GE). 'Neutron' Jack gets the credit for boosting the market cap of GE from $13 billion to $400 billion in 20 years, turning it into a Wall Street […]

Read full story Comments are closed

July 12, 2011 – The Cooling Market for Hedge Fund Traders

Featured Trades: (THE COOLING MARKET FOR HEDGE FUND TRADERS) 1) The Cooling Market for Hedge Fund Traders. The tide is suddenly heading out to sea for aspiring hedge fund traders. Ilana Weinstein of the IDW Group, which specializes in hedge fund recruitment, says that the new financial regulation bill has fundamentally changed the supply and […]

Read full story Comments are closed

July 12, 2011 – The Skinny on Lithium

Featured Trades: (THE SKINNY ON LITHIUM)   2) The Skinny on Lithium. Long time readers of this letter know that I have been a bull on lithium plays, my pick in the sector, Chile's Sociedad Quimica Y Minera (SQM), bringing in a handy 440% pop off the lows in 2009. You couldn't lose, because if […]

Read full story Comments are closed

July 12, 2011 – A Conversation With the Boots on the Ground

Featured Trades: (A CONVERSATION WITH THE BOOTS ON THE GROUND) 3) A Conversation With the Boots on the Ground. I have spent many hours speaking at length with the generals who are running our wars in the Middle East, like David Petraeus (click here for ‘The Spotlight Moves to Petraeus’), and James E. Cartwright (click […]

Read full story Comments are closed

July 11, 2011 – Don’t Hold Your Breath for Residential Real Estate

Featured Trades: (DON’T HOLD YOUR BREATH FOR 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 […]

Read full story Comments are closed

July 11, 2011 – Buy Russia, But You May Want to Take a Shower

Featured Trades: (BUY RUSSIA, BUT YOU MAY WANT TO TAKE A SHOWER), (RSX)   2) Buy Russia, But You May Want to Take a Shower.  If you wonder why I recommend a shower after investing in Russia, Bill Browder will give you the reasons at length on his YouTube video (click here for the link). […]

Read full story Comments are closed

July 11, 2011 – Murray Sayle: The Passing of a Giant in Journalism

Featured Trades: (MURRAY SAYLE, THE PASSING OF A GIANT IN JOURNALISM)   3) Murray Sayle: The Passing of a Giant in Journalism. I was saddened to hear of the death of my close friend, the Australian, Murray Sayle, after a long battle with Parkinson’s disease at the age of 84. Murray was one of the […]

Read full story Comments are closed

July 8, 2011 – Industries You Will Never Hear From Me About

Featured Trades: (INDUSTRIES YOU WILL NEVER HEAR FROM ME ABOUT) 2) Industries You Will Never Hear From Me About. The focus of this letter is to show people how to make money through investing in fast growing, highly profitable companies which have stiff, long term macroeconomic winds at their backs. That means I ignore a […]

Read full story Comments are closed

July 8, 2011 – The Bull Market in Food Is Only Just Starting

Featured Trades: (THE BULL MARKET IN FOOD IS ONLY JUST STARTING), (AGU), (POT), (MON), (DBA)   3) The Bull Market in Food Is Only Just Starting. I believe that the surge in the price of food we have seen in the past two years is the beginning of a major, secular, long term trend. During […]

Read full story Comments are closed

July 8, 2011 – Quote of the Day

'Go where the growth is, and where the debt isn't, and that is emerging markets,' said David Donabedian, the chief investment officer of Atlantic Trust Co., the private wealth management arm of Invesco.

Read full story Comments are closed

July 7, 2011 – Bonds-Where Do We Go From Here?

Featured Trades: (BONDS-WHERE DO WE GO FROM HERE?), (TLT), (TBT) 1) Bonds-Where Do We Go From Here? There is nothing like coming back from vacation and seeing all your shorts go to zero. Well, they almost did. My bet that bond prices would fall going into the end of QE2 paid off big time, with […]

Read full story Comments are closed