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June 11, 2010 – Don’t Get Sucked Into the Bond Bubble Either

Featured Trades: (SHY), (TUZ), (TBT) PIMCO 1-3 Year U.S. Treasury Index Fund ETF ProShares Ultra Short Lehman 20+ Year Treasury ETF 4) Don't Get Sucked Into the Bond Bubble Either. I hate to see retail investors buy bubble tops because they work so hard for their money, it's a pity to see it all disappear […]

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June 15, 2010 – Quote of the Day

'If you have a need for control, it's very tough to go into the market right now,' said Vivian Lewis, the publisher of Global Investing.

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June 14, 2010 – 2010 Asset Allocation Review

I am feeling pretty good about my New Year call, which I sent to you on January 4, so I am sending them to you again. As long as you kept trailing stops on you longs, you did great. My controversial call on the economy is proving coming to fruition. The big miss was in […]

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June 11, 2010 – Hedge Funds Crash in May

Featured Trades: Technology Select Sector SPDR ETF PowerShares QQQ Trust ETF   1) Hedge Funds Crash in May. Hedge funds suffered a disastrous month in May, showing an average 3% decline in net asset values, and some funds like Eddie Lampert’s ESL Investments got clocked for a 15% loss. If you had to describe the […]

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June 11, 2010 – Look at Gold in Yen

Featured Trades: (GOLD IN EUROS), (GOLD IN YEN) 2) Look at Gold in Yen. This is one of those ‘I told you so’ pieces, so if that sort of thing turns you off, read no further.  On May 26, I recommended that you buy gold against Euros at ¬970 (click here for the call ). […]

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June 11, 2010 – Don’t Get Sucked Into Natural Gas

Featured Trades: (UNG), (NATURAL GAS) 3) Don’t Get Sucked Into Natural Gas. When natural gas was trading at $6 at the beginning of the year, I warned readers to stay away because it would take years to discount the discovery of a new 100 year supply through the new ‘fracting’ technology (click here for the […]

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June 11, 2010 – Quote of the Day

'Caution is cool,' said Michael Farr, president of money manager Farr, Miller & Washington.

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June 10, 2010 – Where to Play the Dead Cat Bounce in Europe

Featured Trades: (PLND), (EPOL) Market Vectors Poland ETF iShares MSCI Poland Investable Market ETF 2) Where to Play the Dead Cat Bounce in Europe. The currency is in free fall, and the continent is about to enter a new dark age, as enforced deleveraging brings economic collapse and widespread civil unrest. To me, this all […]

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June 10, 2010 – Gold Crucifies Doubters

Featured Trades: (GLD), (SLV), (PPLT), (PALL) SPDR Gold Trust Shares ETF iShares Silver Trust ETF ETFS Physical Platinum Shares ETF ETFS Physical Palladium Shares ETF 3) Gold Crucifies Doubters. Gold (GLD) blasted through to an all time high last night, doubters and naysayers carping all the way up that it was overpriced. The white metals […]

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June 10, 2010 – Fears of Rare Earth Shortages Rise

Featured Trades: (AVA.TO) 4) Fears of Rare Earth Shortages Rise. Fears that Chinese hoarding of rare earths would lead to global shortages hit the market this week. The government has stopped issuing licenses for new exploration until mid 2011. It has also capped production at 892,000 tonnes for this year. This comes in the wake […]

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June 10, 2010 – Quote of the Day

'We are still in the gravitational pull of the Great Recession. I would have to put the likelihood of a double dip recession now up to 50%,' said my old UC Berkeley economics professor, Robert Reich.

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June 9, 2010 – New Website Launch

Featured Trades: (NEW WEBSITE LAUNCH)   1) With much fanfare and celebration, I am happy to announce my new state of the art website for www.madhedgefundtrader.com . The ground up rebuild offers vastly enhanced functionality and ease of use. For a start, the old website, Hedge Fund Radio, and the blog have been consolidated into […]

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June 9, 2010 – Gotta Love Those Lean Hogs

2) Gotta Love Those Lean Hogs! Those hapless investors who ignored my advice to sell in May and go away certainly paid the price. Take a look at the chart below of year to date asset class performance showing the shakeup that spring wrought in all its gory detail. The shift last month from green […]

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June 9, 2010 – Short Sellers Turn an Instant Profit in For-Profit Education

Featured Trades: (APOL), (COCO), (DV), (CECO), (BPI), (EDMC), (APEI), (WPO), (CPLA), (ESI)   3) Short Sellers Turn an Instant Profit in For-Profit Education. One of the great things about the Internet is that when you put something out there, often what comes back at you is ten times better. Last week I posted a piece […]

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June 9, 2010 – Only Buy Companies You Hate

Featured Trades: (BP), (GS), (C), (PFE), (MO), (AAPL) 4) Only Buy Companies You Hate. The Wall Street Journal published one of the funniest investment strategy pieces I have ever read. Dilbert cartoonist Scott Adams argues that you should invest in companies you hate because only the most unprincipled and rapacious firms make the greatest profits. […]

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