October 12,2011

“If there were no way to short stocks, the probability of stock market bubbles would be much greater,” said hedge fund manager, Bill Ackman, of Pershing Square.

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October 11, 2011

“Few people think more than two or three times a year; I have made an international reputation for myself by thinking once or twice a week.” -  George Bernard Shaw

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Last Chance to Join the October 18 Singapore Strategy Lunch.

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 discussion and a 60 minute question and answer period. I’ll be giving you my up to date view […]

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October 10, 2011

“Something is going to be passed by the congress. The only question is, will it happen before, or after a bond market crisis. There’s no alternative,” said Dr. Alan Greenspan, former chairman of the Federal Reserve.

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October 7, 2011

“Now, you are starting to see people front run hedge fund books. People are front running John Paulson’s book. Everybody can see this. People are starting to line up the ducks and ask which hedge funds are going to have redemptions. Which position should I get in front of? Gold is a big problem in […]

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October 6, 2011

“Credit default swaps don’t lie, people do. This is going to be an interesting quarter,” said Keith McCoullough, CEO of Hedgeye Risk Management.

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October 5, 2011

“I went out to a pub last night and, amazingly, everyone was spending money, drinking up, and having a good time. There’s a recession only for the participants in the industry. There’s no recession for 98% of the population,” said Andrew Brough, a fund manager at Schroeders.

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Come Join Me for Lunch in Hong Kong on Friday, October 21, 2011

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Hong Kong on Friday, October 21, 2011. A three course meal will be followed by a wide ranging discussion and an extended minute question-and-answer period. I’ll be giving you my up-to-date view on stocks, bonds, […]

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Come Join me for Lunch in Brisbane Australia on October 17.

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Brisbane, Australia on Monday, October 17, 2011. An excellent meal will be followed by a wide ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on […]

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Last Chance to Join Me For Lunch in Sydney, Australia Tuesday, October 11.

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Sydney, Australia on Tuesday, October 11, 2011. A an excellent meal will be followed by a wide ranging discussion and a minute question and answer period. I’ll be giving you my up to date view […]

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October 4, 2011

“Volatility is permanently going to be here. It is never going away. We have technology that connects investors all around the world so that we can all panic now on a real time basis. If we can day trade stocks on our cell phone, I guarantee that someone on the Hong Kong subway is doing […]

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October 3, 2011

“Anyone who has a yearend price target is a fool,” said Jack Bogle, founder of the Vanguard index funds.

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September 26, 2011 – Market Carnage Revisited

Featured Trades: (SPY), (IWM), (RSX), (EEM), (CU), (GLD), (JNK), (TBT), (TLT), (GLD), (USO), (FXA), (FXE), (UUP), (VIX) 1) Market Carnage Revisited. I have never seen a single word cost me so much money. That word would be ‘significant’, the word that the Federal Reserve added to the language in its recent release about the current […]

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September 26, 2011 – Quote of the Day

'If you're really long term, you should be really long term scared. At the end of the day, long term risk management is what you should be thinking about. '˜Long term' meaning only being bullish is ridiculous. You should be managing risk aggressively,' said Keith McCullough of Hedgeye Risk Management.

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September 22, 2011 – Last Chance to Attend the September 23 Las Vegas Strategy Luncheon.

Featured Trades:  (LAS VEGAS SEPTEMBER 23 STRATEGY LUNCHEON)   1) Last Chance to Attend the September 23 Las Vegas Strategy Luncheon. 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 […]

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