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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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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August 15, 2011 – The Euro is Ready to Turn

Featured Trades: (THE EURO IS READY TO TURN) 1) The Euro is Ready to Turn. I believe that we may be about to witness a sea change in the value of the Euro versus the US dollar. Since January, the Euro has been beating the daylights out of Uncle Buck, as European interest rates have […]

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August 15, 2011 – Use the Melt Down to Load Up on India

Featured Trades: (USE THE MELT DOWN TO LOAD UP ON INDIA), (EEM), (PIN), (INDY), (EPI) 2) Use the Melt Down to Load Up on India. Take a look at the chart for the emerging market ETF (EEM) below and you will be surprised to see how well it has held up in the recent collapse. […]

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August 15, 2011 – Treasury 30 Year Auction Bombs

Featured Trades: (TREASURY 30 YEAR AUCTION BOMBS) 3) Treasury 30 Year Auction Bombs. If you want to see what a failed Treasury bond auction looks like, take a look at the intraday chart for Thursday's sale of 30 year paper, which was a miserable failure. Prices dove and yields soared, from a near 40 low […]

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August 12, 2011 – Jobless Claims Send Bears Fleeing

Featured Trades: (JOBLESS CLAIMS SEND BEARS FLEEING)   1) Jobless Claims Send Bears Fleeing. The single most important coincident indicator you can follow, the weekly jobless claims, showed a modest improvement, sending bears fleeing. The figures released at 8:30 am EST every Thursday had claims fall by 7,000 to 395,000. This is the third consecutive […]

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