July 7, 2011 – The 'Friday-Monday Effect' Exposed

Featured Trades: (THE FRIDAY-MONDAY EFFECT EXPOSED) 3) The 'Friday-Monday Effect' Exposed. If you bought every Friday close in 2010 and sold the Monday close, your return would have been 14.20%, versus a 7% return on the S&P 500. Virtually all the gains would accrue at the Monday morning gap opening. If you did the reverse, […]

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July 7, 2011 – This is Not Your Father's Nuclear Power Plant

Featured Trades: (NOT YOUR FATHER'S NUCLEAR POWER PLANT) 4) This is Not Your Father's Nuclear Power Plant. On my recent trip to Oregon, I met with venture capital investors in NuScale Power, which is trailblazing the brave new world of 'new' nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School […]

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July 7, 2011 – Wal-Mart Is on Safari for Customers in South Africa

Featured Trades: (WALMART IS ON SAFARI IN AFRICA), (WMT), (EWA)   5) Wal-Mart Is on Safari for Customers in South Africa. It looks like the next ‘blue light special’ will be offered in South Africa (EWA). Apparently, the retail giant, Wal-Mart (WMT), got the memo that the country is a great place to invest (click […]

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July 6, 2011 – Hedge Fund Annus Horriblus

Featured Trades: (HEDGE FUND ANNUS HORRIBLUS) 1) Hedge Fund Annus Horriblus. Making the rounds in Europe, I managed to hook up with hedge fund friends in London, Milan, and Geneva, and what I saw was not a pretty picture. Most hedge funds are having a terrible year. According to HSBC's private bank, of 300 hedge […]

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July 5, 2011 – The Stock Melt Up That Was

Featured Trades: (THE STOCK MELT UP THAT WAS), (SPX)   2) The Stock Melt Up That Was. The first half of 2011 went out with a bang last week. The S&P 500 delivered an awesome 72 point run, its best performance in two years. After threatening the 200 day moving average three times, the index […]

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July 5, 2011 – Time for Platinum to Play Catch Up

Featured Trades: (PLATINUM), (PPLT), (GOLD)   3) Time for Platinum to Play Catch Up. For those of you who have been romancing gold, you should check out platinum (PPLT), her younger, racier, and better looking sister who wears the low riders. The white metal usually outperforms gold in bull markets for precious metals, but this […]

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July 5, 2011 – Quote of the Day

'Money goes where money is treated best,' said hedge fund legend Leon Cooperman of Omega advisors.

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July 1, 2011 – Last Chance to Attend The July 7 Los Angeles Strategy Luncheon

Featured Trades: (LOS ANGELES STRATEGY LUNCHEON) 1) Last Chance to Attend The July 7 Los Angeles Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on Thursday, July 7, 2011 at 12:00 noon. A three course lunch will be followed […]

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July 1, 2011 – The Great Grain Market Massacre

Featured Trades: (THE GREAT GRAIN MASSACRE), (CORN), (WHEAT), (JJG), (DBA)   2) The Great Grain Market Massacre. Grain prices were slaughtered today in the wake of a bombshell of a report from the US Department of Agricultural showing that plantings were much larger than expected. Corn and wheat were limit down, and the associated fertilizer […]

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July 1, 2011 – Equities-Watch Out for the Chop

Featured Trades: (EQUITIES-WATCH OUT FOR THE CHOP), (SPX), (VIX)   3) Equities-Watch Out for the Chop. One day back from vacation and I am faced with the mother of all window dressing efforts. Not only is it month end, but quarter end and half end as well. That was enough to cause a 58 point […]

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June 28, 2011 – The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon

The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on July 7, 2011. A three course lunch will be followed by a 30 minute PowerPoint presentation and a 45 minute question […]

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June 19, 2011 – The Mad Hede Fund Trader’s July 7 Los Angeles Strategy Luncheon

The Mad Hedge Fund Trader’s July 7 Los Angeles Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on July 7, 2011. A three course lunch will be followed by a 30 minute PowerPoint presentation and a 45 minute question […]

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June 17, 2011 – Quote of the Day

'Inflation steals from savers, and inflation is the logical consequence of printing too much money,' said Oracle of Omaha, Warren Buffett.

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June 10, 2011 – The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon

Featured Trades: (MILAN STRATEGY LUNCHEON)   The Mad Hedge Fund Trader’s June 20 Milan, Italy Strategy Luncheon. Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Milan, Italy on June 20, 2011. A three course lunch will be followed by a 30 minute PowerPoint […]

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June 9, 2011 – It’s Off to the Races for Natural Gas

Featured Trades: (ITS OFF TO THE RACERS FOR NATURAL GAS)   1) It’s Off to the Races for Natural Gas. Name one of the best performing assets since the ‘RISK OFF’ trade started and it would have to be natural gas. You may recall my waxing bullish on this simple molecule in my piece seven […]

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