April 27, 2011 – Quote of the Day

'The dollar has become a carry trade rag these days. As Rodney Dangerfield would have said, it gets no respect whatsoever,' said Boris Schlossberg of GFT Forex.

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April 26, 2011 – My Victory Lap on Silver

Featured Trades: (SILVER), (SLV)   1) My Victory Lap on Silver. ‘If you don’t rush out and buy silver right now at $13.70 an ounce, I’m going to pick you up and shake you by the lapels of your coat until your false teeth pop out and fall clattering to the ground.’ This is exactly […]

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April 26, 2011 – Turkey is on the Menu

Featured Trades: (TURKEY), (TUR), (TKC)   2) Turkey is on the Menu. I am building lists of merging market ETF to snap up during any summer sell off, and turkey popped up on the menu. The country is only one of two Islamic countries that I consider investment grade, (Indonesia is the other one), the […]

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April 26, 2011 – An Update on My Nissan Leaf

Featured Trades: (NISSAN LEAF), (NSANY)   3) An Update on My Nissan Leaf. I called my local Nissan dealer yesterday with some trepidation, fully expecting to be told that my new all electric Nissan Leaf sedan was buried under tons of mud after Japan's disastrous tsunami, and that I would now have to wait until […]

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April 26, 2011 – Quote of the Day

'The rate of profit is always highest in the countries that are going fastest to ruin,' said Adam Smith, in The Wealth of Nations, on the dangers of 'overtrading.'

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April 25, 2011 – Meet the 'Risk Off' Portfolio

SPECIAL 'RISK OFF' ISSUE THE 'ANTI QE2' PORTFOLIO Featured Trades: (BAC), (XLF), (SDS), (TLT), (JNK), (CU), (FCX), (ABX), (AMR), (FXE), (UUP)   1) Meet the 'Risk Off' Portfolio. I believe that several asset classes are in the process of making important medium term tops, and that it is time to start building short lists of […]

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April 25, 2011 – Quote of the Day

'The greatness of America lies not in being more enlightened than any other nation, but rather in her ability to repair her faults,' said French observer Alexis de Tocqueville in his 1835 book Democracy in America.

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April 21, 2011 – Last Chance to Participate in the Mad Hedge Fund Trader’s April 28 Phoenix Luncheon

Featured Trades: (PHOENIX STRATEGY LUNCHEON)   1) Last Chance to Participate in the Mad Hedge Fund Trader’s April 28 Phoenix Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Phoenix, Arizona on Thursday, April 28, 2011. A three course lunch will be followed […]

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April 21, 2011 – Get Ready for Your Tax Hit

Featured Trades: (THE COMING TAX HIT) 2) Get Ready for Your Tax Hit. No matter what anyone promises you today, this week, or this year, your taxes are going up. At $1.3 trillion, the budget deficit is so enormous that bringing it into balance merely through spending cuts is a mathematical impossibility. Chopping funding for […]

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April 20, 2011 – Report from Libya

Featured Trades: (REPORT FROM LIBYA)   1) Report from Libya. Over the weekend, I managed to catch up with a friend of mine who just escaped from Libya by the skin of his teeth. Sent there by an oil major to explore for deep water oil and gas in the Gulf of Sidra, he spent […]

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April 20, 2011 – Is USA Inc. a ‘SELL?’

Featured Trades: (USA, INC.)   2) Is USA Inc. a ‘SELL? What would happen if I recommended a stock that had no profits, was cash flow negative, and had a net worth of negative $44 trillion? Chances are, you would cancel your subscription, demand a refund, de-friend me from you Facebook account, and delete my […]

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April 20, 2011 – Columbia is Popping Up on My Radar

Featured Trades: (COLUMBIA), (GXG)   3) Columbia is Popping Up on My Radar. My current scenario for global equities has them selling off over the summer, then a rebounding led by emerging markets starting sometime in the fall. In that case you want to start building short lists of high growth countries to pile into, […]

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April 19, 2011 – Macro Millionaire Portfolio Blasts to New All-Time High

Featured Trades: (MACRO MILLIONAIRE PERFORMANCE) 1) Macro Millionaire Portfolio Blasts to New All-Time High. Followers of the Mad Hedge fund Trader's Macro Millionaire model portfolio hit an all-time high on Friday, reaching a five month return of 25.35%. That compares to a much more modest return of 10% for the S&P 500, and 0.05% for […]

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April 19, 2011 – The End of QE2 is In the Market

Featured Trades: (THE END OF QE2 IS IN THE MARKET), (TBT), (TLT), (SPY)   2) The End of QE2 is In the Market. No one has been more negative about the long term outlook for the Treasury bond markets than I. At the rate that we are piling on spending while chopping back on tax […]

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April 18, 2011 – Come Join the Mad Hedge Fund Trader for the April 28 Phoenix, Arizona Strategy Luncheon

Featured Trades: (PHOENIX STRATEGY LUNCHEON)   Come Join the Mad Hedge Fund Trader for the April 28 Phoenix, Arizona Strategy Luncheon. Come join me for lunch for at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Phoenix, Arizona on Thursday, April 28, 2011. A three course lunch will be […]

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