September 13, 2010 – Quote of the Day

'How can you have confidence in any of these currencies? They are all a joke,' said legendary hedge fund manager Bill Fleckenstein on Hedge Fund Radio.

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September 10, 2010 – The Fat Lady Sings Another Bar

Featured Trades: (TREASURY BONDS), (TBT), (TMV) ProShares Ultra Short Lehman 20+ Year Treasury ETF Direxion Daily 30 Year Treasury Bear 3X Shares ETF 1) The Fat Lady Sings Another Bar. The Treasury bond market is certainly doing its best to roll over like the Bismark, the 30 year closing on the lows, 5 ½ points […]

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September 10, 2010 – The Fat Lady is Also Singing in Japanese

Featured Trades: (JGB), (YCS) 2) The Fat Lady is Also Singing in Japanese. A political slugfest in Japan could also be signaling the end of the great bull market in the JGB market, which I have been pissing on from the greatest possible height (click here for ‘Why the JGB Market May be Ready to […]

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September 10, 2010 – Buy Russia When Oil is Cheap

Featured Trades: (RUSSIA), (RSX), (OGZPF.PK), (SBRPF.PK) Market Vectors Russia ETF 3) Buy Russia When Oil is Cheap. If you wonder why I recommend a shower after investing in Russia, Bill Browder will give you the reasons at length on his YouTube video (click here for the link). Bill is the founder and CEO of Hermitage […]

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September 9, 2010 – Here’s the Winner of the November Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 1) Here’s the Winner of the November Election. What has been one of the best performing trades in the world since Obama took office in January, […]

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September 9, 2010 – My Call on the Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 2) My Call on the Election. Like Sherlock Holmes, I like to consider every alternative, and eliminate the obvious. I think that if the Republicans take […]

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September 9, 2010 – The Republican Portfolio

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 3) The Republican Portfolio. Let’s say I’m all wrong, and the Republicans take everything in November, what will it mean for your portfolio?  This is an […]

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September 8, 2010 – Summer is Over

1) Summer is Over. There is no better feeling than sitting by the campfire at night, listening to the coyotes howl, watching the stars twinkle, and feeding my broker research into the flames one page at a time. The research from Goldman Sachs (GS) seemed to burn especially well. Perhaps it is the esteemed firm's […]

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September 8, 2010 – Everything is Working

Featured Trades: (GOLD), (GLD), (SILVER), (SLV), (PPLT), (PALL), (TBT), (SPX), (CORN), (FXA) SPDR Gold Trust Shares ETF iShares Silver Trust ETF ETFS Physical Palladaium Shares ETF ETFS Physical Platimum Shares ETF Currency Shares Australian Dollar Trust ETF Teucrium Commodity Trust Corn ETF 2) Everything is Working. So far, the markets are welcoming me back from […]

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September 8, 2010 – The Bad News in the August Non Farm Payroll

Featured Trades:  (AUGUST NONFARM PAYROLL) 3) The Bad News In the August Non Farm Payroll. One of my favorite math professors always used to tell me that statistics were like bikini bathing suits. What they reveal is fascinating, but what they conceal is essential. If there were ever a chart that showed how the pulse […]

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September 8, 2010 – Thanks for the Testimonials

4) Thanks for the Testimonials. My request for testimonials about the merits of The Diary of a Mad Hedge Fund Trader overwhelmed me with more than 100 responses. Flattering and humbling at the same time, it is a vindication of all the blood, sweat, and tears that I pour into this letter each day. I […]

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September 7, 2010 – Think Again Before Buying That Vacation Home

Featured Trades: (VACATION REAL ESTATE) 1) Think Again Before Buying That Vacation Home. If you're entertaining buying a vacation home any time soon, I'd think again. In my annual review of the residential real estate market in the High Sierra mountain hamlet of Incline Village, Nevada, and I am sad to report that antidepressant addiction […]

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September 7, 2010 – Soveriegn Debt Was a Great Place to Hide

Featured Trades: (SOVEREIGN DEBT), (PCY), (LQD) 2) Sovereign Debt Was a Great Place to Hide.  I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in […]

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September 6, 2010 – Is the UNG Going Under?

Featured Trades: (NATURAL GAS), (UNG), (CHK), (DVN), (XTO)   1) Is the UNG Going Under? The poster boy for everything that can go wrong with an ETF is undoubtedly the United States Natural Gas Fund (UNG). If you had studiously done all of your homework a year ago, and concluded that natural gas was severely […]

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September 6, 2010 – Dinner With Joseph Stiglitz

Featured Trades: (JOSEPH STIGLITZ) 2) Dinner With Joseph Stiglitz . The great thing about interviewing Joseph Stiglitz over dinner is that you don’t have to ask any questions. You just turn him on and he spits out one zinger after another. And he does this in a kibitzing, wizened, grandfatherly manner like one would expect […]

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