July 9, 2010 – Quote of the Day

'Capital investment is to a surprisingly large extend driven by stock prices,' said former Federal Reserve Chairman Alan Greenspan.

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July 8, 2010 – What to do About Gold

(SPECIAL GOLD ISSUE) Featured Trades: (GOLD), (GLD), (UGL), (ABX), (RGLD), (AEM-TSX), (GBG), SPDR Gold Trust Shares ProShares Ultra Gold 2X ETF 1) What to do About Gold. Gold, gold, gold. What to do about gold? I get asked this question a dozen times a day, by some who have been long since the current move […]

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July 8, 2010 – There is Only Bitter Medicine for the States

(SPECIAL GOLD ISSUE) Featured Trades: (STATE DEFICITS) 2) There is Only Bitter Medicine for the States. On a map, it appears that the United States is made up of 50 states. The fiscal reality is that we have 20. Portugal's, 15 Italy's, 10 Irelands, 3 Greece's, and 2 Spain's. In Q1, state and local GDP […]

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July 8, 2010 – Apollo Investments (AINV) Offers Some Pizzazz

(SPECIAL GOLD ISSUE) Featured Trades: (BUSINESS DEVELOPMENT COMPANIES), (ARCC), (AINV), (GLAD)   3) Apollo Investments (AINV) Offers Some Pizzazz. I turned up an interesting sector during my interview with Adrian Day of Adrian Day Asset Management the other day (click here for the show) which you might want to add to your ‘buy on melt […]

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July 8, 2010 – The Buyers Pour Into BP

(SPECIAL GOLD ISSUE) Featured Trades: (BP), (SPX) S&P 500 SPDR’s ETF 4) The Buyers Pour Into BP. What has been one of the best performing stocks for the past week? Good old BP (BP), which clawed back an 18% pop off the bottom, a 13% gain from my ‘buy’ call at $29, against an 8% […]

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July 8, 2010 – Quote of the Day

'The stock market is not merely an indicator; it's a cause of economic activity. It's not paper profits, but the capital gains themselves that have a very significant economic consequence,' said former Federal Reserve chairman Alan Greenspan.

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July 7, 2010 – No Ride on the Gravy Train Without an Engine

Featured Trades: (THE ENGINELESS ECONOMY) 1) No Ride on the Gravy Train Without An Engine. It is becoming increasingly clear that the US economy once again fell off a cliff in May. Commodity prices have dropped like a stone, the Baltic Dry Shipping Index has shriveled by 40%, and new home sales have fallen to […]

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July 7, 2010 – Looking for Value at Occidental Petroleum (OXY)

Featured Trades: (OXY) 2)  Looking for Value at Occidental Petroleum (OXY). While a student at UCLA in the early seventies, I took a World Politics course which required me to pick a country, analyze its economy, and make recommendations for its development. I chose Algeria, a country where I had spent a summer hitchhiking among […]

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July 7, 2010 – The Top First Half ETF Performers

Featured Trades: (TOP COUNTRY ETF’s), (GXG), (TF), (THD) Global X/InterBolsa FTSE Columbia 20 ETF Thai Capital Fund, Inc. iShares MSCI Thailand Investable Market Index ETF Market Vectors Indonesia Index ETF 3) The Top First Half ETF Performers. A ranking of the top performing ETF’s so far in this dreadful 2010 produces some strikingly familiar names […]

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July 7, 2010 – Quote of the Day

'The time to buy is when there is blood in the streets,' said Baron Rothschild, and 18th century British banker.

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July 6, 2010 – The Mad Hedge Fund Trader Interviews Adrian Day of Adrian Day Asset Management on Hedge Fund Radio

Featured Trades: (ADRIAN DAY ON HEDGE FUND RADIO), (UDN), (CYB), (EWZ), (GFE), (EWS), (FCX), (CORN), (POT), (PHO), (AINV), (ARCC), PowerShares DB US Dollar Index Bearish ETF Wisdom Tree Dreyfus Chinese Yuan ETF Brazil iShares ETF Singapore iShares ETF SPDR Gold Trust Shares Tecrium Commodity Trust Corn ETF PowerShares Water Resources Portfolio ETF   1) Investing […]

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July 6, 2010 – Proof the Economy is Stalling

Featured Trades: (JUNE NONFARM PAYROLL) 2) Proof the Economy is Stalling. As a commercial pilot with 30 year's experience, I can tell you that there is no more sickening feeling than hearing your stall warning alarm during a takeoff. That is exactly what I was hearing Friday morning when the Department of Labor announced that […]

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July 6, 2010 – Quote of the Day

'If you survive 100% inflation, you are probably a good manager,' said Adrian Day of Adrian Day Asset Management, about the long term attractiveness of Brazilian companies.

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July 2, 2010 – Hedge Funds Are Getting Trimmed

Featured Trades: S&P 500 SPDR’s ETF 2) Hedge Funds Are Getting Trimmed. Given the piss poor performance of hedge funds this year, you really have to ask yourself why you subscribed to a letter entitled The Diary of a Mad Hedge Fund Trader. Many funds have ‘derisked’, are nursing wounds on the sidelines, and only […]

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July 2, 2010 – Trade Deal Looks Great for Taiwan

Featured Trades: (EWT), (TWON) Taiwan IShares ETF IQ Taiwan Small Cap ETF 3) Trade Deal Looks Great for Taiwan. China has just signed a trade agreement with its rebellious, capitalist province, Taiwan, which has major long term implications for the rest of us. The deal has China chopping import duties on 500 goods from Taiwan […]

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