October 14, 2010 – Apple Blasts Through $300, Next Stop: $1,000

Featured Trades: (AAPL) 3) Apple Blasts Through $300, Next Stop: $1,000. When I took a young, cocky, long haired, Levis wearing Steve Jobs around to meet Morgan Stanley's institutional investors to pitch an Apple share offering 28 years ago, I vowed never to buy anything from the man. He was such a great salesman, and […]

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October 13, 2010 – Why My Shorts Are Missing

Featured Trades: (SHORT POSITIONS), (FXY), (YCS), (TBT), (TMV) 1) Why My Shorts Are Missing. I have always been an aviation enthusiast, flying every rare, antique plane I could get my hands on. My adventures have taken me from flying a 1929 Norwegian spruce and Irish linen constructed Belgian Stampe to a MIG-25 Soviet fighter to […]

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October 13, 2010 – The Frenzy to Buy Corn

Featured Trades: (CORN), (DBA) 2) The Frenzy to Buy Corn. I have managed to catch a few limit up moves in my career, but never two consecutive back to back moves. That is what we got yesterday when panic buying swamped traders in the wake of Friday’s USDA report showing that corn yields plunged from […]

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October 13, 2010 – Goldman Sachs Bursts Out of the Penalty Box

Featured Trades: (GS) 3) Goldman Sachs Bursts Out of the Penalty Box. Let’s say that quantitative easing ensues, the global financial system is flooded with money, and the price of everything rises in unison. What is the one company that would benefit most from this scenario, whose hand on the pulse beat of the market […]

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October 12, 2010 – The Mad Hedge Fund Trader Interviews Marc Chandler of Brown Brothers Harriman

Featured Trades: (MARC CHANDLER ON FOREIGN EXCHANGE) South Korea iShares ETF Singapore iShares ETF Market Vectors Indonesia Index ETF Thai Capital Fund, Inc.   1) Marc Chandler of Brown Brothers Harriman on the Foreign Exchange Market. My guest on Hedge Fund Radio this week is Marc Chandler, the global head of currency strategy at the […]

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October 12, 2010 – Rio Tinto (RTP) is Firing on all 16 Cylinders

Featured Trades: (RTP), (IRON ORE), (DIAMONDS) 2) Rio Tinto (RTP) is Firing on all 16 Cylinders. I managed to catch an interesting interview on TV the other day with Tom Albanese of Rio Tinto (RTP), the planet’s second largest producer of iron ore. It is one of the companies at the nexus of the global […]

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October 12, 2010 – The Big Hedge Fund Killing in September

Featured Trades: (THE SEPTEMBER HEDGE FUND KILLING) 3) The Big Hedge Fund Killing in September. I was not alone in posting spectacular results in September. Those who foresaw Ben Bernanke’s quantitative easing and its implications for all assets posted huge returns for the month, pushing many into positive territory for the first time this year. […]

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October 11, 2010 – Why the Nonfarm Payroll Figures are Meaningless

Featured Trades: (THE MEANINGLESS NONFARM PAYROLL) 1) Why the Nonfarm Payroll Figures are Meaningless. Let me warn you that reading this analysis about the September nonfarm payroll is a complete waste of your precious time. But since it's a holiday, and you don't feel like mowing the lawn, raking the leaves, or washing the car, […]

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October 11, 2010 – Run Over by the Grain Train

Featured Trades: (THE GRAIN TRAIN), (CORN), (WHEAT), (SOYBEANS), (MOS), (AGU) Teucrium Commodity Trust Corn Fund ETF 2)  Run Over by the Grain Train. The US Department of Agriculture released a shocking report on Friday that triggered rare limit up moves in all three major grains simultaneously, corn, (CORN), wheat, and soybeans, and sent the prices […]

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October 11, 2010 – Where to Buy the Next Dip in Gold

Featured Trades: (GOLD), (GLD), (AEM), (KGC), (INIVX) SPDR Gold Trust Shares Van Eck International Investor's Gold Fund 3) Where to Buy the Next Dip in Gold. After the violent moves in the gold market last week which took it to another all time high of $1,363, and then a wrenching $25 pull back in a […]

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October 8, 2010 – Come Meet the Mad Hedge Fund Trader in Two Weeks at the San Francisco Strategy Luncheon

Featured Trades:  (SAN FRANCISCO STRATEGY LUNCHEON) 1)  Come Meet the Mad Hedge Fund Trader in Two Weeks at the San Francisco Strategy Luncheon. Come join me for lunch at The Mad Hedge Fund Trader’s semiannual Global Strategy Update, which I will be conducting in San Francisco at 12:00 noon on October 22, 2010. A three […]

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October 8, 2010 – My Reconciliation With Emerging Market Debt

Featured Trades:  (EMERGING MARKET DEBT), (PCY), (ELD) PowerShares Emerging Markets Sovereign Debt Portfolio ETF Wisdom Tree Emerging Markets Local Debt Fund ETF 2) My Reconciliation With Emerging Market Debt. Last month, I advised readers to take profits on the emerging market debt ETF (PCY) after clocking a generous 30% total return over the previous year […]

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October 8, 2010 – Guess Who’s On Top of the ETF Rankings?

Featured Trades:  (ETF RANKINGS), (SPY), (GLD), (EEM) 3) Guess Who's On Top of the ETF Rankings? I saw the latest ranking of ETF's by asset size today, and I was stunned by the results. It was no surprise to see State Street Global Advisors' SPDR S&P 500 (SPY) on top, with $78 billion in assets, […]

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October 7, 2010 – The Heads I Win, Tails You Lose Market

Featured Trades: (MONETARY INFLATION)     1) The Heads I Win, Tails You Lose Market. Ben Bernanke has privatized the upside of the global stock, bond, currency, commodity, energy, and precious metals markets, and socialized the downside, with his much publicized move towards quantitative easing. While former Treasury Secretary Hank Paulsen spoke about a bazooka […]

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October 7, 2010 – Getting Something for Nothing

Featured Trades: (NISSAN LEAF), (NSANY) 2) Getting Something for Nothing. I just contracted to buy all the gasoline I want at 31 cents a gallon. No, I have not struck oil in my backyard, or come into an inheritance from a long lost Kuwaiti relative. That is the de facto price that PG&E is billing […]

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