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April 14, 2011 – What Are Technology Stocks Trying to Tell Us?

Featured Trades: (WHAT ARE TECHNOLOGY STOCKS TRYING TO TELL US?), (XLK), (AAPL)   4) What Are Technology Stocks Trying to Tell Us? If you are a perma bull or a believer in the return of the 'old normal', please email me the hidden meaning of the two charts below. Technology stocks have been the preeminent […]

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April 19, 2011 – What Relative Sector Performance is Trying to Tell Us

Featured Trades: (WHAT RELATIVE SECTOR PERFORMANCE IS TRYING TO TELL US), (XLF), (XLK), (XLV), (XLP), (AAPL), (SWY), (KFT)   3) What Relative Sector Performance is Trying to Tell Us. Get ready to reach for that barf bag in the seat pocket in front of you. The relative performance of industrial sectors in the S&P 500 […]

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April 8, 2011 – Quote of the Day

We have been pretending that we're too big to fail. We're not too big to fail, You can jump off of a 90 story building and feel fine for the first 89 stories. It's the sudden stop at the end that tells you you're not.' said Tom Friedman, New York Times columnist and author of […]

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April 6, 2011 – Last Chance to Participate in the April 8 Paris Strategy Luncheon

Featured Trades: (PARIS STRATEGY LUNCHEON)   Last Chance to Participate in the April 8 Paris Strategy Luncheon. Come join me for lunch for at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Paris, France on Friday, April 8, 2011. A three course lunch will be followed by a 45 […]

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April 6, 2011 – The Great Race for Battery Technology

    Featured Trades: (SPECIAL BATTERY ISSUE), (XIDE), (BYDFF), (SQM), (SNE), (GM), (XOM) 1) The Great Race for Battery Technology. One hundred years from now, historians will probably date the beginning of the fall of the American Empire to 1986. That is the year President Ronald Reagan ordered Jimmy Carter’s solar panels torn down from […]

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April 2, 2011 – Last Chance to buy a Ticket to the April 4 London, England Strategy Luncheon!

Featured Trades: (LONDON STRATEGY LUNCHEON) 1) Last Chance to buy a Ticket to the April 4 London, England Strategy Luncheon! Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London, England on Monday, April 4, 2011. A three course lunch will be followed by […]

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April 1, 2011 – If Demographics is Destiny, Then America's Future Sucks

Featured Trades: (SPECIAL DEMOGRAPHIC ISSUE), (VNM) 1) If Demographics is Destiny, Then America's Future Sucks. Desperate homeowners counting on a “V” shaped recovery in residential real estate prices to bail them out better first take a close look at global demographic data, which tells us there will be no recovery at all. I have been […]

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April 1, 2011 – Vietnam is a Paradise for Demographic Investors

Featured Trades:  (VNM) Market Vectors Vietnam ETF 4) Vietnam is a Paradise for Demographic Investors. Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest in companies that get 50% or more of their earnings […]

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March 30, 2011 – The Bear Market in Bonds is Still Sleeping

Featured Trades: (THE BEAR MARKET IN BONDS IS STILL SLEEPING), (TLT)   3) The Bear Market in Bonds is Still Sleeping. I just wanted to give you this updated technical chart of the long dated bond ETF (TLT), showing that the bear market in bonds is indeed on 'PAUSE'. This will be music to the […]

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March 30, 2011 – Check Out the Dip in Palladium

Featured Trades: (PALLADIUM), (PLATINUM), (PALL), (PPLT)   4) Check Out the Dip in Palladium. If you want to see the one precious metal that has been beaten senseless by the disaster in Japan, take a look at Palladium (PALL). Thanks to its close ties to the auto industry, the white metal has plummeted by 22% […]

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March 29, 2011 – Last Chance to Buy a Ticket for the Thursday, March 31 New York Strategy Luncheon.

Featured Trades: (NEW YORK STRATEGY LUNCHEON)   Last Chance to Buy a Ticket for the Thursday, March 31 New York Strategy Luncheon. The Mad Hedge Fund Trader’s Global Strategy Update will be held at 12:00 noon on Thursday, March 31, 2011. The event will be held at an exclusive private club on Central Park South.  […]

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March 25, 2011 – Last Chance to buy a Ticket to the April 4 London, England Strategy Luncheon

Featured Trades: (LONDON STRATEGY LUNCHEON) 1) Last Chance to buy a Ticket to the April 4 London, England Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London, England on Monday, April 4, 2011. A three course lunch will be followed by […]

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March 25, 2011 – Hedge Funds are About to Undress

Featured Trades: (US HEDGE FUNDS ARE ABOUT TO UNDRESS)   2) Hedge Funds are About to Undress. The July 21 deadline for the hedge funds to register required by the one year anniversary of the Dodd-Frank bill is fast approaching, and the industry is roiling with turmoil. The net result for the rest of us […]

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March 25, 2011 – Airline Stocks Could Be Ready for Take Off

Featured Trades: (AIRLINE STOCKS COULD BE READY FOR A TAKEOFF)   3) Airline Stocks Could Be Ready for Take Off. When I was a young, clueless investment banker at Morgan Stanley 30 years ago, the head of equity sales took me aside to give me some fatherly advice. Never touch the airline industry. The profitability […]

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March 24, 2011 – Last Chance to Buy a Ticket for the Thursday, March 31 New York Strategy Luncheon

Featured Trades: (NEW YORK STRATEGY LUNCHEON)   1) Last Chance to Buy a Ticket for the Thursday, March 31 New York Strategy Luncheon. The Mad Hedge Fund Trader’s Global Strategy Update will be held at 12:00 noon on Thursday, March 31, 2011. The event will be held at an exclusive private club on Central Park […]

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