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February 24, 2011 – How Far Will the Market Fall?

Featured Trades: (HOW FAR WILL THE MARKETS FALL?), (VIX), (SPX), (SPY)   2) How Far Will the Market Fall? Now that we are solidly in 'RISK OFF' mode, traders, managers, and investors are asking how much downside we are looking at. It is safe to say that those who were piling on longs with reckless […]

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February 24, 2011 – Quote of the Day

'China has been doing everything right for the last ten years. Our government is made up of 'C' students that were political science majors, whereas, the Chinese government is made up of PhD's that were educated at Cambridge and Harvard,' said one Washington observer.

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February 23, 2011 – The Mad Hedge Fund Trader’s April 28 Phoenix Luncheon

Featured Trades: (PHOENIX STRATEGY LUNCHEON)   1) 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 by a 45 minute PowerPoint […]

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February 23, 2011 – The S&P 500 is Cruising for a Bruising

Featured Trades: (S&P 500 IS CRUISING FOR A BRUISING)   2) The S&P 500 is Cruising for a Bruising.  How overbought is the stock market? My friends at the Bespoke Investment Group produced this chart of the S&P 500 showing that it has remained in nosebleed territory for nearly six months now, except for a […]

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February 23, 2011 – A Buying Opportunity is Setting Up for the Ags

Featured Trades: (BUY THE DIP IN THE AGS), (DBA), (CORN), (MOS), (POT), (AGU), (ANDE), (CPO)   3) A Buying Opportunity is Setting Up for the Ags. In January, I wimped out of my hefty long position in the grain ETF (JJG), hoping to sidestep a potential sell off going into a dreaded US Department of […]

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February 23, 2011- Quote of the Day

'Right now, the US is the best looking horse in the glue factory,' said Erskine Bowles, co-chair of the National Commission on Fiscal Responsibility and Reform

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February 22, 2011 – The Resurrection of Peak Oil

(SPECIAL PEAK OIL ISSUE) Featured Trades: (XOM), (BP), (COP), (OXY), (OIH), (DIG), (USO) 1) The Resurrection of Peak Oil. It has been a long wait for ‘peak oilers,’ whose passionate belief is that the world will run out of oil in coming years, sending prices through the roof. This splinter religion came into being in […]

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February 21, 2011 – Reflections on Morgan Stanley's 75th Anniversary

Featured Trades: (MORGAN STANLEY), (MS)   1) Reflections on Morgan Stanley's 75th Anniversary. The three elder statesmen I saw on TV ringing the opening bell at the NYSE couldn't have been more representative of the evolution of Morgan Stanley (MS) over the past three quarters of a century. When I joined just after the 35th […]

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February 21, 2011 – Thank Goodness I Don't Live in Sweden!

Featured Trades: (THANK GOODNESS I DON'T LIVE IN SWEDEN)   2) Thank Goodness I Don't Live in Sweden! I pulled the chart below off of Paul Kedrosky's ever insightful website, Infectious Greed, showing world tax rates as a percentage of GDP for the past 40 years. Sweden suffers the world's heaviest tax burden at 51%, […]

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February 21, 2011 – Learning to Love Hedge Funds

Featured Trades: (LEARNING TO LOVE HEDGE FUNDS)   3) Learning to Love Hedge Funds. The Wall Street Journal has put together the best history of hedge funds I have found so far. They start with the legendary Fortune Magazine editor, Winslow Jones, who created the first fund out of a shabby office on Broadway in […]

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February 21, 2011 – The ‘Population Bomb’ Echoes

Featured Trades: (POPULATION BOMB ECHOES)   4) The ‘Population Bomb’ Echoes. Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world’s food supply. You might even throw in long positions in wheat, corn, soybeans, and rice. […]

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February 20, 2011 – Price Increase Hits Tonight, So Get Your Subscription Now!

Buy the Diary of a Mad Hedge Fund Trader Now and Beat My Price Increase. Those of you who have been sitting on the fence, hemming and hawing as to whether you should subscribe to The Diary of a Mad Hedge Fund Trader, now is your time to move. On February 21st, subscription prices to […]

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February 18, 2011 – March 31 New York Global Strategy Luncheon

Featured Trades: (NEW YORK STRATEGY LUNCHEON) 1) March 31 New York Global 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.  A three course lunch will be followed by […]

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February 18, 2011 -My Near Miss With Cisco

Featured Trades: (MY NEAR MISS WITH CISCO) 2) My Near Miss With Cisco. My predatory instinct as a scavenger and bottom feeder is coming to the fore once again. After building up expectations for a blowout quarter, Cisco Systems disappointed once again, prompting traders to trash the stock by 15% in one day. Call me […]

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February 18, 2011 – Testimonial

3) Testimonial. 'We view The Mad Hedge Fund Trader as a vital resource that helps us focus on major market trends that are most likely to make money over time. It is a resource that helps us filter out the daily noise in various markets and the mostly irrelevant commentary of TV's talking heads. Unlike […]

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