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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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February 18, 2011 – Quote of the Day

'Changes in consumption stemming from per capita income rises from $1,000 a year to $5,000, as you are seeing in India, or $5,000 to $10,000, as you are seeing in China, is a very different kind of consumption. It is much more commodities heavy, it is food heavy, it draws a lot more on water […]

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February 17, 2011 – Global Strategy Review With OptionMonster’s Pete Najarian

Featured Trades: (THE PETE NAJARIAN/JOHN THOMAS SMACKDOWN)   1) Global Strategy Review With OptionMonster’s Pete Najarian. Please join John Thomas, The Mad Hedge Fund Trader, and OptionMonster’s Pete Najarian for a free live webinar on Thursday, February 17 at 12:00 noon EST. It will be a no holds barred, mano a mano, smack down where […]

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February 17, 2011 – A Rest for the Treasury Bond Sell Off

Featured Trades: (THE TREASURY BOND SELL OFF), (TBT), (TLT) 2) A Rest for the Treasury Bond Sell Off. The Great Treasury Bond Sell Off, which has been running now for nearly six months, may be about to take a rest. Take a look at the chart below put out by my friends at StockCharts.com. It […]

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February 17, 2011 – Quote of the Day

'Total credit market debt in the world has gone from $80 trillion to $200 trillion in the last ten years, an 11% annual rate, while GDP has grown by 4%. This can't continue. It's a simple matter of arithmetic,' said Kyle Bass, of hedge fund Hayman Partners.

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February 16, 2011 – The Collapse of the Yen: The Big Beak is Near

SPECIAL END OF JAPAN ISSUE Featured Trades: (JAPANESE YEN), (FXY), (YCS) 1) The Collapse of the Yen: The Big Beak is Near. ‘Oh, how I despise the yen, let me count the ways.’ I’m sure Shakespeare would have come up with this line of iambic pentameter if he were a foreign exchange trader. I firmly […]

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February 16, 2011 – Quote of the Day

'The jobs that we gained over the last two decades were the jobs that led to over consumption, jobs like finance, insurance, real estate, and consumer cyclicals,' said my old buddy, David Gerstenhaber, President of Argonaut Capital Management.

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February 15, 2011 – Orlando Strategy Luncheon Review

SPECIAL FLORIDA ISSUE Featured Trades: (ORLANDO STRATEGY LUNCHEON REVIEW) 1) Orlando Strategy Luncheon Review. Now is the greatest time ever to buy a Caterpillar D9 heavy bulldozer. That was my conclusion after visiting Ritchie's Auctioneers, half way between Orlando and Tampa, Florida, which offers hundreds of these giant machines, along with enough steam rollers, backhoes, […]

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February 15, 2011 – The San Francisco Money Show

SPECIAL FLORIDA ISSUE Featured Trades: (WORLD MONEY SHOW) 2) The San Francisco Money Show. I attended the Woodstock of investment conferences last week, the World Money Show at the Gaylord Palms Resort near Orlando, Florida. Run with military efficiency that only General George S. Patton could have appreciated, it offered a multi ring circus of […]

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February 15, 2011 – They're Not Celebrating in Celebration

SPECIAL FLORIDA ISSUE Featured Trades: (DESPAIR IN CELEBRATION) 3) They're Not Celebrating in Celebration. A search for a nearby bank took me to the surreal suburb of Celebration, Florida, a city developed by the Disney people during the mid-1990's. Created to evoke small town USA circa 1940, the berg tastefully replicates an America from the […]

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February 15, 2011 – Quote of the Day

'It's very difficult to navigate a business through a paradigm shift. You must hard wire your system to second guess all the time, questioning what is next, and then what is next. You've got to retain optionality for both investment portfolios and the business you run to navigate this well,' said Mohamed El-Erian, co-chairman of […]

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February 14, 2011 – Buy the Diary of a Mad Hedge Fund Trader Now and Beat My Price Increase

Featured Trades: (INFLATION STARTS HERE!) 1) 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. […]

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February 14, 2011 – Dinner With Joseph Stiglitz

Featured Trades: (DINNER WITH 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 […]

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February 14, 2011 – The Inside Story on Apple's Steve Wozniak

Featured Trades: (APPLE AND STEVE WOZNIAK) 3) The Inside Story on Apple's Steve Wozniak. I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14 year old president of the Homestead High School Radio Club in Cupertino, California. With seven children, my dad was pretty stingy with allowance […]

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February 11, 2011 – April 8 Paris Strategy Luncheon

Featured Trades: (PARIS STRATEGY LUNCHEON) 1) April 8 Paris Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Paris on Friday, April 8, 2011. A three course lunch will be followed by a 45 minute PowerPoint presentation and a 45 minute question […]

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