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November 3, 2010 – Special Subscription Offer From The Mad Hedge Fund Trader

4) SPECIAL SUBSCRIPTION OFFER FROM THE MAD HEDGE FUND TRADER. Any Texas residents who take out a two year subscription to The Diary of a Mad Hedge Fund Trader this week will get a free 'San Francisco Giants World Series Champions' knit hat. For proof of residence, please send me a stuffed armadillo. Cheap Chinese […]

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November 3, 2010 – Quote of the Day

'A lie can travel half way around the world before the truth gets its boots on,' said the 19th century humorist, Mark Twain.

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November 2, 2010 – Catching Up With Charles Nenner

Featured Trades: (CHARLES NENNER)   1) Catching Up With Charles Nenner. I managed to catch up with my friend, technical analyst to the stars, Charles Nenner, and quiz him about his recent relative silence. It has been many months since he predicted that the yen was going to soar from ¥95 to ¥80, that you […]

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November 2, 2010 – The Treasury Bond Dilemma

Featured Trades: (THE TREASURY BOND DILEMMA), (TBT), (IEF) 2) The Treasury Bond Dilemma. There is a very interesting divergence going on in the Treasury bond market which readers should be aware of. The leveraged short ETF for long dated paper, the (TBT), looks like it bottomed in the end of August, indicating that the collapse […]

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November 2, 2010 – There is Less Than Meets the Eye in Q3 GDP

Featured Trades: (Q3 GDP) 3) There is Less Than Meets the Eye in Q3 GDP. There was much celebration that the US economy managed a 2.0% growth rate in Q3, sending double dippers to the dust bin of history, where they rightfully belong. Of course, you already knew this was going to happen last January, […]

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November 1, 2010 – An Evening With Hillary Clinton

Featured Trades: (AN EVENING WITH HILLARY CLINTON) 1) An Evening With Hillary Clinton. When Secretary of State Hillary Rodham Clinton passed through San Francisco last week I jumped at the chance to get an up to date overview on American foreign policy. The former first lady was making a brief San Francisco stop off on […]

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November 1, 2010 – Is the Rare Earth ETF Calling a Market Top?

Featured Trades: (RARE EARTHS), (REMX), (MCP), (LYSCF), (AVARF) 2) Is the Rare Earth ETF Calling a Market Top? It looks like the Van Eck mutual fund group reads the Diary of the Mad Hedge Fund Trader, because last week they launched the first ETF (REMX) dedicated to rare earth and strategic metals. The move comes […]

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November 1, 2010 – Pricking the Bubble in the Yen

Featured Trades: (JAPANESE YEN), (FXY), (YCS) 3) Pricking the Bubble in the Yen. Analysts have been puzzled by the relentless appreciation of the Japanese yen, which went out at ¥80.40 on Friday, and seems poised to break out to the ¥70 handle and an all time high. Having written the authoritative tome on the Japanese […]

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October 29, 2010 – From Your Mad Hedge Fund Trader Baseball Correspondent

Featured Trades: (WORLD SERIES)   1) From Your Mad Hedge Fund Trader Baseball Correspondent. What a game! Burp. The San Francisco Giants trounced the Texas Rangers 11-7 in what had to be one of the most exciting games in World Series History. I spent the pregame completing my Christmas shopping for the year, feverishly buying […]

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October 29, 2010 – The Fascinating World of Municipal Bonds

Featured Trades: (MUNICIPAL BONDS), (NCP), (NVX) Nuveen California Performance Plus Nuveen California Dividend Advantage Muni Fund II   2) The Fascinating World of Municipal Bonds. I was fortunate to catch the muni bond wave this year with my recommendations to buy the funds in this sector, the (NCP) and the (NVX) (click here for ‘California […]

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October 28, 2010 – Contemplations on Risk

Featured Trades: (CONTEMPLATIONS ON RISK)   1) Contemplations on Risk. The S&P 500 has risen 11 out of the last 13 trading days. Everything in my portfolio is up 50% in the last four months, except for the rare earth stocks which are up 400%. My call that the global equity markets would launch into […]

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October 28, 2010 – The Fat Lady is Still Singing in the Treasury Market

Featured Trades: (PEAK TREASURY BONDS), (TBT), (TMV) ProShares Ultra Short Lehman 20 + Year Treasury ETF Direxion Daily 20 Year Plus Treasury Bear 3X Shares ETF 2) The Fat Lady is Still Singing in the Treasury Market. To say that things have gone well for the Treasury bond market this year would be one of […]

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October 28, 2010 – The World’s Largest Solar Plant

Featured Trades: (THE WORLD’S LARGEST SOLAR PLANT) 3) The World’s Largest Solar Plant. Unfortunately, I know Blythe, California too well. This natural blast furnace is in a God forsaken corner of the state where I hunted jack rabbits as a kid, the Indians survived on Gila monsters for protein, and it regularly reaches 130 degrees […]

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October 27, 2010 – Here Come the Seventies Again

Featured Trades: (THE COMMODITIES BOOM) 1) Here Come the Seventies Again. Better drag your leisure suits, bell bottoms, and Bee Gee’s records out of the attic. The seventies are about to enjoy a comeback. The near universal run all commodities are enjoying now takes me back to that time in my youth when making money […]

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October 27, 2010 – India is Catching Up With China

Featured Trades: (INDIA VS CHINA), (FXI), (PIN), (INP), (TTM) iPath MSCI India ETN PowerShares India Portfolio ETF Wisdom Tree India Earnings Fund ETF 2) India is Catching Up With China. When I first visited Calcutta in 1976, 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw driver, […]

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