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November 18, 2010 – Quote of the Day

'The commodities are overdone here. But if we get a break next year, I would think that is a great buying opportunity,' said Jeremy Grantham, the legendary founder of money manager Grantham, Mayo, Von Otterloo.

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November 17, 2010 – The Collapse of the Yen: The Party Has Started

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXY), (YCS) Currency Shares Japanese Yen Trust ETF ProShares Ultra Short Yen ETF 1) The Collapse of the Yen: The Party Has Started. ‘Oh, how I despise the yen, let me count the ways.’ I’m sure Shakespeare would have come up with this line of […]

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November 17, 2010 – Has The Euro Turned?

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXE), (EUO) Currency Shares Euro Trust ETF ProShares Ultra Short Euro ETF 2) Has The Euro Turned? The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day (click here for the call). […]

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November 17, 2010 – Why I'm Singing 'Waltzing Mathilda' in the Shower

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS Featured Trades: (FXA) Currency Shares Australian Dollar Trust ETF 3) Why I'm Singing 'Waltzing Mathilda' in the Shower. If you want to participate in the global carry trade in its purest form, take a look at the Australian dollar. The central bank has been the first and fastest […]

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November 17, 2010 – The Loonie Takes Flight

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS   Featured Trades: (FXC) Currency Shares Canadian Dollar Trust ETF 4) The Loonie Takes Flight. Many of the same arguments that make the Aussie so attractive on a long term basis also apply to the Canadian dollar, which forex traders affectionately call the ‘loonie’. The Bank of Canada […]

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November 17, 2010 – Play China's Yuan From the Long Side

SPECIAL FOREIGN EXCHANGE DOUBLE ISSUE 2011 FORECASTS Featured Trades: (CYB) Wisdom Tree Dreyfus Chinese Yuan Fund ETF 5) Play China's Yuan From the Long Side. Any doubts that China's Yuan is a huge screaming buy should have been dispelled when news came out that it had displaced Germany as the world's largest exporter. The Middle […]

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November 15, 2010 – Tremors in the Market

Featured Trades: (TREMORS IN THE MARKET)     1) Tremors in the Market. Yes! There is risk in the market! That was the hard lesson learned by latecomers to Ben Bernanke’s quantitative easing party who, having watched the prices of all assets climb relentlessly for the last 2½ months, jumped in at the end and […]

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November 15, 2010 – Taking Toyota Out for a Spin

Featured Trades: (TOYOTA), (TM) 2) Taking Toyota Out for a Spin. After silver’s meteoric rise last week to nearly $30, I decided to take some profits and launch my own personal stimulus program. So I cashed in a chunk of my position, shoveled $50,000 in cash into a backpack, and sent a friend off to […]

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November 15, 2010 – Nuclear Energy Makes a Comeback

Featured Trades: (NUCLEAR POWER), (NLR), (CCJ) 3) Nuclear Energy Makes a Comeback. Better drag your leisure suits, bell bottoms, and Bee Gee’s records out the attic. The seventies are about to enjoy a rebirth. The nuclear industry, which has been comatose since the accident at Three Mile Island in 1979, is gearing up for one […]

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November 12, 2010 – Only Three Weeks to Go Until the Los Angeles Strategy Lunch

Featured Trades: (LOS ANGELES STRATEGY LUNCH) 2) Only Three Weeks to Go Until the Los Angeles Strategy Lunch. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update in Los Angeles on Friday, December 3, 2010. A three course lunch will be followed by a 45-minute PowerPoint presentation and a 30-minute […]

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November 12, 2010 – Has the Euro Turned?

Featured Trades: (HAS THE EURO TURNED?), (FXE), (EUO) ProShares Ultra Short Euro ETF Currency Shares Euro Trust 3) Has The Euro Turned? The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day (click here for the call). September and October was all […]

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November 12, 2010 – The Cisco Shock

Featured Trades: (CISCO), (CSCO) 4) The Cisco Shock. When a great company announces a surprise, temporary setback that sends the stock plunging, I am drawn like a starving great white shark to fresh blood in the water. All it took was a matching of earnings expectations for this great technology firm to crater 13% in […]

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November 11, 2010 – The Mad Hedge Fund Trader Interviews Karl Denninger of Market Ticker

Featured Trades: (KARL DENNINGER ON HEDGE FUND RADIO), (ONLY BUY COMPANIES YOU HATE), (SPX), (INDU), (BAC), (C ), (JPM), (WFC), (AAPL), (GOOG), (QQQQ), (BP), (GS), (C), (PFE), (MO)   1) Karl Denninger of Market Ticker on Hedge Fund Radio. Karl Denninger of Market Ticker thinks there is a secondary banking crisis around the corner that […]

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November 11, 2010 – Only Buy Companies You Hate

Featured Trades: (ONLY BUY COMPANIES YOU HATE), (SPX), (INDU), (BAC), (C ), (JPM), (WFC), (AAPL), (GOOG), (QQQQ), (BP), (GS), (C), (PFE), (MO) 2) Only Buy Companies You Hate. The Wall Street Journal published one of the funniest investment strategy pieces I have ever read. Dilbert cartoonist Scott Adams argues that you should invest in companies […]

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November 11, 2010 – Quote of the Day

'Parabolic moves end up creating parabolic corrections. This is going to end badly. It's not a matter of if, but when.' said hedge fund manager Mark Fisher of MBF Asset Management.

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