Archive | Diary RSS feed for this section

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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.

Read full story Comments are closed

November 9, 2010 – Don’t Pop the Champagne on Those October Nonfarm Payroll Figures

Featured Trades: (OCTOBER NONFARM PAYROLL) 1) Don't Pop the Champagne on Those October Nonfarm Payroll Figures. Poor Obama. The guy just can't catch a break. A day after the midterm election delivered a 'shellacking' to the once, and possibly future, community organizer from South Chicago, Ben Bernanke announces one of the greatest economic stimulative efforts […]

Read full story Comments are closed

November 9, 2010 – Where to Play QEII in Europe

Featured Trades: (POLAND), (PLND), (EPOL) 2) Where to Play QEII in Europe. In one of the worst timed ETF launches of the year, Van Eck brought out the Market Vectors Poland ETF (PLND) in November, 2009, just on the eve of the Euro collapse. iShares followed with their MSCI Poland Investable Market ETF (EPOL) at […]

Read full story Comments are closed

November 9, 2010 – You No Longer Have to Be Crazy to Buy Gold

Featured Trades: (GOLD), (GLD), (ABX) 3) You No Longer Have to Be Crazy to Buy Gold. The good news is that you no longer have to be crazy to buy gold. Until recently, certifiable believers chasing the barbaric relic were driven by a host of urban legends and wild conspiracy theories which frequently appear on […]

Read full story Comments are closed

November 8, 2010 – It’s Off to the Races With Emerging Markets

Featured Trades: (EMERGING MARKETS), (EWZ), (RSX), (PIN), (FXI) Brazil iShares ETF Market Vectors Russia ETF PowerShares India ETF iShares FTSE/Xinhua China 25 ETF 1) It’s Off to the Races With Emerging Markets. Ben Bernanke’s unprecedented announcement that he is buying $600 billion in medium dated Treasury securities is tantamount to the government ordering you to […]

Read full story Comments are closed

November 8, 2010 – The Price of Oil is Going Up

Featured Trades: (OIL), (XOM), (OXY), (COP) 2) The Price of Oil is Going Up. The free Ben Bernanke put also applies to the commodities markets. I received another scratchy, crackling cell phone call from my drilling buddy in the Texas natural gas fields today. You could almost choke from the dust on the line. He […]

Read full story Comments are closed

November 8 2010 – Load the Boat With Technology Stocks

Featured Trades: (TECHNOLOGY STOCKS), (INTC), (CSCO) (IBM), (JNPR), (JDSU), (SNDK), (MU), (ASML), (XLK), (QQQQ), (ROM) Technology Select Sector SPDR 3) Load the Boat With Technology Stocks. There is one sector that hedge funds have an absolute laser focus on in this Goldilocks environment, and that is technology stocks. This is where have been pouncing at […]

Read full story Comments are closed

November 5, 2010 – Come to the December 3rd Los Angeles Strategy Luncheon

Featured Trades: (LOS ANGELES STRATEGY LUNCHEON)   1) Come to the December 3rd Los Angeles Strategy Luncheon. Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Los Angeles on Friday, December 3, 2010. A three course lunch will be followed by a 45 minute […]

Read full story Comments are closed

November 5, 2010 – The One Bright Spot in Real Estate

Featured Trades: (MULTIFAMILY DWELLINGS) 2) The One Bright Spot in Real Estate. After my weekly dump on residential real estate, I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US […]

Read full story Comments are closed

November 5, 2010 – I’m Singing “Waltzing Mathilda” Again

Featured Trades: (AUSTRALIA), (FXA), (FXE), (EWA) Currency Shares Australian Dollar Trust ETF PowerShares Indio Portfolio ETF Currency Shares Euro Dollar Trust ETF 3) I’m Singing ‘Waltzing Mathilda’ Again. Many readers made a killing last February when I recommended they buy Australian dollars and short the euro against it (click here for the call). A lot […]

Read full story Comments are closed

November 5, 2010 – Silver Blasts Through to a New 30-Year High

Featured Trades: (SILVER), (SLV), (CDE), (SLW), (HL) SPDR Gold Trust Shares iShares Silver Trust 4) Silver Blasts Through to a New 30-Year High.  Those transfixed by gold (GLD) topping the $1,368 level again have been missing the real action in silver (SLV). The white metal has soared 45% to $18.46 since the July low, compared […]

Read full story Comments are closed