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November 4, 2010 – My Analysis of the Election

SPECIAL ELECTION ISSUE Featured Trades: (MY ANALYSIS OF THE ELECTION) 1) My Analysis of the Election. Won the World Series, but lost the Speaker of the House. I guess San Francisco can't have everything. My expectation that demographic trends would limit Democratic losses turned out to be wrong. The kids stayed home and texted each […]

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November 4, 2010 – What The Election Means for Economic Policy

SPECIAL ELECTION ISSUE Featured Trades: (WHAT THIS MEANS FOR ECONOMIC POLICY) 2) What The Election Means for Economic Policy. Let’s put the economic polices the voters chose under the microscope and see what we got. It is not a pretty picture. The bottom line is that my scenario of a lethargic 2-2.5% GDP growth rate […]

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November 4, 2010 – What the Election Means for the Markets

SPECIAL ELECTION ISSUE Featured Trades: (WHAT THE ELECTION MEANS FOR THE MARKETS), (SPY), (TBT), (YCS) S&P 500 SPDR ETF ProShares Ultra Short Lehman 20+ Year Treasury ETF ProShares Ultra Short Yen ETF 3) What the Election Means for the Markets. Who really won this election? I did! It is setting up trends in the global […]

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November 3, 2010 – How Big is QEII?

Featured Trades: (HOW BIG IS QEII?) 1) How Big is QEII? Speculation is rife in the Treasury markets on if quantitative easing has already started, and if it has, how big it is, or whether it will happen at all? Goldman Sachs has opened more than a few eyes when they put their $2 trillion […]

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November 3, 2010 – Palladium Hits a Seven Year High

Featured Trades: (PALLADIUM), (PALL) ETFS Physical Palladium Shares ETF 2) Palladium Hits a Seven Year High. Palladium has soared by 60% since my recommendation in January, hitting a seven year high yesterday, making it one of my better calls of the year (click here for the piece).  Double dippers beware! Moves like this by industrial […]

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November 3, 2010 – From Junk to Gold

Featured Trades: (JUNK BONDS), (JNK) SPDR Lehman High Yield Bond ETF 3) From Junk to Gold. Investors who bought beat up jalopies at the going out of business sale 18 months ago, ended up getting delivered a Rolls Royce. I piled readers into the junk bond ETF (JNK) 18 months ago because the market was […]

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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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