Featured Trades: (FXI), ($SSEC), (CYB) 1) Keep a Sharp Eye on China for Market Direction. My favorite canary in the coal mine for global capital markets has been singing loud and clear, and that song is increasingly sounding like a funeral dirge. The Chinese stock markets (FXI) have been rolling over like a fatally injured […]
Featured Trades: (FXE) 2) The Easy Money on the Euro Has Been Made. I have been a conspicuous bear on the euro (FXE) all year, back when it was trading at $1.45 (click here for the call ). We have now hit my target of the low $1.20′s, and the really easy money has been […]
Featured Trades: (CRUDE), (USO), ($WTIC) 3) How the Hedge Funds Are Calling the Tune on Oil. Watching the gut churning $22 plunge in crude (USO) has been fascinating, and gives broader insights into the state of global capital markets as a whole. Just as the Gulf disaster threatens to cap one third of America's least […]
Featured Trades: (NISSAN LEAF) 4) Meet the First Mass Market Car of the Future. I put my $99 deposit down to get my five door Nissan Leaf hatchback this December, which will be the world’s first mass market, price competitive all-electric car. The vehicle will be entirely run by a 24 kilowatt hour lithium ion […]
'Insanity is hereditary. You can catch it from your kids,' said humorist Erma Bombeck.
SPECIAL HARD ASSET ISSUE Featured Trades: (NEW YORK HARD ASSET CONFERENCE) Note to Chicago area readers: Please get your orders in for my June 11 Chicago strategy luncheon. As I am an out-of-towner and one of those suspicious left coaters, the Union League Club is asking me to confirm firm numbers well in advance. […]
SPECIAL HARD ASSET ISSUE Featured Trades: (GOLD), (GLD) 2) How Far will Gold Run? 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 conspiracy theories, such as the imminent bankruptcy of the […]
'I think this is the most extraordinary collection of talent, of human knowledge, that has ever been gathered together at the White House with the possible exception of when Thomas Jefferson dined alone', said John F. Kennedy about our third president.
Featured Trades: (IAN BREMMER), (GOOG), (SPX), (EZU), (FXI), (FXE), (EWA), (EWC), (EWY), (EWT), (THD), (IDX), (EWS), (EWZ), (ECH), (EWW), (RSX) 1) Where to Buy on the Dip. There is a new war underway between two forms of capitalism. The traditional type is driven by the big global multinationals we all know and love which are […]
'If you get to the point where there is a war between states and corporations, the corporations lose,' said Ian Bremmer, president of the Eurasia Group.
May 17, 2010 – The Mad Hedge Fund Trader Interviews Ian Bremmer of Eurasia Group on Hedge Fund Radio
Ian Bremmer, president of Eurasia Group, gives the Mad Hedge Fund Trader a tour de force of the international investment landscape, where to put your money, and where to avoid.
Featured Trades: (SPX), (YCS), (TBT) 1) The Real Cause of the ‘Flash Crash.’ When I boarded my plane in San Francisco on Thursday morning, May 6, the Dow was down an uncomfortable, but tolerable 150 points. When I arrived in New York that night I was greeted with headlines screaming ‘CRASH: DOW PLUNGES 1,000.’ I […]
Featured Trades: (SHRINKING LIQUIDITY) 2) Why Real Market Liquidity has Been Shrinking for Decades. The ‘flash crash’ is in effect the little boy who shouted out that the emperor has no clothes. It was a day that has been long in coming. The screaming great weakness in the global capital markets has long been that […]
Featured Trades: (PALL), (PPLT), (LUMBER), (NATURAL GAS), (EURO), (SUGAR) 3) Palladium is the Top Performing Asset of the Year. Here’s an update of YTD asset class performance. Palladium (PALL), one of my favorites (click here) is now on top with a 33.3% return, followed by my lumber call at number three (+24.8%), and my platinum […]
'Don't forget folks, market internals here are very strong,' said a TV reporter who shall remain nameless, on March 7, 2000.
Diary of Mad Hedge Fund Trader
Welcome to the Mad Hedge Fund Trader’s blog. Here you will find posts every day about the current state of the economy and market trends. This is also the place where John’s upcoming events, new podcasts and book recommendations are announced. Please subscribe to receive new posts in your email inbox.
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