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September 14, 2010 – Who Says Hedge Funds Aren’t Adding Value?

Featured Trades: (HEDGE FUND PERFORMANCE) 4) Who Says Hedge Funds Aren't Adding Value? According to my old friend, Rick Sopher, chairman of LCH Investments in London, the top ten hedge funds have earned $153 billion for their investors since inception. John Paulson's fund alone, which made an absolute killing by shorting subprime mortgage debt instruments […]

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September 13, 2010 – The Mad Hedge Fund Trader Interviews Bill Fleckenstein on Hedge Fund Radio

Featured Trades: (GLD), (NEM), (AEM), (GG), (SLV), (CU), (MSFT), (VZ), (AAPL), (FXC), (CYB) SPDR Gold Trust Shares ETF iShares Silver Shares Trust ETF Currency Shares Canadian Dollar Trust ETF Wisdom Tree Dreyfus Chinese Yuan Fund ETF First Trust ISE Global Copper ETF   1) Bill Fleckenstein, Legendary Hedge Fund Manager, on Hedge Fund Radio. My […]

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September 13, 2010 – Peak Rare Earths is Upon Us

Featured Trades: (RARE EARTHS), (AVARF), (LYSCF), (GWMGF), (MCP)   2) Peak Rare Earths is Upon Us. When I first recommended the rare earths miners four months ago, I thought of them as stocks that you put on the  back book and forget about, hoping that they would appreciate someday (click here for ‘Rare Earths are […]

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September 13, 2010 – A Short Squeeze in Corn May Hit the Market

Featured Trades: (CORN) Teucrium Commodity Trust Corn Fund ETF 3) A Short Squeeze in Corn May Hit the Market. The US Dept of Agriculture’s Friday crop report has left traders carrying short positions in corn (CORN) with a decidedly sickening feeling in the pits of their stomachs. The federal agency warned that the summer’s blistering […]

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September 13, 2010 – Quote of the Day

'How can you have confidence in any of these currencies? They are all a joke,' said legendary hedge fund manager Bill Fleckenstein on Hedge Fund Radio.

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September 10, 2010 – The Fat Lady Sings Another Bar

Featured Trades: (TREASURY BONDS), (TBT), (TMV) ProShares Ultra Short Lehman 20+ Year Treasury ETF Direxion Daily 30 Year Treasury Bear 3X Shares ETF 1) The Fat Lady Sings Another Bar. The Treasury bond market is certainly doing its best to roll over like the Bismark, the 30 year closing on the lows, 5 ½ points […]

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September 10, 2010 – The Fat Lady is Also Singing in Japanese

Featured Trades: (JGB), (YCS) 2) The Fat Lady is Also Singing in Japanese. A political slugfest in Japan could also be signaling the end of the great bull market in the JGB market, which I have been pissing on from the greatest possible height (click here for ‘Why the JGB Market May be Ready to […]

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September 10, 2010 – Buy Russia When Oil is Cheap

Featured Trades: (RUSSIA), (RSX), (OGZPF.PK), (SBRPF.PK) Market Vectors Russia ETF 3) Buy Russia When Oil is Cheap. If you wonder why I recommend a shower after investing in Russia, Bill Browder will give you the reasons at length on his YouTube video (click here for the link). Bill is the founder and CEO of Hermitage […]

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September 9, 2010 – Here’s the Winner of the November Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 1) Here’s the Winner of the November Election. What has been one of the best performing trades in the world since Obama took office in January, […]

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September 9, 2010 – My Call on the Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 2) My Call on the Election. Like Sherlock Holmes, I like to consider every alternative, and eliminate the obvious. I think that if the Republicans take […]

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September 9, 2010 – The Republican Portfolio

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 3) The Republican Portfolio. Let’s say I’m all wrong, and the Republicans take everything in November, what will it mean for your portfolio?  This is an […]

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September 8, 2010 – Summer is Over

1) Summer is Over. There is no better feeling than sitting by the campfire at night, listening to the coyotes howl, watching the stars twinkle, and feeding my broker research into the flames one page at a time. The research from Goldman Sachs (GS) seemed to burn especially well. Perhaps it is the esteemed firm's […]

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September 8, 2010 – Everything is Working

Featured Trades: (GOLD), (GLD), (SILVER), (SLV), (PPLT), (PALL), (TBT), (SPX), (CORN), (FXA) SPDR Gold Trust Shares ETF iShares Silver Trust ETF ETFS Physical Palladaium Shares ETF ETFS Physical Platimum Shares ETF Currency Shares Australian Dollar Trust ETF Teucrium Commodity Trust Corn ETF 2) Everything is Working. So far, the markets are welcoming me back from […]

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September 8, 2010 – The Bad News in the August Non Farm Payroll

Featured Trades:  (AUGUST NONFARM PAYROLL) 3) The Bad News In the August Non Farm Payroll. One of my favorite math professors always used to tell me that statistics were like bikini bathing suits. What they reveal is fascinating, but what they conceal is essential. If there were ever a chart that showed how the pulse […]

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September 8, 2010 – Thanks for the Testimonials

4) Thanks for the Testimonials. My request for testimonials about the merits of The Diary of a Mad Hedge Fund Trader overwhelmed me with more than 100 responses. Flattering and humbling at the same time, it is a vindication of all the blood, sweat, and tears that I pour into this letter each day. I […]

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