Featured Trades: (HEDGE FUNDS) 2) Enter the Golden Age for Hedge Funds. I think we are entering a new golden age for hedge funds. I haven't seen as many visible, easy to understand growth differentials since the eighties since the last golden age, when we all made fortunes going long high growth markets and currencies, […]
Featured Trades: (JOHN PETERSEN), (JCI), (XIDE) 3) The Skinny on Batteries With John Petersen. John Petersen is an attorney specializing in venture capital investments in the alternative energy space with Fefer, Petersen & Cie in Berne, Switzerland. He argues that the entire electric car movement is a complete fraud orchestrated by a few big car […]
'Stocks have reached a permanently high plateau,' said Irving Fisher in 1929, one of the founders of the science of economometrics. Fisher lost a $10 million personal fortune in the 96% collapse in the market that ensued.
Featured Trades: (TBT), (TBF) 1) The Days Are Numbered for US Treasury Bonds. I was so busy writing about the collapse of the yen yesterday that I didn’t have a chance to comment on the nearly failed Treasury auction. The government offered $42 billion five year bonds for sale which came in at a surprisingly […]
Featured Trades: (CALIFORNIA), (VCV), (NCP), (NVX) 2) California Muni Bonds Are a Steal Here. The California governor's election is heating up, and the muck slinging is getting hot and heavy. The downside is that front runner Meg Whitman, of EBay fame, has launched such an aggressive, saturating, and negative TV campaign against rival, Steve Poizner, […]
Featured Trades: (TITANIUM), (TIE), (BA) 3) Playing Catch Up With Titanium. One of the many sectors I knew would go up a lot, which I just plain didn't have time to write about, is titanium stocks. But the top titanium producer in the US, Titanium Metals Corporation (TIE), has popped 43% in the past month, […]
'The jobs that we gained over the last two decades were the jobs that led to over consumption, jobs like finance, insurance, real estate, and consumer cyclicals,' said my old buddy, David Gerstenhaber, President of Argonaut Capital Management.
Featured Trades: (YEN), (YCS), (TM), (NSANY), (SNE), (EUROYEN CROSS) 1) Cash in Your Yen Shorts. Paid subscribers who took my advice to clamber into short yen positions at ¥88.5 on March 4 were richly rewarded with a major breakdown in the Japanese currency today to ¥92.5 (click here for the call in my March 5 […]
Featured Trades: (POT), (MON) 2) Agricultural Commodities Are the Steal of the Century. I managed to catch an interview with Charlie Rentschler at New York boutique investment bank, Morgan Joseph, one of the top agricultural analysts in the industry, known as the ‘Farmer from Harvard.’ He says that investment in the sector is a frustrating […]
Featured Trades: (PCY), (LQD) 3) Sovereign Debt is a Great Place to Hide. I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in the summer […]
'A CEO must not delegate risk control. It's simply too important,' said Warren Buffet, CEO of Berkshire Hathaway.
Featured Trades: (THE HEALTH CARE BILL) 1) Here Comes Health Care. Well, the sun rose this morning. After driving around Washington State listening to talk radio while the health care vote was counting down, I wasn't so sure I would see it again. With this single vote, Obama has torn up the constitution, deprived America […]
Featured Trades: (LUMBER), (SUGAR), (PALL), (PPLT) 2) Lumber Futures Are On Fire. When I recommended that you take profits on lumber in my February 25 piece (click here ), after pleading with you to buy it for the past year, I hope you were all in a coma in intensive care, spending a weekend in […]
Featured Trades: (THE US EDUCATION SURPLUS) 3) The Huge US Balance of Payments Surplus in Education. I spent the weekend attending a graduation in Washington state, a stone’s throw from where the 2010 Winter Olympics were recently held. While sitting through the tedious reading of 550 names, and listening to the wailing bagpipes, I did […]
'Inflation steals from savers, and inflation is the logical consequence of printing too much money,' said Oracle of Omaha, Warren Buffett.
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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