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July 6, 2010 – The Mad Hedge Fund Trader Interviews Adrian Day of Adrian Day Asset Management on Hedge Fund Radio

Featured Trades: (ADRIAN DAY ON HEDGE FUND RADIO), (UDN), (CYB), (EWZ), (GFE), (EWS), (FCX), (CORN), (POT), (PHO), (AINV), (ARCC), PowerShares DB US Dollar Index Bearish ETF Wisdom Tree Dreyfus Chinese Yuan ETF Brazil iShares ETF Singapore iShares ETF SPDR Gold Trust Shares Tecrium Commodity Trust Corn ETF PowerShares Water Resources Portfolio ETF   1) Investing […]

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July 6, 2010 – Proof the Economy is Stalling

Featured Trades: (JUNE NONFARM PAYROLL) 2) Proof the Economy is Stalling. As a commercial pilot with 30 year's experience, I can tell you that there is no more sickening feeling than hearing your stall warning alarm during a takeoff. That is exactly what I was hearing Friday morning when the Department of Labor announced that […]

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July 6, 2010 – Quote of the Day

'If you survive 100% inflation, you are probably a good manager,' said Adrian Day of Adrian Day Asset Management, about the long term attractiveness of Brazilian companies.

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July 2, 2010 – Hedge Funds Are Getting Trimmed

Featured Trades: S&P 500 SPDR’s ETF 2) Hedge Funds Are Getting Trimmed. Given the piss poor performance of hedge funds this year, you really have to ask yourself why you subscribed to a letter entitled The Diary of a Mad Hedge Fund Trader. Many funds have ‘derisked’, are nursing wounds on the sidelines, and only […]

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July 2, 2010 – Trade Deal Looks Great for Taiwan

Featured Trades: (EWT), (TWON) Taiwan IShares ETF IQ Taiwan Small Cap ETF 3) Trade Deal Looks Great for Taiwan. China has just signed a trade agreement with its rebellious, capitalist province, Taiwan, which has major long term implications for the rest of us. The deal has China chopping import duties on 500 goods from Taiwan […]

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July 2, 2010 – Quote of the Day

'The Fed tapped the brakes, the economy hit the skids, and we went through the windshield,' said Brian Kelley of Kanundrum Capital.

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July 1, 2010 – Tesla: Sell the Sizzle, Buy the Steak

Featured Trades: (TSLA), (ELON MUSK)   1) Tesla: Sell the Sizzle, Then Buy the Steak. So far, the most successful thing Tesla Motors (TSLA) has done is sell stock. The IPO was an absolute blowout success, far and away the best this year, with book building at $14-$16, the size increased by 20%, pricing at […]

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July 1, 2010 – What is the Bond Market Really Telling Us?

Featured Trades: (TREASURY BONDS), (TBT) ProShares Ultra Short Lehman 20+ Year Treasury ETF 2) What is the Bond Market Really Telling Us? Everywhere I turn these days, I hear a rising clamor and rancor to cut the spending that is creating deficits that will lead to the death of us all and destroy the lives […]

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July 1, 2010 – This Crop Could Be Your Big Winner This Year

Featured Trades: (CORN), (WEAT), (SOYB) Teucrium Agricultural Trust Corn Fund Teucrium Agricultural Trust Soybean Fund Teucrium Agricultural Trust Wheat Fund Teucrium Agricultural Trust Sugar Fund 3) This Crop Could Be Your Big Winner This Year. Since the is an absolute dearth of things to do right here, I want to reiterate my call to buy […]

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July 1, 2010 – Quote of the Day

'I think we're in the last and craziest phase of the great bond bull market,' said Kevin Ferry of Cronus Futures Management.

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June 30, 2010 – Financial Reform has More Holes than Swiss Cheese!

Featured Trades: (FINANCIAL REFORM), (GS), (MS), (CBOE) Financials Select Sector SPDR ETF   1) Financial Reform has More Holes than Swiss Cheese. Whew! That was close! After 18 months of threats, saber rattling, and posturing about the demise of the competitiveness of the American banking system, we finally have a financial reform bill, although it […]

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June 30, 2010 – Trolling for Bargains in the Alternative Energy Space

Featured Trades: (PWER) 2) Trolling for Bargains in the Alternative Energy Space. I am always on the lookout for interesting alternative energy plays and stumbled across one the other day. Camarillo, CA based Power-One (PWER) is in one of the world’s largest producers of power conversion and management devices, which are going to play a […]

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June 30, 2010 – Business is Booming at “Ruff Times”

Featured Trades: (HOWARD RUFF), (GLD), (SLV) SPDR Gold Shares Trust ETF 3)  Business is Booming at “Ruff Times”. Following Howard Ruff for the last 33 years has always been eye opening, if not entertaining. The irascible Mormon is the publisher of Ruff Times (http://www.rufftimes.com / ), one of the oldest investment letters in the business, […]

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June 30, 2010 – The Tea Leaves for China Look Ominous

Featured Trades: (FXI) iShares FTSE/Xinhua China 25 Index ETF 4) The Tea Leaves for China Look Ominous. The truly significant move in the capital markets last night was the atrocious performance of the Shanghai market (FXI), which plunged 3.4%. The index is now off more than 30% in the past 14 months, and 21% this […]

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June 30, 2010 – Quote of the Day

'The housing sector is going back into the tank'”there is no doubt about it. Bank credit is in free fall,' said David Rosenberg, chief economist at Gluskin Sheff.

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