Archive | Diary RSS feed for this section

February 4, 2010

Global Market Comments February 4, 2010 Featured Trades: (AUSIE/EURO CROSS), (ELECTRIC CAR MATERIALS DEMAND), (ELLIOT SPITZER) 1) If you want to participate in the global carry trade in its purest form, take a look at the Australian dollar/Euro cross. This involves buying the Ausie, where the central bank has been the first and fastest to […]

Read full story Comments are closed

February 3, 2010

Global Market Comments February 3, 2010Featured Trades: (SPX), (QQQQ), (COPPER), (COPA), (TM), (WEEKLY JOBLESS CLAIMS) 1) Groundhog Punxutawney Phil poked his nose out of his hole and saw his shadow this morning, predicting six more weeks of winter. The Mad Hedge Fund Trader poked his reddened proboscis out the door this morning, saw a substantially […]

Read full story Comments are closed

February 2, 2010

Global Market Comments February 2, 2010 Featured Trades: (THE DISCIPLINED INVESTOR), (EWS), (EWZ), (EWY), (EPI), (GOLD), (SILVER), (COAL), (TM), (BOONE PICKENS), (Q4 GDP) 1) The liquidity driven rally is going to have to get some legs on its own, or there will be big problems very shortly, says  Andrew Horowitz, president and founder of Fort […]

Read full story Comments are closed

February 1, 2010

Global Market Comments February 1, 2010 Featured Trades: (PIIGS), (EURO), (GREECE), (GOLD), (DOW/GOLD RATIO), (PRESIDENTIAL STOCK RETURNS) 1) Beware of Greeks bearing bonds. That is the message the markets screamed at us this week, when yields on the sovereign debt issued by the home of Plato and Socrates rose a gut-wrenching 400 basis points against […]

Read full story Comments are closed

January 30, 2010 – The Mad Hedge Fund Trader Interviews Andrew Horowitz of The Disciplined Investor on Hedge Fund Radio

The Mad Hedge Fund Trader interviews Andrew Horowitz of The Disciplined Investor

Read full story Comments are closed

January 29, 2010

Global Market Comments January 29, 2010 Featured Trades: (McCARTHY HEARINGS), (GOLD), (ABX), (PCY), (LQD)   1)’Have you no shame, sir?’ That is what I expected Treasury secretary Tim Geithner to cry out during his congressional grilling today. The circus was preceded by a Republican congressmen holding up emails for the cameras proving Geithner’s perfidy in […]

Read full story Comments are closed

January 28, 2010

Global Market Comments January 28, 2010 Featured Trades: (SOUTH KOREA), (EWY), WON), (TIGERS), (LEMURS), (HEDGE FUND RADIO) 1) I have been banging on about South Korea (EWY) for some time now as the ‘K’ that should be in ‘BRICK’, the country that has successfully carved out a niche between the rock and the hard place, […]

Read full story Comments are closed

January 27, 2010

Global Market Comments January 27, 2010 Featured Trades: (EXIT SRATEGY), (PALLADIUM), (PALL), (CANADIAN MAPLE LEAF),  (MILLENNIUM GENERATION) 1) I can tell you with absolute certainty that the ‘Exit Strategy’ the Fed’s Bernanke is contemplating is nothing less than a total, unadulterated myth. This is the fairy tale you read to your young children at night […]

Read full story Comments are closed

January 26, 2010

Global Market Comments January 26, 2010 Featured Trades: (HEDGE FUND RADIO), (TRADER MARK), (ATHR), (ASIA), (DRWI), (BRF), (RSX), (IDX), (EWA), (VNM), (JAL), (NISSAN MOTORS), (NSANY), (NISSAN LEAF)   1) My guest on Hedge Fund Radio this week was Mark Hanna, publisher of the wildly popular, www.fundmymutualfund.com investment website, who believes that the US economy is […]

Read full story Comments are closed

January 25, 2010

Global Market Comments January 25, 2010 Featured Trades: (SPX), (TBT), (GLD), (FXA), (UNG), (WHEAT), (CORN), (SOYBEANS), (CYB), (OAKLAND BAY BRIDGE) 1) At the Friday close, technical analyst to the hedge fund stars, Charles Nenner, put out his long awaited sell signal on the S&P 500, with the market’s definitive break of the crucial 1,125 support […]

Read full story Comments are closed

January 23, 2010 – The Mad Hedge Fund Trader Interviews Mark Hana aka “Trader Mark” on Hedge Fund Radio

The Mad Hedge Fund Trader interviews Blogger Mark Hana, known as “Trader Mark” of “Fund My Mutual Fund” fame

Read full story Comments are closed

January 22, 2010

Global Market Comments January 22, 2010 Featured Trades: (FXI), (GOOG), (WFC), (EL NINO)   1) After getting the FBI’s take on the Google brouhaha, I thought I get the other side of the story over dinner with Zhou Wenzhong, China’s ambassador to the United States, and the former vice minister for international affairs. Google gives […]

Read full story Comments are closed

January 21, 2010

Global Market Comments January 21, 2010 Featured Trades: (FXI), (CYB), (BRK/A), (BNR), (BTU), (ANR) Note to Readers: Anyone interested in joining me for lunch in San Francisco on Friday, April 23 or New York on Friday, May 7, please email me at mhftorders@yahoo.com to indicate potential interest. I’m currently building a book.The cost will be […]

Read full story Comments are closed

January 20, 2010

Global Market Comments January 20, 2010 Featured Trades: (BIDU), (GOOG), (RESIDENTIAL REAL ESTATE), (SHORT CANDIDATES), (CBS), (SIRI), (HTZ), (RAD), (M), (LVS), (AMR), (CAL), (S), (AMD)   1) Long time readers of this letter know that I have been a huge fan of China’s premier Internet search engine, Baidu (BIDU), recommending it back when it was […]

Read full story Comments are closed

January 19, 2010

Global Market Comments January 19, 2010 Featured Trades: (T), (VZ), (HYG), (JNK), (CRUDE), (OIL), (NATURAL GAS), ($WTIC), (USO), (UNG) 1) Long time futures trading veteran, Yra Harris, thinks we are in a mini bubble now, which is not built on excessive leverage, and therefore won’t go as high as previous ones.  The carry trade is […]

Read full story Comments are closed