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March 15, 2010

Global Market Comments March 15, 2010 Featured Trades: (CHARLES NENNER), (SPX), (DOW), (YEN), (PALLADIUM), (PALL), (DEMOGRAPHICS) 1) After much pleading and cajoling, I managed to get a no holds barred, no stone unturned 40 minute interview with technical analyst to the stars, Charles Nenner of Charles Nenner Research in Amsterdam, for Hedge Fund Radio. Bottom […]

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March 11, 2010

Global Market Comments March 11, 2010 Featured Trades: (PCY), (TBF), (TM), (THE PACIFIC) NOTE TO SUBSCRIBERS: There will be no letter tomorrow, as I am taking a research day. 1) Get Ready for the April Surprise. I have a feeling that the markets are on a final countdown, but don’t know it yet. No, I […]

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March 10, 2010

    Global Market Comments March 10, 2010 Featured Trades: (WARREN BUFFET’S ANNUAL LETTER), (BRK/A), (SPX), (GS), (GE), (BYDDF)   1)Sorry about the absent letter yesterday. A virus took out my computer, and it consumed eight hours to reformat the hard drive, find all of my user keys and passwords, and reload the software. Trolling […]

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March 8, 2010

Global Market Comments March 8, 2010 Featured Trades: (FEBRUARY NON-FARM PAYROLL), (YEN), (EUROYEN CROSS), (SPX), (GOOG), (AAPL), (GS), (BARTON BIGGS), (OEF), (MSFT), (INTC), (CSCO), (ORCL), (FXI), (PIN), (EWY), (THD), (EWT), (EWH), (TUR), (PLND), (RSX), (EWZ), (USO).   1) Something Amazing is Happening With the Payroll Figures. The February non-farm payroll showed a further loss of […]

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March 6, 2010 – The Mad Hedge Fund Trader Interviews Barton Biggs of Traxis Partners on Hedge Fund Radio

Confessions of a Bull – The Mad Hedge Fund Trader Interviews Barton Biggs of Traxis Partners on current investment strategies

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March 5, 2010

Global Market Comments March 5, 2010 Featured Trades: (JAPAN), (YEN), (YCS), (GOLD), (GLD),(NEM), (NATURAL GAS), (UNG), (HEDGE FUND RADIO), (BARTON BIGGS) 1) I’m hearing from my buddies in Japan that while things are already quite bad in that enchanting country, they are about to get a whole lot worse, and that it is time to […]

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March 3, 2010

Global Market Comments March 3, 2010 Featured Trades: (JON NAJARIAN), (OPTIONMONSTER), (AUSSIE/EURO CROSS), (ETHANOL), (CORN) 1)How does an NFL linebacker develop a series of computer algorithms that give him a crucial edge when trading the market? That is the question I hoped to answer when I interviewed Jon Najarian, co-founder of OptionMonster (click here for […]

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March 2, 2010

Global Market Comments March 2, 2010 Featured Trades: (30 YEAR TREASURY BOND), (TBF), (TBT), (RSX), (IDX), (THD), (PIN), (CGW), (PHO), (FIW), (VE), (TTEK), (PNR) 1) Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the […]

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March 1, 2010

Global Market Comments March 1, 2010 Featured Trades: (CYB), (YUAN), (AGU), (POT) (MON), (DBA), (COPPER), (FCX), (CHILE), (ECH) 1) Since I have been setting off distress flairs warning of an inevitable revaluation of the Chinese Yuan, I thought you would be interested to hear about what popped up on my radar on Friday. No lesser […]

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February 26, 2010

Global Market Comments February 26, 2010 Featured Trades: (TOYOTA), (TM), (PALLADIUM), (PALL), (RESIDENTIAL HOUSING), (XHB) 1) Since I am probably the only person in the country who once worked for Toyota, speaks Japanese, and worked in the White House Press Corps, and am therefore fluent in the ways of Washington, I feel obliged to comment […]

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February 25, 2010

Global Market Comments February 25, 2010 Featured Trades: (‘EUREKA’), (SPX), (VIX), (USO), (FCX), (GLD), (TBT),(TBF), (CHK), (UNG), (COAL), (BTU), (LUMBER), (WY), (HEDGE FUND RADIO)   1) After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I’ve had one of those ‘Eureka’ moments as the markets have shown their hands. […]

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February 24, 2010

Global Market Comments February 24, 2010 (SPECIAL JOSEPH STIGLITZ ISSUE) 1) The great thing about interviewing Joseph Stiglitz over dinner is that you don’t have to ask any questions.  You just turn him on and he spits out one zinger after another. And he does this in a kibitzing, wizened, grandfatherly manner like one would […]

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February 19, 2010

Global Market Comments February 19, 2010 Featured Trades: (GOLD), (GLD), (STIMULUS PACKAGE), (SQM), (ENS), (XIDE), (ZBB),   1) I took advantage of my membership in the World Gold Council to download their ‘Global Demand Trends’ report released today, a must read for avid followers of the barbaric relic (click here for the link at http://www.gold.org/ […]

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February 18, 2010

Global Market Comments February 18, 2010 Featured Trades: (USO), (CRUDE), (SILVER), (FOREIGN TREASURY HOLDINGS), (TBT), (TBF), (HEDGE FUND RADIO) 1) I’m not buying the $8 rally in crude (USO) this week because the contango which has been supporting prices in the face of lukewarm demand for the past year has been rapidly disappearing. Contango involves […]

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February 16, 2010

Global Market Comments February 16, 2010 Featured Trades: (CHINESE YUAN), (CYB), (PLATINUM), (PPLT), (EWT) 1) The Chinese Yuan is just begging for a home run. Any doubts that it is a huge screaming buy should have been dispelled last week when news came out that China had displaced Germany as the world's largest exporter. The […]

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