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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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February 11, 2010

Global Market Comments February 11, 2010 Featured Trades: (EUROYEN CROSS), (GOLD), (GLD), (CBS), (SISI), (HTZ), (RAD), (M), (LVS), (AMD), (AMR), (CAL), (S), (HEDGE FUND RADIO)   1) If you want to know how I was able to pick the exact date and time the bell would ring for a top in the S&P 500, take […]

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February 10, 2010

Global Market Comments February 10, 2010 Featured Trades: (SPX), (SDS), (BERNIE MADOFF), (CIA), (DBA), (MOO), (MON), (MOS), AGU), (POT) 1) Note to self. Don't do your midnight pee next to the bear box. They're called that for a reason. And I'm sorry that my shouting at the hungry, six foot tall black bear standing in […]

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February 9, 2010

February 9, 2010 Featured Trades: (THE MAD HEDGE FUND TRADER’S STRATEGY LUNCHEONS), (DEMOGRAPHIC TRENDS), (CYB), (EEM), (USO), (GLD), (SHREVE’S), (‘SNOWMAGEDDON’) 1) Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in a number of venues around the country this year. The first two will be […]

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February 8, 2010

Global Market Comments February 8, 2010Featured Trades: (JANUARY NONFARM PAYROLL), (TBF), (TBT), (ASML), (CSCO), (JDSU), (MU), (JNPR), (SNDK) 1) On your mark! Get set!…….nothing. The January nonfarm payroll report showing a further 20,000 job losses certainly left traders scratching their heads on Friday. (click here for the link to the Bureau of Labor Statistics release […]

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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 […]

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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 […]

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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 […]

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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 […]

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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

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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 […]

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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, […]

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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 […]

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