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Why Water Will Soon Become More Valuable Than Oil

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme. One theory about the endless wars in the Middle East since 1918 is that they have really been over water […]

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February 28, 2014

Global Market Comments February 27, 2014 Fiat Lux Featured Trade: (WHY I’M SELLING SHORT THE MARKET) (SPY), (TSLA), (NFLX), (FB), (PCLN), (YELP), (XLF), (XLE), (REPORT FROM NEW ZEALAND), (ENZL) SPDR S&P 500 (SPY) Tesla Motors, Inc. (TSLA) Netflix, Inc. (NFLX) Facebook, Inc. (FB) priceline.com Incorporated (PCLN) Yelp, Inc. (YELP) Financial Select Sector SPDR® (XLF) Energy […]

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Why I’m Selling Short the Market

Let me give you my thinking here. I am a long-term bull, expecting the S&P 500 to be up 10% or more to over 2,000 by yearend, and possibly 20,000 by 2030. But yearend is a long time off (even though every year seems to go by faster). We have just had a massive 11 […]

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Report from New Zealand

35 degrees South latitude, 174 degrees East longitude. I am writing this report from the Duke of Marlborough Hotel and Pub in remote Russell, off the east coast of New Zealand’s North Island. Once known as “The Hell Hole of the Pacific” in 1835, no less an authority than Charles Darwin, claimed this 19th century […]

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February 27, 2014

Global Market Comments February 27, 2014 Fiat Lux Featured Trade: (DIVIDEND HIKE COULD SEND BANK OF AMERICA FLYING), (BAC), (XLF), (SPY), (PLEASE USE MY FREE DATA BASE SEARCH), (TESTIMONIAL), (IS USA, INC. A “SELL”) Bank of America Corporation (BAC) Financial Select Sector SPDR® (XLF) SPDR S&P 500 (SPY)

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Dividend Hike Could Send Bank of America Flying

Bank of America (BAC) certainly was the chief whipping boy of the financial crisis. Since 2008, it has paid out more than $50 billion in fines and lawsuit settlements for every transgression under the sun. After getting a bail out from the US Treasury, it was forced to cut its dividend payment to a token […]

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Please Use My Free Data Base Search

The original purpose of this letter was to build a database of ideas to draw on in the management of my hedge fund. When a certain trade comes into play, I merely type in the symbol, name, currency, or commodity into the search box, and the entire fundamental argument in favor of that position pops […]

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Is USA Inc. a “SELL?

What would happen if I recommended a stock that had no profits, was cash flow negative, and had a net worth of negative $44 trillion? Chances are, you would cancel your subscription to the Mad Hedge Fund Trader, demand a refund, de-friend me from you Facebook account, and delete my email address from your contact […]

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February 26, 2014

Global Market Comments February 26, 2014 Fiat Lux Featured Trade: (FRIDAY APRIL 4 INCLINE VILLAGE, NEVADA STRATEGY LUNCHEON), (ANOTHER HOME RUN WITH NATURAL GAS), (UNG), (DGAZ), (UNL), (GET READY FOR YOUR NEXT BIG TAX HIT) United States Natural Gas (UNG) VelocityShares 3x Inv Natural Gas ETN (DGAZ) United States 12 Month Natural Gas (UNL)

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Friday April 4 Incline Village, Nevada Global Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Incline Village, Nevada on Friday, April 4, 2014. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I’ll be giving you my up to date view on […]

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Another Home Run with Natural Gas

It looks like I hit the nail on the head once again with a major short position in the United States Natural Gas Fund (UNG). After my followers bought the July, 2014 $26 puts at $2.16 on Monday, the (UNG) suffered its worst trading day since 2007, the underlying commodity plunging a breathtaking 11%. The […]

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Get Ready for Your Next Big Tax Hit

No matter what anyone promises you today, this week, or this year, your taxes are going up. I don’t care if you are still licking your wounds from the last payroll tax rise, or the federal tax hike for millionaires, which in my case took my rate up from 35% to 39.5%. At least the […]

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February 25, 2014

Global Market Comments February 25, 2014 Fiat Lux Featured Trade: (IM BACK FROM THE LAND DOWN UNDER), (FEBRUARY 26 GLOBAL STRATEGY WEBINAR), (MAD HEDGE FUND TRADER LEAPS AHEAD WITH A 9.31% 2014 RETURN),  (UNG), (BAC) (BUDGET CUTS HIT THE WILD ANIMAL MAKET) United States Natural Gas (UNG) Bank of America Corporation (BAC)

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I’m Back from the Land Down Under

I’m half mad with jet lag, and I haven’t pooped in three days. But I’m back from the magical Land Down Under. It was another one of those incredible, once in a lifetime, bucket list type trips. The highlight was flying my own plane out to a small speck of a coral island 40 miles […]

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Don’t Miss the February 26 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, February 26 at 12:00 PM EST. This time Mad Day Trader Jim Parker will be my willing coconspirator. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the cheapest assets in the […]

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