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America’s Rapidly Changing Mix

Since I am in the long-term forecasting business, it was with some fascination that I caught the Associated Press report that minority children born last year exceeded Caucasian children for the first time. Whites lost their majority in San Francisco many years ago, and will do so in California as a whole in the near […]

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April 8, 2013

Global Market Comments April 8, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (TRADE ALERT SERVICE CAPTURES 35% GAIN IN 2013), (SPX), (VIX), (IWM), (BAC), (UAL), (FXE), (YCS), (GLD), (USO), (FCX), (TLT) (SLV), (AIG), (FXB), (CU) (DECODING THE GREEBACK), (THE FUSION IN YOUR FUTURE) S&P 500 Large Cap Index (SPX) VOLATILITYS&P500 (VIX) […]

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April 12 San Francisco Strategy Luncheon

Come join me for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. 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 stocks, […]

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Trade Alert Service Captures 35% Profit on BOJ Move

The stunning and unprecedented move by the Bank of Japan last week boosted the Trade Alert Service of the Mad Hedge Fund Trader to a new all time high. It was an incredible week, with me punching out 14 Trade Alerts to readers, burning up the fiber optic cable of the global broadband network. And […]

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Decoding the Greenback

If you want to impress your friends with your vast knowledge of financial matters, then here are the Latin translations of the script on the backside of a US dollar bill. “ANNUIT COEPTIS” means “God has favored our undertaking.” “NOVUS ORDO SECLORUM” translates into “A new order has begun.” The Roman numerals at the base […]

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The Fusion in Your Future

Expect to hear a lot about ignition in the next year. No, I don’t mean the rebuilt ignition for the beat up ’68 Cadillac El Dorado up on blocks in your front yard. I’m referring to the inauguration of the National Ignition Facility next door to me at Lawrence Livermore National Labs in Livermore, California. […]

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April 5, 2013

Global Market Comments April 5, 2013 Fiat Lux Featured Trade: (NEW BOJ GOVERNOR CRUSHES THE YEN), (FXY), (YCS), (DXJ), (SIGN UP NOW FOR TEXT MESSAGING OF TRADE ALERTS), (THERE ARE NO GURUS), (WATCH OUT FOR THE MILLENNIAL VOTER) CurrencyShares Japanese Yen Trust (FXY) ProShares UltraShort Yen (YCS) WisdomTree Japan Hedged Equity (DXJ)

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New BOJ Governor Crushes the Yen

Wow! What a day! In perhaps the most dramatic policy move by any central bank, anywhere in history, the Bank of Japan pulled out all the stops to stimulate its moribund, demographically challenged economy. Japan is now lapping its competitors in Europe and the US in the international race to the bottom. The markets certainly […]

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Sign Up Now for Text Messaging of Trade Alerts

Paid subscribers are now able to receive instantaneous text messages of my proprietary Trade Alerts. This eliminates frustrating delays caused by traffic surges on the Internet itself, and by your local server. To activate your free service, please log in to your account at www.madhedgefundtrader.com, look under your name on the right, and click on […]

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There Are No Gurus

If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JP Morgan. It shows that despite all of the reforms passed after the dotcom […]

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Watch Out for the Millennial Voter

I have been banging the table for years now about the importance of demographic trends for the economy, the financial markets, and the housing market. Well, politics is no different. According to recent surveys, Millennials, who are now aged 21-32 (I have three of them) are suspicious of government, have a strong anti-business bias, are […]

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April 4, 2013

Global Market Comments April 4, 2013 Fiat Lux Featured Trade: (JULY 8 LONDON STRATEGY LUNCHEON) (ANOTHER DINNER WITH ROBERT REICH), (TESTIMONIAL), (CONNECTING UP AMERICA)

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July 8 London Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in London on Monday, July 8, 2012. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up to date view on stocks, bonds, […]

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Another Dinner With Robert Reich

I never tire of listening to economics guru, Robert Reich, speak about the economy. He was former Labor Secretary under Bill Clinton, and ran against Mitt Romney for governor of Massachusetts (he lost). He has published 13 books. Oh, and he dated our recent Secretary of State, Hillary Rodham, when they were in law school […]

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Connecting Up America

Until now, the country’s power grid has been divided into three unconnected, noncompetitive kingdoms (in the spirit of Game of Thrones), making transnational transmission impossible, leading to huge regional mispricing. While California and New York suffered from periodic brown outs and sky high prices, electricity was given away virtually for free in Texas. A group […]

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