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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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April 3, 2013

Global Market Comments April 3, 2013 Fiat Lux Featured Trade: (APRIL 19 CHICAGO STRATEGY LUNCHEON), (PULLING THE RIPCORD ON UNITED), (UAL), (EASTER AT INCLINE VILLAGE) United Continental Holdings, Inc. (UAL)

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April 19 Chicago Strategy Luncheon

Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Chicago on Friday, April 19. 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, foreign […]

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Pulling the Ripcord on United

Delta announces that revenues grew by only 2% in the last quarter, so of course, they trash United Continental Group (UAL), taking it down 11% from the recent high.  As a former pilot myself, I always allow an extra safety margin separating me from a catastrophic event. This time it came in handy, my deep […]

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Easter at Incline Village

It has definitely been a tough year for ski bums, massage therapists, and black jack dealers at Incline Village, Nevada. After getting a prodigious eight feet of snow over one weekend at Christmas, there has been nary a flake since then. Hats off to the Diamond Peak ski resort for trucking down enough snow from […]

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April 2, 2013

Global Market Comments April 2, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (THE US DOMINANCE IN HIGHER EDUCATION), (AN EVENING WITH JAMES BAKER III), (THE CORN CRASH CONTINUES), (CORN), (WEAT), (SOYB), (DBA) Teucrium Corn (CORN) Teucrium Wheat (WEAT) Teucrium Soybean (SOYB) PowerShares DB Agriculture (DBA)

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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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The Huge US Dominance in Higher Education

I spent the weekend attending a graduation in Washington State, a stone’s throw from where the 2010 Winter Olympics were held. While sitting through the tedious reading of 550 names, and listening to the wailing bagpipes, I did several calculations on the back of the commencement program. I came to some startling conclusions. Higher education […]

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An Evening With James Baker III

“We have 3,500 nuclear weapons left over from the cold war we don’t need, they take 20 seconds to re-aim, we’re not afraid to use them. And by the way, they’re already aimed at you.” That is the approach James Baker III thinks America should take with Iran, Ronald Reagan’s Chief of Staff and Secretary […]

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