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The Elton John Market

I remember 1997 like it was yesterday. Bill Clinton was president, the US government was running a balanced budget, and the Dotcom IPO bubble parties in Silicon Valley were happening almost every day. The Florida Marlins beat the Cleveland Indians in a seven game World Series, where the last game went to a heart stopping […]

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Rampant Wage Inflation Strikes China

I rely on hundreds of ‘moles’ around the world whose job it is to watch a single, but important indicator for the world economy. One of them checks for me the want ads in the manufacturing mega city of Shenzhen, China, and what he told me last week was alarming. Wage demands by Chinese workers […]

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March 13, 2013

Global Market Comments March 13, 2013 Fiat Lux Featured Trade: (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (BLACK SWANS ARE CIRCLING), (SPX), (A COW BASED ECONOMICS LESSON) S&P 500 Large Cap Index (SPX)

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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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Black Swans Are Circling

Basking in the glow of my 31% gain so far this year, I have to start wondering what could go wrong. Call me a pessimist, a paranoid, and worrywart, but whenever things got this good in the past, they were about to turn very bad. It is not my intention to ruin your day. But […]

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A Cow Based Economics Lesson

SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows. The State takes both and gives you some milk. FASCISM You have 2 cows. The State takes both and sells you some milk. NAZISM You have 2 cows. The State takes both and shoots you. BUREAUCRATISM You have 2 […]

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March 12, 2013

Global Market Comments March 12, 2013 Fiat Lux Featured Trade: (TRADE ALERT SERVICE ROCKETS TO 30% GAIN IN 2013), (SPY), (IWM), (F), (AIG), (FCX), (FXY), (YCS),  (FXB), (FXE), (EUO), (VIX) (LOAD THE BOAT WITH THE CHINESE YUAN), (CYB), (HOW TO AVOID THE PONZI SCHEME TRAP), (TESTIMONIAL) SPDR S&P 500 (SPY) iShares Russell 2000 Index (IWM) […]

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Trade Alert Service Rockets 30.6% in 2013

The Trade Alert Service of the Mad Hedge Fund Trader has posted a 30.64% profit year to date, taking it to another new all time high. The 27-month total return has punched through to an awesome 86%, compared to a miserable 10% return for the Dow average during the same period. That raises the average […]

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Load the Boat With the Chinese Yuan

Any doubts that the Chinese Yuan is a huge screaming buy should have been dispelled when news came out that China had displaced Germany as the world’s largest exporter. The Middle Kingdom shipped $1.9 trillion in goods in 2012, compared to only $1.4 trillion for Deutschland. The US has not held the top spot since […]

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How to Avoid the Ponzi Scheme Trap

I spent a sad and depressing, but highly instructional evening with Dr. Stephen Greenspan, who had lost most of his personal fortune with Bernie Madoff. The University of Connecticut psychology professor had poured the bulk of his savings into Sandra Mansky’s Tremont feeder fund; receiving convincing trade confirms and rock solid custody statements from the […]

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March 11, 2013

Global Market Comments March 11, 2013 Fiat Lux Featured Trade: (WHY THE STOCK MARKET IS STILL GOING UP), (SPX), (SPY), (QQQ), (IWM), (OEX), (RSP), (KKR) (APL) (LINE) (RIG) (AXP), (BMY) (MURRAY SAYLE: THE PASSING OF A GIANT IN JOURNALISM) S&P 500 Large Cap Index (SPX) SPDR S&P 500 (SPY) PowerShares QQQ (QQQ) iShares Russell 2000 […]

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Why the Stock Market is Still Going Up

I have had an extremely hot hand this year, pushing the 2013 performance of my Trade Alert Service above a stellar 30%. So I am going out on a limb here and predict that the S&P 500 is about to grind up to a new all time high. Since 2009, Federal Reserve governor, Ben Bernanke, […]

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Murray Sayle: The Passing of a Giant in Journalism

I was saddened to hear of the death of my close friend, the Australian, Murray Sayle, after a long battle with Parkinson’s disease at the age of 84. Murray was one of the giants of journalism in the second half of the 20th century. He started by editing the newspaper at University of Sydney, where […]

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March 8, 2013

Global Market Comments March 8, 2013 Fiat Lux Featured Trade: (WHO SAYS HEDGE FUNDS AREN’T ADDING VALUE?), (CHINA’S LONG AND WINDING ROAD), (TESTIMONIAL)

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Who Says Hedge Funds Aren’t Adding Value?

According to my old friend, Rick Sopher, chairman of LCH Investments in London, the top ten hedge funds have earned $153 billion for their investors since inception. Rick, who runs his business from an elegant flat on posh Eaton Square, compiled the list after a comprehensive survey of the still operating 7,000 hedge funds worldwide. […]

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