"Trader Mark", who's real name is Mark Hana, is theÂ publisher of the wildly popular, www.fundmymutualfund.com investment website
He believes that the US economy is in a 'drugged pleasure dome that kicks the can down the road,' and will bring 'another ugly episode in the market.' If the S&P 500 breaks the 200 day moving average, which is looking increasingly likely by the day, he'll turn on a dime and bail on his longs.
Mark employs a hybrid fundamental/technical, long/short approach to the market which he has developed through trial and error over the last 15 years. His record enabled him to build a readership of 150,000 a month at his website, and brought him an impressive 13,482 followers at blog aggregator www.seekingalpha.com . Mark has delivered an impressive 77% return through model portfolio tracker, Investopedia, that has brought him $7 million in commitments for a mutual fund he plans to launch this summer.
Mark likes the small cap mobile technology area, and has traded in Atheros Communications (ATHR), Asia Info Holdings (ASIA), and Dragon Wave (DRWI). China and India have great fundamentals, even though they are getting overhyped. More attractive is Brazil, which offers a small cap ETF (BRF). In the BRIC complex, he'd take Russia (RSX) out, which presents unquantifiable country risks, and substitute in Indonesia (IDX), another resource exporter with a growing middle class that is close to China. Also on his horizon are Australia (EWA) and Vietnam (VNM).
To listen to my interview with Trader Mark in its entirety, pleaseclick the "play" button below.
Hedge Fund Radio is a weekly program featuring one-on-one interviews with the titans of the hedge fund industry. The show is hosted by legendary hedge fund manager John Thomas, one of the most seasoned players in the industry. It is broadcast live on station KGOL 1180 AM in Houston, Texas as part of the BizRadioÂ network to 100,000 local listeners, and will be streamed online to a further 100,000 national and international listeners.
The show is broadcast every Saturday morning at 12:00 pm Eastern time, 11:00 am Central time, 9:00 am Pacific Coast Time, and 5:00 pm Greenwich Mean Time. For pilots and the military, that is 17:00 Zulu time. For the online link to the show, please go to www.bizradio.com or click here, click on 'Listen Live!', and click on 'Houston 1110 AM KTEK.' For that added insight into the future of the markets tune in, or catch the show in my Hedge Fund Radio archives.