"The bubble is in the bond market, not the stock market" said Leon Cooperman, CEO of Omega Advisors, an original investor in my 1990's hedge fund.
Global Market Comments
February 7, 2018
Fiat Lux
Featured Trade:
(HOW CREDIT SUISSE BLEW UP THE (XIV)
(VIX), (XIV), (ZIV), (SVXY)
(MAD HEDGE FUND TRADER CELEBRATES ITS TEN-YEAR ANNIVERSARY)
The Diary of a Mad Hedge Fund Trader is now celebrating its tenth year of publication.
During this time, I have religiously pumped out 1,500 words a day, or eight double spaced typed pages, of original, independent minded, hard hitting, and often wickedly funny research.
I've been covering stocks, bonds, commodities, energy, precious metals, real estate, and agricultural products.
You've been kept up on my travels around the world and listened in on my conversations with those who drive the financial markets.
I also occasionally opine on politics, but only when it has a direct market impact, such as with the recent administration economic and trade policies.
The site now contains over 10 million words, or 12 times the length of Tolstoy's epic War and Peace.
Unfortunately, it feels like I have written on every possible topic at least 100 times over.
So, I am reaching out to your, the reader, to suggest new areas of research that I may have missed until now which your believe justify further investigation.
Please send any and all ideas directly to me at support@madhedgefundtrader.com, and put "RESEARCH IDEA" in the subject line.
The great thing about running an online business is that I can evolve it to meet your needs on a daily basis.
Many of the new products and services that I have introduced since 2008 have come by way of your suggestions. That has enabled me to improve the product's quality, to your benefit.
This originally started out as a daily email to my hedge fund investors giving them an update on fast market moving events. This was at a time when the financial markets were in free fall, and the end of the world seemed near.
Here's a good trading rule of thumb: Usually, the world doesn't end. History doesn't repeat itself, but it certainly rhymes.
The daily emails gave me the scalability that I so desperately needed. Today's global mega enterprise grew from there. Today, the Diary of a Mad Hedge Fund Trader and its Global Trading Dispatch is read in over 140 countries.
I'm weak in North Korea and Mali, in both cases due to the lack of electricity.
If you want to read my first pitiful attempt at a post, please click here for my February 1, 2008 post.
It urged readers to buy gold at $950 (it soared to $1,920), and buy the Euro at $1.50 (it went to $1.60).
Now you know why this letter has become so popular.
Unfortunately, I also recommended that they sell bonds short. I wasn't wrong on that one, just early, about eight years too early.
I always get asked how long will I keep doing this?
The government tells me that the latest I can start drawing down on my retirement funds and Social Security is 70 1/2.. That's some 4 1/2 years off for me.
Then I'll reassess whether I want to carry on for another decade, or find something else more fun to do.
Given the absolute blast I have doing this job, that is highly unlikely. Take a look at the testimonials I get only an almost daily basis and you'll see why this business is so hard to walk away from (click here for those).
Fiat Lux (let there be light).
Global Market Comments
February 6, 2018
Fiat Lux
SPECIAL CRASH ISSUE
Featured Trade:
(KEEP CALM AND DON'T PANIC),
(VIX), (VXX), (SPY)
Global Market Comments
February 5, 2018
Fiat Lux
Featured Trade:
(STOCK TRADERS DISCOVER INTEREST RATES),
(SPY), (TLT), (GLD), (AMZN), (AAPL), (MSFT),
(THE NASCENT BULL MARKET IN GOLD),
(GLD), (GDX), (ABX)
Global Market Comments
February 2, 2018
Fiat Lux
Featured Trade:
(MORGAN STANLEY TAKES THE LEAD),
(MS), (GS), (GLD), (FCX), (FXE), (FXY),
(REVISITING THE FIRST SILVER BUBBLE),
(SLV), (SLW)
Global Market Comments
February 1, 2018
Fiat Lux
Featured Trade:
(THE DEATH OF THE HIGH YIELD INVESTMENT),
(TIPS), (HYG), (JNK), (TLT), (AJX), (CIM), (BAB),
(EPD), (MMP), (NS), (KMI), (OKE), (WHF), OKE),
(TESTIMONIAL)
Legal Disclaimer
There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.