October 8, 2013
Global Market Comments October 8, 2013 Fiat Lux Featured Trade: (THE NEW WAR ON HEDGE FUND MANAGERS), (TEA WITH SECRETARY OF STATE GEORGE SHULTZ)
Entries by Mad Hedge Fund Trader
The New War on Hedge Fund Managers
Yang Yanming was slowly led from his cell by two burly uniformed guards in Beijing?s central prison to a waiting van in the courtyard, his hands cuffed behind him and his head bowed. Once in the vehicle, he was strapped to a gurney, hooked up to an IV, and given a highly concentrated injection of
Tea With Secretary of State George Schultz
Having spent time as an economics professor at MIT, Dean of the University of Chicago business school, Treasury Secretary, and Secretary of State, George Schultz has certainly covered all the bases. Now 91, he is the senior statesman and eminence gris of San Francisco, as well as a major philanthropist. When I read his bio,
October 8, 2013 - Quote of the Day
?Freedom of the press is only true if you own a press,? said A.J. Liebling, a famed journalist for the New Yorker.
October 7, 2013 - MDT Pro Tips A.M.
While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Jim Parker, will exploit money-making opportunities over a brief ten minute to three day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points.
October 7, 2013
Global Market Comments October 7, 2013 Fiat Lux Featured Trade: (NOVEMBER 1 SAN FRANCISCO STRATEGY LUNCHEON), (SAY GOODBYE TO THE WASHINGTON DISCOUNT), (XLY), (UCC), (XLI), (UXI), (XLK), (ROM), (XLV), (RXL), (THIS IS NOT YOUR FATHER?S NUCLEAR POWER PLANT) Consumer Discret Select Sector SPDR (XLY) ProShares Ultra Consumer Services (UCC) Industrial Select Sector SPDR (XLI) ProShares
November 1 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, November 1, 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,
Say Goodbye to the Washington Discount
If it hasn?t happened by today, then it is no more than a week away. The deep discount suffered by American stocks is about to go away. Thanks to the manufactured uncertainty emanating from the nation?s capital created by the government shutdown, stocks have been selling at a 10% or more discount to where they
This is Not Your Father?s Nuclear Power Plant
On my recent trip to Oregon I met with venture capital investors in NuScale Power, which is trailblazing, the brave new world of ?new? nuclear. Their technology has been pioneered by Dr. Jose Reyes, dean of the School of Engineering at Oregon State University in Corvallis. This is definitely not your father?s nuclear power plant.
October 7, 2013 - Quote of the Day
?Revenues stink in the banking area. This decade will be the worst for revenue growth since the Great Depression,? said Mike Mayo, the controversial banking analyst at the Asian broker and research house, CLSA.