Featured Trades: (RARE EARTHS ARE HEATING UP AGAIN) 3) Rare Earths Are Heating Up Again. Long time readers remember fondly my 2010 play in the rare earth sector, where stocks like Molycorp (MCP), Avalon (AVARF), and Lynas Corp (LYSCF) clocked gains of over 400%, and the call options went ballistic (click here for 'Rare Earths
Featured Trades: (THE GREAT SNORE OF 2011) 1) The Great Snore of 2011. As I expected, Ben Bernanke's long awaited Jackson Hole speech turned out to be a huge nonevent. He effectively put off any serious action to repair the sagging economy until the next Federal Open Market Committee (FOMC) meeting on September 20-21. He
Featured Trades: (TIME TO GO SHORT THE MATTERHORN), (FXF) 2) Time to Dump the Swiss Franc. This will be my first post Bernanke speech trade. The Swiss franc (FXF) has been driven up to absurd levels by a safe haven bid. It is about to suffer a fate similar to its safe haven cousin in
Featured Trades: (MY HOME RUN ON BANK OF AMERICA) 2) My Home Run on Bank of America (BAC). Yesterday, I recommended that followers of my Macro Millionaire program put 5% of their capital into Bank of America (BAC) shares at $6.85. My three month target was $9-$10. Not was that call a total home run,
Featured Trades: (TIME TO BUY SOME FIRE INSURANCE) 3) Time to Buy Some Fire Insurance. I am looking at oil take a swan dive here, bonds pop a point, and even gold performing a rallyette off its $1,700 low. It all looks like 'RISK OFF' to me. So I'm thinking gee, maybe I should hedge
Featured Trades: (THE BUBBLE HAS BURST IN GOLD), (GLD) 2) Macro Millionaires Post One Day Gain of 120% on Gold Shorts. It's d??j?? vu all over again. I spoke to a friend in Tokyo two nights ago who told me that local gold scrapage companies were seeing lines extending out the door. This is
Featured Trades: (THE BUBBLE HAS BURST IN BONDS TOO), (TBT), (TLT) 3) Time to Double Up on the (TBT). I have mentioned in recent days that the stock market is close to fully discounting a recession that isn't going to happen. The bond market is saying that recession is a certainty, that we are already
Featured Trades: (THE DEAD HAND OF THE BABY BOOMER ON THE MARKET) 4) The Dead Hand of the Baby Boomer on the Market. From this year, the nation's 80 million baby boomers have started retiring in large numbers, creating a major depressive effect on stock prices, virtually assuring that we will endure a second
SPECIAL MODEL PORTFOLIO ISSUE 1) My View of the Stock Market for the Rest of 2011. Down, then up, then down again. How about that? I believe that the global risk markets will bottom sooner than people think, and that the time has come to compile a shopping list of investments to pick up
SPECIAL MODEL PORTFOLIO ISSUE FOR PAID SUBSCRIBERS ONLY To obtain this issue in full with Model Portfolio, please subscribe to The Diary of a Mad Hedge Fund Trader 2) What to Buy at the Bottom.
