May 20, 2011 - Quote of the Day
'We live in a nominal world right now. Inflation is going up modestly, so the dollars we are making are nominal dollars, not real dollars,' said legendary value investor, Leon Cooperman, of Omega Advisors.
Entries by Mad Hedge Fund Trader
May 19, 2011 - Elliott Wave's Grim Message
Featured Trades: (ELIOT WAVE'S GRIM MESSAGE), (SPX) 3) Eliot Wave's Grim Message. Regular readers are well aware that I rely on John Murphy and Arthur Hill at StockCharts .com for top drawer technical analysis of the financial markets. Lately they have been knocking the ball out of the park, pumping out indicators that global
May 18, 2011 -They're Shooting All the Generals
Featured Trades: (THEY'RE SHOOTING ALL THE GENERALS), (GS), (AAPL), (FCX), (GOOG) 1) They're Shooting All the Generals. Those looking for guidance on the medium term trend in the market better take a look at the best of breed, benchmark stocks for the leading sectors; the companies traders call 'the generals'. I am talking about Goldman
May 18, 2011 -Taking Aim at the Small Caps
Featured Trades: (TAKING AIM AT SMALL CAPS) 2) Taking Aim at the Small Caps. One of the cardinal rules of any hedge fund manager is to buy the cheapest assets in the world, and go short the most expensive assets against them. In a perfect world your longs go up, your shorts go down,
May 17, 2011 - Chewing the Fat With Harry S. Dent
Featured Trades: (CHEWING THE FAT WITH HARRY S. DENT) 2) Chewing the Fat With Harry S. Dent. Given the fresh dose of uncertainty besieging the markets these days, I thought I'd touch base with my pal, co-conspiring Eagle Scout, and fellow traveler, Harry S. Dent. Harry runs an independent research boutique, which has accurately
May 17, 2011 - Airline Stocks Are Cleared for Takeoff
Featured Trades: (AIRLINES STOCKS ARE CLEARED FOR TAKEOFF) 3) Airline Stocks Are Cleared for Takeoff. The checklist is complete, the IFR clearance is in hand, and it is now time to push the throttles to the firewall for the airline stocks. I almost never remind readers of past trade recommendations which came good, but
May 17, 2011 - Quote of the Day
'The investment theme over the last several weeks has changed from 'go global' to 'stay home,' said Ed Yardeni, president of Yardeni Research.
May 16, 2011 - The Markets Are On a Knife Edge
Featured Trades: (THE MARKETS ARE ON A KNIFE EDGE) 1) The Markets Are On a Knife Edge. All global asset classes are within a hair's breadth of completely breaking down. The S&P 500 sits perilously on its neckline. Just below here there are a ton of sell stops that could pare 5% off the index
May 16, 2011 - The Corn Conundrum
Featured Trades: (THE CORN CONUNDRUM), (JJG), (DBA), (CORN) 2) The Corn Conundrum. In the days of olde, the prices of agricultural commodities were determined by the birds, the bees, and Mother Nature. No more. The Mississippi River basin is suffering once in a century floods, thousands of acres of farmland have been destroyed, and
May 16, 2011 - Quote of the Day
'The speculative fever seems to have broken. The old adage that the best cure for high commodity prices is high commodity prices is working,' said Ed Yardeni, president of Yardeni Research.