August 9, 2010 - Quote of the Day
'There is no fuel left in the tank' said Carter Worth, a technical analyst about the likely failure of the stock market rally.
Entries by Mad Hedge Fund Trader
August 6, 2010 - Get Ready for the Sack of Rome
Featured Trades: (THE SACK OF ROME), (TBT), (TMV) ProShares Ultra Short Lehman 20+ Year Treasury ETF Direxion Daily 30 Year Treasury Bear 3X Shares ETF 1) Get Ready for the Sack of Rome. I traded the great Japanese bull market during the eighties at Morgan Stanley, from the very bottom all the way up to
August 6, 2010 - Emerging Markets Are on a Tear
Featured Trades: (EMERGING MARKETS ARE HOT), (EPOL), (IDX), (ECH), (EWS) iShares MSCI Poland Investable Market ETF Market Vectors Indonesia ETF Singapore iShares ETF iShares MSCI Chile Fund Index ETF 2) Emerging Markets Are on a Tear. Regular readers of this letter know that I have been going on about emerging markets like a broken record
August 6, 2010 - What's Behind the Yen Strength
Featured Trades: (YEN), (FXY), (YCS) Currency Shares Japanese Yen Trust ProShares UltraShort Yen ETF 3) What's Behind the Yen Strength. My old friend Peter Tasker (we both wrote for the late Far Eastern Economic Review in the seventies), ran an interesting editorial in the Financial Times today (click here for the piece). He examines the
August 6, 2010 - Quote of the Day
'People are finally starting to realize that 'extended period' means 'extended period,' said former University of Chicago professor and former Fed governor Randall Kroszner, about future interest rate expectations.
August 5, 2010 - The Smoking Gun on For-Profit Education
Featured Trades: (FOR PROFIT EDUCATION), (APOL), (COCO), (ESI) 2) The Smoking Gun on For-Profit Education. When I recommended the for-profit education sector as a potential short (click here for 'Hedge Funds Are Targeting for Profit Education'), I didn't know that the General Accounting Office was conducting an undercover investigation of several schools. Since then share
August 5, 2010 - Nuclear Energy Makes a Comeback
Featured Trades: (THE NUCLEAR COMEBACK), (CCJ), (NLR) 3) Nuclear Energy Makes a Comeback. Better drag your leisure suits, bell bottoms, and Bee Gee's records out the attic. The seventies are about to enjoy a rebirth. The nuclear industry, which has been comatose since the accident at Three Mile Island in 1979, is gearing up
August 5, 2010 - Quote of the Day
' The oil era will end in 30 years, as it is replaced by alternatives, offshore, and tar sands,' said Ahmed Zaki Yamani, the former Saudi oil minister, who invited me on his private jet for a trip to the kingdom so I could conduct an exclusive interview during the seventies.
August 4, 2010 - The Mad Hedge Fund Trader Interviews Dr. George Friedman of STRATFOR on Hedge Fund Radio
Featured Trades: (DR. GEORGE FRIEDMAN OF STRATFOR), (HEDGE FUND RADIO), (RSX), (FXI), (EPOL), (TUR) Market Vectors Russia ETF Trust iShares MSCI Turkey Investable Market ETF iShares MSCI Poland Investable Market ETF iShares FTSE Xinhua China 25 ETF 1) Dr. George Friedman of STRATFOR on Hedge Fund Radio. China is in serious trouble. That is the
August 4, 2010 - Grain Prices Are Spiking Everywhere
Featured Trades: (WHEAT), (CORN), (SOYBEANS) PowerShares DB Multi Sector Commodity Trust Teucrium Commodity Trust Corn 2) Grain Prices Are Spiking Everywhere. Now the grains are literally on fire. News reports over the weekend of wild fires triggered by historic draught conditions in Russia and the Ukraine, consuming vast swaths of wheat have sent prices flying.