Entries by Mad Hedge Fund Trader

September 9, 2010 - Here's the Winner of the November Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 1) Here's the Winner of the November Election. What has been one of the best performing trades in the world since Obama took office in January,

September 9, 2010 - My Call on the Election

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 2) My Call on the Election. Like Sherlock Holmes, I like to consider every alternative, and eliminate the obvious. I think that if the Republicans take

September 9, 2010 - The Republican Portfolio

(SPECIAL ELECTION ISSUE) Featured Trades: (CVX), (XOM), (COP), (BP), (RIG), (DO), (BTU), (JOYG), (SHAW), (CCJ), (DVN), (CHK), (FSLR), (NOC), (GD), (ZMH), (UNH), (HUM), (PFE), (DV), (STRA), (COCO), (TBT), (TMV) 3) The Republican Portfolio. Let's say I'm all wrong, and the Republicans take everything in November, what will it mean for your portfolio?? This is an

September 8, 2010 - Summer is Over

1) Summer is Over. There is no better feeling than sitting by the campfire at night, listening to the coyotes howl, watching the stars twinkle, and feeding my broker research into the flames one page at a time. The research from Goldman Sachs (GS) seemed to burn especially well. Perhaps it is the esteemed firm's

September 8, 2010 - Everything is Working

Featured Trades: (GOLD), (GLD), (SILVER), (SLV), (PPLT), (PALL), (TBT), (SPX), (CORN), (FXA) SPDR Gold Trust Shares ETF iShares Silver Trust ETF ETFS Physical Palladaium Shares ETF ETFS Physical Platimum Shares ETF Currency Shares Australian Dollar Trust ETF Teucrium Commodity Trust Corn ETF 2) Everything is Working. So far, the markets are welcoming me back from

September 8, 2010 - Thanks for the Testimonials

4) Thanks for the Testimonials. My request for testimonials about the merits of The Diary of a Mad Hedge Fund Trader overwhelmed me with more than 100 responses. Flattering and humbling at the same time, it is a vindication of all the blood, sweat, and tears that I pour into this letter each day. I

September 7, 2010 - Soveriegn Debt Was a Great Place to Hide

Featured Trades: (SOVEREIGN DEBT), (PCY), (LQD) 2) Sovereign Debt Was a Great Place to Hide.? I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries substantial principal risk, the kind we saw, oh say, in

September 6, 2010 - Is the UNG Going Under?

Featured Trades: (NATURAL GAS), (UNG), (CHK), (DVN), (XTO)   1) Is the UNG Going Under? The poster boy for everything that can go wrong with an ETF is undoubtedly the United States Natural Gas Fund (UNG). If you had studiously done all of your homework a year ago, and concluded that natural gas was severely

September 3, 2010 - Have Treasury Bonds Had it?

Featured Trades: (TREASURY BONDS), (TBT), (TMV)   1) Have Treasury Bonds Had It? You are probably tired of my yammering on about how close we are to a multigenerational peak in Treasury bond prices by now. If you missed my last three pieces on the topic, click here for 'The Great Bond Market Crash of