Entries by Mad Hedge Fund Trader

Lunch With the CIA

Lunch with the Central Intelligence Agency is always interesting, although five gorillas built like brick shithouses staring at me intently didn't help my digestion. Obama's pick of Leon Panetta as the agency's new director was controversial because he didn't come from an intelligence background- upsetting the career spooks at Langley to no end. But the

December 6, 2010 - The Real Estate Market in 2030

Featured Trades: (THE REAL ESTATE MARKET IN 2030)   3) The Real Estate Market in 2030. A number of analysts, and even some of those in the real estate industry, are finally coming around to the depressing conclusion that there will never be a recovery in residential real estate. Long time readers of this letter

December 3, 2010 - Trade Alert for the (TBT)

Featured Trades: (TBT TRADE ALERT) 2) Trade Alert for the (TBT). It's time to get in on the greatest short play of the coming decade. I have been pounding the table that investors should pile into the (TBT), the 200% leveraged bet that Treasury bond prices would go down, since August. It rose 28% after

December 3, 2010 - Trade Alert for the (SSO)

Featured Trades: (SSO TRADE ALERT), (NSANY), (TM), (TTM) 3) Trade Alert for the (SSO). After the Dow's impressive 250 point blast off to the upside yesterday, my phone started ringing off the hook. Fundamental and technical analysts around the world were screaming at me that a major breakout was at hand, it was off to

December 1, 2010 - The Portland Thanksgiving Strategy Luncheon

Featured Trades: (PORTLAND STRATEGY LUNCHEON) 1) The Portland Thanksgiving Strategy Luncheon. Many thanks to all who attended the First Annual Portland Thanksgiving Strategy Luncheon, whose repartee, give and take, and wide-ranging debate made the event well worth the trip from Fog City. I always take in more from these events than I dish out, which

December 1, 2010 - My Anti Review of the Chevy Volt

Featured Trades: (CHEVY VOLT REVIEW), (NSANY), (GM)   2) My Anti Review of the Chevy Volt. In 2011, we will we be deluged by an onslaught of advertising praising the virtues of the electric car, as models like the Nissan Leaf (NSANY) and the Chevy Volt (GM) hit the market. If last week's San Francisco

December 1, 2010 - Your Engraved Invitation to Sell the Yen

Featured Trades: (JAPANESE YEN), (FXY), (YCS) 3) Your Engraved Invitation to Sell the Yen. It is looking like the worm has finally turned on the Japanese currency. After tickling ?80.20 for a nanosecond on November 1, it has swan dived. It didn't even rally during Thanksgiving week, when Uncle Buck momentarily sold off against most

November 26, 2010 - Quote of the Day

'The really big problem here is that we have 10% unemployment now. If you drop it 1/2% a year for ten years, we're not going to reach full employment before we reach the next recession,' said Lachmann Achutman, managing director of the Economic Cycle Research Institute

November 24, 2010 - The San Francisco Hard Asset Conference

Featured Trades: (SAN FRANCISCO HARD ASSET CONFERENCE), (GOLD), (SILVER), (PLATINUM), (PALLADIUM), (GLD), (SLV), (PPLT), (PALL)   1) The San Francisco Hard Asset Conference. Attending the San Francisco Hard Asset Investment Conference this week, I learned that the people who inhabit this world are different from you and I. They camp in remote, mosquito infested swamps,