• support@madhedgefundtrader.com
  • Member Login
Mad Hedge Fund Trader
  • Home
  • About
  • Store
  • Luncheons
  • Testimonials
  • Contact Us
  • Click to open the search input field Click to open the search input field Search
  • Menu Menu
Mad Hedge Fund Trader

Last Chance to Attend the Las Vegas Friday, May 8 Global Strategy Luncheon

Diary, Newsletter

Come join me for lunch for the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in Las Vegas, Nevada on Friday, May 8. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period.

I?ll be giving you my up to date view on stocks, bonds, foreign currencies, commodities, precious metals, and real estate. And to keep you in suspense, I?ll be throwing a few surprises out there too. Enough charts, tables, graphs, and statistics will be thrown at you to keep your ears ringing for a week. Tickets are available for $218.

I?ll be arriving at 11:30 and leaving late in case anyone wants to have a one on one discussion, or just sit around and chew the fat about the financial markets.

The lunch will be held at a top restaurant at a major Strip casino. The exact location will be emailed with your purchase confirmation.

I look forward to meeting you, and thank you for supporting my research. To purchase tickets for the luncheons, please go to my online store.

Las Vegas

https://www.madhedgefundtrader.com/wp-content/uploads/2014/04/Las-Vegas.jpg 330 238 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-05 01:04:542015-05-05 01:04:54Last Chance to Attend the Las Vegas Friday, May 8 Global Strategy Luncheon
Mad Hedge Fund Trader

May 4, 2015

Diary, Newsletter, Summary

Global Market Comments
May 4, 2015
Fiat Lux

Featured Trade:
(FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON)
(I?M OFF TO THE LAS VEGAS SALT CONFERENCE),
(CATCHING THE MAYWEATHER/PACQUIAO FIGHT)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-04 09:15:302015-05-04 09:15:30May 4, 2015
Mad Hedge Fund Trader

Catching the Mayweather/Pacquiao Fight

Diary, Newsletter

Fights certainly attract a different kind of crowd than, say, the Opera, the Chicago Art Institute or the PTA.

This I was reminded of on Saturday while checking in to catch my flight from the Windy City to Las Vegas to catch the Mayweather/Pacquiao fight for the welterweight championship of the world.

?Glam? was definitely the order of the day, with the men drenched in bling and wearing black baseball caps sideways, and the women wearing ultra short shorts that went half way up their rear end.

Standing there in my tailored Brioni suit, I stood out like a sore thumb.

Boxing is such a barbaric sport that I keep expecting it to get banned, or at least go out of fashion. Look at poor Muhammad Ali, whose career imprisoned him in a pitiful life of permanent brain damage.

And today?s champions are anything but role models. Mayweather himself has been arrested on multiple occasions for beating wives and girlfriends, and intimidates his own kids.

But the money is bigger than ever. With a $300 million purse, over $1 billion in pay-per-view tickets sold, and all the media hype, it is clear that is not going to happen any time soon.

I come from a long line of boxers. Both my father and my uncle fought in the Golden Gloves during the Great Depression. I grew up watching the great fights of Sonny Liston and Ali on a fuzzy, 17 inch black and white TV.

I also have some experience myself, participating at the National Karate Championships in Japan, where my front teeth still reside. Suffice it to say, I know how to throw a punch, and take one too.

So I go to one of these marquee events about once a decade, more for the atmosphere than the pugilism.

The last time I went, it was to see one of Mike Tyson?s last fights, against Lennox Lewis at the Pyramid Arena in Memphis in 2002. Tyson could barely stand up, and essentially danced with Lewis, who was six inches taller than him, for the entire fight.

But then, it was the actress, Cybil Shepard, who invited me to her hometown event, accommodations included in a mansion on top of the levee, and who was I to say no?

But I digress.

When I landed in Vegas, the weather was perfect, and the atmosphere electric.

Taxiing in to the terminal, I noticed the FBO parking was packed with over 100 private jets of every description. I later heard that nearby Henderson Field, where I keep my own plane, was also full to capacity.

The entire Strip was gridlocked, and I could only get into the Bellagio Hotel through the back entrance. From there, I had to cross the street to get to the MGM, wading through a crowd of spectators who behaved like they were at the Mardi Gras.

Even before the fight started, there was a dull roar, the crowd was so whipped up with anticipation. You could barely have a conversation with the person sitting next to you.

I was in the cheap seats, which cost only $1,000, a bargain, compared to the average ticket price of $11,000.

Everyone was celebrity spotting. Who could miss Michael Jordan, some 6,?6?, his bodyguards keeping adoring fans at bay? I think I caught a glance of Robert De Nero and Mark Wahlberg through the thick blue haze of cigar smoke.

By the second round, it was clear that Mayweather was going to win. He played it safe, keeping his distance and countering instead of attacking. When he won on points after 12 rounds the fans booed.

Basically, it was a boring fight.

It was a good day for me, as I had bet on both Mayweather and American Pharaoh, this afternoon?s winner of the Kentucky Derby (great pick, Nancy!).

It was definitely a day to buy ?American.?

Mayfield-PacquiaoNot What It Used to Be

https://www.madhedgefundtrader.com/wp-content/uploads/2015/05/Mayfield-Pacquiao.jpg 294 394 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-04 09:10:532015-05-04 09:10:53Catching the Mayweather/Pacquiao Fight
Mad Hedge Fund Trader

May 4, 2015 - Quote of the Day

Diary, Newsletter, Quote of the Day

?Sitting tight is seldom recommended by Wall Street. Don?t ask the barber whether you need a haircut,? said Oracle of Omaha, Warren Buffet.

Barber-Shave

https://www.madhedgefundtrader.com/wp-content/uploads/2015/05/Barber-Shave.jpg 236 235 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-04 09:09:012015-05-04 09:09:01May 4, 2015 - Quote of the Day
Mad Hedge Fund Trader

May 1, 2015

Diary, Newsletter, Summary

Global Market Comments
May 1, 2015
Fiat Lux

Featured Trade:
(JUNE 22 WASHINGTON DC GLOBAL STRATEGY LUNCHEON)
(CASHING IN ON FREEPORT MCMORAN),
(FCX), (USO), (CU), (FM.TO), (ANTO.L),
(BUY FLOOD INSRANCE WITH THE VIX),
?(VIX), (VXX), (UVXY),
(TESTIMONIAL)

Freeport-McMoRan Inc. (FCX)
United States Oil ETF (USO)
First Trust ISE Global Copper ETF (CU)
First Quantum Minerals Ltd. (FM.TO)
Antofagasta plc (ANTO.L)
VOLATILITY S&P 500 (^VIX)
iPath S&P 500 VIX ST Futures ETN (VXX)
ProShares Ultra VIX Short-Term Futures (UVXY)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-01 01:07:082015-05-01 01:07:08May 1, 2015
Mad Hedge Fund Trader

Cashing in on Freeport McMoRan

Diary, Newsletter, Research

I am writing this to you from Terminal 2 at San Francisco Airport, awaiting my Virgin America flight to Chicago.

My conclusion so far is that the beef curry rice at the Japanese fast food joint Wakaba isn?t what it used to be. The meat is paper thin and full of fat and gristle. I guess everyone is trying to cut costs these days.

I saw a tall blond hustle by in a pilot?s uniform, and thought I recognized her behind as that of my former flight instructor from decades ago. But when I caught up with her, I learned she worked for American Airlines. Emmy flew for United. And I was off by a generation on the age.

That?s the problem with reaching Medicare age. You can?t see worth a damn, and all of your friends are dead. At least the landings are exciting when I am the pilot.

There?s nothing like getting in on the ground floor of a raging bull market in commodities to get your juices flowing, even for a senior citizen.

That?s what I did when I jumped into the Freeport McMoRan (FCX) May, 2015 $17-$18 deep in-the-money vertical call spread two weeks ago. This is the second time in a month I have coined it with this name, the world?s largest producer of copper.

Since (FCX) began its torrid move in mid April, the shares have added an eye popping $6, or 35%. That?s a winner and a half.

Many thanks to my many subscribers who work at Freeport, although I assure you, you had absolutely nothing to do with the recent move in your stock.

This is despite the fact that prices for the red metal (CU) have remained virtually unchanged during this period.

Instead, there is a parade of people I wish to thank for the success of this trade.

First, I have to tip my hat to Federal Reserve Chairman, Janet Yellen, for making it abundantly clear to me on countless occasions that she has absolutely no intention of raising interest rates this year. This has knocked the wind out of the greenback, forced a 5% correction, and given newfound strength to commodity stocks like (FCX).

Hey, Janet, call me!

I also want to thank the government in Beijing for the assist, which announced a major program to stimulate the Chinese economy right after I strapped on this trade, through the reduction of bank reserve requirements from 18.5% to 17.5%.

China is the world?s largest consumer of copper, and a stronger economy consumes more of the stuff, boosting prices northward.

I owe you all a Peking duck dinner for this one. Might I suggest the Da Dong Roast Duck Restaurant on Dongsi on the 10th Alley in Beijing? They?re supposed to be the best in town.

Finally, one can?t ignore the contribution of the Houthi rebels in Yemen for inspiring a sharp rally in the price of crude oil (USO), which helped drag up the price of other commodity stocks as well, including those producing copper.

For you I owe a round of falafels and cooked sheep?s eyes, favorites of yours, I know. However, I?ll have to mail this one in, lest a CIA Predator drone strike take me out over dinner.

You can sell this vertical bull call spread anywhere around the $0.99 and lock in 92% of the potential profit in this trade. Or you can run it until the May 15 expiration, ten trading days away, and collect the last penny or two.

Either way, it?s time to declare victory on this one and move on to the next one.

The spread clocked a gain in 12.5% in two weeks. That is on top of the one day 22.5% wonder we earned with the Freeport McMoRan (FCX) May, 2015 $16-$17 deep in-the-money vertical call spread.

When it rains, it pours.

If instead of buying the (FCX) call spread, you purchased the shares outright, the First Trist ISE Global Copper ETF (CU), First Quantum Minerals Ltd. (FM.TO), Antofagasta (ANTO.L), hang on. We are going much higher.

The 200-day moving average beckons at $26.33. And if the Chinese economic recovery is real, as the stock market there seems to think, you can easily double that target.

I have a feeling that Freeport McMoRan is my new rich uncle, cutting me generous maintenance checks every month.

So I?ll be looking to roll back into the next set of strike prices higher up and a maturity farther out at the next dip in the stock.

FCX 4-29-15

COPPER 4-29-15

Mining

Freeport-McMoRan logo

Beijing RestaurantSee you There Beijing

https://www.madhedgefundtrader.com/wp-content/uploads/2015/04/Beijing-Restaurant-e1430398966155.jpg 241 400 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-05-01 01:05:472015-05-01 01:05:47Cashing in on Freeport McMoRan
Mad Hedge Fund Trader

April 30, 2015

Diary, Newsletter, Summary

Global Market Comments
April 30, 2015
Fiat Lux

Featured Trade:
(FRIDAY, MAY 15 SAN FRANCISCO STRATEGY LUNCHEON),
(HOW THE MARKETS WILL PLAY OUT THIS QUARTER),
(SPY), (FXE), (FXY), (IWM), (QQQ), (USO), (FCX),
?(TLT), (TBT), (GS), (PANW), (TAN), (AAPL),
(TESTIMONIAL),
(SIGN UP NOW FOR TEXT MESSAGING OF TRADE ALERTS)

SPDR S&P 500 ETF (SPY)
CurrencyShares Euro ETF (FXE)
CurrencyShares Japanese Yen ETF (FXY)
iShares Russell 2000 (IWM)
PowerShares QQQ Trust, Ser 1 (QQQ)
United States Oil ETF (USO)
Freeport-McMoRan Inc. (FCX)
iShares 20+ Year Treasury Bond (TLT)
ProShares UltraShort 20+ Year Treasury (TBT)
The Goldman Sachs Group, Inc. (GS)
Palo Alto Networks, Inc. (PANW)
Guggenheim Solar ETF (TAN)
Apple Inc. (AAPL)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-04-30 01:07:262015-04-30 01:07:26April 30, 2015
Mad Hedge Fund Trader

How the Markets Will Play Out This Quarter

Diary, Newsletter, Research

I think I have figured out the course of the global financial markets over the next few months.

We are currently transitioning from an economic data flow from Q1 that was very weak, to the second quarter, which will almost certainly deliver us a robust set of numbers. This is on the heels of a white hot Q1, 2014.

Hot, cold, hot; this is a trader?s dream come true, as it gives us the volatility we need to make a fortune, as we skillfully weave in and out of these gyrations.

That is, if you read the Diary of a Mad Hedge Fund Trader.

This is not a new thing. A weak Q1 has been a recurring event over the last 30 years. The anomaly has been so reliable that not a few traders have been able to earn a living from it. :) Heaven help us if the government ever tries to fix it.

To further complicate matters, some markets see this, while others have yet to open their eyes.

The stock market (SPY), (QQQ), (IWM) agree with my view, probing new all time highs, while companies announce diabolical Q1 earnings (Twitter (TWTR)? Yikes!). So do commodities, like oil (USO) and copper (FCX), whose recent strength suggests we are on the doorstep of a great economic Golden Age.

However, the foreign exchange market (FXE), (FXY) doesn?t see it this way. They can only comprehend the last data point that just crossed the tape.

If it is weak, they assume the Federal Reserve won?t even think about raising interest rates until well into 2016. If it is healthy, they bet the Fed will jack up rates tomorrow.

You might assume this is ridiculous, and you?d be right. However, forex traders live in a world where interest rate differentials are the principal, and to many the only driver of foreign exchange rates.

One market is right, and one is wrong. Did I mention that this is also a license for we nimble traders to print money?

Of course, you can play both side of the fence, as I do. That?s how I was able to coin it with a long position in the euro (a weak economy trade) the same day my long US equity portfolio (a strong economy trade) was going through the roof.

Let me give you another iteration of these scenarios. Inside the dollar correction we are seeing a pronounced sector rotation among US stocks.

Traders are moving out of small caps (IWM) that sheltered then from a strong dollar into large caps (SPY). They are also taking profits in biotech and rolling it into financials (GS), cyber security (PANW) and solar (TAN).

Goldman Sachs (GS) gave us more rocket fuel for the bull case for of American stocks this morning. The sage investment bank, in which my Trade Alert Service currently maintains a profitable long position, says that corporations will return a mind blowing $1 trillion to investors in 2015.

Share buy back from companies should rise by 18%, while dividends should pop by 7%. It is all a continuation of a six-year trend.

Apple (AAPL) certainly kicked off this quarter?s cavalcade of higher payouts on Monday, when it added $50 billion to its own stock repurchase program and jacked up its dividend by 11%.

Markets could get even more interesting after next week, when some 80% of S&P 500 companies will have existed the ?black out? period when they are not allowed by SEC regulations to buy their own stock.

I say ?tally ho,? and ?tally ho? again.

SPY 4-29-15

FXE 4-29-15

FCX 4-29-15

WTIC 4-29-15

Fox HuntIt?s Tally Ho for the Stock Market

https://www.madhedgefundtrader.com/wp-content/uploads/2015/04/Fox-Hunt-e1430337987633.jpg 256 400 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-04-30 01:05:092015-04-30 01:05:09How the Markets Will Play Out This Quarter
Mad Hedge Fund Trader

Testimonial

Diary, Newsletter, Testimonials

A BIG ?AAA+++ to John Thomas on the Apple (AAPL) trade. This is what it is all about.

Steve,
Mission Viejo, California

John ThomasWith These Glasses I Can See the Future

https://www.madhedgefundtrader.com/wp-content/uploads/2015/04/John-Thomas4-e1430338388545.jpg 400 295 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-04-30 01:04:392015-04-30 01:04:39Testimonial
Mad Hedge Fund Trader

April 29, 2015

Diary, Newsletter, Summary

Global Market Comments
April 29, 2015
Fiat Lux

Featured Trade:
?(LAS VEGAS WEDNESDAY MAY 8 GLOBAL STRAGEGY LUNCHEON),
(HOW OBAMACARE WILL BOOST YOUR PORTFOLIO),
(XLV), (GILD), (XLS), (XPH), (XBI), (GOOG)

Health Care Select Sector SPDR ETF (XLV)
Gilead Sciences Inc. (GILD)
Exelis Inc. (XLS)
SPDR S&P Pharmaceuticals ETF (XPH)
SPDR S&P Biotech ETF (XBI)
Google Inc. (GOOG)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2015-04-29 09:29:062015-04-29 09:29:06April 29, 2015
Page 517 of 673«‹515516517518519›»

tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with Mad Hedge Fund Trader (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s brokerage services. The existence of this Marketing Agreement should not be deemed as an endorsement or recommendation of Marketing Agent by tastytrade and/or any of its affiliated companies. Neither tastytrade nor any of its affiliated companies is responsible for the privacy practices of Marketing Agent or this website. tastytrade does not warrant the accuracy or content of the products or services offered by Marketing Agent or this website. Marketing Agent is independent and is not an affiliate of tastytrade. 

Legal Disclaimer

There is a very high degree of risk involved in trading. Past results are not indicative of future returns. MadHedgeFundTrader.com and all individuals affiliated with this site assume no responsibilities for your trading and investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Information for futures trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. You must assess the risk of any trade with your broker and make your own independent decisions regarding any securities mentioned herein. Affiliates of MadHedgeFundTrader.com may have a position or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

Copyright © 2025. Mad Hedge Fund Trader. All Rights Reserved. support@madhedgefundtrader.com
  • Privacy Policy
  • Disclaimer
  • FAQ
Scroll to top