Mad Hedge Fund Trader

Latest articles from Mad

• The Grains Take Off

  Published 12 July 2010 | viewed 9,961 times

  It turns out that perfection doesn't continue forever, after all. That was the bet I was more than happy to make three weeks ago when…

• How China's Economy is Already Bigger Than the US

  Published 12 July 2010 | viewed 6,097 times

  China has already surpassed the US in the global competition sweepstakes and is on track to extend its lead. No, I'm not talking about some…

• The Buyers Pour Into BP

  Published 08 July 2010 | viewed 4,665 times

  What has been one of the best performing stocks for the past week? Good old BP (BP), which clawed back an 18% pop off the…

• What to do About Gold

  Published 07 July 2010 | viewed 8,473 times

  Gold, gold, gold. What to do about gold? I get asked this question a dozen times a day, by some who have been long since…

• Looking for Value at Occidental Petroleum (OXY)

  Published 07 July 2010 | viewed 7,539 times

  While a student at UCLA in the early seventies, I took a World Politics course which required me to pick a country, analyze its economy,…

• No Ride on the Gravy Train Without An Engine

  Published 07 July 2010 | viewed 4,230 times

  It is becoming increasingly clear that the US economy once again fell off a cliff in May. Commodity prices have dropped like a stone, the…

• Proof the Economy is Stalling

  Published 05 July 2010 | viewed 7,488 times

  As a commercial pilot with 30 year's experience, I can tell you that there is no more sickening feeling than hearing your stall warning alarm…

• Trade Deal Looks Great for Taiwan

  Published 03 July 2010 | viewed 6,138 times

  China has just signed a trade agreement with its rebellious, capitalist province, Taiwan, which has major long term implications for the rest of us. The…

• The Multiples Myth

  Published 02 July 2010 | viewed 5,953 times

  I am getting tired of the endless procession of permabulls who keep insisting that at a 13 times multiple, the S&P 500 is cheap. The…

• Financial Reform has More Holes than Swiss Cheese

  Published 02 July 2010 | viewed 4,045 times

  Whew! That was close! After 18 months of threats, saber rattling, and posturing about the demise of the competitiveness of the American banking system, we…

• What is the Bond Market Really Telling Us?

  Published 01 July 2010 | viewed 4,727 times

  Everywhere I turn these days, I hear a rising clamor and rancor to cut the spending that is creating deficits that will lead to the…

• This Crop Could Be Your Big Winner This Year

  Published 30 June 2010 | viewed 5,188 times

  Since the is an absolute dearth of things to do right here, I want to reiterate my call to buy soybean meal (click here for…

• Trolling for Bargains in the Alternative Energy Space

  Published 30 June 2010 | viewed 10,451 times

  I am always on the lookout for interesting alternative energy plays and stumbled across one the other day. Camarillo, CA based Power-One (PWER) is in…

• The Tea Leaves for China Look Ominous

  Published 29 June 2010 | viewed 6,676 times

  The truly significant move in the capital markets last night was the atrocious performance of the Shanghai market (FXI), which plunged 3.4%. The index is…

• Your Power Future is in California

  Published 29 June 2010 | viewed 6,092 times

  California has a long history of making great leaps to push the envelope on standards, like seat belts, catalytic converters, emissions, and mileage, which are…

• Why Silver Could Outshine Gold

  Published 28 June 2010 | viewed 14,349 times

  The latest round of risk reduction by global hedge funds bashed silver (SLV), knocking $2.50 off of the $19.50 high seen in the heady days…

• A Grim Week for the "V" Crowd

  Published 28 June 2010 | viewed 4,690 times

  Even the most optimistic permabulls have to be rethinking their scenario after looking at writing on the wall that is so obvious, they can see…

• A Peek at Your Energy Future

  Published 25 June 2010 | viewed 10,706 times

  If you want to get a preview of what an electric power utility of the future looks like, take a look at the old Florida…

• Pushing Electric Cars on Capitol Hill

  Published 24 June 2010 | viewed 4,149 times

  FedEx founder and CEO Fred Smith, an ex Navy pilot who I admire enormously, was on Capitol Hill yesterday lobbying for electric cars. In 2009,…

• Going Back into the Ags

  Published 23 June 2010 | viewed 6,427 times

  OK, I can’t stand it anymore. After staying out of the agricultural sector for the past six months I’m going back in. I’m not betting…