Mad Hedge Fund Trader

Latest articles from Mad

• Huge Opportunity for Investors as China Looks to Privatise Industries

  Published 09 June 2012 | viewed 6,750 times

  The call was scratchy and barely audible. I was instructed to not mention any names. I should only use the prearranged code words when talking…

• Low Oil Prices have Created an Opportunity to Invest in High Yield MLPs

  Published 06 June 2012 | viewed 34,094 times

  The dramatic collapse in the price of oil is creating a rare opportunity to get into some of the highest yielding paper in the financial…

• Lunch with Paul Krugman

  Published 24 May 2012 | viewed 9,443 times

  The first thing I noticed when Paul walked in was the few extra pounds and silvery tinge to his hair he acquired since I saw…

• How Falling Energy Costs will Shape the World

  Published 17 May 2012 | viewed 7,316 times

  A major plank in my golden age scenario for the 2020's is the collapse of the cost of energy. This won't occur because of a…

• The Strong Dollar Leads to a Fall in Commodity Prices

  Published 16 May 2012 | viewed 8,790 times

  Panic is on deck, to use the baseball terminology that my foreign readers are often attempting to decipher. That is the only conclusion one can…

• Fed Says Market Rally is BS

  Published 27 January 2012 | viewed 4,792 times

  Well, they didn’t really say that, but they could have, and perhaps should have, and the bond market wholeheartedly agrees with them. That is my…

• The Benefit of the Doubt Market

  Published 24 January 2012 | viewed 7,038 times

  It is already January 24, and the S&P 500 has seen a grand total of two down days so far in 2012. Are we on…

• Enjoy the Dollar Rally While it Lasts

  Published 17 January 2012 | viewed 9,344 times

  Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been…

• Natural Gas Goes Down in Flames

  Published 16 January 2012 | viewed 14,600 times

  I received a scratchy and barely audible call from my buddy out in the Barnet natural gas fields just outside of Fort Worth, Texas the…

• How to Play Commodities in 2012

  Published 03 January 2012 | viewed 8,337 times

  This is my favorite asset class for the next decade, as investors increasingly catch on to the secular move out of paper assets into hard…

• The Stock Market's Dream Scenario

  Published 30 October 2011 | viewed 7,884 times

  I’m sitting here with a mountain of technical analysis reports that are causing my desk to buckle this morning, all shouting “breakout”, “buy”, and “uptrend”.…

• Get Ready to Short the Euro Again

  Published 27 October 2011 | viewed 7,376 times

  The financial markets exploded to the upside overnight with news of Europe’s triple resolution of their sovereign debt crisis. As I predicted in my letter…

• Why I Tripled My Volatility Index Short

  Published 06 October 2011 | viewed 6,409 times

  It has been quite a hectic and frenetic day, so I am just getting around to writing out the logic behind today’s short cover of…

• The Most Bizarre Recession in History

  Published 04 October 2011 | viewed 10,319 times

  If we are now in recession, this is the most bizarre one in history. It is a recession where the first thing people do is…

• Get Ready for the Final Flush in October

  Published 30 September 2011 | viewed 14,021 times

  What a quarter that was! Q3, 2011, will go down in the history books as one of the worst in market history, and certainly one…

• Report From the Molycorp Mountain Pass Mine

  Published 29 September 2011 | viewed 8,220 times

  When I heard that Molycorp (MCP) had just cratered by $22 from $53 to $31 in two days, I did what I usually do when…

• Selling Oil Again for a Hedge

  Published 15 September 2011 | viewed 6,510 times

  With oil having bounced $5.50 over the last couple of days, I am going to flip back to the short side for several reasons, not…

• An Update on My Oil Short

  Published 06 September 2011 | viewed 6,010 times

  Will everyone please take a look at the chart below for the United States Oil Fund ETF (USO) and tell me if you don’t see…

• Itching to Get Into Corn

  Published 01 September 2011 | viewed 6,994 times

  Long term readers of this letter know that I have long been banging away on the fact that the world is making people faster than…

• Sell Oil for a Stock Hedge

  Published 30 August 2011 | viewed 6,285 times

  Over the last month, asset classes everywhere have downshifted to new, lower trading ranges, reflecting the very rapid chopping of GDP growth forecasts for 2011…