Mad Hedge Fund Trader

Latest articles from Mad

• Why You Should Sell Everything in Japan

  Published 13 March 2011 | viewed 8,230 times

  During my ten years in Japan, I suffered through many earthquakes. One shaker caught me on the 20th floor of the Foreign Correspondents’ Club of…

• The Bear Market in Treasury Bonds Takes a Breather

  Published 10 March 2011 | viewed 5,733 times

  I have been a huge bear on the Treasury bond market, saying that you must sell every rally for the next ten years. But markets…

• Are the Equity Markets Headed For a Fall?

  Published 09 March 2011 | viewed 6,191 times

  On this two year anniversary of the great bull market, one has to ask if it is about to die of old age. Take a…

• Next Stop $50 for Silver

  Published 08 March 2011 | viewed 39,210 times

  Last week, I saw silver rise $1 in one day. I remember when the white metal’s total cost was $1! Investment demand is overwhelming industrial…

• Why Oil Will Peak on Friday

  Published 08 March 2011 | viewed 13,320 times

  Texas tea has undergone the perfect storm over the past month, with the Middle Eastern dominoes falling one by one. It was the worst case…

• Are Junk Bonds Peaking?

  Published 07 March 2011 | viewed 6,277 times

  There is no happier corner of the fixed income universe, which has been soaring like a bat out of hell for the past two years.…

• Oil's Big Push on Corn

  Published 04 March 2011 | viewed 7,614 times

  You would think that with oil crisis levitating over $100/barrel and gasoline continuing its relentless march towards $5/gallon, farmers would be wringing their hands, wondering…

• Leaked Pentagon Report Says the 2008 Financial Crisis was Caused by Terrorist Groups

  Published 03 March 2011 | viewed 11,779 times

  A confidential report from the Pentagon just made public says that the 2008 financial crisis was the result of targeted attacks by terrorists groups. A…

• Why Warren Buffet Hates Gold

  Published 02 March 2011 | viewed 9,049 times

  The “Oracle of Omaha” expounded at length today on why he despises the barbarous relic. The sage doesn’t really care if the yellow metal hit…

• The Death of the Mutual Fund

  Published 01 March 2011 | viewed 5,269 times

  ETF’s are much more attractive than mutual fund competitors, with their notoriously bloated expenses and spendthrift marketing costs. You can’t miss those glitzy, overproduced, big…

• Investors Will Win the ETF Price War

  Published 01 March 2011 | viewed 5,527 times

  Many hedge fund traders are unhappy about the current near monopoly enjoyed by the top three ETF issuers, Black Rock, State Street, and Vanguard, which…

• My Take on the Euro

  Published 27 February 2011 | viewed 6,644 times

  Entering 2011 as the currency that everyone loved to hate, the Euro has staged a dramatic comeback, much to the chagrin of hedge fund managers…

• The True Cost of High Oil

  Published 23 February 2011 | viewed 5,179 times

  Economists are furiously downsizing their economic growth forecasts for 2011 in the wake of the oil price spike, both for the US and for the…

• How Far Will the Market Fall?

  Published 23 February 2011 | viewed 14,309 times

  Now that we are solidly in “RISK OFF” mode, traders, managers, and investors are asking how much downside we are looking at. It is safe…

• A Buying Opportunity is Setting Up for the Ags

  Published 22 February 2011 | viewed 13,280 times

  In January, I wimped out of my hefty long position in the grain ETF (JJG), hoping to sidestep a potential sell off going into a…

• The Resurrection of Peak Oil

  Published 21 February 2011 | viewed 14,554 times

  It has been a long wait for “peak oilers,” whose passionate belief is that the world will run out of oil in coming years, sending…

• The Population Bomb Echoes

  Published 20 February 2011 | viewed 11,599 times

  Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending…

• A Rest for the Treasury Bond Sell Off

  Published 17 February 2011 | viewed 6,209 times

  The Great Treasury Bond Sell Off, which has been running now for nearly six months, may be about to take a rest. Take a look…

• The Collapse of the Yen: The Big Break is Near

  Published 16 February 2011 | viewed 7,756 times

  “Oh, how I despise the yen, let me count the ways.” I’m sure Shakespeare would have come up with this line of iambic pentameter if…

• The Coming Takeover Wars

  Published 09 February 2011 | viewed 6,366 times

  The spate of takeover bids we have witnessed recently, the attempted BHP Billiton (BHP)-Potash (POT) deal, the Sanofi Aventis (SNY)-Genzyme (GENZ) deal, and Intel’s (INTC)…