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By The Mad Hedge Fund Trader |
December 21, 2012
When Bernanke announced QE4 hot on the heels of QE3, the kneejerk reaction of most investors was to load up on gold. But three months later, we are still waiting for the great bull market to begin in earnest. What gives?
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By The Mad Hedge Fund Trader |
December 20, 2012
The commodity boom will accelerate as China withdraws supplies from the market for its own consumption, as has already become so obvious with oil. Climate change is going to become a contentious political issue among other threats to Asian growth.
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By The Mad Hedge Fund Trader |
December 19, 2012
Capital is pouring in to take advantage of lofty, double digit yields, with foreign investors snapping up over $3.2 billion of the $1 trillion market this year. These bonds have become especially popular with investors in low yield countries, like Japan.
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By The Mad Hedge Fund Trader |
December 18, 2012
Demand for American home construction is slowly crawling out of the basement, and demand from China is starting to turn around as well. It helps that they’re not making copper anymore.
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By The Mad Hedge Fund Trader |
December 17, 2012
Exchange traded funds (ETFs) could soon replace traditional mutual funds as the primary investment vehicle for individuals because of the huge cost, tax, and liquidity advantages they offer.
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By The Mad Hedge Fund Trader |
December 14, 2012
Federal Reserve Chairman Ben Bernanke delivered a real blockbuster Wednesday in the aftermath of the final Open Market Committee meeting of 2012 – looks like he really wants to end the year with a bang.
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By The Mad Hedge Fund Trader |
December 14, 2012
It gave a great overview on many key commodities and precious metals that are in long-term bull markets. There are few sure things in life, but one for me is that I will be attending the next Hard Assets Investment Conference in New York.
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By The Mad Hedge Fund Trader |
December 13, 2012
There is no single answer to asset allocation, and it is every man for himself. One thing that I can tell you with certainty is how a hedge fund approaches the issue. I’ll draw up a strategy that might fit a small, one-man hedge fund, with limited resources and programming...
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By The Mad Hedge Fund Trader |
December 11, 2012
We are at a level in the shares, just above $30, where value players start to come into this name. That puts the shares at a bargain basement 4X EBITDA. The 3.30% dividend yield is an additional kicker, more than double the ten year Treasury bond yield.
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By The Mad Hedge Fund Trader |
December 5, 2012
There is a way to capture eye-popping returns without having to take an “E-ticket” ride. That is to focus on MLP’s that only invest in the natural gas industry. The smart way to play here is to own securities that benefit from the increasing volume of natural gas production.
