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By The Mad Hedge Fund Trader |
December 4, 2012
These are not pie-in-the-sky predictions, but real possibilities. For that reason, I intend to cover my existing short positions in oil, the euro, the S&P 500, and the Russell 2000 on the next serious dip, and tilt more aggressively to the long side.
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By The Mad Hedge Fund Trader |
December 3, 2012
I am going to use the recent day’s $40 sell off to jump back into the gold trade. It appears that it was a single, badly handled “Sell” order, probably from a foreign government, that took the barbarous relic down so precipitously.
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By The Mad Hedge Fund Trader |
November 29, 2012
The reality is that some of my assumptions will unfold as predicted, others will be woefully wrong, and others still will deliver half the expected move. Such is the life of a hedge fund manager navigating in markets that seem to become more untradeable with each passing year.
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By The Mad Hedge Fund Trader |
November 16, 2012
Everyone is stunned over how little oil has gone up in the wake of the Israeli air attacks on Gaza that killed the military leader of Hamas. It’s an old trader’s rule that if you throw good news on a market and it fails to go up, then you sell...
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By The Mad Hedge Fund Trader |
November 13, 2012
The bottom line for all of this is that we are just seeing a market correction, not a major collapse, that the medium-term trend is still up, and that you should probably be buying here and not selling.
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By The Mad Hedge Fund Trader |
November 7, 2012
Amazingly, $10,000 invested on every November 1 and sold at the end of April would today be worth $702,000, giving you a compound annual return of 7.10%. This is definitely food for thought.
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By The Mad Hedge Fund Trader |
November 6, 2012
It was just a matter of time before the dreadful long-term fundamentals of the Japanese economy finally fed through to their currency. It appears that the much better-than-expected October US jobs data has at last done the deed.
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By The Mad Hedge Fund Trader |
November 1, 2012
One of the most amazing things that has happened in the global capital markets in the past month is that gold and silver have turned into equities. You know, those precious metals that were supposed to be a store of value and a safe haven during troubled times?
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By The Mad Hedge Fund Trader |
October 25, 2012
I will revisit this trade in the future. QE3 is still in-force and should work. But we need to get year-end profit taking and the election out of the way. The continued slowdown in China isn’t helping.
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By The Mad Hedge Fund Trader |
October 22, 2012
Which asset likes the president most of all? Gold. In fact, the barbarous relic might even be a died in the wool, card-carrying Democrat. It hit an eight-month high going into the first debate, and then quickly deflated.
