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The IMF’s Controversial Russian Forecast, Explained

The IMF’s Controversial Russian Forecast, Explained

The International Monetary Fund's prediction…

Finance / the Markets

International Junior Oil Stocks: How Investors Can Position Themselves for High-Reward International Plays

Jan 16, 2012 at 22:02 | Keith Schaefer

Without question, the oil stocks that have made me the biggest profits have been junior oil companies with international plays. Companies like Xcite Energy, (XEL-TSXv) which went from 62 cents…

Oil & Gas Income Trusts

Jan 16, 2012 at 21:35 | Keith Schaefer

The "New Class" in an old, popular investment vehicle Part 1:  A Comeback in the Making? The income trust game is back - just in a different form.

How to Play Commodities in 2012

Jan 03, 2012 at 19:23 | Mad Hedge Fund Trader

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 ones. Don’t buy anything that…

The Stock Market's Dream Scenario

Oct 30, 2011 at 23:59 | Mad Hedge Fund Trader

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”. So I’m wondering, “is there…

Get Ready to Short the Euro Again

Oct 27, 2011 at 15:55 | Mad Hedge Fund Trader

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 only yesterday, the move has…

Why I Tripled My Volatility Index Short

Oct 06, 2011 at 06:29 | Mad Hedge Fund Trader

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 my November (VIX) $35 puts.…

Get Ready for the Final Flush in October

Sep 30, 2011 at 03:58 | Mad Hedge Fund Trader

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 of the most volatile. 1929,…

Soros: Europe is in a More Dangerous Situation than the U.S. in 2008

Sep 29, 2011 at 04:01 | Top Stock Portfolios

Although stocks around the globe appear to be expecting the Eurozone to produce a game changing plan involving a leveraged, TARP-like approach, not all investors are convinced that Europe is…

Selling Oil Again for a Hedge

Sep 15, 2011 at 08:02 | Mad Hedge Fund Trader

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 all of which have to…

Itching to Get Into Corn

Sep 01, 2011 at 20:06 | Mad Hedge Fund Trader

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 the food to feed them.…

Bring Back the Uptick Rule!

Aug 29, 2011 at 15:26 | Mad Hedge Fund Trader

When the Dow crashed 514 points on August 8, the market lost a staggering $850 billion in market capitalization. High frequency traders were possibly responsible for half of this move,…

My View of the Stock Market for the Rest of 2011

Aug 24, 2011 at 07:34 | Mad Hedge Fund Trader

Down, then up, then down again. How about that? I believe that the global risk markets will bottom sooner than people think, and that the time has come to compile…

Commodity Price Fears and China’s Growth Forecasts

Aug 18, 2011 at 21:07 | Stuart Burns

Commodity markets lost more than $16 billion in value during last week’s selloff, Reuters reported in a special report. Equity and commodity markets plunged…

Use the Melt Down to Load Up on India

Aug 12, 2011 at 16:52 | Mad Hedge Fund Trader

Take a look at the chart for the emerging market ETF (EEM) below and you will be surprised to see how well it has held up in the recent collapse.…

Bernanke Says Buy Stocks, Or Else!

Aug 10, 2011 at 21:18 | Mad Hedge Fund Trader

I believe that the risk markets are discounting a recession that isn’t going to happen. Not yet, anyway. So I am going to start adding some small, limited risk call…

Is QE3 Back From the Dead?

Aug 09, 2011 at 18:37 | Mad Hedge Fund Trader

When I went to bed late last night, the (SPX) was trading down 30 points, and I was thinking “here we go again”. When I woke up, the market was…

Index Funds and Commodity Prices

Aug 09, 2011 at 07:53 | James Hamilton

There has been a lot of growth over the last decade in funds that take long positions in commodity futures contracts in order to offer investors an asset that follows…

The Real Crash is Coming in 2012: Are Stocks Now a Screaming Buy?

Aug 07, 2011 at 10:58 | Mad Hedge Fund Trader

I don’t think that we are going into recession immediately. I believe that we can eke out a few more quarters of 2% ish type growth before we put in…

RIP for America’s Triple A Rating

Aug 07, 2011 at 09:54 | Mad Hedge Fund Trader

At long last, after months of warnings, leaks, hand wringing, and speculation, Standard and Poor’s has at last downgraded US Treasury bonds a notch to AA+. The change was the…

Here is Where to Watch for the Turn

Aug 04, 2011 at 17:58 | Mad Hedge Fund Trader

What to say about Thursday’s market? The “RISK OFF” trade had its finest hour. The Dow average WAS down 512 points, NASDAQ (QQQ) cratered by 135 points, oil (USO) was…

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