Mad Hedge Fund Trader

Latest articles from Mad

• Time to Add some Corn to Your Diet

  Published 01 September 2010 | viewed 6,291 times

  I have been waiting for a substantial dip in the grains to add to a position in corn, and it is clear from the chart…

• Silver is Hot, Hot, Hot

  Published 31 August 2010 | viewed 16,546 times

  Those who followed my advice to watch silver should by now have the precious coins raining down upon them. Since then, the precious white metal…

• Lunch With Bill Clinton

  Published 31 August 2010 | viewed 6,431 times

  I opened the e-mail at my usual wake up time of 4:00 am. President Bill Clinton was playing at the Presidents' Cup PGA tournament at…

• China's Insatiable Appetite for Gold

  Published 30 August 2010 | viewed 18,693 times

  Gold bugs and naysayers alike take note. When the world's second largest and fastest growing economy liberalizes gold ownership by individuals, who happened to be…

• The Great Bond Market Crash of 2010

  Published 29 August 2010 | viewed 4,540 times

  OK, maybe it hasn't really crashed yet. But the two day, 3 ½ point sell off in the futures for the 30 year Treasury bond…

• Thailand Punches Through to New Highs

  Published 27 August 2010 | viewed 9,011 times

  With hotel occupancy in the dumps at 20%-30%, and parts of downtown Bangkok still in ruins from the May riots, you would think the call…

• A Chat With Steve Forbes

  Published 27 August 2010 | viewed 7,927 times

  I sat down with Forbes magazine publisher and perennial Republican presidential candidate, Steve Forbes, whose father, Malcolm, I knew from my journalism days in the…

• Why Gold Seems Unbreakable

  Published 26 August 2010 | viewed 8,487 times

  While the rest of the world has been going to hell in a hand basket, gold (GLD), (GDX) refuses to take a serious dip, and…

• Its Official: China is Unloading its Treasury Bonds

  Published 26 August 2010 | viewed 32,051 times

  It looks like the smart money these days is found in China. While American investors have been scrambling over each other to buy more Treasury…

• Why We’re on the Slow Boat to Nowhere

  Published 25 August 2010 | viewed 4,256 times

  After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I’ve had one of those “Eureka” moments, as the markets…

• It's Off to the Races at Molycorp

  Published 24 August 2010 | viewed 5,390 times

  I just wanted to follow up on the rare earths piece which I recently published. Despite lackluster market conditions at best, Molycorp (MCP) managed to…

• Peabody Energy (BTU) Takes a Hatchet to the Natural Gas Industry

  Published 23 August 2010 | viewed 5,410 times

  After my year in the White House Press Corps, I vowed never to return, and took a really long shower, hoping to scrub every last…

• Don’t Buy Anything That Can Be Created With a Printing Press

  Published 23 August 2010 | viewed 20,685 times

  We’re already eight years into what is probably a 20 year secular bull market for commodities. You can start with the traditional base commodities I…

• Why Can’t We Be More Like Chile?

  Published 22 August 2010 | viewed 6,387 times

  I just want to pass on some data forwarded to me from my extensive band of Chilean readers in response to my recent piece, “Chile…

• Is Palladium the New Gold?

  Published 20 August 2010 | viewed 5,436 times

  When the current outbreak of angst biting at the heels of the markets runs its course, and traders morph back into risk accumulation mode, you…

• Hedge Fund Managers Head For the Frontier

  Published 20 August 2010 | viewed 4,255 times

  No, they are not donning a Stetson, cowboy boots, and a six gun to fight Indians in the Wild West, where I live. Their never…

• My Briefing from the Joint Chiefs of Staff

  Published 20 August 2010 | viewed 34,830 times

  I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist…

• BHP Billiton Develops an Appetite for Potash

  Published 20 August 2010 | viewed 8,861 times

  BHP Billiton’s (BHP) low key, South African CEO, Marius Kloppers, has announced that he is making a hostile takeover bid for Potash (POT) for $39…

• It’s Official: China is Number Two

  Published 20 August 2010 | viewed 6,506 times

  With China’s (FXI) economy rocketing at 8%-13% quarterly growth rates, and Japan (EWJ) plodding away with meager 1%-2% rates, it was only a matter of…

• Why We Need Six New Saudi Arabias

  Published 20 August 2010 | viewed 4,617 times

  I recently spent an evening with Ambassador Richard Jones, the Deputy Executive Director of the International Energy Agency in Paris, who had some eye opening…