Mad Hedge Fund Trader

Latest articles from Mad

• Pick Up Shipping Stocks for the Dividend

  Published 17 August 2010 | viewed 4,522 times

  The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some…

• ConocoPhillips Looks Like a Steal

  Published 17 August 2010 | viewed 4,331 times

  Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up…

• Indonesia: An Emerging Market to Keep on Your Radar

  Published 15 August 2010 | viewed 3,688 times

  If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia…

• The Bull Market in Food Is Only Just Starting

  Published 09 August 2010 | viewed 7,591 times

  I believe that the surge in the price of food we have seen in recent weeks is the beginning of a major, secular, long term…

• I’ll Take Two Lumps, Please

  Published 09 August 2010 | viewed 5,620 times

  It’s just a matter of time before global buying of the grains spills over into the sugar market. A combination of torrential rains in Brazil,…

• The Skinny on Lithium

  Published 09 August 2010 | viewed 6,338 times

  Long time readers of this letter know that I have been a huge bull on lithium plays, my pick in the sector, Chile’s Sociedad Quimica…

• The Price of Oil is Going Up

  Published 05 August 2010 | viewed 18,622 times

  I received another scratchy, crackling cell phone call from my drilling buddy in the Texas natural gas fields today. You could almost choke from the…

• Grain Prices Are Spiking Everywhere

  Published 04 August 2010 | viewed 7,004 times

  Now the grains are literally on fire. News reports over the weekend of wild fires triggered by historic draught conditions in Russia and the Ukraine,…

• Chile is Looking Hot

  Published 02 August 2010 | viewed 7,406 times

  Want to invest in an extremely well managed country with almost no debt, budget surpluses, an appreciating currency, and the price for its dominant export…

• The Future Looks Great for the Ethanol Boondoggle

  Published 01 August 2010 | viewed 8,384 times

  One of my biggest disappointments with President Obama so far is his continued support of the ethanol boondoggle. The program was ramped up by the…

• Pick Up Big Oil While it is Still Cheap

  Published 01 August 2010 | viewed 6,261 times

  I have always been an unfashionable person. I was still wearing my bell bottoms and mutton chop sideburns well into the eighties, and even today…

• The Technical Case for the TBT

  Published 30 July 2010 | viewed 4,117 times

  Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to…

• Why Water Will Soon Become More Valuable Than Oil

  Published 30 July 2010 | viewed 25,960 times

  If you think that the upcoming energy shortage is going to be bad, it will pale in comparison to the next water crisis, so investment…

• Watch International Savings Rates for Market Cues

  Published 28 July 2010 | viewed 6,597 times

  Often while searching for a piece of data through Google, I stumble across something else, which is far more interesting. That is how I found…

• Raising the Red Flags on Commodity ETF’s

  Published 28 July 2010 | viewed 4,742 times

  The July 26-August 1, 2010 print edition of  Business Week magazine put out a brilliant piece entitled “Amber Waves of Pain”  detailing how retail investors…

• Will Gold Coins Suffer the Fate of the $10,000 Bill?

  Published 27 July 2010 | viewed 10,881 times

  The conspiracy theorists will love this one. Buried deep in the bowels of the 2,000 page health care bill is a new requirement for gold…

• The Frontier Markets are Beckoning

  Published 19 July 2010 | viewed 4,076 times

  A quick look at the world's top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh…

• Serve Yourself a Piece of Yellow Cake

  Published 15 July 2010 | viewed 7,531 times

  Uranium traders have been stunned by a sudden Chinese effort to corner the supplies in an effort to fuel the world's most ambitious nuclear program.…

• Why the World's Worst Economy Has the Strongest Currency

  Published 15 July 2010 | viewed 5,606 times

  Global currency traders remain puzzled by the continuing strength of the yen (FXY), (YCS), which broke out of a ¥90-¥95 range a few weeks ago…

• The Ultra Bull Argument for Gold

  Published 14 July 2010 | viewed 7,284 times

  I am constantly barraged with emails from gold bugs who passionately argue that their beloved metal is trading at a tiny fraction of its true…