Mad Hedge Fund Trader

Latest articles from Mad

• Commodity Investors Now Turning their Attention to Rhodium

  Published 02 June 2010 | viewed 13,647 times

  When I was at the Hard Asset Investment Conference in New York a few weeks ago, every hour someone would stop by my table, mention…

• Here Come the Water Wars

  Published 02 June 2010 | viewed 6,562 times

  Long time readers of this letter know well that I have been a big fan of the water play. The world is rapidly running out…

• This Could Deliver Wall Street's Next Windfall

  Published 29 May 2010 | viewed 8,223 times

  I can tell you right now that cap and trade is going to win the political battle over a carbon tax, hands down. Don't waste…

• Buy when a Lynch Mob is About to Hang Them From the Lamp Post

  Published 28 May 2010 | viewed 16,056 times

  You know my preference for buying country funds when there is blood in the streets. The corporate equivalent of that maxim has to be to…

• The Hard Truth About Residential Real Estate

  Published 26 May 2010 | viewed 9,407 times

  Anyone who believes that housing is on the rebound, and that now is the time to buy, should take a very hard look at the…

• Silver Coin Sells for $7.85 Million

  Published 25 May 2010 | viewed 4,680 times

  Who Said the Dollar Was Going Down?  I knew silver was doing well, but not that well! Possibly the oldest silver dollar in existence, a…

• Make Your Next Killing in Africa

  Published 24 May 2010 | viewed 4,034 times

  Feel like investing in a state sponsor of terrorism? How about a country whose leaders have stolen $400 billion in the last decade and has…

• Welcome to Financial Reform Light

  Published 23 May 2010 | viewed 4,271 times

  Banking industry lobbyists were popping the Champaign bottles in Washington yesterday, as a greatly weakened and enfeebled financial reform bill stumbled across the finish line,…

• Why the Euro Crisis Could Go On for Five Years

  Published 20 May 2010 | viewed 7,370 times

  You often hear the expression that a camel is a horse designed by a committee. The dromedary that the European Central Bank has is spitting…

• How the Hedge Funds Are Calling the Tune on Oil

  Published 19 May 2010 | viewed 6,852 times

  Watching the gut churning $22 plunge in crude (USO) has been fascinating, and gives broader insights into the state of global capital markets as a…

• The Easy Money on the Euro Has Been Made

  Published 19 May 2010 | viewed 4,937 times

  I have been a conspicuous bear on the euro (FXE) all year, back when it was trading at $1.45. We have now hit my target…

• How far will gold Run?

  Published 18 May 2010 | viewed 8,300 times

  The good news is that you no longer have to be crazy to buy gold. Until recently, certifiable believers chasing the barbaric relic were driven…

• Where to Buy on the Dip

  Published 17 May 2010 | viewed 5,219 times

  There is a new war underway between two forms of capitalism. The traditional type is driven by the big global multinationals we all know and…

• Why Real Market Liquidity has Been Shrinking for Decades

  Published 14 May 2010 | viewed 4,565 times

  The "flash crash" is in effect the little boy who shouted out that the emperor has no clothes. It was a day that has been…

• An Environmental Activist's Take on the Markets

  Published 06 May 2010 | viewed 4,305 times

  I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long term…

• The Coming Boom in Rare Earth Metals

  Published 02 May 2010 | viewed 11,802 times

  Interest in Rare Earths is starting to heat up in a dramatic fashion, and it something you should keep on your radar. So named because…