Mad Hedge Fund Trader

Latest articles from Mad

• An Overview of the Jeremy Grantham Interview

  Published 02 December 2010 | viewed 5,055 times

  Jeremy Grantham, of the esteemed Boston money management firm, GMO, LLC, is not a person who suffers fools gladly (click here for their site). I…

• Pssst! Have You Heard About Rhodium

  Published 30 November 2010 | viewed 6,028 times

  When I was at the New York Hard Asset Investment Conference weeks ago, every hour someone would stop by my table, mention the word “rhodium”,…

• Play China's Yuan From the Long Side

  Published 17 November 2010 | viewed 9,209 times

  Any doubts that China’s Yuan is a huge screaming buy should have been dispelled when news came out that it had displaced Germany as the…

• Nuclear Energy Makes a Comeback

  Published 14 November 2010 | viewed 4,247 times

  Better drag your leisure suits, bell bottoms, and Bee Gee’s records out the attic. The seventies are about to enjoy a rebirth. The nuclear industry,…

• Has The Euro Turned?

  Published 12 November 2010 | viewed 5,140 times

  The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day. September and…

• Year End Risk Analysis: Commodities

  Published 11 November 2010 | viewed 5,890 times

  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…

• Year End Risk Analysis: The Economy

  Published 10 November 2010 | viewed 5,952 times

  I am not of the “V” or “W” persuasion, but see a “square root” shaped economic recovery, a “V” followed by a long, bumpy, but…

• You No Longer Have to Be Crazy to Buy Gold

  Published 09 November 2010 | viewed 8,351 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…

• Its Off to the Races With Emerging Markets

  Published 05 November 2010 | viewed 4,673 times

  Ben Bernanke’s unprecedented announcement that he is buying $600 billion in medium dated Treasury securities is tantamount to the government ordering you to pour all…

• What the Election Means for US Economic Policy

  Published 04 November 2010 | viewed 7,383 times

  Let’s put the economic policies the voters chose under the microscope and see what we got. It is not a pretty picture. The bottom line…

• India is Catching Up With China

  Published 29 October 2010 | viewed 7,961 times

  When I first visited Calcutta in 1976, 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot rickshaw driver,…

• The World’s Largest Solar Plant

  Published 28 October 2010 | viewed 4,893 times

  Unfortunately, I know Blythe, California too well. This natural blast furnace is in a God forsaken corner of the state where I hunted jack rabbits…

• Is Exelon Building an Alternative Energy Conglomerate?

  Published 27 October 2010 | viewed 6,018 times

  Exelon (EXC) popped up on my radar a few months ago, when it bought the wind energy business from John Deere (DE) for $900 million.…

• The Monetization of Lumber

  Published 26 October 2010 | viewed 10,813 times

  If you want to see how widespread the commodities boom has become, take a look at the lumber market, which has popped 47% since June.…

• Watch Rice For Clues to Corn

  Published 25 October 2010 | viewed 6,289 times

  Those wondering what to do about their ag positions better take a look at the contract for rough rice, which has skyrocketed by 50% since…

• The True Cost of Oil

  Published 21 October 2010 | viewed 18,412 times

  I received some questions last week on my recent solar pieces as to whether I minded paying more money for “green” power. My answer is…

• Lunch With the Treasury Secretary

  Published 19 October 2010 | viewed 6,517 times

  When I wake up at 4:30 am each morning to check the overnight markets and review the opening salvo of incoming emails, I often have…

• The Gold Rush in Iraq

  Published 17 October 2010 | viewed 9,688 times

  There is a Gold Rush Underway in Iraq, with major implications for the rest of us. The success of the recent oil auctions in Iraq…

• Indonesia is On Fire

  Published 17 October 2010 | viewed 3,889 times

  Who said quantitative easing wouldn’t work? The only problem is that you have to speak Bahasa, eat nasi goreng, and live South of the equator,…

• The Solar Boom in California

  Published 15 October 2010 | viewed 4,855 times

  There is a gold rush of a different kind going on in California, the solar variety. There is a stampede by 49 alternative energy projects,…