madhedgefundtrader's blog

The outperformance will continue. A recovering auto industry needs a lot of catalytic converters. 80% of the world’s production comes from Russia and South Africa, dubious sources on the best of days. A free call on political instability. Meet the “poor man’s platinum.”

They may resolve Greece, but not Portugal, Spain, or Italy. The US economy is heading for the “square root” scenario. Buy gold against sterling. US stocks are going nowhere. China, Brazil, Canada, Australia, and Indonesia are another story. The early players shorting Treasury bonds could get bled dry. The January crop report is a total game changer. An exclusive Hedge Fund Radio interview with trading legend Dennis Gartman. (CANADIAN DOLLAR), (AUSTRALIAN DOLLAR), (FXI), (EWZ), (EWC), (EWA), (CORN), (IDX), (FCX), (X)

How the Middle Kingdom Became the World’s Largest Exporter. Is it possible that Obama’s stimulus program is reviving China’s economy more than our own? A free floating Yuan today would be at least 50% higher than it is today.
(CYB)

Ready to invest in a country whose leaders have stolen $400 billion in the last decade and have seen 300 foreign workers kidnapped? Another country lost four wars in the last 40 years. Still interested? How about a country that suffers one of the world’s highest AIDs rates, endures regular insurrections where all of the westerners get massacred, and racked up 5 million dead in a continuous civil war? Then Africa is the place for you! (AFK), (GAF)

South Korea (EWY) is the “K” that should be in “BRICK.” The country where the classic “V” shaped recovery is real. The international nuclear industry was blown away by Korea Electric Power’s $20.4 billion UAE deal. Speaking volumes about the direction of the global economy. South Korea takes a quantum leap ahead in the race for competitiveness, while the US falls further to the back in the dust. One small problem: the megalomaniac who lives next door with the starving million man army. Time for a visit to the Hermit Kingdom. (EWY)

Toyota has been slammed by the perfect storm. Dozens of deaths, thousands of accidents, and a worldwide recall of 9 million vehicles. What happened to the serial killer of American car companies. Toyota has not turned into GM overnight.

The rug may about to be pulled out from under the market. The onslaught of contradictory news coming out of Washington is wearing the market down. An exclusive interview with Andrew Horowitz of The Disciplined Investor.

Ready for a breakup of the Euro, anyone? How long can a sober, conservative German grandfather be expected to indulge the disgraceful habits of its party animal, thrill seeking, drug addicted grandchildren? They’re actually worried about inflation down under. If you want to know how the big boys are coining it, come this way. The trade that George Soros and Paul Tudor Jones glory in.

If you’ve hear of peak oil, peak gold will be much worse. Investors are so scared from the events of the financial crisis that it will influence their investment decisions for decades. Did I mention there is an emerging market central bank bidding was for the barbaric relic? Buy when there’s blood on the street, preferably not your own. $2,300, here we come. (GOLD), (GLD), (ABX)

Unemployment isn't falling below 9% for at least a year. Those jobs exported to China aren’t coming back. Consumer spending is unsustainable. The loopholes in the proposed financial regulations are big enough for bankers to drive their Ferraris through. Trouble for Obama in November.

Is “Trader Mark” the harbinger of a pioneering, disruptive, guerilla type of manager who may set the traditional mutual fund industry back on its ear? Welcome to the “homemade” mutual fund business. An exclusive interview with the founder of www.fundmymutualfind.com . Where sheer grit, imagination, and a reasonable fluency in html will get you. (ATHR), (ASIA), (DRWI), (BRF), (RSX), (IDX), (EWA), (VNM),

Interest rates have to soar to unimaginable levels to attract recalcitrant investors, or the plunge in spending sends us into a postponed Great Depression II.
There will be no Prince Charming riding in on a white horse this time. Back out the Fed as the buyer of last resort, and where are we? The $3.8 trillion budget Obama budget isn’t encouraging me to back off from this ledge. Be a peach and bring me some MRE’s, a five gallon bottle of water, and a case of 9 mm ammo, will you?

The carry trade has run wild. Watching the dollar train wreck. Get ready for chop inside a range. Copper has had it. Buy gold against the euro. The Ags look great, long term. The current federal fund rate is asking for trouble. A Hedge Fund Radio exclusive interview

How to win the war against terrorism. Predator drones are turning the tide. It may all come down to the price of wheat. Afghanistan is a different story. Is this where our zero stock return is coming from?

Where is all this leverage? Prime brokers now play hard ball. If you want to short a highly volatile stock, expect to pledge your first born child as collateral. The eminent doctor is increasingly looking like a one hit wonder. We are going to die from ice, not fire, and of boredom, not from cardiac arrest.