madhedgefundtrader's blog

ETF’s are bringing a long overdue shake up to the mutual fund world. Say goodbye to notoriously bloated expenses, spendthrift marketing costs, and bogus performance data. You’re the sucker who’s been paying for all those glitzy ads. (EEM), (EEG), (VWO), (GLD), (SLV), (QQQQ), (XLK), (PPLT), (PALL)

Is it time to offer a human sacrifice to atone for the financial crisis? You don’t give an arsonist a medal for putting out the fire. How the smartest kid from rural Dillon, South Carolina saved the world. When do we find out how smart Bernanke really is? Nothing less than the fate of the free world depends on the answer.

The SPX is going to plunge 10-20%, Treasury bond interest rates are going to soar (TBT), and gold (GLD) has peaked out. Then brace yourself for the Big One in 2013. (SPX), (TBT), (GLD), (FXA), (UNG), (WHEAT), (CORN), (SOYBEANS)

With regulation rising, fees shrinking, and taxes about to take a quantum leap up, who needs it? The scapegoating and demonization of hedge fund managers. Why become a witch, just as the Salem witch trials are starting? Have they no shame? You might as well pour sugar in the fuel tank of my Gulfstream.

A tidal wave of fiat paper currencies is now flooding the world financial system at an increasingly alarming rate. Pull a dollar bill out of your wallet and it’s as limp as ever. Linear growth in supply will get overwhelmed by a Malthusian, exponential growth in demand. The seventh in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review. (GLD), (DGP),(ABX), (SLV), (PALL)

The bull case for commodities, energy, food, and water. But skip natural gas. The sixth in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review. (FCX), (VALE), (RIG), (JOY), (CCJ), (FSLR), (UNG), (USO), (MOO), (DBA), (MOS), (MON), (AGU), (POT), (PHO), (FIW)

Let’s Try Chinese Style Securities Regulation. Just execute the bastards! Great for the human organ business, but not so good for crime prevention, or getting your money back. The urban legend about a vast secret complex of government concentration camps is true. The next kidney up for sale may be yours.

Meeting with the head G-Man. FBI Director Robert Mueller gives his take on the Google Affair. Welcome to the new Cold War. Where is my 20 terabytes of data? One country’s criminal is another’s national hero.

An unlucky bullet in New Jersey. Depreciating the national debt through a stealth devaluation. Buy the Canadian, Australian, and New Zealand dollars and short the Euro. Put some Yuan on your back book for a sleeper. The fifth in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review. (FXC), (FXA), (BNZ), (CYB)

Dumping the world’s most overvalued asset. America’s debt service to double. Hey buddy, can you spare $2.5 trillion? Short a few JGB’s while you’re at it. The fourth in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review. (TBT), (JGB)

Markets will end the year lower. Technology, REIT’s, and retailers are looking ripe. Companies with poor balance sheets will get clubbed. Shorting Treasuries is a home run staring you in the face.

Going from a “V” Market to an inverted "V", or lambda market. Keep an itchy trigger finger on your mouse. The third in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review. (SPX), (EEM),(EWZ), (RSX), (PIN), (FXI), (EWY), (EWT), (IDX)

Rising interest rates, stubbornly high unemployment, no credit, and large chunks of the economy dead in the water are not what economic booms are made of. The second in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation Review.

The December nonfarm payroll losses make another stimulus package a sure thing. More deficits and taxes to follow. A new interstate, anyone?

How high can home prices go with a ten year inventory overhang? Baby boomers are about to suck the life out of this market. No “rosebud” for me. The first in a series of seven on The Mad Hedge Fund Trader’s Annual Asset Allocation review.