Mad Hedge Fund Trader

Latest articles from Mad

• Looking for Energy Babies Thrown Out With the Bathwater

  Published 23 June 2010 | viewed 10,938 times

  The great game among hedge funds now is to find the babies that have been thrown out with the bathwater because of the Gulf oil…

• The Value Player's Take on BP

  Published 22 June 2010 | viewed 4,975 times

  OK, I promise I won't talk about BP again until the stock breaks one way or another. But no sooner do I put out the…

• Buy Those Who Sell Shovels, Not Miners

  Published 22 June 2010 | viewed 5,384 times

  A careful study of the history of California's 1849 gold rush shows that while almost all the miners went broke, those who provided the picks,…

• Natural Gas Indigestion

  Published 22 June 2010 | viewed 7,086 times

  I always thought that a great strategy for a new hedge fund would be to only buy positions from existing hedge funds that were blowing…

• Oil Patch Gossip About BP

  Published 21 June 2010 | viewed 6,850 times

  Over the years, I have invested so much time wildcatting in the oil patch that I will never be wanting for great steaks at Nick…

• Here Comes the Double Dip in Housing

  Published 21 June 2010 | viewed 9,350 times

  The great thing about the residential real estate market is that it floods us with tons of hard data. The bad news is that all…

• How US Job Losses Will End

  Published 18 June 2010 | viewed 7,605 times

  I am not in the habit of regularly lifting data out of the Wall Street Journal, but even a blind squirrel occasionally finds an acorn.…

• Here Comes the Bathtub Economy

  Published 17 June 2010 | viewed 7,486 times

  Goldman Sachs' chief US economist, Jan Hatzius, can articulate my own view of the economy better than I can, so I will just repeat what…

• Is it Time to Buy British Petroleum?

  Published 16 June 2010 | viewed 5,104 times

  The daily spill estimate has been ratcheted up from 1,000 barrels a day to 35,000, and now 60,000! Fitch downgraded its debt a stunning six…

• Grains See the Light at the End of the Tunnel

  Published 16 June 2010 | viewed 6,311 times

  I am a huge long term bull on the grains, but abandoned my trading call in January when the USDA published a spectacularly bullish forecast…

• Will a Tactical Nuclear Weapon be Used to stop the Gulf Oil Spill?

  Published 15 June 2010 | viewed 7,335 times

  I have never been able to use my talents both as a securities analyst and a nuclear weapons designer simultaneously, but British Petroleum (BP) has…

• Coffee Perks Up

  Published 15 June 2010 | viewed 8,829 times

  Coffee prices rocketed to a seven month high last week after the International Coffee Organization published a report predicting a serious decline in global supplies…

• Don't Get Sucked Into Natural Gas

  Published 11 June 2010 | viewed 4,320 times

  When natural gas was trading at $6 at the beginning of the year, I warned readers to stay away because it would take years to…

• Hedge Funds Crash in May

  Published 10 June 2010 | viewed 3,724 times

  Hedge funds suffered a disastrous month in May, showing an average 3% decline in net asset values, and some funds like Eddie Lampert's ESL Investments…

• Fears of Rare Earth Shortages Rise

  Published 10 June 2010 | viewed 6,836 times

  Fears that Chinese hoarding of rare earths would lead to global shortages hit the market this week. The government has stopped issuing licenses for new…

• Where to Play the Dead Cat Bounce in Europe

  Published 10 June 2010 | viewed 5,364 times

  The currency is in free fall, and the continent is about to enter a new dark age, as enforced deleveraging brings economic collapse and widespread…

• Gold Crucifies Doubters

  Published 09 June 2010 | viewed 8,460 times

  Gold (GLD) blasted through to an all time high last night, doubters and naysayers carping all the way up that it was overpriced. The white…

• Goodbye BRIC, Hello N-11

  Published 09 June 2010 | viewed 7,670 times

  Jim O'Neill, the clever Goldman Sachs analyst who came up with the term "BRIC" a decade ago, has cooked up a new, catchy investment theme.…

• Only Buy Companies You Hate

  Published 08 June 2010 | viewed 4,975 times

  The Wall Street Journal published one of the funniest investment strategy pieces I have ever read. Dilbert cartoonist Scott Adams argues that you should invest…

• The New California Gold Rush

  Published 04 June 2010 | viewed 6,346 times

  The gold rush is back on in California. On my way back from Lake Tahoe recently, I saw that every bend of the American river…