Category Archives: Newsletter

October 1 Biweekly Strategy Webinar Q&A

Below, please find subscribers’ Q&A for the October 1 Mad Hedge Fund Trader Global Strategy Webinar, broadcast from Incline Village, NV. Q: What effect will the government shutdown have on the stock market? A: The answer so far is nothing—absolutely nothing. It appears the President’s strategy is to cut spending only in Democratic states. New […]

The Two Century Dollar Short

Any trader will tell you the trend is your friend, and the overwhelming direction for the US dollar for the last 220 years has been down. Our first Treasury Secretary, Alexander Hamilton, found himself constantly embroiled in sex scandals. Take a ten-dollar bill out of your wallet and you’re looking at a swordsman of the […]

CNN’s John Lewis; the Death of a Colleague

I was deeply saddened by the death of my old friend, CNN Asia correspondent John Lewis, a legend in television journalism. I first met John in Tokyo at the Foreign Correspondents’ Club of Japan back in 1974, when he was a decorated Vietnam vet from Ohio trying to claw his way into TV, bootstrap style. […]

There Are No Gurus

If there was ever an argument that you should rely on independent newsletters for guidance about financial markets, such as The Diary of a Mad Hedge Fund Trader, and not traditional brokerage houses, take a look at the chart below from JPMorgan. It shows that despite all of the reforms passed after the dotcom crash […]

I Have a New Opening for the Mad Hedge Fund Trader Concierge Service 

Our latest performance run for the ages has delivered unintended consequences once again. One of my Concierge clients bought the bottom of the recent banking crisis crash to load the boat with bank stocks. As a result, he never has to work again, not bad for someone who is only 45. No need for a […]