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Mad Hedge Fund Trader Archives - Page 2 of 72 - The Mesh Report

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A Note on Options Called Away

A Note on Options Called Away

John Thomas February 9, 2018 Comments Off on A Note on Options Called Away

With the February options expiration only six trading days away, we have the good fortune to have profitable deep in-the-money options positions. Those include: The iShares Barclays 20+ Year Treasury Bond Fund (TLT) February,

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How Credit Suisse Blew Up the (XIV)

How Credit Suisse Blew Up the (XIV)

John Thomas February 8, 2018 Comments Off on How Credit Suisse Blew Up the (XIV)

I feel like I have been robbed, and then robbed again. I received notice today from Credit Suisse, the issuer of the Velocity Shares Daily Inverse VIX Short term ETN (XIV), that it is

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Keep Calm and Don’t Panic

Keep Calm and Don’t Panic

John Thomas February 7, 2018 Comments Off on Keep Calm and Don’t Panic

Other than that, Mrs. Lincoln, how was the play? I thought I’d never see a 1987 crash again. But my problem is that I lived too long. Welcome to the first flash crash of

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The Nascent Bull Market in Gold

The Nascent Bull Market in Gold

John Thomas February 6, 2018 Comments Off on The Nascent Bull Market in Gold

Long-term gold bugs have at last been handed a new reason to love their favorite metal. The recently passed tax cut bill. If the new President’s tax cutting and deregulating policies become law, risk

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Morgan Stanley Takes the Lead

Morgan Stanley Takes the Lead

John Thomas February 5, 2018 Comments Off on Morgan Stanley Takes the Lead

It’s a good thing that the #MeToo movement wasn’t around 35 years ago. For if it was, Morgan Stanley would have been publicly humiliated in the press daily. The firm was an “old boy”

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The Nascent Bull Market in Gold

The Nascent Bull Market in Gold

John Thomas February 5, 2018 Comments Off on The Nascent Bull Market in Gold

Long-term gold bugs have at last been handed a new reason to love their favorite metal. The recently passed tax cut bill. If the new President’s tax cutting and deregulating policies become law, risk

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The Death of the High Yield Investment

The Death of the High Yield Investment

John Thomas February 5, 2018 Comments Off on The Death of the High Yield Investment

Interest rates have been going down for so long that you have to be as old as I am (66) to remember what interest rate??risk is. Despite more than $200 billion worth of inflows

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Who the Grand Nicaragua Canal Has Worried

Who the Grand Nicaragua Canal Has Worried

John Thomas February 1, 2018 Comments Off on Who the Grand Nicaragua Canal Has Worried

Multinationals, Global development economists, and armchair military strategists are all watching with great interest China’s plans to build a Grand Nicaragua Canal. The government in Managua inked a deal with a Hong Kong based

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The I-Word is Back With a Vengeance

The I-Word is Back With a Vengeance

John Thomas January 31, 2018 Comments Off on The I-Word is Back With a Vengeance

They say a picture is worth a thousand words. Take a look at the four charts below for the ten-year Treasury bond yield ($TNX), Goldman Sachs (GS), Gold (GLD), and oil (USO), and they

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The Bipolar Economy

The Bipolar Economy

John Thomas January 30, 2018 Comments Off on The Bipolar Economy

Corporate earnings are up big! Great! Buy! No wait! The economy is going down the toilet! Sell! Buy! Sell! Buy! Sell! Help! Anyone would be forgiven for thinking that the stock market has become

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