High Yield Opportunities, Real Business, Real Info, Real Profits

You could’ve captured the 400% move in rare earths in your IRA account. You could’ve captured the 100% move in wheat in your IRA account. You could’ve captured the 76% gain in Molycorp in your IRA account. You could’ve captured just about all 48 of our recent winners (out of 49 recommendations)

You could’ve captured 92% of Mongolia’s 100% gain from inside your IRA using my backdoor strategies – even though you can’t invest in Mongolia directly! All those gains are without options or leverage of any kind. Plus, you could have played the rally across asset classes created by Ben Bernanke’s QE II announcement – all from inside your IRA account!

Legendary hedge fund manager John Thomas, the Mad Hedge-Fund Trader, is coaching investors on how to do it. Even better, he’s giving you the specific trades to make in your IRA or other accounts. Click here for more information…

Featured Trades: (ECH), (TF), (AAPL), (BIDU), (MCP), (APOL),
(PCY), (JNK), (TBT), (TMV),
(AVL), (LYSCF), (CU), (FCX), (CORN), (WHEAT), (SOYBEANS),
(FXC), (FXC), (FXE), (CYB), (YCS),
(BTU), (JOYG), (CCJ), (BP), (XOM), (RIG), (COP), (OXY), (UNG),
(PALL), (PPLT), (SLV), (GLD)

Important Note: the links below in the commentary take you to archive pages of the Mad Hedge-Trader Diary Blog. Last year John had a newsletter subscription service that is advertised on this blog. Since November 2010 John has opened the doors to a new venture the Wealth Insider Alliance group that is a full support service where members have access to much more than the Newsletter. Here is the link and video webinar which explains the Wealth Insider Alliance Offer

John Thomas reviewing his year trading.........................

What a Year It Was! I have never been one to boast. But looking at the 2010 year end returns for many securities that I discussed encouraged me to push my chest out more than a little bit. I basically nailed every asset class, picking not only the best performers, but also the worst as well.

-Stocks

The top performing stock market in the world was Argentina, which I missed. I caught number two, Chile (ECH) (+45%) (click here for “Chile is Looking Hot”). Thailand (TF) (+75%) came in at number three (click here for “Where to Buy on the Dip”).

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I managed to take a huge bite out of Apple (AAPL) (+55) this year, the best performing large NASDAQ stock (click here for “Apple’s Next Stop: $1,000”). I wrote extensively about Chinese Internet provider Baidu (BIDU) (+96%), (click here for “Check Out Chinese Internet Firm Baidu”). I also was right on top of this year’s best IPO, for Molycorp (MCP) (+340%), picking it up for little more than $12.50, some $2.50 below the launch price (click here for “It’s Off to the Races for Molycorp”).

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To prove that I absolutely had my finger on the pulse beat of the market, I aggressively recommended a short in the for-profit education firm Apollo Group (APOL) (-48%), of Phoenix University fame (click here for “Hedge Funds Are Now Targeting For-Profit Education”).

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Bonds

I correctly identified emerging market debt (PCY) (a total return of 28%) as a big winner in 2010 (click here for the piece). Ditto with junk bonds (JNK) (total return of 17%) (click here).

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But I was painfully early with my short in Treasury bonds (TBT), stopping out at $44. All was forgiven when I picked the August bottom in yields within five days, riding it all the way back up from $30 to $42, for a healthy 40% gain (click here for “The Great Bond Market Crash of 2010”).

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-Commodities

I was all over the commodities space in 2010 from day one, fervently believing that investors would strongly favor hard assets over paper ones, avoiding like the plague anything that can be made with a printing press. Of course, the really huge call was on the rare earth stocks in May, with Avalon Rare Metals (AVL) soaring by 155% and Lynas Corp (LYSCF) up a blistering 432% (click here for “Rare Earths Are About to Become a Lot More Rare” ). Dr. Copper (CU), the only commodity that has a PhD in economics, posted a healthy 80% gain (click here for “Business is Booming at Freeport McMoRan).

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This newsletter was also probably one of the earliest to go back into the food sector big time (click here for “Going Back Into the Ags”). Acolytes were richly rewarded, with corn (CORN) up +59%, soybeans +54%, wheat 80%, and sugar (SGG) +150%. The world has been making people faster than the food to feed them, and this will continue as a dominant market theme for decades.

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-Currencies

My calls to stay long the Australian dollar (FXA) (+16%), the Canadian dollar (FXC) (+6%), and the Chinese Yuan (CYB) (+5%) worked like a finely tuned Swiss watch (click here for the story). I turned negative on the Euro (FXE) in the run up to the latest PIIGS crisis, carving out a nice ten cent profit on the short side.

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Only the Japanese yen (YCS) was out there sticking an uncomfortable chopstick in my eye. It closed the year near its high at ¥81, confounding my prediction that it was headed for a fall, and sending the YCS back to its lows. How the world’s worst managed economy with the lowest interest rates can stay this extremely elevated is a mystery to me.

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-Energy

My four years wildcatting in the Barnet shale in East Texas paid off by the barrel full. Crude finished the year on its highs, and with a full head of steam. Coal (BTU) (+42%), (JOYG) (+74%) was on fire on the back of insatiable Chinese demand (click here for “Is Coal the New Black Gold”).

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The Middle Kingdom’s massive nuclear program kept uranium prices bubbling for Cameco (CCJ) (+86%) (click here for “Serve Yourself a Piece of Yellow Cake”).

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My single stock picks also did outrageously well. My Gulf oil spill play paid off in spades, purchasing troubled stocks when the markets were pricing in a certain chapter 11 filing. I caught the big bounces in (BP) (+62% from the lows) and Transocean (RIG) (+67%) (click here for “Is It Time to Buy BP? ). Calls for ExxonMobile (XOM) (click here for “Contemplations on Oil”), ConocoPhillips (COP) (+26%) (click here for “Conoco Phillips Looks Like a Steal”), and Occidental Petroleum (click here for “Looking for Value at Occidental Petroleum”) were also impressive.

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In the meantime, my short play in natural gas (UNG) (-40%) stayed unloved and in the dumps for most of the year as investors digested the implications of the discovery of a new 100 year supply through the new “fracking” process (click here for “Don’ Get Sucked Into Natural Gas”).

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Precious Metals

None other than the president of Toyota USA convinced me to commit early to palladium (PALL), betting that the auto industry would recover much faster than anyone realized (click here). The white metal used as a catalyst was up a scorching 87.5% in 2010.

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I was also a huge advocate of silver (SLV) (+82%) (click here for “Silver is Hot, Hot, Hot”), platinum (PPLT) (+16%) (click here for the piece), and gold (GLD) (+26%) (click here for “The Ultra Bull Argument for Gold”).

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-Real Estate

My advice to rent and not buy now looks prudent as the real estate market now appears careening towards a real double dip (click here for “The Hard Truth About Residential Real Estate”). While there are no stock plays on the short side left in this busted sector, the email traffic tells me that I at least dissuaded many people from buying houses. And if you think the market is bad now, wait until mortgage rates rise 300 basis points and lose their tax deductibility, and 80 million returning baby boomers simultaneously try to sell their homes. Look out below!

-Past is Not Prologue

In this harsh, brutal, and unforgiving business you are only as good as your last trade. Last year is now ancient history, and we are all starting the New Year with hopes, aspirations, and a blank trading sheet. Investors have a permanent mindset of “So what have you done for me lately?” 2010 was the performance of a lifetime for me. It involved a lot of blood, sweat, and tears, as well as some good fortune. All I know is that the harder I work, the luckier I get. So don’t expect a repeat. But you never know when lightening will strike in the same place twice. Good trading in 2011!

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