March 2008
95 posts
sorenmacbeth current positioning for 2008: long volatility, short USD, long commodities, long emerging markets relative to US markets writeRelativeTimestamp(1206641371);at 06:09 PM GMT from twhirl
selling some of my EUR and gold here at previous highs, will again if we breakout from here writeRelativeTimestamp(1206639849);at 05:44 PM GMT from twhirl
@howardlindzon dopeness! ...
65 degree, weber is lit, gin and tonic in hand.
Make it clear! | Cayra →
Pizzaiolo for dinner tonight
Stopped out of my long duration eur/usd and spot gold positions.
Gold, oil, EUR/USD all down this morning. @howardlindzon called it yesterday
AUD NZD CAD following Gold lower
Visa raised $17.9bn by selling 406mil shares at 44$ each. Trading starts on NYSE tomorrow with thw badass ticker symbol of V
Paul Wilmott's Blog: Science in Finance VII: Risk... →
out of my usd/chf long for a small profit
dipping toes in long usd/chf
just loved Prefuse 73 - Black List (feat Aesop Rock, MF Doom) http://hypem.com/track/499057
Managed futures rocked in Feb followed by global macro and long/short equity: http://is.gd/2hK
see Barry’s caveat to those ibank numbers here: http://tinyurl.com/2nu8gx
74:1 even
JP Morgan is leveraged 94:1 - http://is.gd/2h4 via ibankcoin.com who stole from bigpicture.typepad.com who got it from somewhere else.
In other news: Soren Bancorp has downgraded Moody’s and S&P from “Incompetent” to “Criminally Negligent”
New name for Bear Stearns: JPBearBernankeMorganStearnsChase
Everytime I see Hank Paulson try and talk about our “Strong Dollar Policy” I am filled with both laughter and dread.
But not I see the correlation to the equity markets. The gov’t must also have a “Strong Equity Market Policy”
soooo happy to be watching equity market madness with 0 direct exposure to it.
Bear was even cheaper in EUR, a measly 1.27 a share
USD/JPY at 95.94
EUR/USD breaking above 1.5900. handles flying by
patented @andyswan dinner tonight: steak and bourbon
Bear goes to JP Morgan for $2, yes TWO dollars a share: http://is.gd/2d8
The question now is, would JPM have gone through with the deal if the FED hadn’t agreed to back $30bn of Bear’s “less liquid assets”?
How much longer before the FED steps in the prop up USD? I can’t think of any other way to keep EUR/USD from going to 2.000 handle
this has been a phenominally profitable trade: http://is.gd/2d0
two words baby - pricing anomoly
Bespoke Investment Group: Gold/Dollar Ratio Has... →
rate cus, TAFs, TSLFs not working? Bernanke should call a press conference and shave his beard on national TV. It’s worth a shot Ben!
Charlie Calvert's Community Blog : Link to... →
Citi bails out six more of its hedge funds to the tune of $1 billion USD. Hey, at least its not a 1 billion euros right?
Citi Bails Out Six Funds | FINalternatives →
Forget about the credit crunch and the housing crash and the possibilty of recession. Find new global trends are just starting now.
IronPython - Home →
Laughter in the Dark: An Introduction to the... →
“Look - If you bail out every investment bank that get in trouble, that’s not capitalist, that’s socialism for the rich” -Jim Rogers on CNBC
Jim Rogers is my hero. →
CME to trade NFP futures on globex: http://snurl.com/21m5l
Alea | 1-Week Futures Contracts on Nonfarm... →
currency trade of the day: buy RMB futures at the CME, short RMB spot fx
I love Jim Rogers
alex dragulescu :: malwarez →
Cool Visualizations
twitter poll: Blackstone IPO, genius top calling in PE or massive flop?
google finance adds a stock screener: http://finance.google.com/finance/stockscreener
CXOAG Investing Notes - Beat the Market with... →
Mmmm, liquidity. Come on “The Beard”, just one more hit,for the road, this’ll be the last time I come asking…I swear. I’m gonna get clean.
Risk Aversion vs. Loss Aversion: http://is.gd/1UU