July 2008
200 posts
Hey NYCers: 2 slices of Lombardi’s + tin foil + ziplock + fedex envelope. I’ll paypal you cost of pizza+supplies+shipping cost. Interested?
Sweet potato fries are good.
June 2008
135 posts
Calculated Risk: Shanghai Cliff Diving →
Investcorp’s Emerging Managers Top $2B |... →
JPMorgan G7 Currency Volatility Index →
Jim Rogers says avoid USD, buy commodities: http://is.gd/IAA
Here is the offending central bank intervention peice: http://is.gd/IAr
I love when the media talks about central bankers bolstering the USD; Can’t happen. All they can do it talk and hope to influence the market
Diversified FX carry trading strategies far outperforming the S&P 500 YTD. FX trend following strategies even more so. Go me.
This speech of Bernanke’s is eerie in its foreshadowing give the actions taken since becoming Fed Chairman: http://tinyurl.com/4fq2fu
Oddly, optimal capital allocation during deflation has many similarities with optimal capital allocation during infllation.
“Over the next four years, we are likely to witness the greatest mass exodus of...”
– My favorite quote from an excellent CIBC economic report on the impact of the recent spike in oil prices (via fred-wilson)
Speech, Bernanke --Deflation-- November 21, 2002 →
CIBC World Markets - Foreign Exchange →
Researching how I would position capital in a deflationary environment.
long MXN / short INR still my best position YTD: http://tinyurl.com/6gcdnm
Prediction: Those funds lacking well designed quantitative risk management strategies will die violent deaths over the next few years.
The Impending War Over Social Data: http://tinyurl.com/55l4ru
The Impending War Over Social Data
A post by Howard Lindzon lameting his need for a “Social Media Assistant” sparked the following thoughts on how the social web is broken and how it might be fixed:
Data and presentation need to be separated. Social data, that is your profile information, friends, followers, etc needs to be in one place. It a massive waste to have to “re-find” one’s friends every time...
Hands-free driving enforcement goes into effect in CA on July 1st. I will not bend to the bluetooth ear dongle mafia. Tickets be damned.
CXOAG Investing Notes - Exploiting Industry... →
CXOAG Investing Notes – Rough Tests of Simple... →
Scotch on rocks in order. 12 yr or 15 yr?
What I am doing this weekend: http://tinyurl.com/6dm8rg
Weekend Thought Game
A game I like to play is to take my overarching market thesis and flip it completely on its head. The impetus for this was this segment on techticker with Aaron Task and Todd Harrison of Minyanville.
For sometime now, I have been long inflation. This has meant short USD, long Gold, long commodities, long energy. What if I am TOTALLY off-base and we will not see rising inflation in the near to...
mobile RSS reader has to be my biggest effeciency boost. I read my feeds at post office, grocery store, etc. I consume much more info.
Taking a little bit of profit in Gold ($GLD) and EUR/USD ($FXE) here at the top of the ranges, but holding most for the breakout.
UCLA Statistics Information Portal →
17 Ways to Visualize the Twitter Universe |... →
I hearby coin the three “inflation horsemen” as Gold ($GLD), Euro ($FXE), and Oil ($USO).
Argh, 3G tower near me must be down :(
Neat graph of Stock Twits (Number of Tickers per 2 min) http://www.trendrr.com/timeseries/387548
From hell’s heart I stab at thee; for hate’s sake I spit my last breath at thee. Ye damned whale.
Gold up, USD down, Oil up, Dow down. Move along, nothing to see here…
Oh snap! Bernanke getting is hawk on: http://www.federalreserve.gov/newsevents/press/monetary/20080625a.htm
Tried to check twitter, but all I got was (moby) dick.
Travelling back home tomorrow. I’m ready.
“Where ideas are concerned, America can be counted on to do one of two things:...”
– George Carlin
Cornell style chicken is on the grill.
As @StockJockey covered so well, Clariums long inflation/short leveraged institutions as been dead on.
India driving global demand for Uranium says Bloomberg. I’m still short the Rupee.
Clarium LP and Peter Thiel Rule Hedgistan in 2008 →
At our favorite restaurant in Ithaca, Just a Taste. It’s a french countryish style Tapas and Wine bar.
http://twitpic.com/2n86 - Just a Taste, Ithaca, NY
http://twitpic.com/2klx -
Gold Bullion ($GLD) moving on up.
Suddenly it all comes flooding back why I was so desperate to leave Ithaca as soon as I turned 18.
oh bloody hell. Starting off with a “20 minute” delay… Not even away from the gate.