Recent content by macro10016

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    Institutional futures

    How much business can a good institiutional futures broker do in a year? Is it a lower margin business than, say, equities? Does anyone even trade futures anymore, or does all the business go through the swaps desk?
  2. M

    Inflation Hedge Question - is there a way to "go long" the CPI?

    how are reit etf's different from reits? what do you think is the underlying? ETF is just a derivative.
  3. M

    Inflation Hedge Question - is there a way to "go long" the CPI?

    Reits are a terrible idea. Get asolutely destroyed during bouts of deflation. Not a hedge at all. Basically a pyramid scheme.
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    Moving from strategist to trader

    In further response to your second point- in "normal" times I would be taking a more active role in trading the positions I reccomend - that is the principal reason why I moved offf the sell-side. However, I moved in Sept 08, and the markets have become very different since then. Given the...
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    Moving from strategist to trader

    Thanks for the input, it is helpful and much appreciated. I do keep track of the reccomendations I make on an excel spreadsheet, which I print out and datestamp daily. It has been relatively consistent thus far. Obviously such a record is not auditable, though. Would this be marketable...
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    Swine Flu...

    Still, has to affect tourism. #3 source of revenue for mexico after remittances and oil. USDMXN trading up 2% in early sunday trading. I would think this is pretty serious for them. However, not sure if the right move is to buy the breakout or fade it (leaning towards buying, though). If...
  7. M

    Moving from strategist to trader

    Hello, I'm trying to make the jump from analyst to trader, but am having a tough time finding an opportunity to make the move. I'm currently a macro strategist at a small HF. I was previously a sales assistant at a BB bank, in commodities (mostly metals, some energy), but wanted to move into...
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