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Its typical, everybody is discussing trades and macro views and this dude comes out with his zero hedge rant everyday on why he wants bernanke ballsack cut off

This move could be a game changer for the JPY. Because now the BOJ and MoF wont have their excuses for their inaction and incompetency. Essentially the SNB showed the entire world 'thats how you do it morons'. For Japan a move like this would be a double whammy because it would both solve their...

Maybe a haven to short the EUR against is the NOK

SNB move means its game over for CHF the 'haven'. For the peg to hold all it takes is for the SNB want it to hold even if it risks inflation. I cut back a bit on the JPY because there is a risk they could go there Now I have to wonder against what I should short EURs

Its funny Whitney Tilson 'lesson' from 2008 was 'you can't ignore macro and focus on micro'. Then QE2 hits and he underperforms because he had too many shorts and though the market was overvalued, he cut back, the market tanked and he underperformed again because he didn't had enough shorts, he...

I very much agree with this http://www.cnbc.com/id/44372618 Otwist seem to be a done deal, its matter of whether they will do something else more

Yes, he might have had some kind of indirect inside info(like reading the voice tone of a person) but he never said he was 'assured' of anything

He never made this statement, he made an educated guess and was correct

I'm also thinking about buying these but the last thing I would do is to try to stock pick, for a few reasons -The numbers say its quite unlikely one can beat the benchmark -Its time consuming to research a ton of companies -The people who do that time have more experience in the gold...

I bought some gold and silver this week. Mainly because I was forced to, I had a portion of my networth in USD unhedged, being a brazilian citizen I can't have that kind of exposure for long. So I bought some AUD, NZD, CAD, JPY plus IAU and SIVR(They seem to be better ETFs due smaller fees). I...

http://www.businessinsider.com/socgen-chart-divergence-between-corporate-profits-and-gdp-growth-2011-8

This suggests poor stock returns from here http://www.zerohedge.com/news/sorry-qe-momentum-chasers-economy-still-matters-lot Interesting data

The nytimes article saying 'This could be 2008' marked the 'effective' bottom for the Aug collapse http://www.nytimes.com/2011/08/11/business/financial-turmoil-evokes-comparison-to-2008-crisis.html?pagewanted=all The close that day was only slightly higher then the actual bottom. I...

Barrons says buy bank preferred stocks http://online.barrons.com/article/SB50001424052702304539504576532340245942076.html?mod=BOL_twm_fs One reason I don't like this is because I'm a non-US investor. I get taxed by the IRS 30% of the dividend income right off the bat

"Some officials suggested that extending the average duration of the Fed's existing portfolio by selling bonds with short maturities and buying those with longer maturities could have a similar effect as buying new securities outright." It seems to me that its WAY more likely the Fed will do...

Looks like he will stop dissenting(Or as ET would put 'he was told to not dissent or face serious consequences') He also said 'some policy rules suggest tightening', I guess he is still got hope for a 50bps hike by year end

NEW YORK (Dow Jones)--One member of the troika who opposed the Federal Reserve's recent decision to keep rates at rock bottom levels for two years suggested he won't be repeating his disagreement at coming central bank gatherings. In a speech, Federal Reserve Bank of Minneapolis President...

What kind of fuel the $400-$700 generator uses?

Pimco, lol These guys claim to be the smartest bond traders in the world and when they lose they do the old 'sue and pray' US trick

Maybe I shouldn't have said 'exposure'. What I meant is that for Buffett to take the preferred risk he asked for equity value which is quite at risk, which goes to show that he is comfortable with the equity side