Search results

  1. D

    Global Macro Trading Journal

    I'm buying Sep 2012 FSIN 2.5 put options. MWR has made a strong case the company is a total fraud and will get delisted like RINO(Now trading at 6c on the PinkSheets) http://vimeo.com/40098291 Stock is a $6. If it goes to $0 I make more than 10x my money. But it won't go to $0 so fast. I...
  2. D

    IB NYBOT Data Fees

    I noticed IB removed any description from the market data subscription page for ICE data
  3. D

    Global Macro Trading Journal

    With regards to 98, that is just nitpicking, it certainly fell by more than you expect it to fall this time, whether it technically broke 20% is irrelevant And if you think the EU crisis is priced in, I will just have to disagree strongly. Its a self-fulling prophecy created by market prices...
  4. D

    Global Macro Trading Journal

    Yeah pretty interesting chart I want to be bullish and everything, I'd love to be long stocks up to my eyeballs and make 10% a year PLUS be able use the stock holdings as margin for my short-term trading systems or levered macro bets. But I just can't The list of things going against...
  5. D

    Global Macro Trading Journal

    Now you are just nitpicking
  6. D

    Global Macro Trading Journal

    dark, In that river situation sure you might not be predicting what is going to happen in that particular hand but if you KNEW that in the next 1000 situations that are similar to that one, you will only win 150, you would not call. Therefore you are making a prediction on the frequency of...
  7. D

    IB NYBOT Data Fees

    If anyone gets charged by IB even though they traded at least 1 time plz post here
  8. D

    Global Macro Trading Journal

    The answer to the first question is the Russian default(not recession but the EU thing is all about default) To the second point, I wouldn't agree. Yesterday was a great example, Spain and Italy got killed and the ES followed. I'm not sure how much people realize that the 'improvement' in...
  9. D

    Global Macro Trading Journal

    To me the math is very simple. Corporate profits historically have grown by 6% a year. Lets assume they will grow by 5%(Due Fed not being active enough to boost NGDP and US becoming a more mature economy, plus debt levels). 7 + 5% = 7.35% per year But that's assumes PE ratios remain...
  10. D

    Global Macro Trading Journal

    I believe this math is off, the 3% inflation should apply to the 7% not to the entire investment. Over the long-term stocks tend to grow in line with NGDP, shown by the mean reversion that stock market cap as a % of GDP tends to show
  11. D

    IB's Yield Enhancement Program

    IME when it gets that high usually it means that every one and their mothers are trying to short it
  12. D

    Global Macro Trading Journal

    Even going beyond the 'fundamentals' there should be an impact. A large default in Spain and/or Italy should trigger global risk aversion, the last few days were small examples of that. Even if the S&P500 profits weren't affected people will still put a lower multiple on stocks due fear...
  13. D

    Global Macro Trading Journal

    I couldn't disagree more with the idea that Europe can only cause a 10% decline from the highs in US equities. It doesn't have to trigger a recession at all
  14. D

    IB NYBOT Data Fees

    Seems like so, though I'm not confident they will advertise that in order to discourage people from using the account just to get the fees on the cheap
  15. D

    Global Macro Trading Journal

    KOCHERLAKOTA: FED MAY HAVE TO START EXIT IN NEXT 6-9 MONTHS I miss the days when the market cared about his nonsense
  16. D

    Global Macro Trading Journal

    Classic, MW releases research on FSIN to private clients, stock goes from almost $8 to bellow $6. When the report is made public the short covering starts
  17. D

    IB NYBOT Data Fees

    JackR, I had TF data for all of March, I did 1 trade. I was not charged anything so far. not even the $1. I'm not sure why
  18. D

    Global Macro Trading Journal

    Just bought more TLT
  19. D

    Global Macro Trading Journal

    Does anyone know the news behind the EURCHF spike?I was hoping it would go down so I could buy a lot more
  20. D

    Which Processor offers the best speed and durability to price ratio?

    Multitasking will be rampant I assume this means the more cores the better right?I'm on the verge of buying AMD Six Core Fx-6100 3.3 Ghz on the ASUS M5a78l-m Lx motherboard
Back
Top