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    Global Macro Trading Journal

    I'm interested on big trades. I'm quite unlikely to make a big bet that is not long risk premium or at least some kind of neutral situation. This year after the Fed futures bet early in the year I haven't found anything other than long bunds(Which I missed) I shorted a bit more of the EUR...
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    Global Macro Trading Journal

    Soros plan No XVII to save the Eurozone "My seven-point plan to save the eurozone George Soros 1) Member states of the eurozone agree on the need for a new treaty creating a common treasury in due course. They appeal to European Central Bank to co-operate with the European financial...
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    Global Macro Trading Journal

    The difference is that in a long you can manage your risk in your position sizing, so the loss is capped. But on the short side that is not possible. I doubt he would ever say that about shorting
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    Global Macro Trading Journal

    They need to raise money. Ackman is an attention whore as well, both occasionally can put out great investment ideas with facts and the thesis for free. I like that
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    Global Macro Trading Journal

    He is a smart man. Just goes to show that he is flexible and is willing to play both sides
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    Global Macro Trading Journal

    As I understand the theory is that the miners are a leveraged play on gold, why not just buy gold directly and use leverage?This makes me reluctant to go there, unless there is some kind of large historical discrepancy that is unjustified. What is the story behind the gold miners going down?
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    Global Macro Trading Journal

    US Natural Gas extremely cheap by global standards. There has be to be a trade here
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    Global Macro Trading Journal

    I'm growing more convinced that Groupon and other coupon sites are becoming a scams http://www.economist.com/node/21533425 In the beginning it was fine, plenty of good companies were using it, but these days the complaints have only been increasing. I see it all the time, 'cheap' deals that...
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    Mathematical Finance Degrees

    I don't think you have to pay thousands of dollars to see the table of contents of the textbooks and materials of the course
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    Global Macro Trading Journal

    What are some of these other opportunities?
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    Mathematical Finance Degrees

    Frankly I can learn most of the stuff that is taught in colleges by reading books, watching videos, etc. At less than 1/10 of the cost and less time wasting. But people who look at resumes might not agree with that, it depends on what OP is looking for
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    Mathematical Finance Degrees

    If you really want to be able to put that on your resume then get ready to spend the cash otherwise you are better off learning by yourself buying books and finding courses etc
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    Will my long option be excercised automatically at IB?

    IB says they might autoliquidate before Monday morning. Paying exorbitant bid ask spreads on SUNDAY trading?IB is a fucking joke sometimes
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    Global Macro Trading Journal

    Want to make a bet?I don't think there will be QE3 in next meeting
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    Global Macro Trading Journal

    Market might be ahead of itself. Seems likely Fed will publish their Taylor Rule type calibration before they do QE I haven't read the WSJ piece(google trick not working) but it seems all Hilsenharth has is a Tarullo speech
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    Global Macro Trading Journal

    Pimco buying senior bank bonds http://video.cnbc.com/gallery/?video=3000052386
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    one/off

    atticus, what in your method or way of trading you believe gives you an edge over the MMrs?
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    Global Macro Trading Journal

    I'm considering shorting some Green Mountain Coffee on the Einhorn tip. GMCR Stock at 80x earnings with possible accounting fraud there. Its a momentum stock though, so only a small size is warranted
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    Global Macro Trading Journal

    Some interesting ideas from the Value Investing Congress http://www.marketfolly.com/ I'm considering buying JC Penny. But a US recession and slow growth could create all kinds of issues regarding when to buy
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