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  1. D

    Is the bookstore dead, or is AMZN just evil?

    Yeah, how dare a corporation try to lower prices to benefit their consumers. Its not like their country is in quasi-recession with 9% unemployment
  2. D

    Global Macro Trading Journal

    http://www.scribd.com/doc/69165529/Goldman-Sachs-Recommends-Fed-Boost-the-Economy If the Fed were to do this I'd be long everything known to man. Ain't gonna happen though as they point out that even the most dovish member(Evans) is still a hawk compared to their solution
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    Global Macro Trading Journal

    http://blogs.wsj.com/marketbeat/2011/10/17/uh-oh-bond-market-expressing-concerns-on-efsf/ Are the EFSF bonds traded somewhere?How do they know the spreads on a daily basis?
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    Global Macro Trading Journal

    Nice free feature I didn't know about. If you have an amazon account they let you store 5GB of data for free on their servers https://www.amazon.com/clouddrive Good place to backup some stuff in case your HD fries
  5. D

    Global Macro Trading Journal

    Well you could be right. I dunno, if the recession really happens in the US, I'd expect risk assets to take another dive down and the bonds to go with it. But yeah, buying gradually right now is probably the right play instead of waiting for the bottom that might never happen
  6. D

    Global Macro Trading Journal

    IF there is TARP 2(And I'm not sold on that yet), it still seems too early to buy. Because whatever they do, be it TARP 2 or some other solution, the bank bonds will be sold like crazy in the days before they announce their measures Maybe that is what is going on here, a beauty contest sort...
  7. D

    Global Macro Trading Journal

    I believe the FDIC is authorized to inject capital but there are all kinds of nuances that go into that that I'm not an expert on
  8. D

    Global Macro Trading Journal

    Its something to keep an eye on. I made some money in early 2009 by buying C debt(against the collective advice of ET). It went to yield as much as 25% a year for 3-4 years. I didn't buy the bottom though There is no TARP anymore so its one key difference that might affect things
  9. D

    Here's real verifiable proof 90% lose

    But you need to consider that some of these 'winners' could make the same money flipping burgers
  10. D

    Warren Buffett gets bent over nothing really.

    WB needs to be sued by his shareholders. He is not fulfilling his role as a CEO when he is doing everything he can to make the company make less money and pay more taxes
  11. D

    Global Macro Trading Journal

    Fed might publish their Taylor type rules http://www.bloomberg.com/news/2011-10-13/fed-signals-next-move-may-link-stimulus-to-economic-mileposts-.html This is going to suck for me because its going to make Fed futures trading very predictable
  12. D

    Global Macro Trading Journal

    Looks like the rumors on JPY CHFtization have started. I didn't profit from this but I'm glad I dodged a truck there
  13. D

    Global Macro Trading Journal

    The fuckers finally allowed me to short it. I'm at 75% of the old position
  14. D

    Global Macro Trading Journal

    Fucking IB, they don't have EWH shares for me to short. I was trying to put my position back in partially
  15. D

    Global Macro Trading Journal

    "Whether the EFSF can safely be increased is unclear. Yield spreads between German Bunds and 10-year EFSF debt have widened from 66 to 112 basis points since early July. If yields creep much higher, the fund itself may become a problem." This is from AEP at the Telegraph. Does anyone know...
  16. D

    Global Macro Trading Journal

    http://www.guardian.co.uk/world/2011/oct/08/amanda-knox-facial-expressions?CMP=twt_gu Biggest lesson of Amanda Knox case: Never open your mouth to law enforcement
  17. D

    Global Macro Trading Journal

    I stopped playing the JPY in the long side in any significant way after the SNB move. There is a decent chance they will do something like that, it might take forever but I just ain't going to take that chance
  18. D

    Global Macro Trading Journal

    Its been months you have been using options to be on pretty much anything even though you said you don't know much about them, as if they had some kind of innate advantage
  19. D

    Global Macro Trading Journal

    This is what I had in my mind when I said the 2 were similar but I couldn't find the words to explain it
  20. D

    Global Macro Trading Journal

    One could object and say the sample period was during a stock market bubble, ok, but if an 87 crash had to happen 1.3 times a year during a bubble, imagine now that everyone is afraid of crashes and the VIX is above 30
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