Search results

Oh, please... According to the latest hedge fund performance statistics (HSBC report for the week of 21st of Nov), you're underperforming pretty much everyone other than Paulson. Your underperformance is pretty severe if measured against the average.

I am sorry. I know I said that I am outta here, but I just can't help myself... The above is bullsh1t.

Huh? You think I'm part of some BLS affiliate program or smth? Let me provide the link, to add insult to injury: http://www.bls.gov/jlt/

Yeah, but that's a very US-centric view... The Depression had other, less pleasant effects in other places.

Well, firstly, as I've mentioning before, it's not 100% clear to me that Japan's debt/GDP is larger, given the various cross-governmental holdings of debt. Secondly, for the speed of the unravelling what matters the most is the extrenally held govt debt and, as we all know, Japan isn't like...

Why am I not surprised? And I won't even ask what title you might be referring to, 'cause I am sure I won't be able to deal w/ all the nonsense that will inevitably issue forth.

That can't possibly be right, according to their very own chart.

Sure, but you have to treat each case on its own merits. The situation in Japan is a lot trickier for the BoJ and there are actual immediate constraints to how aggressive they can be. Not so much for the SNB, IMHO. The one real concern that may arise for them is the argument that the...

The comparison with Italy isn't particularly appropriate, IMHO. The ccy sovereignty makes all the difference.

What are these numbers again?

It's from the BLS JOLTS survey... Google it and you'll get to the data.

The numbers sound about right, I guess...

So bwol is now an amateur macro-economist and central banker, to boot... On top of all the other achievements. At any rate, I think I have had enough fun on this here thread. Best of luck to you, bwol, in all your various endeavors! atticus, I would humbly suggest you're wasting your time...

Is there any semi-convenient widely-accepted formalization of this stuff in the equity mkt? Something like the SABR beta that everyone is so attached to in the world of rates? Just curious, is all...

You can't really answer this question unless you make a clear distinction between mkt-making and prop.

I can't wait...

So you think that the Great Depression was OK and maybe even a good thing, given the great prosperity that followed it?

Which school is that? Didn't you post a link to the US News site? That tells me you know how to use the Internet, so what's preventing you from looking up the #1 liberal arts school in the very same ranking that your alma mater is ranked as #42? And yes, it is in fact rated by Newsweek, which...

As you know, Debaser, I rate neither these pundits, nor the various traders that make regularly appearances on TV... I rate economists who just report facts, without telling stories. Best example of this is someone like Bruce Kasman. So what you think about the current situation in Belgium...

It's actually quite an interesting observation that normally the most vocal and publicized managers that you see in the media are ones that don't run a lot of money (with the exception of Bill Gross, I guess). Hayman AUM is only arnd $700 million, for instance, and you rarely or never see...