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    Ashraf Laidi - may be the smartest man alive

    How many of you who are arguing against him, for whatever reason, have read his work? I firmly believe if you have, it would be impossible to. He does not have any wild opinions, he is grounded in the fundamentals. Kathy Lien and Boris Schlossberg both look like interesting reads as well...
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    Ashraf Laidi - may be the smartest man alive

    This is a fairly current video, from December 31st: http://www.youtube.com/watch?v=R9CV7g_YL7o&feature=related
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    Ashraf Laidi - may be the smartest man alive

    I have plenty of respect for Ashraf. Since you seem to not, who are the people who's opinion you look toward? I am always looking for more sources, although I do not believe they will take his place.
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    Im shorting gold and I dont care what anyone on ET has to say Price right now: $1002

    Exactly, gold is on the way up regaurdless of deflation. When inflation hits, it will explode. It will be the greatest purely macro move of the decade besides shorting bonds.
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    Ashraf Laidi - may be the smartest man alive

    He works for CMC Markets as far as I know. He has some good short articles on his website: http://www.ashraflaidi.com
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    Im shorting gold and I dont care what anyone on ET has to say Price right now: $1002

    Wow, really? You’re going to say I don't know what deflation is when I just gave a method to calculate it? I gave the price of oil as a supporting item, considering energy is one of the most important factors in determining inflation and deflation, you are way out of line for criticizing...
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    Im shorting gold and I dont care what anyone on ET has to say Price right now: $1002

    That chart means nothing if it is not compared to GDP. Also it shows CPI, the PPI is more relevant to gold. Look at the dollar index. It shows 18% deflation in the last 9 months. Take the average of CPI and PPI, subtract GPD. Average that with the dollar index and then you have...
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    Ashraf Laidi - may be the smartest man alive

    Ashraf Laidi may be the smartest man alive. I had the privilege of seeing him speak once, I was blown away by his intelligence. Just so you know, that never happened to me before and hasn't since. Get his book: http://www.amazon.com/gp/product/0470226234 I have no interest in...
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    Im shorting gold and I dont care what anyone on ET has to say Price right now: $1002

    When you account for the deflation we've already had, depending how you calculate it, gold's new high is near or above the high a year ago. That fact show's that the demand for gold has grown (something we already knew, but isn't shown in the nominal price). Although its nominal price is not...
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    Trigger Trojan stealing from stock & option accounts !

    I just read this and was going to post. However, what I could not find is how to tell if you have an infection or how to remove it. All report I have seen said it does not show up under conventional virus scans. Has anyone had any contact with this thing?
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    Fun: Anaolgies for current economic situation

    <object width="425" height="344"><param name="movie" value="http://www.youtube.com/v/rEX1dYyvmig&hl=en&fs=1&rel=0"></param><param name="allowFullScreen" value="true"></param><param name="allowscriptaccess" value="always"></param><embed src="http://www.youtube.com/v/rEX1dYyvmig&hl=en&fs=1&rel=0"...
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    Flaws in Warren Buffett's reasoning re: Treasuries "bubble"

    It is only being called a bubble because anyone can tell its not going to last. The target FF rate cant stay under 0.25% forever, when it goes up, the price appreciation T's have experienced will turn into a depreciation and the "bubble" will pop. Its not rocket science. TBT all the way.
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    Why is everything Breaking News on CNBC

    I was on the floor laughing when they broke the news that big ben was speaking while he was speaking... But I was also very upset since it made his answer to several questions from Ron Paul inaudible. I think that was the real reason they did it, Ron Paul is to smart and therefore a danger to...
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    economic theory stuck in a rut

    I have an out of the box economic theory that provides a concrete source of the main factor in the business cycle. I know how to fix it, or how to profit from manipulating it. I started researching when I noticed that certain things were not happening that should have been as the recent...
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    Why not a separate instrument for each issue?

    Considering there was 174,816 contracts volume in ZB today I don't see it as being a problem. Since there is an OTC market on individual issue futures it shows there is a demand. The standardized instrument that is currently in use seems to be full of inefficiencies, from the 6% conversion...
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    Why not a separate instrument for each issue?

    As someone who is completely new to the market, I am curious as to why each issue (especially bond) is not listed under its own instrument. If I have expectations of the direction of future yields I would rather be exposed to particular issues rather then the CTD. If I am holding a...
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    Sources of Information on the Financial Futures Market

    This looks like exactly what I am looking for and they actually might have it in stock at a Borders which is reasonably close. I am going to pick it up today once the roads have been cleared. Thank you. I reached my limit on the Google preview before I could tell if it had much about...
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    Sources of Information on the Financial Futures Market

    I am looking for information purely on treasury futures, not on futures/contracts/markets in general. I am interested in everything from history and changes to/in the market to valuation formulas and specific strategies.
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    Sources of Information on the Financial Futures Market

    I am looking for some good places to read up on Treasury Futures. I don’t have any experience in this particular market but know my way around other markets. I am looking for fairly specific information, not "a bond is/a call is" as most sites/books turn out to read. Every futures book and...
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    Dilemma in modeling idiosyncratic high-frequency noise

    My guess is your idiosyncratic noise is a result of your particular “detrending” function. Change your function and you will create a new noise signature. Make your trend slower, and your noise should be the same but scaled up, make it faster and it should scale down. On the other hand...
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