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  1. M

    anyone trading 2-5-10 yr or 5-10-30 yr US treasury butterflys

    The dynamics that govern the curve behavior are very very different. I do stuff in US periodically, but only when there's a lot of juice.
  2. M

    Anybody else short US 30 Bond

    This is correct...
  3. M

    Why the Chinese yuan will DEVALUATE when real state bubble collapses.

    Feels perfectly normal... Why do you ask?
  4. M

    Why the Chinese yuan will DEVALUATE when real state bubble collapses.

    Touche... I stand corrected and humbled.
  5. M

    Bubble ben bernanke says "LOW RATES "WON'T" STOKE INFLATION"

    I am normally a tolerant person and happy to have discussions with most people here. You, however, are a f*ckhead. I have nothing more to say to the likes of you.
  6. M

    Bubble ben bernanke says "LOW RATES "WON'T" STOKE INFLATION"

    Well, the snippet from Bernanke's op-ed that you quote was in the context of explaining the impact the Fed's actions had on financial conditions. The Fed isn't by any means alone in using stock prices and rates in gauging the state of the economy, so I don't see, on the face of it, anything...
  7. M

    Where the banks will invest the money gotten from selling mortgages to the Fed?

    When has the Fed announced that they will buy billions in mtges?
  8. M

    Bubble ben bernanke says "LOW RATES "WON'T" STOKE INFLATION"

    Huh? You're still making zero sense, dude...
  9. M

    Bubble ben bernanke says "LOW RATES "WON'T" STOKE INFLATION"

    Huh? How does this make any sense? Also, who owns the Banks?
  10. M

    The Credit Crisis Financial Stocks Short Journal

    Would you have been happy if all of these assets went to 0? No matter what the consequences?
  11. M

    Why the Chinese yuan will DEVALUATE when real state bubble collapses.

    Is "DEVALUATE" a word?
  12. M

    Bubble ben bernanke says "LOW RATES "WON'T" STOKE INFLATION"

    I don't quite understand why you people are frothing at the mouth here, to be honest. At the very least, you're barking up the wrong tree, the way I see it. The Fed has an explicit mandate, according to which they're acting. This mandate doesn't mention the USD exchange rate or oil prices...
  13. M

    Anybody else short US 30 Bond

    Very nice, indeed... There was speculation (by a few supposedly knowledgeable think-tanks) that the Fed is going to pile into the long end of the curve. Clearly, some people bought this story...
  14. M

    Anybody else short US 30 Bond

    Here we go... Anyone wanna hazard a guess where 10s30s are going to?
  15. M

    Delta Analysis

    I am now both unable and unwilling. But I tried, I really did, so my conscience is clear.
  16. M

    Anybody else short US 30 Bond

    You have to understand that they view QE as an exercise in risk management.
  17. M

    Delta Analysis

    Thank you, MTE. Ironically, "apples and oranges" is where I started too, but I then foolishly tried to provide a more detailed explanation. Sure, but that's not a sensible assertion, for reasons stated by myself and others repeatedly. Now if you managed to plot the difference between the...
  18. M

    Anyone know of a good book that ties together commodities, currency, futures, etc.

    How about a Macroeconomics textbook? Should do the trick, I would imagine...
  19. M

    If I gave you $100 million what would you do with?

    I would spend it all on wine and loose women... Or, better yet, I'd use the $100mil as collateral to borrow $500 million, which I would then spend on wine and loose women.
  20. M

    number of strike calls and puts

    Yes, I was, I am happy to admit... Why don't you give it a try?
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