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I think this is a great idea, actually... Buying German utilities on the cheap (if you can get 'em), generally, is the trade du jour for me.

Indeed... - bwolinsky's exposure to unhealthy sovereigns isn't an issue for bwolinsky; troubled sovereigns' exposure to bwolinsky is an issue for these sovereigns.

The keyword here, traderwann, is that this is a "story"... I agree with pretty much everything that heech has said. Like heech, for purposes of this thread, I fall into a category of people that could, in theory, be a potential investor. But, as I keep trying to tell you, I wouldn't touch...

No, it's not avoiding the issue and the questions at hand. Do you think it's coincidence that, in an institutional context, it takes quite a long time to train a good trader or, in fact, conclude that a person is any good? I am just providing you with a benchmark. [B] I have asked a lot of...

Sorry, when I talk about simulated I am referring to backtest. In terms of how long it takes to demonstrate viability, I would suggest it's years. As an example, take someone who trades in an institutional context. How long do you think it takes for someone to be given their own risk to run...

Simulated results first, real results to follow eventually... Well, I don't know what is you're doing, but ultimately it's some sort of an algorithm, right? Basically, depending on a whole bunch of variables, you make a choice to enter a trade and then, depending on a potentially different...

traderwann, here's what I would recommend... I think you need to start by making sure that you don't place the cart before the horse, so to speak. Regardless of how it all evolves, if I were you, my first and foremost concern wouldn't be raising funds, but rather producing as much insight...

In the meantime, poor old Japan experiences problems like this: http://www.telegraph.co.uk/motoring/news/8934718/Astonishing-accident-involving-eight-Ferraris-worlds-most-expensive-car-crash.html

You're absolutely correct and I should have responded to your very first post, rather than to a latest one. So I apologize for that. I am generally happy to help if you have specific questions or if you are looking for any sort of guidance. I think sle and heech have offered some ideas and...

Not really... There's a lot of questions around it, but no real answers. The likely outcome is a settlement in some sort of a basket currency, like ECU.

It's an idle observation, not related to the indices. I follow the HSBC HF Performance weekly stats and, because it groups funds by strategy and then averages the numbers across groups, Paulson's number does horrible things to all the averages.

I am happy to elaborate. However, note that I have stated clearly that everything I say is my personal opinion, i.e. subjective and "biased", if you like, based on my personal experiences. Also, pls keep in mind that I mean no offence whatsoever. 1. You stated that you have backtested a...

Yes, modestly... There's also a bit of skewedness due to Paulson.

1. It's based on the information that you have provided. 2. I came to my conclusion on the basis of my personal experience. To be sure, pls note that all I say is just my personal opinion and no more than that. I am often wrong.

These have to be the funniest words that bwolinsky has ever uttered on this forum...

No...

- All options owned by bwolinsky are in-the-money - bwolinsky doesn't post margin to any exchanges; the exchanges post margin to bwolinsky - Whenever bwolinsky buys call/put flies, the mkt pays him for the privilege

Now less informed people might conclude that the above means that - bwolinsky doesn't go long the mkt, the mkt goes short bwolinsky However, that would be wrong. The mkt can't go short bwolinsky, 'cause bwolinsky knows topology and other stuff. So the correct bwolinsky fact is actually...

- bwolinsky doesn't go short the mkt, the mkt goes long bwolinsky.

You're not thinking about it straight... To any investor, regardless of how much money they have, what matters isn't the return on capital, but rather the risk-adjusted return. With all due respect, what you're offering isn't attractive at all. Doesn't mean that there isn't anyone out there...