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I don't mean that he's said anything brilliant in the field of finance. His contribution to mathematics as a whole is quite substantial, though... For the record, I am in agreement with you regarding Taleb/Mandelbrot.

Hahahaha! You may find that, as sjfan says, PIMCO are the treasury business... More interestingly, Bill loves to talk his book, so his words of wisdom on treasuries are food for thought.

Huh? It's not enough that you don't listen, it also seems like you're not familiar with basic arithmetic...

Mandelbrot said many things, some of them brilliant, some others less so...

The question is very open-ended... If you know what you're doing, there's probably money to be made in anything.

Is there anyone twisting your arm, forcing you to engage in discussions with people here? I was under the impression you were doing this voluntarily, in which case your complaints about the quality of the site/thread sound a bit silly. Wouldn't you agree?

But surely you must realize that you're in proper "apples 'n oranges" territory? Is that an intelligent enough response for you? [B] I am sorry to disappoint, but there's no reason to have an intellectual debate. You're misunderstanding the purpose of the Greeks and the BSM model. That's...

Why would you want to be long commodities in this scenario?

I am sure this all makes sense in some alternate universe... Sadly, yours truly, for one, must continue through life without experiencing the epiphanies that the words above must surely contain.

What precisely did you expect to get? Applause? Protestations of undying love and devotion? Scores of screaming groupies? Personally, I had absolutely no idea what you meant to convey with your post. Moreover, it was a complete mystery to me what you might have been referring to as "true...

The current mid-mkt Apr15s (the bond that was auctioned yest) breakeven inflation rate is arnd 1.58%

Precisely... The fact that the real yield is negative is neither here nor there.

An overwhelming majority of people don't even understand what a real yield on a TIPS is, let alone its implications...

The Euro is high because of Uncle Axel and Uncle Juergen and the mkt's perception that this "dynamic duo" and their friends are calling the shots.

This isn't new, as there have been a few academic papers on the subject in the past... In reality, these things are not exploitable.

They are scheduled and this just goes to show what utter eeejits ZeroHedge are.

My comment was not an insult, nor should you take it as such. I said that your comment was silly, not that you're stupid. In terms of the ability and willingness to manipulate, there's absolutely no difference to the way central banks affect mkt prices in EUR, USD, GBP etc. Recent...

That's silly... If you think the ECB aren't engaged in mkt manipulation, albeit with very different objectives, you're very deluded indeed.

It's base effects, innit... Moreover, imports fell even further (down 4% MoM), so not sure it's that horrible.

Well, again we're arguing counterfactuals, which, basically, means we could in theory go back 'n forth in the same vein endlessly. However, let me just point out that there have been cases where not responding to panics ended rather sadly for lots of people involved. So the dilemma for...