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  1. C

    Tax Returns?

    Define SALT?
  2. C

    Job layoffs surge 35% to highest level to start a year in a decade

    This is not consistent with the US initial jobless claims published below https://fred.stlouisfed.org/series/ICSA
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    This Bull Market Has No Expiration Date

    where were you in 2007-2008?
  4. C

    Why isn't Jim Simons richer than Warren Buffett?

    Simons did not started his company until mid 40s, after his works on Chern-Simon theory as a mathematician.
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    Samsung’s new foldable phone costs $1,980

    Huawei foldable is even more expensive.
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    NYC Hedge-Fund Managers and Silicon Valley CEOs are Flocking to Miami as ‘Tax Refugees,’

    I like to have craps with beer.
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    EU brings industry together to tackle dollar dominance in energy trade

    The alternative (if any) does not have to be a single currency, it can be a basket of currencies that include those of the major stakeholders but excludes the US dollar. It can be in the form of some cryptocurrency backed by the participating governments.
  8. C

    Industrial Espionage

    If only you counted the US at its beginning as EM "Throughout the late eighteenth and early nineteenth centuries, American industrial spies roamed the British Isles, seeking not just new machines but skilled workers who could run and maintain those machines. " "The American government often...
  9. C

    The Derivatives Thread

    I am also waiting for conspiracy theories.
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    It planned on being a financial colossus - now it's a $48 billion debt risk

    I stopped after the first sentence. This company is even smaller than the Ant Financial of Alibaba and one compares it to JP Morgan? Clickbait.
  11. C

    Paul Volcker and Ray Dalio

    A great video. Actually I didn't see any sign that Ray Dalio got angry. Dalio's book has more details about the dinner that he and Volcker had with Lee Kuan Yew, which was discussed in this video.
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    Bill Gross, Onetime Bond King, Retiring After Messy Last Act

    I know these two facts: IO backed by mortgages has negative duration, and PIMCO was a big player in this. But I don't know how any of these affected his performance.
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    Howard Marks memo ( Oaktree Capital Management)

    Howard Marks probably under-stated the intensity of the trade war, it is more like an economical total war now. "U.S. Weaponizes Its Criminal Courts in Fight Against China and Huawei Pursuit of theft charges against Huawei is the second recent case where prosecutors have built criminal...
  14. C

    Why China Clings to State Capitalism

    The first two reports in your post were before the store opened and there was some speculation in the media as to why the store opening was delayed. The last link actually confirmed that the Canada Goose is selling well in China after it opened the store. There is some bashing going on there...
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    Why China Clings to State Capitalism

    The 1st Canada Goose store just opened in China with great fanfare, though the only report that I can find in western media is this
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    Former Chief FX Trader at Citibank - Ask me a question

    How long do you typically hold the positions?
  17. C

    Inside the Always Nasty, Frequently Sexist, and Often Litigious World of Financial Twitter

    Twitter is the modern playground for adults.
  18. C

    best investment books of 2018

    Dalio's principles book is good, though the second part is too much focused on his unique management philosophies.
  19. C

    It's A Bear Market.... Confirmed?

    How long the bear market will last depends whether a recession follows. In 1987, the bear market was short as the economy was health.
  20. C

    Just remember 2008, everything was fine

    Jim Rogers got the 2008 crisis right.
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