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wow. now this is getting to some serious money even for JPM. what is next? $19b? glad i sold all my JPM last week.

agree on natgas (not on UNG though). interesting (likely russian sponsored) article here: http://cluborlov.blogspot.co.uk/2012/05/shale-gas-view-from-russia.html

+1 maybe i should start to read your posts again...:) btw - why was copper so strong in the past 2 days? does it signal anything? is e.g. FCX a good value here? especially given the combination of 4% yield and its high beta? just a food for thoughts...dyodd

http://www.youtube.com/watch?v=mlv7Bp-L2MM

you both try to be clever and it does not work for anybody. this thread is just disintegrating due to egos of few posters here...

agree with that. reduced some of my long goldies before Ben puts a cold shower on all this...will rebuy later. took some profits on my short schatz - plan/hope to re-increase later...:)

ouch. well, that's a shocker. UB up 10 points in the past 3 days. glad i did not pick this one to short. i closed half of the position in Schatz - it was a big mistake to take the flattener off. i will decide if i stay with the second half after the weekend. there may be better time to...

yep. and what a rally in worldwide rates in the past 2 days...fortunately largely confined to the long ends...

at least you are bit more factual. i see it is difficult to get some 'on topic' discussion going on ET recently - instead people start to tell you some crap about what they read in some trading book. you can tell these guys never sat on a trading desk. btw that's why i initially and explicitly...

thank you for your psychological analysis; and for your effort to save me from myself; and for not answering the only relevant question. jeez. you must be busy indeed. don't worry, i am not angry with you - i just ignore your jerking off. :D

don't worry - i will. compared to you i (rarely) post some real trading and not just the worthless babble. i have half position outright at 110.70 in September so I am down whopping 3 bps as of now. the other half was in a 2x30 flattener which today more than offset the loss on outright - the...

looks like we may get negative on schatz yield by the end of this week...flattener works well (as opposed to outright short)

huh? is that all I get here? some snippets from the Bild? we extensively discussed re-denomination stuff on this thread some 6 months ago...and to my frustration on several pages. I was expecting some comments on relative value, e.g. curve trading (dv01 or par weighted), UST/GGB trading...

ok ok. so what do you see here as an downside risk (in bps) for Schatz yield given the current levels? also, technically the price looks weak...though of course on any medium/long term indicator it is as a bullish chart...

with the German short rates where there are what do you think about outright shorting some Schatz futures? (or maybe on a relative basis to 2yr tsy?) risk-wise I can imagine that nominal rates go slightly negative from here as the fear of euro uncontrolled decommissioning may make people pay...

print and frame...:p

agree 100%. i believe copper is still widely used as a collateral in china... but it will unwind only when/if china unwinds and if china unwinds than the last think i'd worry with respect to commodities is some securitized stuff. commodities will just go to hell anyways...

don't believe this for a single minute. maybe precious metals but all other commodities would show it in storage numbers - and for some (like oil) it is even not possible in sizeable amounts...

I am amazed that a sentence "I think gold is a great thing to sew in to your garments if you're a Jewish family in Vienna in 1939 but I think civilized people don't buy gold." can fly in the US without outrage. Hitler tried hard to be that explicit in Mein Kampf. in a civilized country the...

the guy looks like a nazi himself - he reminds me of Himmler...what a coincidence. tell us more about your opinions on Jews Mr. Munger :mad: