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  1. R

    Global Macro Trading Journal

    Ah, that certainly explains his last 20 posts. It's frustrating to bleed red while the rest of the world parties. We all know the feeling. Don't worry droogy, eventually you'll be proved right, maybe.
  2. R

    Global Macro Trading Journal

    Paul Tudor Jones is back! What's up buster! All the billions in the world can't make it worth dealing with this every day ... http://www.vanityfair.com/business/2012/04/krishna-pattanbhi-trophy-wife-ashtanga-yoga World PMI hit a one-year high in February - U.S. pulling up, Europe pulling...
  3. R

    Global Macro Trading Journal

    I thought I was already on it. I still will call out your silly arguments when you make them. Reminds of 2009/10 when you were saying the economy was not recovering and the stock rally was baloney. Guess what? You were 1000% right. Personally though, I prefer to have the money made during that...
  4. R

    Global Macro Trading Journal

    Who says that other than stooges on CNBC. Not a one on this thread. You've constructed yourself a straw man and beat him in an argument. Well done.
  5. R

    Global Macro Trading Journal

    Another one you lose money on by not reading is Howard Marks' The Most Important Thing.
  6. R

    Global Macro Trading Journal

    Bernanke waves white flag on inflation. http://online.wsj.com/article/SB10001424052970204276304577261462731503918.html Economic strength surprising him. More stimulus off the table for now. Apparently the genius from MIT follows the stock market just like the rest of the lemmings.
  7. R

    Global Macro Trading Journal

    Yes, markets make opinions. It has been thus for centuries. Will you be unloading your BRK should it drop several percentage points?
  8. R

    Global Macro Trading Journal

    You do realize you just made the perfect case for why Education of a Speculator is a must-read book.
  9. R

    Global Macro Trading Journal

    What are you smoking? If ES tanks 4% on Monday, only idiots or those over-levered will be selling. You're supposed to take advantage of panics by buying (as some on this thread were doing last August and September). You own and love BRK for crying out loud. How can you think it's a bright...
  10. R

    Global Macro Trading Journal

    Berkshire's "secret sauce" is drying up. http://www.bloomberg.com/news/2012-03-02/buffett-s-insurance-engine-of-growth-set-to-stall.html I'm a big fan of Buffett in the stock arena, namely his freakishly natural ability to understand the power of compounding, but I wonder how many fanboys...
  11. R

    Global Macro Trading Journal

    Going to see (and hopefully meet) Hendry, Druckenmiller, Chanos, Einhorn, Joe Rosenberg, and Paul Singer at Grant's conference next month. It's the middle-aged equivalent of seeing and hanging with The Stones, The Who, Hendrix, and Springsteen. :cool:
  12. R

    Global Macro Trading Journal

    Ha. I forgot he went to SUNY Binghampton. For some reason, the idea he went to Penn had crept into my head. If you search around the web, you can get lists of some of the probability questions they ask. They're fun to try and figure out.
  13. R

    Global Macro Trading Journal

    First Apple, then Android integrated their iPhones and iPads (or whatever they're called) with a store that they control. First it was apps, then music, now video and books. With Windows 8, MSFT is getting into the same model. The difference with MSFT is that Windows owns the desktop market...
  14. R

    Global Macro Trading Journal

    Drobny's books are outstanding. I would be poorer if not for them. Market Wizard books are (mostly) outstanding. From great macro guys like Druckenmiller to poker-like find an edge and pound it guys like Yass, Hull, and others. Nobody is reading these books and then going out and buying T-bond...
  15. R

    Global Macro Trading Journal

    Of course you don't follow my argument if somehow you construe what I wrote as meaning Amazon is "going somewhere." The company is still a great one that will be around for a long time (and get a lot of my business). My argument has to do with the stock price. At 120X earnings (or whatever it...
  16. R

    Global Macro Trading Journal

    Agreed. Hempton is a quack and offers little of value. :confused:
  17. R

    Global Macro Trading Journal

    Exited Amazon at the price I bought it. Nazz has been on a tear, yet AMZN can't get out of its own way. I'm back of the opinion this is another NFLX.:D Introduction of Windows 8 has really opened my eyes to the issue AMZN faces. Between Apple, Android, and MSFT, the online shopping...
  18. R

    Global Macro Trading Journal

    "Hope?" They've increased the dividend for like 50 consecutive years. FWIW, WMT this morning announced its 28th consecutive annual dividend increase.
  19. R

    Global Macro Trading Journal

    For the life of me, I can't figure out what you're trying to say in the above post, but thought this might be of interest ... http://brontecapital.blogspot.com/2012/02/why-i-do-not-like-small-cap-stocks-much.html
  20. R

    Global Macro Trading Journal

    Well, markets make opinions and when the euro, PMs, Treasurys, and stocks dove as the Beard spoke, the press concocted this story that folks were hoping for a QE3 announcement, when there was no indication the Fed was planning such. Turns out a massive sell order hit the Treasury pits (either...
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