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Only to a degree, really. Halliburton could be a more obvious beneficiary than arms companies per se this time around. For one thing the nature of this war may have shifted military budgets away from big ticket items like destroyers or fighter planes, since boots on the ground were the most...

I'm not an economist but it seems to me that one often overlooked source of rising prices (as opposed, at least at first, to monetary/credit inflation) is increasing prices of raw inputs. If there is a kind of peak oil type scenario unfolding, or if supply of raw materials can't keep up with...

http://www.managedfutures.com/rates_of_return.aspx Another myth busted. Yes, there are CTA's who suck, many of them. And then there are those who don't. Ideally you should diversify amongst them... The sad part is that they can have high minimums, so only the very wealthy or institutions...

That's what he says, yes, but he makes plenty of quick trades in FX and futures. What he means is probably that he trades on a longer time frame than a day-trader and is not like a floor trader. I greatly admire Soros but from reading all his books I've come to realize that he can be...

Try symbol GE for eurodollars -- Globex eurodollars. Don't use ED. Sentiment, I use some quantifiable data, but for the most part it's more subjective. It's important for me at least to have a well-developed grand historical view, and look for most likely candidates for reality, the big...

Well, another nice thing about eurodollars -- no coupon (so no duration question). But anyway, why can't you trade eurodollars technically? I personally trade on sentiment, techs plus a general rate outlook for longer trades. I use techs a lot and they've helped me to see when I've been wrong...

Notional value is misleading. T-bond futures have a 100K notional and can move a lot. Eurodollar futures have a 1Million notional value but are far slower and more tame. You're better off I believe looking at margin requirement as a gauge of risk; otherwise look at the largest moves from the...

OK OK, maybe I came off a little harshly. You see I actually have great respect for doctors, but I guess as part of that respect I tend to hold them to a higher level, from an ethical point of view. I'm not *at all* saying it's bad to get rich, and I don't have a problem with you personally...

Dr Cha, may I ask, do you think you'd have preferred the physician's lifestyle had you only had to work 40 hour weeks without being rushed, but only earned half as much, though without the insurance issues and perhaps with some nice tax breaks? And if your entire medical training had been free...

In France, despite what you may have heard, health care is *not* socialized per se. Doctors are in no way gov't employees and there is a market-based system. Doctors having top of the line turboprops -- wow if he's for real that's just insane. And now he's whining! He even said he started out...

Wow, lots of ideologues. Now's NOT the time to cut gov't spending. <i>Suuuure,</i> let the banks fail, let the gov'ts fail, liquidate everything, reduce the money supply, burn it all! Let's go beyond John Galt... <i>Riiiight.</i> The private sector will create new banks and a whole new economy...

Ed, have you ever found calendar spreads in gold worthwhile?

New Federal Reserve Research gleaned from my weekend reading: Does Speculation Affect Spot Price Levels? The Case of Metals with and without Futures Markets http://www.federalreserve.gov/pubs/feds/2009/200929/200929abs.html "Abstract: This paper finds no evidence that speculative...

Why There Should Be More Oil Speculation, Not Less http://www.time.com/time/business/article/0,8599,1909756,00.html

Yes yes yes! You are correct Sir.

Hypothetical positive black swans of a major variety: -- Fusion energy works! (Dow 20,000!) https://lasers.llnl.gov/missions/energy_for_the_future/life/ http://en.wikipedia.org/wiki/Fusion_power -- Nanofactory developed! http://en.wikipedia.org/wiki/Nanofactory -- Unbelievably...

Personally it frightens me to think that my doctor might have worked frantically for 80 hours in one week. Truck drivers aren't allowed to work more than 60 hours a week. So doctors should be? Meanwhile I've read that doctors have attributed 41% of errors to fatigue. I saw a study once...

Napoleon said that when China rises, it will shake the world. Consider oil prices to be a seismograph.

I agree they should cut a lot of excessive pension funding, cut a lot of unemployment benefits and generally get taxes down. Funny thing is their corporate tax rate is lower. But I'm not at all saying France is better than the US or anything like that. They happen to have a great health care...

My godson in Paris (more like a younger cousin really) is becoming a doctor there, and I've watched my French grandmother deal with many health care issues as she's currently 103 years old... Plainly speaking, the French system is far better than ours. Doctors make good money but not $300,000...