Search results

a good hedge fund should be down less than 5% so far this year. You can see who is long beta here pretty quickly by August returns.

I hear you Mav just checking you on this, he makes a great point that higher dollar = lower commodities. Deflation is always the risk. Problem is these macro themed trades take forever to play out. I would think that China devaluing is pretty bad for emerging export based economies.

this is bs man he is a run of the mill deflationist, just cause oil is down 50% that doesn't have any effect on the economy does it??

brief recap of his ideas your mileage may vary...:) http://stockcharts.com/school/doku.php?id=chart_school:overview:intermarket_analysis

http://finviz.com/futures_performance.ashx?v=16 vol up crude down easy trade in hindsight is mav long ovx?

eventually lower commodities will drag down paper assets look at intermarket analysis from John Murphy dated but useful

wanted to bump the link for his book, thanks for the reddit link: www.fooledbyrandomness.com/FatTails.html

what's up with the bonds today?

welcome to September!!

did this really happen this week or was it a mirage?

they don't make it easy for either side Mav, thoughts from Dalio. Mav he often talks about spread markets, is he talking about listed markets: stocks, futures, bonds or something more specific he uses that term a lot...

ahem cough cough...do you and Mr Fisher have a secret handshake?

man what a rip!!

dumping into the close right on schedule!

just an idea nothing wrong with getting some popcorn and letting this settle out 1950 is an interesting area looks far away at the moment. China at some point is supposed to cut again.

Max if 1900 doesn't hold your firm will have lots of company, so there was a guy named spectre used to trade on es thread, was bullish on fed day so he laddered a buy stop order all the way up. Never saw a better trade than that, if you trade futures you can do this small maybe 1 or 2...

todays pivot on es is 1988, what?

everyone gets caught here and there, this last sell off was pretty quick and caught many people long, we'll see what happens.

you had a post a while back trying to open the thread a bit, there was a thread called global macro trading which was interesting to follow as a lurker. Per the usual et way it degenerated into arguing about nonsense, but still was an insightful thread. (Mav I don't see any chart attached on...

He is like a Chicago version of Oscar Carboni, there are some characters out there. Glencore should hire him as risk manager!!