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Dead Government Walking http://www.marketfolly.com/2009/11/dead-government-walking-hedge-fund.html

I don't buy it. Cap rates are still rising.

I believe Wisdom Tree Funds offers an etf that tracks the value of the renminbi. Its a fairly liquid etf.

This is a total and complete non-event. I'm sure even BLSH realizes this and simply posted the story because that's what is expected of him.

For a decade or longer, many never believed the yen carry trade was occurring either. Yet it was occurring, just as the dollar carry is occurring now. As the man in Jurassic Park said, "Life will find a way"

Re-read his chapter on the Delphic Oracles and the Fed.:)

That GDP and earnings are related is so self-evident that its absurd to even make that point, unless you're a teacher of 9th grade social studies. This thread was started because the OP thought it weird that stocks were up on a day when the GDP report printed negative, and my first post was a...

Are you joking? I can guarantee you one thing, if GDP went to zero, markets would have tanked long before gov't statisticians got around to reporting it, and chances are markets would rally once reported. Name one successful investor on the planet who would take a position (for anything...

I call BS. Since when does a hedge find like Tudor's show their cards to the world like that. That entire letter was nothing more than a compendium of conventional wisdom like that found on CNBC every day. My guess is that positions in Tudor's funds bear very little resemblance to those...

Outlaw 52" LCD and Plasma TVs, cancel American Idol, and make all sporting events payperview - only then might you see a little unrest.

His 15 minutes are up.

^^^ Real original stuff. "Hey, I'm going to sound like a real sophisticated dude, and toss away any comments made by George Soros as nothing more than George 'talking his book'." DId you read the article? He makes the perfectly valid point that banks shouldn't have prop trading desks that...

Seriously, the GDP report has about zero value in telling what equity prices should do. As for the currency markets, GBP has been on a tear lately and it looks like some are using the report as an excuse to sell.

What in god's name are you talking about? I wasn't aware that BAC is any safer than any other bank.

http://www.showdowninchicago.org/index.html

Yes. First you must spend a few years w/the SEC or Treasury or the Fed "regulating" the likes of Citi, GS, JPM, BAC, ... Then you may leave the gov't job for a job w/one of the entities you have been "regulating", whereupon you will receive bonus after bonus after bonus. Now, with your...

krazykarl and convertability seem to be in a competition for the most ignorant post award.

^^^ Of course. The question before the court is where will the new asset bubble be? Smart phone stocks, treasuries, gold, Goldman Sachs, foreclosures in SoCal, ...

How did that experiment in lower rates for a "considerable period" work out.:D This time will be different - there will be no telegraphed 25 bp increases over a period of years. There will be no 0% rates for a "considerable period" while the committee believes the economy "continues to...

Things booming in the formerly depressed, old industrial areas of Southwestern PA as well ... http://www.technologyreview.com/energy/23694/page1/