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Sounds more like Prussian, not to say 3rd Reich.

It's not like Case-Shiller is tradeable in any liquid form.

The Germans and the French. Dumb and dumber.

Copper acting horribly again and is back within spitting distance of the recent lows. Curious to hear the rationalization of the perma-bull excuses on bubblevision once a break of the $3 handle sparks another bout of selling in the commodity/materials equity space.

The Europeans act like a bunch of clueless fools. Signs of panic and desperation.

They targeted nominal GDP w/ QE2 and it misfired.

Germans should know to be more tactful whenever talking about a 'final solution'.

If you look at 'market impact' then guys like Schiff or Rogers have no impact at all. Nobody trading professionally listens to them for their day-to-day trading decisions. When real money guys like El-Erian/Gross or Soros speak then sometimes I get a feeling it impacts markets, if only for...

Getting stopped out on about half of my USD longs at a loss that I put on about 2-3 weeks ago. Quick 'n painful. Will play the USD short side if we can build good bases in the FX charts around these levels and then break out.

If you can wait until a few hours later try the Hong Kong index futures @ the HKFE. I believe they're highly correlated to EWH.

From what I recall Paulson started the first short credit fund in the summer of 2006 and probably was underwater in the single digits or low double digits tops until late 2006 when the ABX indexes started turning way south. By the time New Century went bust in Feb/Mar 2007 his subprime short...

Paulson's Advantage Plus flagship fund reported to be down 48% YTD. It's peak AUM was $19.1 billion during Spring of this year. So they pi**ed away a cool $8-9 billion in that fund alone. Drawdowns of 50% are levels when senior staff will usually consider 'other oppurtunities' as high...

Got Bunds? :cool:

Options are equivalent to positions in the underlying paired with certain mechanical stop/entry/re-entry and re-balancing rules. For those who believe that options are a superior means to establishing long-term positions with a defined max loss because you won't get blown out of a position...

US Financials are about 13% of the SP500 right now. That's from 20+% during the 2004-2007 leverage bubble years. The historical average is closer to 10-12% so yes, over time the financial system can digest the banks and financial industry shrinking relative to the indexes. I believe over the...

The German malaise will be over when Merkel declares they will nationalize Commerzbank, let the shareholders and taxpayers bear the losses and convert it into one of the many heavily subsidized state-run banks in Germany.

Market won't buy into the reality of a US recession unless claims start to come in north of 450/455k.

2008 + Legg Mason's Bill Miller = 2011 + Fairholme's Bruce Berkowitz http://www.bloomberg.com/apps/quote?ticker=FAIRX:US

Schauble is like a deer in the headlights.

Anyone remember the gloating and arrogance between the lines in Paulson's 2010 year end letter? I wonder if they'll reprint that fancy C chart in the 2011 edition showing how they made a cool billion in Citigroup.. and then gave everything back.