Search results

  1. M

    Trading with Windows 7

    I'm using Windows 7 64 bits, 8 gb ram, quad core. TWS/Java/TWS API/Excel/Tradingblox/eSignal. Everything working fine, no complaints.
  2. M

    WHat will happen when this new bubble pops?

    It is interesting how we all think we're so very contrarian to the rest of the world. The deflation fans and the hypterinflationists, the bulls and the bears, the gold bugs and the Dollar bulls. They all think they're part of a tiny minority and the rest of the investment world must be in for a...
  3. M

    Deep thoughts of Hugh Hendry

    He's down around 7% YTD (EUR fund).
  4. M

    What tools are missing if I start a hedge fund today ?

    http://institutions.interactivebrokers.com/en/software/pdfhighlights/PDF-PrimeBrokerServices.php?ib_entity=inst
  5. M

    Deep thoughts of Hugh Hendry

    Good ole' Hugh appears to speak in more convoluted language the more the markets disagree with his thesis. I had trouble understanding what the hell he was trying to say, but it doesn't seem he changed his tune too much.
  6. M

    Faber: Gold won't drop below $1000 per ounce again, ever

    Faber has a record is a little better than 50% accoding to CXO, a tad better than rolling dice. Much better than most of Wall St. still, which are much much worse. He made many excellent calls, specifically his focus on dollar weakness and a secular precious metal/commodity bull market. But...
  7. M

    Faber: Gold won't drop below $1000 per ounce again, ever

    Can't happen cause he says it won't?
  8. M

    Faber: Gold won't drop below $1000 per ounce again, ever

    So simply because a trend is going in a certain direction we can proclaim with certainty that "asset class X will never trade above/below $YYY Dollars ever again"??? I had no idea trading was this simple!
  9. M

    Will we ever see Treasury yields above 8%?

    Rosenberg had several articles on this. Babyboomers (disillusioned with speculative investments blowing up in their faces shift from a capital gains focus to an income focus) and US banks potentially stand ready to soak up US bonds. Private individuals used to own a much larger bond share in...
  10. M

    Will we ever see Treasury yields above 8%?

    Very interesting. It appears to me (just anecdotal) that many of the vocal gurus calling for 20% yields grew up/started their careers in the 70s, regarding that period as "the norm". Faber, Rogers etc.
  11. M

    Is The US Re-Industrializing By Weakening the Dollar ?

    UK did it in 1992/1993.
  12. M

    Is The US Re-Industrializing By Weakening the Dollar ?

    Re-industrialize? Was it ever de-industrialized? Don't confuse job destruction through productivity gains with actual output destruction in the manufacturing sector. Contrary to popular opinion, the US share of global manufacturing output has been stable over the last two decades.
  13. M

    Will we ever see Treasury yields above 8%?

    Answer: It will happen once JGB yield rises to 8% :cool:
  14. M

    japans mkt flat from 5 months ago

    Time to short N225??? :cool:
  15. M

    Faber: Gold won't drop below $1000 per ounce again, ever

    Faber should put his money where his mouth is and sell far out naked $1000 strike GC puts in size. That would spice things up a bit. But then again, I know what you mean, he can very well be correct. For all I know it's about as feasible for gold to go to $500 as it is to go to $5000...
  16. M

    Faber: Gold won't drop below $1000 per ounce again, ever

    Anyone else reminded of the infamous "Stock prices have reached what looks like a permanently high plateau" line? :cool: Nov. 11 (Bloomberg) -- Gold won’t fall below $1,000 an ounce again after rising 27 percent this year to a record as central banks print money to help fund budget...
  17. M

    China's record debt spending to keep economy growing has economists "very" worried

    Going long and short currencies, G7 gov. bonds and all major commodities. Specifically in currencies I would expect epic moves. I don't know which direction, but the market will tell us once it unfolds, giving all of us plenty of time to place our bets. The magnitude and duration of the moves...
  18. M

    China's record debt spending to keep economy growing has economists "very" worried

    Once China nosedives the volatility in global markets could be unprecedented, considering China's current role in fixing global exchange rates, US bond prices and their consumption of global commodity production. They have multiple trillions of dollars at work fixing a system in place that might...
  19. M

    Hedge Funds BlueCrest Said to Prepare Geneva Office as London Taxes Rise

    Taxes in the UK (and the rest of the G7) will skyrocket. 50% is nothing yet. What about 60 or 70% marginal top tax rates?
Back
Top