Search results

  1. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    I very clearly pointed out that the question doesn't really make sense given that it isn't possible to disambiguate the effects of going through a significant recession every 3-4 years and interest rates. But if it gets you to answer the question you've been trying oh so hard to dodge for post...
  2. S

    The Economy Does Much Better Under Democrats. Why? (NYT)

    No one disagrees that a sovereign debt crisis is bad. What's far from clear is what level of deficits in the U.S. cause a sovereign debt crisis? Especially this time around when the entire world was hit by the same COVID economic shock and every country has ballooned their debt. That would...
  3. S

    News articles about the Financial Transaction Tax

    Interesting to see how much the GOP has changed from a states rights party to a federalist party, at least when it serves them. With that logic you should ban state's from charging any income tax to out of state residents, most of whom do on income sourced in that state (be that resident a...
  4. S

    Asymmetrical trading ideas / Finding a fund or family office to work with.

    So you just made that up then, thanks for clarifying.
  5. S

    Asymmetrical trading ideas / Finding a fund or family office to work with.

    I'd be very interested to see your source for that bit of information?
  6. S

    Asymmetrical trading ideas / Finding a fund or family office to work with.

    You appear to be assuming "beating the S&P" is the goal of most professional investors. Anyone who runs a bond fund is at least long term fails to beat the S&P. Does that reflect poorly in their skill as a professional investor optimizing the investment class in which their investors sought to...
  7. S

    I’m of the belief we’ll never see asset deflation again

    It's a novel concept that low wages drive inflation. You should publish the paper where you show how that works, I'm sure there are lots of people who would be interested to read about the data and methods you used to come to that conclusion!
  8. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    I get it, you don't like the FED and they've made mistakes. You can stop repeating that over and over and over, I've never disputed that. For now the fourth time, what is your evidence that laissez faire is a superior model? Can you answer just one of the questions I've asked, sir, at long last...
  9. S

    Exploiting the ghosts

    Sorry. While I'm being a jerk, I'll go ahead and let you know that Santa's not actually a real guy and there is no tooth fairy:)
  10. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    You get rid of the Fed you get rid of the ability of anyone to raise rates to stop inflation in the future. Why would you want to tie your hands like that when we know it's been needed in the past? What happens when inflation starts up again under your model? I'm also baffled by your internal...
  11. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    Why would you want to get rid of it when having an organization of smart people actively controlling the amount of money in circulation has demonstrably reduced the number and severity of recessions and by your own admission was the only thing that was able to stop the stagflation we had in the...
  12. S

    Asymmetrical trading ideas / Finding a fund or family office to work with.

    Agree with all and I'd expand to say that no-one is looking for a person with THE golden egg that they've developed. They're far more interested in hiring geese who can lay golden eggs in a somewhat repeatable fashion. In which case the fact that they can steal your first investment thesis is...
  13. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    I The teenagers seemed to have managed inflation pretty well in the 32 years since Volcker (Volker was U.S. Ambassador to NATO in the GW Bush administration) stepped down from the fed in 1989. But I'm confused, do you want to get rid of the Fed or the Fed has the ability to crush inflation...
  14. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    Call it whatever you like, we had a much more hands-off approach to reducing the number and severity of recessions in the past and as I showed we had far more and more severe recessions. The experiment of the last 150 years has showed a hands on approach, as imperfect as it may be, yields...
  15. S

    IB Smart routing and trade execution - tax perspective & wash sale rule

    I think you're getting wrapped around the axel on something that's irrelevant. If you started out flat and ended flat then you made one round trip transaction. A wash sale doesn't even start until you subsequently buy the same or substantially the same security, so you're one step away from that...
  16. S

    Exploiting the ghosts

    Also the guiding principle for everyone who believes in Q-Anon, that the moon landing were faked, and that the earth is flat. Classic case of sampling the dependent variable. You could also do a comprehensive study of 1,000 highly successful people in business and find that they all had one...
  17. S

    Am I trading on margin on Interactive Brokers?

    I'd add to the OP that if you don't understand the very basics of margin trading, you have no business opening a margin account. And you don't appear to understand the very basics of margin trading. This forum is a good resource for asking questions, but it's a bit rude to not even do some...
  18. S

    SEC fees slashed 77% this year!

    But wait a minute, I thought we were all screaming about how the SEC was going to unilaterally impose an FTT because.....'gumnt! Could it be that they adjust the SEC fee entirely by formula as they are directed to by the enabling legislation that was passed by Congress and signed by the...
  19. S

    Asymmetrical trading ideas / Finding a fund or family office to work with.

    What is your Sharpe or Sortino ratio? Your max drawdown % over the past 5 years? What is your correlation to the S&P 500? I don't actually want to know those things, but anyone who funds you will plus a bunch more. Before you spend any time trying to find funders, it's probably in your best...
  20. S

    What will happen in the economy if 10 year treasury yields hit 5.3% like in 2003?

    This was what we saw in a 50 year chunk of time before the Fed (3rd column is duration of recession, last column is time since last recession). Compare that to the last 50 years. We also haven't completely cured cancer yet, despite having thousands of the smartest medical minds working on it...
Back
Top