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Interesting comment by Soros " Q) What made you so successful in the financial markets? A) As I mentioned before, I have developed a conceptual framework that gave me an advantage. It is about the complex relationship between thinking and reality, but I have used the market as a testing ground...

Turns out cloth masks are worthless and even higher grade masks don't help, they might be even be harmful. lol, this whole corona thing is a mess https://themodelhealthshow.com/maskfacts/

dropbox.com/sh/bkvnxsr7u27twgu/AADotAPPZpfUWZZdC4dNnxxra/David%20Capital%20Partners%20Q2%202020.pdf?dl=0 An interesting HF letter talking about herd immunity

I tend to agree with that. Corona has made Debt to GDP ratios and deficits are so absurd that they will crack down hard on law tax jurisdictions and perhaps this recent banking changes are the start of that. However, moving out of my country is completely off the table for me, my family is...

I'm considering HK and Singapore but they will come with their headaches as well, such as -accounting costs -audit costs -the chance that they will start to charge tax on offshore profits in the future From a look at some websites it seems that the annual cost of accounting+audit of a trading...

An excellent source for trade/investment ideas https://miltonfmr.com/hedge-fund-letters/

IB is shutting down my account "Urgent Matter Regarding Your Account Dear Client, Due to changes in our requirements for organizational accounts from your jurisdiction, we've determined that we are no longer a good fit for your business and will be terminating services for your account. We...

Bad news for people like me who have IB accounts of entities in a low tax jurisdicitions "Urgent Matter Regarding Your Account Dear Client, Due to changes in our requirements for organizational accounts from your jurisdiction, we've determined that we are no longer a good fit for your...

https://markets.businessinsider.com/currencies/news/gold-bitcoin-price-outlook-will-soar-higher-liquidity-government-novogratz-2020-7-1029440249# "Novogratz added that retail investors who had focused on tech stocks might now be flocking to bitcoin and gold." #BTC40K

US Dollar Index bellow 95. I'm going to start to diversify futher outside US dollars. My first currency of choice are Australian Dollars. I like the fiscal situation there. Its a lot better than many of the other alternatives (Euro, Japan, etc)

Gold, Chinese stocks and bitcoin have been performing pretty well lately. What started as a shitty year might end up as being pretty decent, investing wise

So, about that Ackman $4B SPAC. I dont like it, Ackman doesnt have a good track record (or a track record at all) investing in tech companies. Or unicorns or anything like that. He might say Starbucks is a tech company or whatever, but I dont buy it. It feels like his ego is starting to get to...

Interesting

"Protesters outside Amazon's Jeff Bezos’ home set up guillotine" https://www.foxbusiness.com/lifestyle/amazon-driver-abandons-delivery-van-viral-tweet It looks to me that the US is on the verge of a social revolution in terms of wealth distribution, all it needs is a catalyst. In terms of race...

The challenge is access to instruments to trade that. I do not see HKD or Saudi Rial options on IB. Even USDCAD options (through CAD futures) dont go out that far. So maybe way OTM gold calls is all that is left

Interesting trade idea " So what is the "unbound by other people's money" Hendry doing with his money? "I am long gold, I'd be long equities, and I would be long FX volatility... the Saudi peg's not gonna last, Hong Kong's peg's not gonna last...because the world is gonna change." "...

https://markets.businessinsider.com/news/stocks/billionaire-investor-chamath-palihapitiya-models-firm-warren-buffett-berkshire-hathaway-2020-6-1029349522 This is an interesting investment opportunity to be analyzed in the future. Whether Chamath is doing that because he wants others to have an...

Use DasTrader for IB as front end and all your problems would be solved

I would just like to remind you that a similar thesis is the reason why Glassman and Hassett thought the Dow would go to 36,000

I'm seeing right now a presentation in Brazil talking about US high yield where they used some formulas based off historical regressions to extract the implied US default rate based off current junk bond market pricing. And its around 5-7% implied. The realized is already at 5% and in 2009 it...