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    Global Macro Trading Journal

    I was thinking that one way to potentially mimic the Apple reliability is to buy a Dell machine with a 3 year warranty (with the option for home pickup). The extra cost for the warranty will mean it will cost a similar price to the apple computer but it will be a true windows machine that will...
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    Global Macro Trading Journal

    Absolutely. And the higher the income/hourly rate of the person, the less they can afford to have a product go bad on them and having to waste time with tech support/fixing things. A lot of the 'apple fan boys' that are made fun of, are actually just people that can't waste 3 hours dealing with...
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    Global Macro Trading Journal

    http://www.zdnet.com/article/apples-macbooks-still-the-most-reliable/ Good article talking about Apple, reliability and customer satisfaction. Some anti-Apple folks don't seem to understand this, the funny thing is that their dads usually do understand that when they recommend to their sons not...
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    Global Macro Trading Journal

    I'm still not able to trade bitcoin directly as the dealers take forever to approve documents, process wires, etc. But I was able to put some trades on proxies like GBTC and MGTI. Hopefully, this tank will cool off the interest and the dealers will get a break from so many people opening...
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    Global Macro Trading Journal

    Bitcoin down about 1/3 from the high and Ethereum almost 50%!
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    Global Macro Trading Journal

    Absolutely, that's why I believe this convexity stuff goes hand in hand with a mindset shift. If someone is a pessimist, they will have a hard time keeping a stock that is going up, they will sell bitcoin at $5 , etc etc. Is it possible to make a lot of money being a pessimist on convexity bets...
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    Global Macro Trading Journal

    This type of thinking (not taking no as an answer) has been shown to be revoluationay in tech by Jobs, Musk and others. But it could also be applied to other areas of life, even in the public sector. Could you imagine what would a Jobs like President could do? Humans have probably only scratched...
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    Global Macro Trading Journal

    https://www.bloomberg.com/view/articles/2017-05-26/labels-matter-what-to-call-the-stock-rally
  9. D

    Global Macro Trading Journal

    Amazingly, I was able to collect Brazil monthly return data from 1968 to 2016 (BR stocks, BR fixed income, US stocks, US fixed income and Gold). Previously I only had yearly data, which smooths out the volatility of many assets. With this monthly data I will be able to get some cool...
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    Global Macro Trading Journal

    https://www.brookings.edu/wp-content/uploads/2017/05/es_20170523_bernanke_boj_remarks.pdf Bernanke Japan Deflation
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    Global Macro Trading Journal

    Apparently the Tesla Model X is fully capable of autodriving itself, including dealing with traffic lights, turns, speed limits, other cars etc but due laws and regulations Tesla has that option turned off right now. This is remarkable because they were barely able to put together the first...
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    Global Macro Trading Journal

    Here is a great video talking about some of the security issues when dealing with Bitcoin
  13. D

    Global Macro Trading Journal

    This bitcoin thing has been running hot for a few months, but if you use the Tech bubble as a guide, there could be a lot more time left on this thing. Key is to use stops, risk control and pick good entry points. A prudent speculator ought to be able to extract some good profits there. Also...
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    Global Macro Trading Journal

    I'm listening to the audiobook Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance and its helping me understand a lot of new ideas about convexity, specially as it related to equity investments. Part of the secret of Musk success appears to be a Jobs like obsession...
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    Global Macro Trading Journal

    I still haven't gotten around to finishing my eCoins/crypto accounts setup, its tough because I have to trade under a corporate name and these sites are so overloaded with new accounts, they are taking forever to approve the documentation. I'm finding that is quite hard to buy high quantities...
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    Can you short these coins against the USD?

    Yeah, owning this stuff on a private key seems hmmm key
  17. D

    Global Macro Trading Journal

    The SPY Trump impeachment sell off was a good example of my Uber theory of sell offs. All the marginal holders that were thinking of selling in the short-term pilled up on the sell side that day, but there was no fundamental shift in the market perception of the fundamentals. As a result, once...
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    Global Macro Trading Journal

    Now that I thought more about it, this TetherUSD thing seems really dangerous. I wouldn't store eCash there at all. Essentially, you take all the risk of having digital money(fraud, governments shuting sites down, bank accounts being frozen) but none of the rewards (no price appreciation). Here...
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    Global Macro Trading Journal

    "Tether is registered as a Money Services Business with the Financial Crimes Enforcement Network of the U.S. Department of the Treasury (MSB Registration Number 31000058542968). Tether is establishing a relationship with a U.S. financial institution for purposes of better servicing Tether users...
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    Can you short these coins against the USD?

    Yes, this is wild west capitalistm. That tetherUSD site is just begging to be shutdown by the big brother Uncle Sam so whatever one does here, got to be with small size and being very careful
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