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Final thoughts from Buffett http://www.cnbc.com/id/15840232?video=3000008224&play=1 http://www.cnbc.com/id/15840232?video=3000008230&play=1 http://www.cnbc.com/id/15840232?video=3000008294&play=1 http://www.cnbc.com/id/15840232?video=3000008264&play=1...

I'm short the EUR against the JPY, CHF and a small amount against the USD(It was bigger but I cut as it went against me)

Essentially is a bet that euros will be sold as capital flees the EU and countries in trouble(maybe even in default) decide to leave the currency block, then they have to sell to buy the new national currency. ECB tightening might actually make this process happen sooner rather than later by...

I believe he made money on that dollar trade even though he lost in 2005

More Buffett http://www.cnbc.com/id/15840232?video=3000008259&play=1 http://www.cnbc.com/id/15840232?video=3000008258&play=1 http://www.cnbc.com/id/15840232?video=3000008219&play=1 http://www.cnbc.com/id/15840232?video=3000008260&play=1 http://www.cnbc.com/id/15840232?video=3000008223&play=1

Buffett on CNBC http://www.cnbc.com/id/15840232?video=3000008247&play=1 http://www.cnbc.com/id/15840232?video=3000008248&play=1 http://www.cnbc.com/id/15840232?video=3000008249&play=1 http://www.cnbc.com/id/15840232?video=3000008250&play=1...

Bernanke said he was worried about the non-extension of the debt limit because the Treasury has a limited amount of cash to make payments of principal and interest in the outstanding debt and thus could be forced to default. It seems that he is overstating that case just to get congress to not...

hey man, free feel to post your analysis and trades

Welcome, looking forward to your insights

Why?

With Fed futures I only pay my taxes in my home country since foreign citizens and corporations are exempt from US capital gain taxes as a long they file a W8-form every 3 years. With NLY, the money is subject to all the salaries, bonuses, compensations of that company THEN I have to pay...

Since late 2008 they have been my bread and butter in my portfolio(I was actually betting on that since 2007, but I used the stock NLY, which didn't go too well when the GSEs went into trouble)

Yes, I've been missing out on some of these gains because since 2008 I've been reluctant to buy back commodity ETFs. First I wasn't much bullish in the US economy then I started to be worried about China. And I'm still worried, but I made a mistake, I should have gone back in with a much...

Rosenberg is still on deflationary camp http://noir.bloomberg.com/avp/avp.htm?N=av&T=Rosenberg%20Sees%20Recessionary%20Indicators%20for%20U.S.%20Economy&clipSRC=mms://media2.bloomberg.com/cache/vkyvY.cXRECA.asf He always struck me as someone who has a hard time admitting to clients he was...

I'm creating a new journal that I believe has a more up to date name and might attract more people interested on global macro http://www.elitetrader.com/vb/showthread.php?s=&threadid=215992 I will stop adding entries to this one

In this journal I will write about my experiences making a living through global macro trading. I have been actively trading this style since late 2006. My returns have been as follows(These the type of returns that I consider the only ones worth talking about, that is returns 'on networth...

Plosser yesterday now 'Fed May Need to Taper $600 Billion in Purchases, Bullard Says'

The higher oil goes I'd expect more and more speeches coming in the hawkish side. Just like the article I posted a few days ago that shows they tend to act when inflation data comes out higher than expected they speak like hawks If anything, this will show the markets QE3 wont happen and the...

Not to mention that QE1 was set to end in late 2009 and all they did was slow the purchases and extend the time period, they did not increase even though the labor market was getting junked

This is true but if you look at what really correlated with past Fed balance sheet actions, two things stand out. iexpectations and M2 The Fed talks about employment all day but they dont act as if they cared. The UR hoved around 9%+ for months after QE1 and they did nothing, in fact they...