Global Macro Trading Journal

ralph00 · Mar 18, 2011

Quote from Daal:

I fail to see how they can prevent the meltdown

Nice call.

Daal · Mar 18, 2011

Does anyone know where you can watch a video of this?
http://www.zerohedge.com/article/watch-ron-paul-and-jim-grant-discuss-monetary-policy-live

Daal · Mar 18, 2011

Quote from ralph00:

Nice call.

75% of it was CHF, which barely changed

Daal · Mar 18, 2011

http://pragcap.com/jan-hatzius-us-housing-is-close-to-bottoming

Daal · Mar 18, 2011

Quote from ralph00:

Nice call.

Thank you

ralph00 · Mar 18, 2011

Libya just ended military activity.

You appear to have sold the bottom with unusual precision.

m22au · Mar 18, 2011

Quote from Daal:

Does anyone know where you can watch a video of this?
http://www.zerohedge.com/article/watch-ron-paul-and-jim-grant-discuss-monetary-policy-live

Here:
http://www.youtube.com/watch?v=eVRy_aBO958
*ttp://*ww.youtube.com/watch?v=eVRy_aBO958

The Relationship of Monetary Policy and Rising Prices
17 March 2011
1 hour 25 mins

m22au · Mar 18, 2011

Quote from Daal:

I'm preparing for the worst. I'm switching a part of my currencies from my FX hedge basket from AUD, NZD, CAD(Synthetic ways to hedge the fact that my costs are in Brazilian Real and my assets in USD) to CHF and JPY

Just wondering why you don't sell USD/BRL ?

Why hedge with other currencies and take on the basis risk?

Daal · Mar 18, 2011

Quote from m22au:

Just wondering why you don't sell USD/BRL ?

Why hedge with other currencies and take on the basis risk?

Where can I trade that pair?Oanda doesn't have it, nor does IB. Right now I use combination of BZF(Real ETF), commodity currencies, other currencies(CHF,JPY), gold and silver and some naked USD exposure

Daal · Mar 18, 2011

Quote from ralph00:

Libya just ended military activity.

You appear to have sold the bottom with unusual precision.

I cautioned that I was not a nuclear expert yet I see no news that show significant improvement on the plant situation, matter of fact, reuters reports they are using trucks to throw water at the rods and the supposed power connection remains a 'plan' for the next few days
But if you dont think I'm worth being listened you might want to leave the journal