Global Macro Trading Journal

Deleted. Not fair to be talking about such thinly traded stocks. Someone is sure to get burned, and I don't want to be responsible. :cool:
 
spxrevenues.jpg
 
Why dividends and stock buybacks are important. Money in my pocket is money that can't be wasted by management looking to join bigger and more prestigious clubs.

FCX just vaporized 20% of the stock's value in a deal that stinks to high heaven, but don't expect the SEC to turn away from downloading porn on their government-issue laptops.
 
Back in 2010 2011 I speculated loudly and daily that the Fed would not have the guts to raise rates with the UR above 8% and iexpectations well anchored, the market paid a large premium to insure against that outcome. Today the fed says they won't even do it with 6.5% UR

"efficient markets" lol
 
To me the Fed is clearly buying insurance against the fiscal cliff even though they didn't admit in the statement. They are based in Washington so they must have special info that things are not going to be solved. This idea might potentially start to be realized by the markets over the coming days
 
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