I think Paulson said in one of his recent newletters how he reduced his net long exposure to 60% sometime in May/June after the Sino-Forrest...
I think Madoff's sharpe was around 75. So yes, it is possible.
I am looking at all liquid future markets. Equities (US, Asia, Europe), commodities (oil, gas, gold, corn etc), currencies and bonds. The daily...
I find it to be 1:1 identical to the fall/winter 2008 weeks. Enjoy it while it lasts.
Those brutal telegraph pole candles in the bond charts IMO pretty much means that for the time being the GDP trend-line growth recovery is buried....
These guys are having a field day today, laughing all the way to the bank.
Haven't heard much rah-rah'ing from the Germans over how horribly bankrupt the UK is recently, wonder why (from FT Alphaville) [img]
Consider though that there are dozens of value mutual funds that (combined) are probably as big as Paulson, Tepper etc. and are loaded with the...
Well it sure is heartening to see BTPs rallying to 30 day highs while the DAX is crashing. The Germans really are merciful martyrs.
Obviously these idiotic buy the dip one-liners work great in a bull market. However, how would that "buy when others are fearful" idea have...
Or what about those guys selling covered calls as a hedge.. or for "income"? How are they doing this month?
Interestingly, TIPS are once again rallying big today, breakeven inflation expectations barely edging down. We're something like 65 bps above the...
I am quite sure Weber is breathing a sigh of relief that he threw in the towel. Pretty good timing.
How's that capitulation working out for you?
Which is extremely puzzling because he apparently shorted something like $5bln worth of naked equity index puts right at the top.
So when is the ECB going to cut rates again? 2008 hike & cut deja vu.
I have that keyboard. Keys aren't lit, I'm still very happy with it. No charging, never empty. Excellent keyboard.
Right, like all those -300 and -400 days in Oct/Nov 2008 indicated. Can't go wrong.
Anyone remember those op-eds from a year or two ago "We're not Japan"? Japan 2y @ 0.15% US 2y @ 0.28% DE 2y @ 0.89%
Getting stopped out of a good deal of my currency (long) positions here. Not short currencies (vs. USD) just yet but salivating at the potential...
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