Cool. Thanks for the clarification.
Since I am into math, would you mind (if you got the time) explain your approach and methodology? I believe it would give me a good perspective of...
Martinghoul, I see you are completely opposed to the use of Kelly or Optimal F. In your opinion which are the better rules to go by?
Since you like throwing ideas and you talked about numbers lets see something imaginary. An uncle gave you $2 Billion (with a B). You decided to...
Daal You are indeed rambling but you are also throwing lots of ideas through that rambling so keep it going. :P I would love to throw some ideas...
Good would be nice to see how this one unfolds especially for Ackman. I respect the guy and wouldnt want to see him out the market. I kinda enjoy...
Do you still hedge PSH with VRX or did you drop it?
Thanks for the quotes from O'shea. I understand his thinking better now. I agree that it is better to try to become better at adjusting quickly to...
Thanks a lot for all your replies. Hope you continue posting some macro ideas here. :)
Thank you very very much for all the info. A last question: Do you read any of the forecasts/outlooks that big banks/investment firms post like...
Also what are the most important ''indicators'' on a macro approach? I remember you talking alot about NGDP. Which would you say are the most...
Thanks for your detailed reply. Yes please share your bookmarks if possible either through PM or here. I suppose you are talking about the *all...
Hello Daal First of all, great thread. Really enjoyed reading it. I could though say that I was a bit disappointed when you switched from Macro...
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