Those of you that point to cheap housing in other areas to justify that there is not a bubble are missing the point. If they havent increased in...
No offence taken and good to get local feedback. Like everything it is not black and white. I was not implying that your manufacturing export...
The point to be made here is that in trading timing is everything. Now I realise that this is a trading forum and as such I expect you guys to...
Question Did you see oil at these levels say 6-7 years ago- Rogers did. You seem certain that oil wont see $100 but that is based on what?...
It is only a matter of time before the yen appreciates. But predicting when is a folly. Because you have had a very long trend down for over a...
I have the utmost respect for him. He correctly called the commodity bull market that we are all experiencing now back in the late 90s when the...
All these old fart should jsut retire for good... I remember a similar comment made about Buffet during the tech bubble. The commentator was...
"You need more than growth slowing down to bring prices down," Look back to 97 when oil hit $12 barrel. that was due to growth slowing not...
What i cant understand is why everyone forgets what happened to crude price during the asian crisis. It only took the perception that world demand...
He has responded with 85 trades in January, and I now say "well done!". His market neutral strategy has an obvious upside bias- otherwise how...
I must have missed his examples where are they?
"I was mostly long/short neutral in equity" This statement implies a hedged strategy. Which implies a concern for risk. This implies more than...
You may have thought you were fully hedged but to get those sort of returns I would doubt it. Give us an example of any/all the trades that you...
taodr wrote They are now saying there is no real estate bubble but there clearly is Wasnt it Greenspan who admitted after the stock market...
Look at Australia. They flew through the asian crisis due to a DEPRECIATING AUD and FALLING interest rates(sound familiar?). They now have a...
Separate names with a comma.