Recent Content by shawnp

  1. Global Macro Trading Journal

    What I meant is that AAPL's sentiment is currently very bullish. If all the analysts were extremely bullish on the SPX, then that would parallel...
    Post by: shawnp, Apr 11, 2012 in forum: Journals

  2. Global Macro Trading Journal

    Agree with almost everything you've stated! I do have a bullish bias for the US stock markets for this year too, generally for these reasons...
    Post by: shawnp, Apr 11, 2012 in forum: Journals

  3. Global Macro Trading Journal

    Would you consider using TAO, it's a purely Hong Kong property etf. However it trades only 150k - 200k usd a day and I'm not sure how easy it is...
    Post by: shawnp, Mar 25, 2012 in forum: Journals

  4. Global Macro Trading Journal

    Your "devaluation mode" refers to CNY? My understanding is that whichever way CNY moves, HKD will gradually move to using CNY as a reference for...
    Post by: shawnp, Mar 25, 2012 in forum: Journals

  5. Global Macro Trading Journal

    I remember reading the summary last year. After going through the whole piece by Ackman, it's a fascinating piece of research, and I do agree with...
    Post by: shawnp, Mar 25, 2012 in forum: Journals

  6. Global Macro Trading Journal

    What's your rationale behind this trade? My opinion is that the HKD reval (/repeg to the RMB) will be a gradual process. Hong Kong depends alot on...
    Post by: shawnp, Mar 24, 2012 in forum: Journals