Global Macro Trading Journal

Discussion in 'Journals' started by Daal, Feb 25, 2011.

  1. He's lucky gold looks to have stabilized. If gold drops 20%, you'll never hear of this guy again until his daughters start showing up in homemade sex videos with members of the Bennington College lacrosse team.
     
    #1641     Oct 3, 2011
  2. Check how Paulson plays the gold theme. Throught the miners and man they have been bleeding like it's 1999.

    All that is left is to pray now. :p
     
    #1642     Oct 3, 2011
  3. Daal

    Daal

    Today's move in the financials CDSs gives me the 2008 shills
     
    #1643     Oct 3, 2011
  4. It's quite humbling I would say for governments and policy makers around the world how they are all prety much defenceless against market forces.


    Which doesnt means they will stop trying.
    :p

    I picked up a nice Martin Armstrong quote recently on the matter:

    "You cannot force capital to flow to unprofitable regions any more than you can force water to flow up instead of down."
     
    #1644     Oct 3, 2011
  5. Daal

    Daal

    Does anyone know the best way the retail man can bet on a yen collapse through derivatives?
     
    #1645     Oct 3, 2011
  6. Specterx

    Specterx

    Collapse vs. what exactly? USD, gold?

    Maybe buying long-dated OTM calls on Japanese shares?
     
    #1646     Oct 3, 2011
  7. I don't know of a good way that doesn't involve having to roll the position constantly.
     
    #1647     Oct 4, 2011
  8. Daal

    Daal

    How 'constantly'?Are these options on Yen futures at the CME?
     
    #1648     Oct 4, 2011
  9. Daal

    Daal

    USD
     
    #1649     Oct 4, 2011
  10. Daal

    Daal

    Next year FOMC changes
    Out:
    Charles L. Evans, Chicago
    Richard W. Fisher, Dallas
    Narayana Kocherlakota, Minneapolis
    Charles I. Plosser, Philadelphia
    In:
    Jeffrey M. Lacker, Richmond
    Dennis P. Lockhart, Atlanta
    Sandra Pianalto, Cleveland
    John C. Williams, San Francisco

    Lockhart has been a dove lately. Committee will get more dovish
     
    #1650     Oct 4, 2011