Global Macro Trading Journal

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

  1. Given they're pretty much the only buyer arnd and there's a LOT of sellers, that's, unfortunately, not the case. They sure wish it were.
     
    #2101     Nov 9, 2011
  2. gmst

    gmst

    thanks that was a cool explanation :cool:
     
    #2102     Nov 9, 2011
  3. Ralph, doesnt the illiquidity of real estate bothers you?

    I don't know the exact specifics of how these things go but over here selling real estate might take 6 months before you see your money.

    A long time in today's circumstances no....
     
    #2103     Nov 9, 2011
  4. Well, I'm not selling anything at the moment and have no real plans to sell. Sales tend to go very quickly if the price is right and financing is available - not the case right now, but there's no regulatory reason or government law standing in the way of moving stuff fast (which I'm assuming you're referring to).

    It's been a good business I would recommend to nearly anyone if done the right way.
     
    #2104     Nov 9, 2011
  5. Daal

    Daal

    CDOs redux
     
    #2105     Nov 9, 2011
  6. GMCR :p
     
    #2106     Nov 9, 2011
  7. Daal

    Daal

    Hey Martin or someone else
    Any clues on why the trade short EUR vs European $ haven't been working on risk off lately?
    Ever since the CHF was burried it seems that the EUR RALLIES against them on risk aversion. I took some heat on EURSEK and EURNOK today
     
    #2107     Nov 9, 2011
  8. Beats me... I think it's taking the thesis that EUR might go anywhere when/if the bad guys, including Italy, exit the EMU.
     
    #2108     Nov 9, 2011
  9. jj90

    jj90

    What's the nuke point for Italy? 8, 9 ,10%? It's been mentioned before somewhere on ET but I can't find it currently...
     
    #2109     Nov 9, 2011
  10. Daal

    Daal

    Tsang says Ackman will lose a lot of money on his HKD bets. This seems right to me, but the recession he predicts will mean further profits for shorting HK stocks.

    The trade I put on seems solid(Long HKD Short EWH), it will only lose money in a softlanding which are rare after bubbles and it doesn't seem likely to me given the imbalances there
     
    #2110     Nov 9, 2011