Global Macro Trading Journal

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

  1. I had a strange dream last night about Xavier Hoover and Andrea Mellon fiddling while Rome burned.
     
    #4401     Jun 12, 2012
  2. Daal

    Daal

    http://www.athensnews.gr/portal/1/56199

    Pre election polls show small edge of ND against Syriza. Seem likely to me that either ND will win(They might or might not able to form a government) or Syriza will win but fail to form a goverment. In those scenarios the bailouts will continue(through the temporary government or ND)
     
    #4402     Jun 12, 2012
  3. ND and Syriza will form a coalition and are already (behind the scenes) divvying up government positions.

    HKD spiked higher (then fell back) overnight as Lam (who brought the peg in) says it may no longer serve the public interest.
     
    #4403     Jun 12, 2012
  4. Daal

    Daal

    Constructive action on Gold, I'm looking to add to my hedge basket if it continues to rise
     
    #4404     Jun 12, 2012
  5. Nice return volley from the bulls today. Extra points for stepping up so quickly on the heels of Monday's debacle.

    May look to establish some trend positions in gold miners tomorrow. Soros test is looking like a pass...
     
    #4405     Jun 12, 2012
  6. Daal

    Daal

    Ex HK CB Chief calls for review of the peg system
    http://www.igef.cuhk.edu.hk/igef_media/working-paper/IGEF/igef_working_paper_no_9_eng.pdf

    At the same time he says its likely to take a crisis to get the authorities to do something about it. I agree, I will monitor the situation there and take a huge position on the HKD when there is some kind of crisis situation. Currently the economic concerns plus China's easing bias makes it unlikely to me that they would change the system in any meaningful way(It would be like hiking rates but potentially worse)

    Its a shame their language is so foreign to me, if I were reading their newspapers and knew the authorities more closely I could potentially make a fortune predicting them, since I don't I will be forced into a guessing game

    If anyone know whats the best way an english speaking person can keep up to date with the developments in Hong Kong, let me know
     
    #4406     Jun 13, 2012
  7. gmst

    gmst

    what is soros test? Never heard it before. Thanks in advance!
     
    #4407     Jun 13, 2012
  8. Daal

    Daal

    #4408     Jun 13, 2012
  9. #4409     Jun 13, 2012
  10. Other then overall 'cheapness', is there a reason you prefer the gold miners over gold?
     
    #4410     Jun 13, 2012