Global Macro Trading Journal

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

  1. Daal

    Daal

    upload_2016-12-6_12-0-15.png

    upload_2016-12-6_12-0-34.png

    I see these as negotiation tactics, not socialism, or mental illness
     
    #6401     Dec 6, 2016
  2. Daal

    Daal

    "you got to be very rough... or they will take the shirt right off your back"
     
    #6402     Dec 6, 2016
  3. Daal

    Daal

    He is trying to set the boundries early, so the contractors know they cant mess around with costs anymore
     
    #6403     Dec 6, 2016
  4. Daal

    Daal

    But of course, it pays to LOOK crazy when you say this, that way the other side thinks they got no choice but to pull back. Usually the crazier you look, the better price you can get
     
    #6404     Dec 6, 2016
  5. Daal

    Daal

    Brazil Senate President is now refusing to obey the Judge temporary order. He got a number of other members of the Senate leadership (including the Senate vice-president) to back a document that says he will be president, until the entire court votes on the matter and he is allowed to present his side. His argument actually makes some sense, but still, defying a court order, only in Brazil.
     
    #6405     Dec 6, 2016
  6. Daal

    Daal

    Brazil doesnt use the Common Law system but I wonder what would happen if this occured in the US. What if the US Senate decided to say a court order was null because of xyz? Doesnt that create a presdecent and therefore, new law?
     
    #6406     Dec 6, 2016
  7. Daal

    Daal

    What if the entire Congress decided to vote and retroactively make it illegal to issue such order? I know they dont like to do retroactive stuff very often but I believe they can if they want to
     
    #6407     Dec 6, 2016
  8. Daal

    Daal

    SPY perking back up but I think I will sit this rally out. The santa seasonality and the trump optismism should continue but I think the upside will be limited, his first 100 (first 30 really) days should be pretty rocky. He is likely to do all kinds of things that might get people freaking out
     
    #6408     Dec 6, 2016
  9. Daal

    Daal

    I got plenty of exposure between BRKB, PSH, EWZ, OAK, FNMA FMCC, plus the puts im short on EWZ, BRKB. Probably around 65%+ at this point. I think thats good enough for now. I will save for dry powder for a future Trump dip
     
    #6409     Dec 6, 2016
  10. Daal

    Daal

    Another interesting excerpts from the Art of the Deal

    upload_2016-12-6_19-25-19.png
     
    #6410     Dec 6, 2016