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Steel Trading?Does anyone here know much about steel trading? I'm in base metals and I've been wondering why that industry is so separate from the non-ferrous metals sector. Is it because of the lack of a deep hedging market? Steel trading seems to involve a lot more finished products thanks to sheer volumes but... 1 week 3 days
Anyone here work in HY/distressed broking?If you do, specifically in the US, please PM me (this isn't about asking for a job, or an informational interview or anything like that). 2 months 2 weeks
Institute of Chartered Shipbrokers ExamsMy resume currently screams 'Buyside Equity Analyst' but that's not really where I would like to be at. I've wanted to get into physical commodities for a while, but unfortunately hadn't really looked into the field before going to grad school (I may have gone to Cass or HEC Geneva in retrospect).... 1 year 1 month
Metals/Coal Marketing/OriginationI'm currently working part-time for a small equity research outfit that has its own tiny L/S fund but I've been looking to get into physical commodities for a while. My background is a BA in International Relations in the US and an Msc. in Finance in Europe. It's probably foolish for me to want... 1 year 4 months
Coking Coal TradersThis is kind of a long-shot but does anyone know who the big traders in coking coal are? I don't mean producers like BHP-Mitsubishi. Glencore, Noble, Oxbow? 1 year 6 months
The Philipp Brothers CollectionIf any of you are at all interested in market history or physical trading, this site has the archives for most of the materials that were used by Helmut Waszkis to write "Philipp Brothers: the Rise and Fall of a Trading Giant, 1901-1990," a book that costs over $200 used on Amazon right now.... 1 year 6 months
Physical Traders & Buying AssetsThe trend at really big physical traders has been moving up the supply chain into production, with the obvious example being Glencore. Are the people buying up assets at a place like Glencore or Noble former traders or are they brought in from say PE funds/miners for that express purpose? 1 year 7 months
Distressed Real Asset InvestorsI wasn't entirely sure where to ask this but is there much of a market for distressed natural resource investors? By that I mean opportunistic investors in farmland, timber, mining etc… PE firms, vulture funds, commodity traders? Anyone know of good examples of this or what kind of background would... 1 year 7 months
Global Macro in Europe vs. U.S.So I'm working for a start-up HF as an analyst, we do mostly L/S with a global macro overlay. I'm French/American and long-term I would very much like to stay and work in Europe. What difference does working in London vs. NYC make in terms of schedule for a macro PM? Does a macro PM in London... 1 year 8 months
Trading vs. OriginationCouple questions: 1. Does anyone here have access to this survey? http://www.imercer.com/uploads/Europe/pdfs/energy_flyer_final.pdf 2. I've noticed in that survey and elsewhere that Origination is a separate role from trading. But judging from books like Metal Men or some comments on WSO, I... 2 years 5 months

Comments

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I don't think the discretionary part will ever...I don't think the discretionary part will ever disappear, the market can't just be run by algos.... As far as breaking in I don't really know. Prop trading at a BB used to be the best way but now that that's gone, maybe BB rates/FX trading, strategist roles in macro products... 1 day 3 hours
Your background is pretty interesting but please...Your background is pretty interesting but please keep in mind that the market for metals/minerals absolutely blows right now. I doubt they'll be hiring very many people. 1 day 15 hours
Certainly not useless, maybe try recording a few...Certainly not useless, maybe try recording a few macros and looking at the code. 2 days 3 hours
203 from Dauphine > Warwick > everything...203 from Dauphine > Warwick > everything else at Dauphine... but in the grand scheme of things that's not going to play a huge role in getting your foot in the door at a macro fund. 2 days 3 hours
Btw I don't work at GDF but in metals trading....Btw I don't work at GDF but in metals trading. Still I can't imagine they're asking for too much more on excel. The thing is it's almost impossible to learn stuff on Excel unless you're doing it within the context of a project. 2 days 3 hours
GDF? Honestly you don't really need to know much...GDF? Honestly you don't really need to know much on Excel going in, it's much easier to learn by trial and error (and Google). If something seems too asinine to do, there's probably a formula for it. IF, SUMIF and SUMPRODUCT are probably worth looking into before hand so you have a basic idea... 3 days 8 min
You can't really look at BB traders in terms of...You can't really look at BB traders in terms of % returns, it's not like you're managing a pool x many dollars at the beginning of the year and they want you to turn it into 1.4x by December. You have a cost of funding and you're making markets first and foremost. There will probably be p... 1 week 17 hours
Comparables would probably be a better bet unless...Comparables would probably be a better bet unless you're confident you can model out freight rates over the next x many years. In any case some sort of discussion of freight rates (Baltic Dirty) would be helpful. Ideally you would deep digger into the indices, perhaps making your own weighted... 1 week 18 hours
Thanks man! Interesting how RBRG was Metalloyd...Thanks man! Interesting how RBRG was Metalloyd and is now a part of Gerald. Seems like it might be symptomatic of a volatile industry. Then again the way even big guys like Noble are doing, doesn't seem like there are many safe seats in metals right now. We should grab a beer sometime, I'll pm you. 1 week 2 days
(Thanks for the billet picture!) Anyone? I...(Thanks for the billet picture!) Anyone? I realise this is ultra-niche. 1 week 3 days