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Just So You Guys Know...Mod Note (Andy): #TBT Throwback Thursday - this was originally posted in August 2007 and it's scary how accurate @bondarb" was in predicting what was to come next: [quote=bondarb] is very possible that a big name like Bear or Lehman could flat go out of business like Drexel Burnham did in... 4 months 2 weeks
The First Annual WSO Fantasy Macro League 2014OK fellas i have seen a lot of half-ass macro theory on this board over the years and now I think its time to figure out who has the chops and who is the true macro master of WSO. The Rules are simple. 10 players. each player must submit 2 trades each week. Each Trade should have a thought out... 1 year 10 months
Just plowing back into the big ive beeen abroad for awhile, trading out of london and havent been keeping up with the WSO flow. I tried to check my inbox but its swapmed and i cant get a handle on it...cant pull the signal from the noise if u know what i mean. Could somebody please give me the 500 word update? Or... 2 years 8 months
Rodney Dangerfield and perserverence...Strangely enough, I was at one of the few remaining bookstores awhile back and picked up Rodney Dangerfield's biography ("It aint easy being me") just to kill a few minutes. I have always loved dangerfield and actually when I was in high school I burned through his original tape version of "No... 4 years 2 months
Recommended BookYou guys should check out the new anotated version of Reminsces of a Stock goes through the original text and uses margin annotations to put all the stories and characters in historical context. Really great for anyone who has an interest in the history of the 1920's and the history... 5 years 1 month
Fall PredictionsSo Labor Day seems like a good time to take stock of where we're at and make some predictions for fall! ...I personally would like to get on record and get everyone's thoughts for the next 3 months. Of course we all run the risk of looking incredibly stupid when we put our thoughts down on (... 6 years 2 months
Nice Capitulation Indicator: This Website!So I haven't posted in awhile, although some may remember me from my post of August 2007 when I said both Bear and Lehman might go out of business and was roundly mocked for it. Anyway, I think that a nice indicator that perhaps we are near a bottom in this financial mess (although not near the... 6 years 10 months
I am Back to GloatHi I haven't been around for awhile, but I couldn't help but come back and re-read my hall of fame post entitled "Just so You Guys Know" which I wrote back before the dawn of the credit crisis. I must say that just about everything in the post has come true, including the collapse of Bear Stearns... 7 years 4 months


Preview Freshness
millennium, Brevan Howard, tudor just off the top...millennium, Brevan Howard, tudor just off the top of my head...most of the funds that are still around after 15-20 years are able to charge more then 2/20 and most of them have shown to be very good investments even at those exorbinant fee levels. 1 month 5 days
the fee structure of hedge funds has become quite...the fee structure of hedge funds has become quite bifurcated...most new fund start with fees much lower then 2 and 20 while many old established funds still get away with charging well North of that amount. 1 month 6 days
one idea: 1) Dig deeply into the universe idea: 1) Dig deeply into the universe of publicly traded homebuilding/home improvement stocks and learn them well 2) Spin your experience in home design into a story about "unique experience" and a unique expert network that helps you get an edge in this corner of the market 3) Apply to... 1 month 6 days
if you made that 20MM at a hedge fund you would...if you made that 20MM at a hedge fund you would get paid somewhere between two and four million dollars and you likely would be given rope to try to make more. That is the endgame and why you want to stay in the business...but make no mistake its a hard road. 1 month 3 weeks
I think a large part of your dissatisfaction... I think a large part of your dissatisfaction comes from expectations that were wildly out of whack. As someone with a bit more experience I can tell you that 100MM paydays werent just falling from the sky before the GFC and seats where you took wild directional bets with no risk management were... 3 months 6 days
I don't want to start going thru current market...I don't want to start going thru current market stuff...I will say that nothing sticks out as obviously today as the housing bubble did in 2007....not by a long shot. that doesn't mean such opportunities aren't there but if they are I don't see them as clearly. 4 months 2 weeks
I am still around and I never said I didn't make...I am still around and I never said I didn't make any money off of it. but of course in retrospect it all seems very easy and I should have made much more. 4 months 2 weeks
I am not a woman, but have had the experience of...I am not a woman, but have had the experience of working at small hedge funds where I was by far the youngest person and working in small teams at larger hedge funds where again I was the youngest by a wide margin. a few things: 1) Older people do not want to socialize outside the office as... 4 months 4 weeks
I would not complain until you get your ducks in...I would not complain until you get your ducks in a row. At the day of the bonus simply smile and nod and take your check. Collect your thoughts over a few days, and then come back with a calm and reasoned argument about why you deserved more. Be careful not to make it an still... 5 months 4 days
The dude was stupid. Never put something on...The dude was stupid. Never put something on company email that you wouldn't be comfortable seeing up on a billboard in Times Square with your name on it. That is a hard and fast rule and when you break it you do so at your peril especially if your plans in life include working someplace as... 5 months 2 weeks
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