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Just So You Guys Know...Andy note: "Throwback Thursdays" - this post originally went up August 2007 and it's scary how accurate @bondarb was in predicting what was to come next. Read the post and the comments and I guarantee you will get shivers... I used to post here fairly often but haven't been here in awhile and... 1 year 2 months
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 4 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 2 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... 3 years 8 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... 4 years 7 months
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 (... 5 years 8 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 4 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... 6 years 10 months


Preview Freshness
The 4-Hour WorkweekI like the four hour workweek and I have implemented a lot of Tim ferris' stuff. The email batching is a no brainer that i for some reason was not doing prior to reading the book and his process of moving toward working full-time out of the office is something I have steadily worked on for years... 3 days 6 hours
BUND UGLYFor a leveraged investor negative yields do not imply positive carry to a short. Right now some of the most negative yielding markets offer significant positive carry for longs because funding is even more negative. 3 days 6 hours
Critique my retirement portfolio - I'm 27...[quote=IlliniProgrammer]I really don't think you have enough. Certainly not if you plan on living in a major city. I'd wait for interest rates to go up and buy an annuity.[/quote] Agree. If you really want to drop out at 27 with 2MM in the bank you are going to have to move someplace low cost... 1 month 3 weeks
Advancement opportunities at mid-sized or smaller...Smaller hedge funds, like any other small business, are very tenuous operations. The whole thing could collapse at any moment due not only to a bad trading decision but also due to an issue with a prime broker, a bad operational error, or, most importantly, on the whim of just about any single... 3 months 1 week
Would you ever consider joining a start-up fund...Your father is your biggest asset and so that is the relationship you need to manage here. You can do what you want with your career, and I don't really have an opinion on whether this would be good for your career, but this is clearly a bad investment for him and therefore you shouldn't get him... 3 months 2 weeks
HF Analyst CompensationSAC is a very special situation due to their recent upheaval. They currently offer way above-market pay-outs for PMs and likely are quicker to promote from within simply because they are "rebuilding their roster". Generally, at large multi-managers Analyst to PM promotes are very hard to come by... 3 months 2 weeks
HF Analyst Compensationfirst year numbers sound about right (250kish) but it is way harder to get into the 7 figures without running risk then seems to be consensus here (at least at a multi-manager). A star late-20s analyst may make 500k+ but these are "up or out" five years either they will be making huge... 3 months 2 weeks
2015 Baseball Hall of Fame Thread - Now with...Mike Piazza belongs in the HOF and I don't just say that because I am a Mets fan. In a big spot who would you rather pitch to, Piazza or Biggio? Not even close on that one. Also for older posters I think that Tim Raines belongs in the hall...that dude could flat out do it all in his prime and he... 4 months 2 weeks
2nd Thoughts About HBSFor once I agree with illiniProgrammer. Getting deep into debt is the opposite of "creating optionality". If you have a change of heart in five years and you want to move/change careers/join the circus/whatever the huge debt load will make it very difficult. You likely would find yourself in the... 4 months 2 weeks
The First Annual WSO Fantasy Macro League 2014Just re-read this whole thread on a plane flight...really great stuff. I always love reading old ideas, even my own, because sometimes you come up with some interesting stuff that was too consensus to work at the time but which still makes sense. For example, MXN Peso positions are basically... 5 months 1 day