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Any Metalheads on WSO? 1 year 5 months
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Energy CommentaryLooking for a good source covering long term (monthly or quarterly) commentary for the energy markets. 1 year 5 months
Bruised before meeting a BSD 8 months 2 weeks
only in canadahttp://www.cbc.ca/thisisthat/blog/2013/09/03/to-ensure-every-child-wins-ontario-athletic-association-removes-ball-from-soccer/index.html 4 weeks 2 hours
Paul Tudor Jones Video - NYMEX (2003)Primarily focuses on the energy markets, however the section that he talks about "making money on wall-street" and systematic strategies were particularly interesting. http://wm9-streaming.soundfront.com/NYMEX/SYMPOSIUM_2003/jones.wmv 2 years 5 months
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Comments

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yep bleeding FX reserves could be a catalyst....yep bleeding FX reserves could be a catalyst. pumping money mkts with incremental liquidity won't do anything to solve their problems and the majority of the market sees it that way. don't normally give SBs, but fwiw I gave you one. my apologies for calling you 'clueless' in a prior post - you'... 2 days 18 hours
imo the primary near-term risk to the trade is...imo the primary near-term risk to the trade is that PBoC continues to fix CNY flat past the Chinese New Year - leveraged speculators will bleed carry the entire time and I expect many tourist types to bail. 2 days 21 hours
Hard to put size behind 1m CNH? It's more liquid...Hard to put size behind 1m CNH? It's more liquid than the Euro... 4 days 7 hours
nice you have a good understanding of value and...nice you have a good understanding of value and macro. 6 days 7 hours
Few retail brokers create a synthetic CNH spot....Few retail brokers create a synthetic CNH spot. Interactive brokers and Oanda do it. A matter of preference, but in the case of the Yuan trading the underlying gives you similar optionality to owning options without paying the premium+theta, especially considering where near dated vols are... 6 days 7 hours
^ DM - you're clueless if you think the trade is...^ DM - you're clueless if you think the trade is crowded. OP - to trade Yuan options you'd need a prime broker, or a prime of prime (PoP) - not a retail broker. If you've got at least 500k USD, I could connect you with a London based PoP that may consider taking you on. In the US there's FC... 6 days 18 hours
PBoC reserves are actually very limited if you...PBoC reserves are actually very limited if you compare it to China's money supply. They won't be able to defend the currency if we see sufficient capital outflows. The Soros HKD bet is purely anecdotal. Have you seen where HKD forwards are trading lately? You can't call yourself a macro... 1 week 2 days
Until Chinese proxy assets and HY credit spreads...Until Chinese proxy assets and HY credit spreads stabilize, stay away from any long risk posturing. 2 weeks 1 day
-- 4 weeks 6 hours
Yep this post is golden: http://markdow.tumblr....Yep this post is golden: http://markdow.tumblr.com/post/29342504820/why-are-global-macro-hedge-funds-struggling Mark Dow was a PM at Pharo. 4 weeks 7 hours
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