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software for fund selectors: MorningStar,...How do MS Direct and eVestment compare with Bloomberg for fund screening? If I understand correctly, MS direct is cheaper than Bloomberg (17k p.a.), what about eVestment? MS direct provides 3x smaller coverage of hedge funds than Barclays Hedge/Eurekahedge, is eVestment any better? We mostly... 1 year 3 weeks
Burghardt and Corb e-booksAny chance anyone has e-books (scanned would do) of these two: Eurodollar futures and options handbook - Burghardt Interest Rate Swaps and Other Derivatives - Corb Wouldn't mind Treasury Bond Basis by Burghardt either. Thanks. 1 year 10 months
Writing e-mails in JapanNot necessarily IBD, but professionals in finance in general (either cold-mailing or having the name from a mutual contact) What's the polite way to address someone in Japan? I did some googling, but it was for business in general (less internationalized) and wasn't conclusive. The only... 1 year 12 months
Gas prices: 'Libor-like' manipulation[quote]FSA EXAMINES GAS PRICE FIXING UK regulators are investigating an alleged attempt to manipulate prices in the wholesale gas market similar to the Libor interest rate fixing scandal in the banking sector earlier this year, The Guardian reports. The Financial Services Authority (FSA) and... 2 years 8 months

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Total investable wealth is $164 trillion...Total investable wealth is $164 trillion according to BCG wealth survey 2015. By my estimates just bit more 60% of that is invested by pension funds, insurance companies and mutual funds. For more info google is a really good friend. 1 week 19 hours
Random ideas off the top of my head for Brexit...Random ideas off the top of my head for Brexit that may be wrong: smth like Next vs Asos with the latter deriving more revenues from EU sales, short any agriculture with EU exposure cus CAP, long inflation-linked fixed income cus BoE will have no balls to raise rates even if there's inflation, long... 3 weeks 1 day
lots of guys at your office talking about 5-10%?...lots of guys at your office talking about 5-10%? Are you employed by Zerohedge? 3 weeks 2 days
no, you can't do it. First, there are no liquid...no, you can't do it. First, there are no liquid indian rupee futures. Second, when you hedge a high yielding currency you basically have to pay smth close to the base rate, so you'd actually lose money if you were hedging it with base rate currently higher than 9% in India. 3 weeks 4 days
Virtually no one in the private sector holds...Virtually no one in the private sector holds Greek bonds. The Greece default in 2012 triggered less than 3b of net payments on CDS. Eur hardly dropped then. 2 months 5 days
Not exactly, you get 2.5% with 1 year maturity at...Not exactly, you get 2.5% with 1 year maturity at Sberbank and the likes. If you look at crappier banks like Vneshprombank or Russian International Bank you get north of 5% for quite short term deposits as well. Vneshprombank and RIB seems to have B1 or B2 rating by Moody's, Mongolian banks are B1... 2 months 1 week
I don't know how working for this fund is so much...I don't know how working for this fund is so much better than having a PA. All funds are launched in April 2015 but factsheets list 15+% performance since 2010 for most of em. "One of the most famous users of the Global Macro strategy is George Soros." Good job, back-testing discretionary... 2 months 1 week
Avoid like plague. Putting aside how amateurish...Avoid like plague. Putting aside how amateurish it is, they are marketing funds in the UK to retail folks without registration with the FCA. 2 months 1 week
Why deposit in Mongolia at 3-5% when you could...Why deposit in Mongolia at 3-5% when you could deposit in Russian banks at north of 5%? 2 months 1 week
Thnx for doing multiple AMA's now. What can you...Thnx for doing multiple AMA's now. What can you say about portfolio turnover? 2 months 1 week