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Commodities: Producers, Exporters, Importers
Where can I find accurate information on the top producers, exporters and importers of every top commodity? I need accurate data so wikipedia won't help. Thanks a lot.
Macro vs. Value Investing
Want to hear your opinions on macro investing versus value investing, the two completely different strategies. Any insight on the industry trend?
Are macro hedge funds inherently untenable?
I'm very interested to get people's thoughts on this, especailly posters such as Bondarb. There is a view among many renowned investors such as Klarman and Howard Marks that macro investing is futile because no one can accurately predict interest rates/global economy/geopolitics and other macro...
Excel Macro files
Can we have the ability to attach an Excel Macro (.xlsm) file to messages and posts? Thanks.
Plans B through Z
Some of you may have noticed that the rate at which I post and quality of said posts has declined significantly over the past few months. Grad school has been a beast and recruiting for SA positions absolutely brutal. I have some buddies who've gotten spots in IBD but the picture in S&T seems...
No this is not a prestige question
I'm currently interning at BB with prospect of FT offer (I find out in 3 weeks). However I'm from the UK , grad recruitment has started and I'm starting to apply to other firms in case I don't get an offer from the current firm I'm interning at. I think it's important to be prepared. My question is...
Superb Article on the Big Picture
Stop Blaming Wall Street A couple things I took away: 1. Judis doesn't really point out any culprits for where our country is at. That in a way, is the whole point of the article and the best we can do is to soberly accept where the U.S. is at and move on from there.
Critique My Trade
Guys, I have been working on this trade. Obviously I would have to look at pricing on the puts. But what do you guys think of the logic for a macro strategy? -------------------------------------- Trade: Short AUD/USD, Long AUD 10y IR Puts
Best path for investment research at bulge bracket banks?
I'm especially interested in global macro research teams at these banks that focus on currencies, rates, emerging markets. Is an econ masters or Phd required for these roles, or can one get in with an MBA from a strong finance program?
Sharing a VBA Autofill Macro I Made
So I've been working on my VBA skills and wrote a macro for autofilling (clicking the black box on the bottom right of a selected cell), because it always annoyed me that I could never find a way to efficiently do this without using the mouse. In the spirit of collaboration, I'd like to share it...
Macro trading desks at BB's
From my understanding, bulge bracket banks have macro desks, where traders trade a wide variety of asset classes such as commodities, currencies, rates, etc. Examples of this include Credit Suisse ' s global arbitrage group. Do these groups recruit mostly sell-side traders from other desks? If one...
Does this kind of position exist?
Hi I've been an excel/powerpoint monkey (in an emerging market) for a couple of years (and internships) but I feel dumb and bored. I want to move to a more quantitative position in the buyside. I come from an engineering background and I have good knowledge of stats/econometrics and a rather basic...
Macro to Micro ER
I was wondering if anyone could explain how ER analyst approach writing reports that include looking at the economy of countries THAN going down to a sector and THAN companies. I am interested in improving my Macro to Micro knowledge and I would like to get a start ASAP. Hopefully I can get some...
Chinese Reserves Can't Protect China
I recently sat in during a presentation of a head economist of a BB and he was confident that China will be, in the next 5 or so years, the next dominant economic superpower. When questioned on that view he made light of the fact that China can basically not fail with their US$2-3 trillion or so in...
Top BB FX/Rates Sales > > Macro fund... Possible??
Is it possible to go to a macro fund (or any hedge fund for that matter) from a sales role? Will certainly be difficult I understand, but not even from macro sales? From my understanding that's the most market-related sales role...? What's an easier conversion, Macro Sales >> Macro Trading OR Equity...
ETFs and macro factors - the death of stock picking?
So I've been reading a couple of articles which basically say that equity markets are so driven nowadays by macro factors such as Fed decisions, this has lead to much higher equity correlations and as a result stock picking - especially shorting - is now much harder as prices are much less driven by...
Head Hunters Specializing in Macro Fund
Does anybody have a recommendation for a good (i.e. pro-active, and actually attentive & helpful) headhunters that specialize in macro hedge funds in the NYC /CT area? I am coming from a portfolio strategy / multi-asset allocation background which doesn't fit neatly into the typical trader /...
Alexander from Liar's Poker
I finally read Liar's Poker and it was every bit as good as people say it is. One thing I was wondering is whether anybody here knows who the bond salesmen in NY , Alexander, is. The guy seems like one of the sharpest guys at Salomon and I was wondering if he might have started a hedge fund or some...
2011 Macro Startegy
Although solid jobs numbers have been coming out, the government is literally printing money! Fed policy will be discussed on March 15, and it is inevitable the republican majority will be pushing hard to stop further government QE spending, and stimulus spending and a raising of interest rates....
Is This Obama's Last Chance?
First and foremost, I want to wish WSO a happy New Year and an ever more prosperous 2011. This is my first official blog entry and I couldnt help but do it on New Years. Every New Year I have a much anticipated father-son talk in the morning with my father as we try to wither away our uncomfortable...
Macro prop desks at GS
Is anyone familiar with the prop desks within FICC at GS ? I know there is the global macro prop desk (i.e the desk formerly run by Christian Siva-Jothy), but are there others that focus on prop (not counting SSG or GSPS)? Would the other "prop" activities be done by the same people who run the...
Actually following stocks to prepare for ST interviews
To prep for ST SA interviews: I read the WSJ, Seeking Alpha, FT , Bloomberg very extensively on top of watching Bloomberg and CNBC. I know all the general macro trends: unemployment, QE2, euro zone crisis, housing indexes, manufacturing indexes, Chinese tightening monetary policies... I also have...
Best place to start?
Gents, Out of undergraduate, is it better to start your career as an investment analyst at a macro fund like Bridgewater or to work somewhere more quant focused like DE Shaw ? I am looking at this from a development perspective--I am not sure what I would like to trade in the future, but I want to...
Excel Macro/Shortcuts for a Mac computer
So before I get absolutely lit up for asking this- I need to preface that this is my personal computer and not to be used for any serious work!! That said, I have a new Mac and would like to be able to at least create some quick models for personal investments etc - but as many of you know, Excel...
how to do this in VBA??? plz help
So here is the set up of my worksheet Name of Stock Long Inventory Short Inventory Apple 0 50 Apple 30 0 Google 10 0 Google 40 0 Google 20 0 . .
Macro interview questions
I have a global macro fund interview coming up in a few weeks. Any common to specific questions to share?
What are largest macro funds?
I know what the top 3-5 macro funds are but can someone provide a fuller - top 20 or so list of macro funds (understanding a lot of them will invest in other stuff)? Thanks!
These numbers don't make sense!
From various sources, approximate: 1. Size of the entire world economy = $80tn 2. Global equity market size = $37tn 3. Global bond market size = $83tn 4. Global derivative market size = $800tn (10x size of the entire world economy) How can this be? If the entire world economy is just $80tn, where...
Global Macro Fund Recruiters?
Who are the best recruiters for global macro funds? (Knowing that some of the biggest ones you probably need to know a guy) Thanks!
How to Get Into Global Macro Hedge Fund
1) What is the path to getting into a global macro fund? - What BB S&T desks would be the best starting points? - Or would banking -> PE -> global macro be feasible at all? 2) Besides Moore Cap / Paulson & Co, what is a list of the best ones? 3) Can anyone explain what are their top global macro...
Macro Research????
Hi everyone, I have an offer for the summer from a top BB to do macro research with the bank's chief economist. Apart from graduate school, what sorts of exit opportunities will I have if I take the job? I was told that moving into rates strategy or mortgage strategy after 2 or so years is an...
Graham Capital
Does anyone have a view on Graham Capital? Are they purely systematic traders, or do they employ discretionary prop guys as well? What's the office culture like? Any responses are appreciated.
Dealmaven FastTrack Macros
I don't know if these are widely used, but when I was in banking I loved them. They allowed you to track all cell precedents and dependants, format, etc and I loved them. Upon my move to Private equity a few years back I was able to obtain a version of them from Dealmaven which they provided an...
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