JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.charityhedgefund.com Florida, USAJoined December 2022
My video covering my expectations and reasoning for QRA and FOMC and asset response to both is published: charityhedgefund.com/weekly-video
Good luck to all during a pivotal week for assets.
Watch this clip. Mental masturbation at its finest.
The ONLY reason "the Soviets" did not "murder" a huge amount of German civilians is because they did not have the technical capability to do so. No strategic bombers and no atom bomb.
The thinking that Stalin, after murdering…
Watch this clip. Mental masturbation at its finest.
The ONLY reason "the Soviets" did not "murder" a huge amount of German civilians is because they did not have the technical capability to do so. No strategic bombers and no atom bomb.
The thinking that Stalin, after murdering…
Doctors make the worst traders. They have that God Complex which means they can never ever admit, even to themselves, that they are wrong.
Plus all doctors are full of shit. I should know, I have 3 Professors as close family. They have the street smarts of a new-born kitten,…
Doctors make the worst traders. They have that God Complex which means they can never ever admit, even to themselves, that they are wrong.
Plus all doctors are full of shit. I should know, I have 3 Professors as close family. They have the street smarts of a new-born kitten,…
Positioning after QRA will be considerably different than it is currently. Even if the QRA itself is neutral, real money will make allocation jumps from some and into other asset classes, as a result of higher confidence in direction of policy.
Critical week coming up, which…
This ridiculousness says more about a lack of trust in the rules being followed at Treasury (due to Yellen's character?), than what they will actually do.
FFS, it's stated policy to keep TGA at a certain level for a stated reason. If they abandon it for NO FINANCIAL REASON, it…
This ridiculousness says more about a lack of trust in the rules being followed at Treasury (due to Yellen's character?), than what they will actually do.
FFS, it's stated policy to keep TGA at a certain level for a stated reason. If they abandon it for NO FINANCIAL REASON, it…
People either love or hate my tweets.
Because I am not afraid of controversy. However, I hope everyone can see the funny side of them. Even if one does not agree with a viewpoint, it's not forbidden to appreciate the humour.
Nowadays I am constantly remined of this:…
I am going to say something unpopular and controversial (who, me?): one of the big problems we face nowadays in foreign relations is that the word “genocide” has lost its original and true meaning. When any run-of-the mill military action that results in a few thousand dead can…
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