tag:blogger.com,1999:blog-34323687.post3793504105911209361..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: BDIY UnderwaterMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-34323687.post-22059721709061536542011-02-06T04:58:54.913+00:002011-02-06T04:58:54.913+00:00re: #2, which has my vote:
i believe when at sea t...re: #2, which has my vote:<br />i believe when at sea the proper term is "waterworld"scrillahttps://www.blogger.com/profile/14446865853344124194noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-5989501001380717502011-01-31T14:25:27.770+00:002011-01-31T14:25:27.770+00:00Rent them out as pirat sugar traps?
80-90 of thes...Rent them out as pirat sugar traps?<br /><br />80-90 of these ships with armed naval personel patrolling the Somali coast line could catch a few pirats when they coma acallin'.<br /> And make the survivors a bit wary of preying on shipping.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68722876697182227722011-01-30T02:18:28.838+00:002011-01-30T02:18:28.838+00:00Charles I'd say Orascom tel but as you may hav...Charles I'd say Orascom tel but as you may have noticed that thing had been slipping into the sea for some time already. <br /><br />As for knife catching you couldn't have gone past CEY LN. Egyptian gold miner. Biggest holder Paulson - its always nice having event driven guys in there as they love to buy a dip.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87026799041743641452011-01-29T13:25:35.675+00:002011-01-29T13:25:35.675+00:00LB - No EGPT actually. I'm currently resting o...LB - No EGPT actually. I'm currently resting on my laurels. What I do want is a nascent Egyptian cable tv provider to line up against a short on a satellite provider.<br /><br />Suggestions?Charles Butlerhttps://www.blogger.com/profile/00486529931043507880noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30920230326672520022011-01-29T10:13:03.492+00:002011-01-29T10:13:03.492+00:00Anon 1254am, we don't require people to have a...Anon 1254am, we don't require people to have a google account for comments again in the hope that really nasty, petty behavior and partisan political mudslinging stays off the blog. Ultimately this is a blog about macro - if you want to rail against bankers the comments section of the FT or NYTimes is more your bag.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40985250901310854962011-01-29T00:54:12.015+00:002011-01-29T00:54:12.015+00:00hey leftback, hope your "mean reversion"...hey leftback, hope your "mean reversion" and "sell the yen" best trade of the day didn't cause you too much pain, if you lost money or better still lost your job, don't worry, Ben chopperman will use this plunge in risk assets to "justify" QE3, start writing your resumes, John Paulson could be raising another "short them all" fund, marketed of course by the squids. If you are so bad not even Paulson wants you, go get a sleeping shed with one of those moored ships off London, will ye? :(Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-25441330615444926782011-01-28T21:06:22.684+00:002011-01-28T21:06:22.684+00:00Interesting day, many opportunities for some mean ...Interesting day, many opportunities for some mean reversion trades out there. Selling the yen seemed like the best percentage trade for me, and shorting silver looked like a good bet for trend resuming. <br /><br />Anyone catch any knives? Charles, get any EGPT?leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26467967958487813042011-01-28T16:05:41.408+00:002011-01-28T16:05:41.408+00:00If I remember right the Norwegian banks have hit t...If I remember right the Norwegian banks have hit the codberg of shipping (in scandinavian torskberget) pretty dramatically with abt 10 yr frequency. In old times the losses were not published as meticulously as today, but if I am not mistaken, shipping losses have paved the for Norwegian bank mergers in past. Just wondering if there would be abt 10 yrs from last round of shipping losses.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-84086402411656961252011-01-28T00:49:38.424+00:002011-01-28T00:49:38.424+00:00moor them off london, as future housing for the he...moor them off london, as future housing for the hedgies about to lose their jobs in 2011; oh, daily delivery from the squids' chief economist will be maintained.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7788082185734654422011-01-27T23:42:35.057+00:002011-01-27T23:42:35.057+00:00Fill'em up with treasuries and park them off t...Fill'em up with treasuries and park them off the coast for firing practice.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16657609350843783352011-01-27T18:16:29.349+00:002011-01-27T18:16:29.349+00:00Trade them to Reyal Urbis for raw land in Guadalaj...Trade them to Reyal Urbis for raw land in Guadalajara.Charles Butlerhttps://www.blogger.com/profile/00486529931043507880noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32131034275232101892011-01-27T15:21:54.122+00:002011-01-27T15:21:54.122+00:00load just about every g7 central banker onto these...load just about every g7 central banker onto these and sink em real good.<br /><br />btw, me recalls RBS doin a lot of shipping financeAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64680099286539254322011-01-27T14:42:54.785+00:002011-01-27T14:42:54.785+00:00Bring a large tanker to the Staten Island ferry te...Bring a large tanker to the Staten Island ferry terminal. Empty the building at 200 West Street and take all of the inhabitants on a cruise to Somalia or Yemen to form a new commodity exchange.leftbacknoreply@blogger.com