tag:blogger.com,1999:blog-34323687.post2428152570097438709..comments2024-03-29T03:19:56.674+00:00Comments on Macro Man: What's your edge?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-34323687.post-17147256923537375042007-11-01T16:30:00.000+00:002007-11-01T16:30:00.000+00:00Thanks.Yes, I know Mr. Prop personally and very mu...Thanks.<BR/><BR/>Yes, I know Mr. Prop personally and very much enjoy his work. Truth be told, I cribbed the third-person narrative from him as I found it an amusing construct.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52899218845636383922007-11-01T16:25:00.000+00:002007-11-01T16:25:00.000+00:00Very interesting blog.thx for sharing your thought...Very interesting blog.thx for sharing your thoughts.BTW,there is a London based US investment bank strategist publishing a "Mr Prop" positioning and trading paper.I don't know if you had a chance to read it.Both of you have the same approach.Best of luck 55in1st55in1sthttps://www.blogger.com/profile/11387352005762548832noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-3467261963648649012007-10-25T21:34:00.000+01:002007-10-25T21:34:00.000+01:00In literal terms, as an absolute return investor, ...In literal terms, as an absolute return investor, zero. My job, as I see it, is to make something out of nothing. There are also a few 'composite indices' of similar folk that serve as a useful gauge of how others are performing.<BR/><BR/>What I really focus on is risk-adjusted return, trying to maximize that ratio over a full market cycle (i.e., including the flare ups like August that consign the option-sellers to oblivion.)Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19585091241939565442007-10-25T20:39:00.000+01:002007-10-25T20:39:00.000+01:00Know Thyself by Alexander Pope Know then thyself,...Know Thyself <BR/>by Alexander Pope<BR/><BR/> <BR/> <BR/>Know then thyself, presume not God to scan; <BR/>The proper study of mankind is Man. <BR/>Placed on this isthmus of a middle state, <BR/>A being darkly wise and rudely great: <BR/>With too much knowledge for the Sceptic side, <BR/>With too much weakness for the Stoic's pride, <BR/>He hangs between; in doubt to act or rest, <BR/>In doubt to deem himself a God or Beast, <BR/>In doubt his mind or body to prefer; <BR/>Born but to die, and reasoning but to err; <BR/>Alike in ignorance, his reason such <BR/>Whether he thinks too little or too much: <BR/>Chaos of thought and passion, all confused; <BR/>Still by himself abused, or disabused; <BR/>Created half to rise and half to fall; <BR/>Great lord of all things, yet a prey to all; <BR/>Sole judge of truth, in endless error hurled: <BR/>The glory, jest, and riddle of the world!<BR/> <BR/><BR/>Question: Waht do you benchmark yourself against?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54920761620833118502007-10-25T20:10:00.000+01:002007-10-25T20:10:00.000+01:00Claus, good luck with the game. I have to say, yo...Claus, good luck with the game. I have to say, your own contributions to the blogosphere are really quite impressive, especially for a student. My student days were more beer-centric, I fear. Keep up the good work.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-37316484828890183982007-10-25T15:40:00.000+01:002007-10-25T15:40:00.000+01:00Hi Macro Man, interesting observations :)... Enjoy...Hi Macro Man, <BR/><BR/>interesting observations :)... <BR/><BR/>Enjoying your writings as ever.<BR/><BR/>On the markets in general, these are still interesting times with plenty of up- and downside. I am, as I have said, a poor student of economics and finance so I don't have real money in the market but I do actually have funny money in the market since Saxo Bank is running one of those (be sure to buy our trading software) games in the next two months here in Denmark. <BR/><BR/>I am only trading FX at the moment. A lot of action is bound to happen here in the next two weeks I guess. <BR/><BR/>Anyway Macroman, nice to know you a little better now. <BR/><BR/>Keep it up<BR/><BR/>ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1755440521191979952007-10-25T05:39:00.000+01:002007-10-25T05:39:00.000+01:00You got it, the best advice for any situation is a...You got it, the best advice for any situation is always: THINKAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-82169121148741318262007-10-24T20:19:00.000+01:002007-10-24T20:19:00.000+01:00Anonymous #1: I don't know much about LiquidityHub...Anonymous #1: I don't know much about LiquidityHub (presumably an offshoot of BindHub), but it doesn;t sound different from the sort of platforms that have existed in foreign exchange for a number of years.<BR/><BR/>Anonymous #2: Unfortunately, making wisecracks doesn't add anything to the bottom line!Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52666316371902010102007-10-24T18:30:00.000+01:002007-10-24T18:30:00.000+01:00How can you forget Macro-Man's dry wit and sense o...How can you forget Macro-Man's dry wit and sense of humour ?<BR/><BR/>They are his greatest strenghts on this blog.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-77785207112697338192007-10-24T13:27:00.000+01:002007-10-24T13:27:00.000+01:00Dark Pools:http://www.nysun.com/article/64598More ...Dark Pools:<BR/><BR/>http://www.nysun.com/article/64598<BR/><BR/>More "Dark Pools":<BR/><BR/>"LiquidityHub, the bank-sponsored trading platform designed to facilitate access to interest rate swaps and US Treasuries went live yesterday with euro interest-rate swaps. "The battle for trading liquidity has seen the formation of numerous dark liquidity pools that allow transactions to take place on private inter-bank or intra-bank platforms, in competition with exchanges and other traditional marketplaces ... LiquidityHub's launch will help to facilitate deeper pools of liquidity in the market while leveraging the latest capabilities in electronic trading of fixed income products". [Paul J. Davies: "LiquidityHub launches swaps product", Financial Times].<BR/><BR/>http://tinyurl.com/264zcv<BR/><BR/>http://www.liquidityhub.com/<BR/><BR/>Just wondering if anyone had any thoughts in regards to this matter.Anonymousnoreply@blogger.com