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ItDragsWhenIWalk


Total Posts: 13
Joined: Jul 2004
 
Posted: 2005-05-17 15:05

 

Bond market recommendation: Neutral.  Neither a borrower nor a lender be.

 


HLCYG


Total Posts: 139
Joined: Dec 2004
 
Posted: 2005-06-27 10:00
Always good to know: "Analysts say portfolio tweaking could either help or hurt the stock market next week." (Reuters article on windowdressing)

WILLARD: "Don't you think it's a little risky for R&R ?" KILGORE: "If I say it's safe to surf this beach, captain - it's safe to surf this beach. I'm not afraid to surf this place, I'm not afraid to surf this fucking place."

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2005-06-29 15:07

"The catalyst's for this uptick - that tomorrow's PCE may fall also". 

so...a downward revision to the deflator for 1Q GDP implies a lower reading on may PCE?  hmm...


tea party next monday...all welcome...no taxation without representation...

kr
Founding Member
NP Raider
Total Posts: 3561
Joined: Apr 2004
 
Posted: 2005-08-16 20:39
"We don't expect a broad market view to add alpha today."

- David Horowitz, Morgan Stanley
www.creditinvestmentnews.com


my bank got pwnd

dgn2


Total Posts: 2064
Joined: May 2004
 
Posted: 2005-08-16 20:48

Thanks a lot kr...I just spit coke all over my monitors!!!


...WARNING: I am an optimal f'er

Beavis
The Excommunicated

Total Posts: 913
Joined: Apr 2004
 
Posted: 2005-08-17 00:10
That's nothing KR - their long-term crude forecasts are around $40 / barrel.  They seem to have stopped talking so loudly about it though.

kr
Founding Member
NP Raider
Total Posts: 3561
Joined: Apr 2004
 
Posted: 2005-08-17 22:08

well at least on our desk, we don't expect the broad market to deliver any alpha today, or any other day for that matter, by definition...

anyhow, this guy's on the MSIM side - no reputation at risk from your side of the counter


my bank got pwnd

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2005-08-30 10:55

"Some economists suggest the fall [in consumer credit] was caused by lower borrowing interest from consumers"


well, i had the right ratio on, it's just it was the wrong trade...

nsande


Total Posts: 620
Joined: Apr 2004
 
Posted: 2005-08-30 13:38
 

"Some economists suggest the fall [in consumer credit] was caused by lower borrowing interest from consumers"

I am glad someone explained that to me. I would never have guessed.

Evil Grin


"Inte för att jag vill verka stöddig men jag är från Piteå"

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2005-08-30 14:17

niclas,

as galbraith pointed out, ''economics is extremely useful as a form of employment for economists''.


well, i had the right ratio on, it's just it was the wrong trade...

FDAXHunter
Founding Member

Total Posts: 8359
Joined: Mar 2004
 
Posted: 2005-09-21 15:15

Satish Nandapurkar, CEO of Eurex US on the launch of F/X futures on Eurex:

"We have established significant backing from market makers and we are delighted
that this emerging asset class is already receiving such strong industry support."

Muppet Show tickets anyone?

 


The Figs Protocol.

dadeto
NP Priestess

Total Posts: 562
Joined: Sep 2004
 
Posted: 2005-10-04 21:57
"The market drop came in spite of -- or maybe even because of -- falling oil prices."

"Stay rude. Stay rebel." FDAXHunter

margarita
NP High Priestess

Total Posts: 322
Joined: Oct 2004
 
Posted: 2005-10-26 14:48

"... the most important part of credit institutions' operations is still the lending business."

 As opposed to....????   


Prada issues high-heeled bonds.

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2005-11-15 09:22
"the current account deficit does not threaten the dollar's current uptrend"

global mackerel trading

HeatOilTrader


Total Posts: 400
Joined: Jan 2005
 
Posted: 2005-11-16 18:41
"An unexpected cold front could very well push natural gas and heating oil prices higher..."

Thank you for stating the obvious.

Even cavemen knew it was a dumb idea to burn your food for fuel.

derivativesgeek
Volitility Villain
Derivatives Freek

Total Posts: 18
Joined: Nov 2005
 
Posted: 2005-11-16 18:53

In my opinion, it seems the news anchors, journalists, and columnists recite "the news" instead of findings news, and reporting it.  And how is it that every anchor magically*
becomes an expert when/before interviewing the expert?  I'm just curious if any of you felt, or observed the same.

- derivativesgeek aka quantphd


pj


Total Posts: 3389
Joined: Jun 2004
 
Posted: 2005-11-17 19:11

The following explanation of the volatility smile heard today on the Bloomberg seminar :

"The deap out-of-the-money calls have much bigger probability to be exercised

than at-the-money calls, therefore..."

Not a peep of protest from the slumbering public.

BTW, do there exist traders who would base their product prices on the Bloomberg pricers? 


Нас ебут - а мы крепнем...

tripitaka


Total Posts: 982
Joined: Jun 2004
 
Posted: 2005-11-18 11:59

"An increase of Beaujolais Nouveau imports ... is starting to be reflected in the stock market. There is a tendency for stocks to trade higher on the day of the release and similarly the following day. In the past five years, the stock market had a 51.4 percent chance of trading higher, but on the day of the release, the percentage went up to 61.9 percent and the day after was 66.7 percent, so you can see some sort of relationship' between stocks and the Beaujolais Nouveau release. Stock markets don't simply move based on theory, so you can easily speculate on the moves in the market based on whatever may be happening in your daily life. From the point of view of behavioral finance, it's not so much the release of Beaujolais Nouveau that pushes stocks higher, but it's more to do with the fact that the release lightens up investors' sentiment and that prompts them to take some positive action, which leads to higher stock prices.''

A "senior quantitative analyst" at a major (Asian) Bank.

Tripitaka says: is behavioural finance the new game thory?


Veegan


Total Posts: 684
Joined: Jun 2004
 
Posted: 2005-11-18 14:06
Superb! I'm going to have that one printed on toilet paper.

"The Stranger within my gates, He may be evil or good, But I cannot tell what powers control-- What reasons sway his mood; Nor when the Gods of his far-off land Shall repossess his blood." ~ Kipling

qxy


Total Posts: 68
Joined: Aug 2005
 
Posted: 2005-12-03 13:00

Aegon

IRIS-rating: Buy

According to our present estimates the share Aegon is 10-25% overvalued. [...] With that, the company is one of the least attractive priced Dutch companies.


Kutilya
Quote Machine

Total Posts: 1292
Joined: Jun 2004
 
Posted: 2005-12-13 13:26


Senior strategist @ bulge bracket bank: Last frontier in arbitrage “Sell European auto buy US auto and hedge the currency”



Every problem is an opportunity in disguise.

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2006-01-04 13:34

"European equities seem cheap indeed against sovereign bonds: one might say that they do not integrate spot prices for bond yields, but more "normalised" levels."

edit: as if you couldn't tell, that was from a phrench bank, specifically their FI weekly. 


"There is still no sign of anything but a boom in China, and the government just discovered that $285 billion of GDP was missing, which is like finding out that the entire Swiss economy was hiding in Guangong province."

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2006-01-09 15:21

"Mercifully we have made it a full week into the New Year without needing to revise our 2006 strategic trade recommendations."

there's nothing like having conviction in your views...

edit: from an american bank's european rates strategy


"There is still no sign of anything but a boom in China, and the government just discovered that $285 billion of GDP was missing, which is like finding out that the entire Swiss economy was hiding in Guangong province."

Anthis
It's all Greek to me

Total Posts: 1180
Joined: Jul 2004
 
Posted: 2006-01-11 21:19
Pearl, taken from an approved thesis I read today: "our departure from gaussianity"....

Αίεν Υψικράτειν/Τύχη μη πίστευε/Άνδρα Αρχή Δείκνυσι/Νόησις Αρχή Επιστήμης //Σε ενα κλουβί γραφείο σαν αγρίμι παίζω ατέλειωτο βουβό ταξίμι

jungle
Chief Rhythm Officer
CSD LLC
Total Posts: 3164
Joined: Jul 2004
 
Posted: 2006-01-12 08:49

bank comment on inflation numbers: "...food prices were up -0.6%..."

edit: from a swiss bank


"There is still no sign of anything but a boom in China, and the government just discovered that $285 billion of GDP was missing, which is like finding out that the entire Swiss economy was hiding in Guangong province."
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