This blog is a record of my market thoughts and trades in real time. I started trading with my savings in January of 2007. My strategy is based on macroeconomics. My idol is George Soros. My style is based on identifying where mainstream market beliefs differ from mine. You may email me at levinegregoryj@gmail.com. Thank you.
I tried to do a reverse carry trade today: long Yen, short Pound. Unfortunately, I was unable to short either the Pound (1.9726) or the Euro (1.4659). I will have to be content with Yen at $0.9243. This turmoil in the muni bond market could be a result of bank capital impairments. LIBOR's fine, but the one-week to one-month market is dead right now.
posted by The Obfuscation Oracle @ 2:02 PM
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My strategy is big picture. I am fascinated by credit flows and how central bank and government policy interacts with global trends. I try to time bubbles, predict trend changes and invest accordingly. An inquisitive, contrarian, and skeptical attitude come to me naturally. I believe two things about investing. First, there are plenty of analysts who can pick out which snail (or tech company) will beat the other snails (or tech companies). What I want to know is, "Which asset class is the cheetah standing still?" This is what I have invested years of my time, energy, and thought process to do: understand the confluence of finance and economics and how to speculate on that knowledge.
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