Archive: craziness
Cassandar Does Tokyo
Our long-oil (PBR, SU, SWN), long coal (MEE, BTU), long fertilizer (POT, MOS), and long iron ore (CLF, RIO) positions have been crushed (no pun intended), and though we remain hopeful going forward as the story remains “in tact”, our models have forced us to sell some in response to prevailing price action. [...]
From Abnormal Returns
Is the price of coal a ‘canary in the coal mine’? (FT Alphaville)
Commodity funds come in a variety of flavors. (WSJ.com, Morningstar.com)
Carl Icahn’s activist hedge fund is in a slump. (Bloomberg.com)
The VIX doesn’t matter…until it does. (Daily Options Report)
Is FAS 157 to blame for today’s credit market woes? (Information Arbitrage also FT Alphaville)
KKR [...]
Mention Enron
Mention Enron
Talk about how scary big mean Goldman Sachs is
Ask George Soros how much margin should be on energy contracts
CFTC is understaffed
I cannot believe these are educated people supposedly solving something absolutely outside of their area of understanding or expertise whatsoever…amazing!
About me
Currently in the Navy, coaching at The Naval Academy Preparatory School in Newport, RI. Also pursuing my Masters in Business Administration. I would like to work in trading (commodities/equities/fixed income) whence I complete my MBA.That is our four year old pictured above, he is outstanding as evident by the "get away with stuff" grin.
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