星星：全球宏观策略

永恒罗马 · 发表于 2011-3-25 01:17 AM

班长能否再开个镜像，让星星们能够更方便的来到胡同？

zippo · 发表于 2011-3-25 01:30 AM

you have to trade NG futures... there are no other perfect substitutes.
chickencoop 发表于 2011-3-25 01:30

Thanks. Not comfortable trading NG yet. NG is bouncing back over night....

shcece · 发表于 2011-3-25 02:18 AM

noenoe · 发表于 2011-3-25 04:28 AM

异乡情调 · 发表于 2011-3-25 05:02 AM

日本地震的灾后重建才是关键，到底是继续举债还是出售海外资产？举债会不会使得已经严重负债的日本政府走向崩溃？出售海外资产对于外汇市场的震荡有将如何？
还有欧盟4月会加息吗？不加的话，现在的EUR应该会剧烈回调吧。

BRCBRC · 发表于 2011-3-25 06:56 AM

yanjun · 发表于 2011-3-25 07:24 AM

vanbj · 发表于 2011-3-25 08:24 AM

Thanks thanks thanks Cobra 老大 and Xing!

leftright · 发表于 2011-3-25 08:28 AM

北京哥哥 · 发表于 2011-3-25 08:38 AM

那啥，给星星弄个勋章吧.....

orgy · 发表于 2011-3-25 09:02 AM

Thanks again for sharing!

yj1200 · 发表于 2011-3-25 09:06 AM

Thx for sharing

svntn · 发表于 2011-3-25 09:34 AM

本帖最后由 svntn 于 2011-3-25 10:35 编辑

does this guy work for a fund based in China? who are 我们? is there any good hedge fund operating out of China? These information should be propriatary to the fund, how could this guy share their research results on a public BBS without violating their internal policy, or intentionally so?

回复 1# Cobra

tonghu · 发表于 2011-3-25 10:13 AM

thanks for sharing

belmonthill · 发表于 2011-3-25 10:17 AM

Thanks a lot,

X!nG · 发表于 2011-3-25 10:35 AM

does this guy work for a fund based in China? who are 我们? is there any good hedge fund operating o ...
svntn 发表于 2011-3-25 10:34

每一个字都是我写的，有问题吗？

看来你是觉得我不应该跟大家分享...

jdad4 · 发表于 2011-3-25 10:43 AM

本帖最后由 jdad4 于 2011-3-25 11:48 编辑

回复 34# svntn

WHAT INTERNAL POLICY ?

IT MAY JUST XING XING'S PERSONAL OPINION.

胡同儿串子 · 发表于 2011-3-25 10:50 AM

cricket · 发表于 2011-3-25 11:49 AM

does this guy work for a fund based in China? who are 我们? is there any good hedge fund operating o ...
svntn 发表于 2011-3-25 10:34

我们也许是一种比较严谨的叫法，就像写paper的时候哪怕都是一个人写的也要用上we这样的字眼

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