Oil down --> inflation exp down --> yields down --> risk assets up
Mako Management
18.3K posts
Mako Management
@mako_management
Approved Investment Manager | Regulated by BVI FSC | Global Macro | Operating Luxembourg-Based Hedge Fund & Managed Accounts
- Bears make in 3 weeks what bulls earned in 3 years.
- Replying to @RampCapitalLLCHunter Biden - it's called a hedge.
- Let Boeing and the airlines go bankrupt. These companies make profits in excess of $10B annually during good times. If they didn't retain some earnings for a rainy day then let them burn. Let a new generation of entrepreneurs fill the space.
- TRADING... the only high-paid profession in the world where ppl think they can just start doing it without ever being trained by someone who actually does it for a living.
- Some traders want to be right more than they want to make money. Such traders don't make money long-term & this afflication stems from having an inflated ego. As we tell trainees at the Fund, be a leaf in the wind, not a stump in the ground. #nimble
- Today marks a very special day for the Fund & huge achievement in my professional career: 12 months of consecutive gains for the Bovell Global Macro Fund. Yep, a whole year wihtout a single losing month.
- Replying to @ManishPangotra5And yet he doesn't want to live in any country that already operates under sharia... funny that.
- Trading is more about waiting than anything else.
- Replying to @WallStreetMav and @WallStreetSilvThe ruble is not even trading in offshore centres. The Kremlin can push it wherever they want. It’s no longer a free-floating currency.
- FIRST QUARTER 2020 S&P500: -20.00% MSCI WORLD: -21.10% CRB COMMODITY INDEX: -34.25% BARCLAYHEDGE FUND INDEX: -10.83% BOVELL GLOBAL MACRO FUND: +17.97%
- Not trading is a skill that most traders will never learn, let alone master.
- "Stick to the trade plan" is something that ppl who don't actually make a living from trading say.