Comments on: I’m with Hendry http://sovereignspeculator.com/2010/03/04/im-with-hendry/ Thoughts on the markets and the decline of the west Mon, 14 Nov 2011 01:58:18 +0000 http://wordpress.org/?v=2.6 By: charles http://sovereignspeculator.com/2010/03/04/im-with-hendry/#comment-8677 charles Fri, 05 Mar 2010 08:47:26 +0000 http://sovereignspeculator.com/?p=4110#comment-8677 I read that his "next subprime" trade is CDS on heavily leveraged "big name" Japanese corporates, but nothing guaranteed there... I read that his “next subprime” trade is CDS on heavily leveraged “big name” Japanese corporates, but nothing guaranteed there…

]]> By: Mike http://sovereignspeculator.com/2010/03/04/im-with-hendry/#comment-8674 Mike Fri, 05 Mar 2010 00:30:41 +0000 http://sovereignspeculator.com/?p=4110#comment-8674 CDS. I think he mentions his outlook for returns. He's also just long US Treasury futures I think. CDS. I think he mentions his outlook for returns. He’s also just long US Treasury futures I think.

]]> By: Dennis http://sovereignspeculator.com/2010/03/04/im-with-hendry/#comment-8673 Dennis Fri, 05 Mar 2010 00:28:27 +0000 http://sovereignspeculator.com/?p=4110#comment-8673 Anyone know what instruments Hendry is using to make that bet and that kind of return? Anyone know what instruments Hendry is using to make that bet and that kind of return?

]]> By: Charles http://sovereignspeculator.com/2010/03/04/im-with-hendry/#comment-8665 Charles Thu, 04 Mar 2010 12:59:31 +0000 http://sovereignspeculator.com/?p=4110#comment-8665 http://2010.therussiaforum.com/news/session-video3/ check 24:00 and after http://2010.therussiaforum.com/news/session-video3/
check 24:00 and after

]]> By: PEJ http://sovereignspeculator.com/2010/03/04/im-with-hendry/#comment-8664 PEJ Thu, 04 Mar 2010 12:22:59 +0000 http://sovereignspeculator.com/?p=4110#comment-8664 Yeah, the black swan and fooled by randomness are some of my favorite books. But when it comes to investment, it looks to me that Nassim Taleb really really sucks. Marc Faber is still an inflationist, but I'm sure he's clever enough to reverse he's position in time when the reflation trade ends. Yeah, the black swan and fooled by randomness are some of my favorite books. But when it comes to investment, it looks to me that Nassim Taleb really really sucks.

Marc Faber is still an inflationist, but I’m sure he’s clever enough to reverse he’s position in time when the reflation trade ends.

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