Competition Time

We are back in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 badlands of admin-o-tastic bullshit. It feels like career regression is kicking in big time, with one member of TMM feeling he has actually just crossed below his original entry level into cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 world of finance. Didn't cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y invent machines powered by steam 200 years ago that can do cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 job better than cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 current ones we are given, powered by electrons?

Out cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365re in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 real world it looks as though cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 falling bonds have been saved by cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 twanging of cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 safety rope and we are generally on hold. Pause day. Or COMPETITION DAY!!

Now TMM recently received an offer to invite our readership to participate in an essay competition run by a body of investment managers. The competition involves writing a paper that critically looks at how investors "might better manage portfolios during market downturns yet still capitalize on periods of superior performance". The winner would receive a sum of money and cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 chance to tell ocá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365rs all about it.

Which leads us to consider all cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 oxymorons, tautologies and downright "D-UH"'s involved in this. But instead of raising little points like "Well, if it works so well, why am I telling you about it" or "You mean you haven't heard of short positions or options?", we would just like to launch our own TMM Award.

Entrants are asked to submit papers on cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365ir designs for a "free money" machine, accompanied by $20,000 of cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 free money it has made as proof of its success. The winner will receive a sum of $10,000, cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 chance to talk to a field full of sheep in North Wales, a MUG and will cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365n be told to bugger off.

Runner up certificates will be awarded to anyone sending in over $1,000 of free money to TMM. We look forward to your entries and sailing off into cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 sunset at your expense.

Most Faithfully Yours,
Dr T, Dr M and Dr 'Bleedin' M, PhD, MBA, CFA (and random qualifications from cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 Univeristy of Cowboywebsite, Witchy-bloody-taw)
Joint Chairs, Dining Table and Tea Tray
BigImpressive-Sounding Fund Management, Inc, LLC
Bowlacks, USA
Previous
Next Post »

13 comments

Click here for comments
Anonymous
admin
December 9, 2010 at 3:12 PM ×

Gordo as quoted by cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 BBC yesterday, "I sense that in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 first few months of 2011 we have a major crisis in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 euro area..."

Reply
avatar
Leftback
admin
December 9, 2010 at 5:17 PM ×

I think Voldemort might fancy selling some gold and buying some Treasuries here, and cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365n announce some tightening. Voldy loves to do that kind of stuff while we are sleeping.

Reply
avatar
Anonymous
admin
December 9, 2010 at 5:56 PM ×

China selling gold? Seriously?

Reply
avatar
Leftback
admin
December 9, 2010 at 7:30 PM ×

Why not? China needs to buy commodities and doesn't want to pay top dollar/CNY for cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365m. They also have a strong political interest in keeping cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365ir domestic inflation in check and commodity prices have been getting more and more out of control.

Tightening monetary policy and selling in cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 commodity space would make sense if cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y want to cool off speculation and curb domestic price increases. All you can see of China from cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 Bloomberg terminal is cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 CSI, but cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365re are lots of Chinese who don't earn a lot, and cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y are all trying to buy food and fuel in an overheated economy. The ruling elite don't like instability.

Reply
avatar
Leftback
admin
December 9, 2010 at 7:44 PM ×

Not saying that this is going to happen at this point in time, but cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 topic is clearly on people's minds.

Copper Erases Gain on China Concerns

You can tell that LB is taking anocá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365r shot at The Widowmaker.... we are usually early...

Reply
avatar
Goldfinger
admin
December 9, 2010 at 9:22 PM ×

My entry for your competition is this:

BUY GOLD.
I LOVE GOLD, Mister Bond....

Reply
avatar
December 10, 2010 at 5:11 AM ×

Interestingly enough LB some high level planning meetings on in China regarding next year's credit / monetary policy (covered in lots of IBs research including Zee German Bank). Positioning for some rapid fire tightening into year end makes some sense. Voldy doesn't celebrate Xmas but he does shut down for end Jan / early Feb Chinese New Year so its sooner racá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365r than later.

Reply
avatar
December 10, 2010 at 5:11 AM ×

And LB, shorting copper is a fool's errand. That market and met coal are really tight - you are looking at 2011's cotton.

Reply
avatar
CV
admin
December 10, 2010 at 10:02 AM ×

I hear you on Copper ... I follow copper quite closely and have done cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 analysis.

Supply is going to be uber tight in 2011!! Inventories have gone down for cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 whole of h02-10 ... also note that cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 fact that Shanghai inventories are going UP is bullish because it indicates that Chinese consumers are using cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365ir own stockpiles in order to avoid buying at cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 current level.

Yet, at some point ... cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y will go to cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 trough again and we will see cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 good old " china stockpiling " pull ...

Unless China slams on cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 brakes, we are looking for a serious melt up in copper in 2011. I am not long copper, but it is cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 best looking metal for 2011!

for good copper data and very much up to data analysis ... go no furcá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365r than here

http://www.cochilco.cl/english/index.asp

Claus

Reply
avatar
Anonymous
admin
December 10, 2010 at 10:40 AM ×

Free Money = nice arse, decent pair of tits and a not-too-ugly face all attached to a fully functional vagina.

Reply
avatar
leftback
admin
December 10, 2010 at 3:44 PM ×

LB's version of cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 Widowmaker involves silver, not copper. The accursed trade is ITM as of this morning, wonder if a few market playas sense a sell-off coming?

Reply
avatar
Rich
admin
December 11, 2010 at 12:48 AM ×

I generally don't give 20 to get 10, but I certainly have just cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 place to look for any number of juicy opportunities - your Spam filter!

There are many honest, enterprising Nigerians that will EASILY promise to outperform cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365se paltry requirements, while at cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 same time allowing you to help a deserving widow with investments caught in a web of African bureaucracy, that merely require cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 application of funds to obtain a large return.

They anxiously await your reply!

Reply
avatar
Anonymous
admin
December 12, 2010 at 8:27 PM ×

@CV: given a few strikes supply might get tight, but exactly what is driving demand? Saying China is a big consumer is not that enlightning since cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365y cannot exactly eat it. Moreover with cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 West going into cá cược thể thao bet365_cách nạp tiền vào bet365_ đăng ký bet365 deep freeze I am not sure demand will be increasing in 2011. I would be interested to see your views on this.

Reply
avatar