Re: Trade Idea Generation. the process of writing and thinking..LETS D
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Barron,
I know that you are writing the memo as for general propose, but it might be worth while to find out exactly the types of trades that they do, before you write this, so you can target their interest better. So for example, most of your idea looks really interesting, but they are all over the map. just my 2cents.
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i'm doing it for me as much as them.
it's a brainstorm so it is supposed to be all over the map [img]/images/graemlins/smile.gif[/img]. my post above concentrates on US/ china. i'll go country by country and then market by market in a more organized manner than the brainstorm obviously.
but the fund is a global macro hedge fund so i'd like to come up w/ 3-5 solid ideas that are uncorrelated and possibly 10 or more that are worth digging into . they can be everywhere in any market all over the globe.
that is the beauty of global macro [img]/images/graemlins/smile.gif[/img]
thanks for your cents though!
Barron
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