Comments
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KBI would go with long 30y treasury to get slightly better yield (but I understand using 10y because the difference is very small) and more upside potential for coming deflation crisis. Cash & cash-flow will be important to take advantage of the situation. But I will wait a little longer to see some worries about the US credibility (to get higher yield) before deflation will take yield down again. Lets see what happen. Great work with this video and other uploaded pieces.
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DMawesome stuff! I agree with others that it would be helpful to understand a bit more on how to execute the trades with retail brokers like Fidelity; another helpful idea for Julien - not sure if the bubble analysis was setting up trade ideas to watch on the short side if neckline breaks (NVDA etc.) or simply to get long again after 40% decline for a trade on the bounce
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NBI've also been following the lower rates / higher bond prices theme thru tracking the TNX and TLT ( etf ). If the Options trade Raoul proposed is off the table for some of us, as alluded to by others it seems TLT ( would rise with rate fall ) would be one way to play it although the reward would not be near what the Options trade might apparently provide if it works out.
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YGHi, could you please explain me more how to execute the trading idea with the call long/short in Eurodollar 2018december future. What kind of options could be used fot this idea, please not confuse with that i want a trading proposial , i m aware of the risc and only want to ask objectively how one could do that trade with only risking the premium, so calculated loss in worse case scenario. Because simply long/short on future options could go far more wrong as only risking the prime my broker told me. Hope you can help me out, best regards Yves and thank you for all you´re doing for us!
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RMExcellent. I am with Yves are wanting to hear a bit more on how to execute the EuroDollar trade. (Fidelity doesn't trade futures, but options may be avail). Terrific discussion.
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JMExcellent intro to MI. Looking forward to the rest of the series. I would be grateful if Raoul or Julian could give us an optimal way of buying volatility as buying calls on the VIX as I think Raoul has explained previously is a terrible way to do it. I think Vol has to be the trade of the year, the compression due to everybody and their dog selling Vol has to be near or at an all time high. Thank You.
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WEAll I can convey is thank you and excited about the ride ahead.
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SBA lot of interesting ideas discussed that will creat opportunities in the coming months. Will you be providing the exact timing and best vehicles to trade these ideas?
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RWVery interesting - I would appreciate some guidance as to how to learn to initiate the more sophisticated trading strategies referred too - eg type of broker, references etc.
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JMInitial feedback - Outstanding production quality. Audio and video are excellent. I just love the multi-camera angles on Raoul & Julian. Moderator was perfect!
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PWI have a very strong feeling that this is what I have been looking for. Your timing was perfect; the offer could not have dropped into my inbox at a more apposite moment. Thank you both for putting this together.
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RAExcellent beginning guys and I love the moderator aspect of keeping the discussion focused---clearly he is up to speed on both of your positional thinking. Clearly your team has thought this whole thing through and they are to be complemented. The presentation, both Video and Audio, are coming in sharp and crisp. Renaissance in the making guys.
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MBGreat intro...can't help but think this is the start of something special. Any chance of RV corp bond issue on the horizon :)
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NHfabulous. I got more out of this discussion in just a few minutes then I did with much of the research I am reading. Thank you for putting this together.