Betting on the surplus nations

I am planning to accumualte FXY(japanese yen) and CYB(Chinese Yuan) for my long porfolio because they are better than the dollar for many reasons but mainly because they have lots of dough. There are many more reasons but I'm not going to post any thesis until I feel like I really understand the Chinese economy which is rather complicated. But beware of these currencies, pretty sure they will make a run in the long run. If you want to talk more about it call me.  

Herng's day-to-day

http://nymag.com/news/businessfinance/53617/index.html

“There’s no pure science to it,” says Milman, recalling a day in October when he lost $100,000. “I made it all back in the next two days, but it was rough.”

the way this story unfolds is hilarious.

ok maybe not the suicide part, but everything else.

Currently...

milking the shit out of this january rally, LIQUIDATING!!! 

US Treasury Bubble

Recently, I've often said that if US treasury bond market is not a bubble, then i don't know what is. Here is a Barrons article supporting my thesis: 

 

http://online.barrons.com/article/SB123094029415750267.html?mod=djemWR

Vernon Healy Law Firm Investigates $2M Loss From Dirty Investment Advice

http://www.protectinginvestors.com/2009/01/vernon-healy-investigates-on-behalf-of-couple-who-lost-more-than-2-million-on-fannie-mae-preferred-s.html

This line about sums it up:

"Specifically, the investment firms were in a position to understand the capitalization and stability risks of issuing companies such as Fannie Mae and Lehman Brothers, yet they forged ahead and profited by packaging and pitching these investments to their own clients as safe, stable, income investments."

By the way, Starbury to the C's? I hope KG murders him in an attempt to keep the team culture at peace. Only in America could someone get paid $20M+ and not play a single game.