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A Review of my EQ Based Global Macro Trading Ideas

Today I wanted to quickly highlight the performance of my equity based trading strategies around my global macro economic investment thesis. Emerging markets: I continue to believe that emerging-market growth and equity performance — especially in countries with a strong consumer base — will continue to outpace developed nations in 2010. Therefore, you should still […]

Dahlman Rose & Co. Global Transportation Conference 2009 (Day 1: Railroads)

*Real Time Notes Updated Frequently BNSF: Thomas Hund, Executive VP & CFO I am currently attending this conference and will be doing some random live updates throughout the day.  I am currently listening to a presentation by BNSF’s Thomas N. Hund, Executive Vice President & Chief Financial Officer.  He is presently discussing the important of […]