I have been a trader on the floor of the CME since 1996. My scope would be considered Global Macro. I trade markets all over the world but have been focusing my attention recently on the Japanese debt market. It is my opinion that there is a significant chance the Japanese will have a debt crisis and very possibly lose control of the yen in the coming years. I am registered as a CTA and maintain a fund that seeks to profit from what I think is the coming pressure on the Japanese government bond market.
30 plus years of experience in investing, worked with several banks/brokers in Europe as a trader, advisor to institutional investors and investor in worldwide stocks, bonds and derivatives.
Short stories with high fundamental conviction ideas, focused on growth and return on equity.
Don't come often with ideas, only if it meets all my parameters.