Macro Man's Money Machine

[teflon142]

quickie to start.

The original MM has started to post on his blog again. Kudos to TMM for holding the for for, you know, FOUR YEARS, but I must admit I am pretty excited that MM himself can pick it up again.

anyway simple idea is $100m AUM long only etf's, don't have the time to do proper research so all ideas are gonna be off the back of MM or my own hunch.

watch this space

 

[Martinghoul]

The original MM is tres good!

 

[teflon142]

long cwb
short vxx

 

[Npard23]

For macro trades, I like wheat futures (ZW) or through the WEAT ETF. Tension in Russia drives this up fast since Russia, Ukraine, and Kazakhstan combined are the world's largets wheat exporter and 27% of the global market.

 

[teflon142]

long rsx
short epi

 

[teflon142]

appreciate i said long only etfs in the OP but **** it.