World Economy and Macro Trading are my biggest passion (whichever way it sounds:)
I did it all - coming from the socialist Poland did managed to make money to get financial education in US, did my Ivy League MBA, I did get to work in the largest asset manager.
I have to be honest I did it because I wanted to manage money.
In the eighties Poland was behind iron courtain, so fantasizing of the levels of unemployment and inflation, economic cycle in Germany vs US was the strangest thing possible. Yet this is something which was driving me. I felt strange - from all sides I heard about market efficiency but all logic was making me feel that exchange rate of DEM vs USD 1.8 is too high, that it should be at 1.4. For some reason my logic materialized. I felt even more strange as there was a big world of multimilionaires of the capitalistic world....why for me 100 USD was like equivalent of 2 month salary... so betting was not my thing.
So ...I went to USA, as I was working in the restaurant I was sending money to Poland, converting it to PLN and making money on carry. As I was making money....I was paying for my CBS MBA:) That was my first trade.
I have seen plenty opportunities in the inefficient world (with very limited internet)
Tequila crisis in the 1990s, hardly internet available...and huge carry on the recovery for a year...I couldn't believe it why people are not taking advantage of it. But I hardly had money going out of the school.
In 1995 right after the school, I was truly ALMOST, hired by Bankers Trust for the position of prioprietary trading by that time star - Achilles Macris. I say "almost" as I went through 6 rounds, was invited for a final dinner in London, was told unofficially that I have IT, but I burned it with HR.
Anyway, the reality is that I never had guts to make huge bet with my money to become really independent of the system. I feel bad that I do not have strength and courage to take other people money and invest it - ultimately this is practically the only way you can make big money on the street. Somehow I don't think it is right at times when leverage is available to all of us, why would I do it with somebodys money if I can do it with mine...
I know this is unusual logic but...there is some fairness in it...
Now, I am at this stage that I can start larger scale trading and I want to share my knowledge so that you will recognize the power of my skill. Markets are much more efficient now than they were 20 years ago. Yet my track record, and breadth of my macro knowledge, is such that I can beat them.
There will not be millions of trades here so that you can diversify them, built efficient portfolio. But the trades I provide will be trades which are good because of depth of my understanding of interactions of politicians, economy and markets. The trades are more like portfolio management trades and not the daily transactions.
I want YOU to witness that I am doing is right, that this can be opportunity for you.
MY FIRST BLOG TRADES
Buy UST futures 10 year, 30year
Buy Eurodollar futures March 2013, June 2013
The rationale will come separately - I just started this blog, so let me take a break. Hopefully one person will visit it one day:). Personally, after 25 years following of the markets, being truly global person, I am convinced that I have unique level of skill.
