Comments on: Dispatch notes from Poland http://www.sovereignman.com/expat/dispatch-notes-from-poland/ Mon, 06 Sep 2010 21:11:50 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Kyle http://www.sovereignman.com/expat/dispatch-notes-from-poland/comment-page-1/#comment-564 Kyle Wed, 05 Aug 2009 01:54:54 +0000 http://www.sovereignman.com/?p=343#comment-564 Next time you are in Krakow, be sure to check out the salt mine. Very cool. Next time you are in Krakow, be sure to check out the salt mine. Very cool.

]]> By: henke http://www.sovereignman.com/expat/dispatch-notes-from-poland/comment-page-1/#comment-550 henke Tue, 04 Aug 2009 11:40:56 +0000 http://www.sovereignman.com/?p=343#comment-550 Thak you Simon for your piece on Swedbank. I was able to pick up puts on Swedbank with expiry in february at strike 48 SEK today paying a premia of only 5,75 SEK per option. If Swedbank really does falter badly from here, it will almost certainly revisit the lows of this year, and I will pocket a handsome profit. If not, I will have spent pocket change on the options. I cannot believe people still sell cheap options on this monster. This is a great risk reward trade. The somewhat more sober norwegian bank DNB is on the record as"very worried" about the baltics going forward, and has only a fraction of Swedbanks exposure. I don't think it's too late to get in on this trade. It's one of those trades that you hear people talking about, but when you ask them if they have it on, they mumble something about difficulty in procuring shares to short etc. I'm hoping to build a position here in the near future as we are in a broad strong rally. Swedbank's current rise probably won't last. Henrik Thak you Simon for your piece on Swedbank. I was able to pick up puts on Swedbank with expiry in february at strike 48 SEK today paying a premia of only 5,75 SEK per option.

If Swedbank really does falter badly from here, it will almost certainly revisit the lows of this year, and I will pocket a handsome profit.
If not, I will have spent pocket change on the options. I cannot believe people still sell cheap options on this monster. This is a great risk reward trade.

The somewhat more sober norwegian bank DNB is on the record as”very worried” about the baltics going forward, and has only a fraction of Swedbanks exposure. I don’t think it’s too late to get in on this trade. It’s one of those trades that you hear people talking about, but when you ask them if they have it on, they mumble something about difficulty in procuring shares to short etc.
I’m hoping to build a position here in the near future as we are in a broad strong rally. Swedbank’s current rise probably won’t last.

Henrik

]]> By: marco http://www.sovereignman.com/expat/dispatch-notes-from-poland/comment-page-1/#comment-549 marco Mon, 03 Aug 2009 22:56:21 +0000 http://www.sovereignman.com/?p=343#comment-549 i am a gringo ex-pat living in panama since 2005. i also have property i uruguay. i have connections to potential investors here in panama and i'd like to meet you when you are here. i will be back in the states aug 11 - 20. let me know if you want to meet in panama. i am a subscriber under a different email address. i am a gringo ex-pat living in panama since 2005. i also have property i uruguay. i have connections to potential investors here in panama and i’d like to meet you when you are here. i will be back in the states aug 11 – 20.
let me know if you want to meet in panama.
i am a subscriber under a different email address.

]]> By: John Geering http://www.sovereignman.com/expat/dispatch-notes-from-poland/comment-page-1/#comment-547 John Geering Mon, 03 Aug 2009 17:22:06 +0000 http://www.sovereignman.com/?p=343#comment-547 Simon: What do you mean by "how could the Poles be complacent enough to not make preparations for the coming crisis?" Simon: What do you mean by “how could the Poles be complacent enough to not make preparations for the coming crisis?”

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