Red Pear Luke (BCS) said:
Andy Beal is the kind of fellow to have an employee show up to his office at Beal Bank and present the info that the employee has spent all week accumulating this data. You would give him a 10 minute pseudo Q&A convo where he's behind a giant desk of monitors that are all covered and screen protected so you have no idea what he needs this data for. Nor would you see his face or really talk about how the cowboys sucked last night.
He's the kind of individual that will buy a specific 90s version of a certain expedition type SUV vehicle. And pay $250K to retrofit that expedition type vehicle with bullet proof glass and impeccable engines so in the event that STHF, you have a huge capable vehicle for the zombie apocalypse.
Needless to say, Andy Beal is not 6 moves ahead, he is thinking 15 moves ahead. He's based off a wealth of knowledge and he's probably got his reasons to be short HK dollar but there is 100x more depth to that trade that you'll never know or understand.
You've worked for Andy, have you?
When it comes to financial matters, Andy is a savant with an intuitive understanding that almost everyone else in the industry lacks.
Sometimes Andy's moves are simple and obvious once he's done them. For example, he was the first to realize that junk bonds backed by first mortgages were mispriced as junk bonds and should have been priced as mortgages. It's impossible for an individual investor to follow Andy's lead consistently, however, since most of his moves are not reported and those that are reported are done so only months after the fact.
