Dear Prudence Macro Man Friday, November 30, 2007 7 Comments Macro Man It's been another nice day for equities, and the S&P 500 is rapidly approaching the critical zone at 1490 - 1500. Amazing as it se... Read More
Double Whammy Macro Man Friday, November 30, 2007 9 Comments Macro Man Q. What is stonger than The Economist cover curse for dollar bears? A. An Economist dollar cover that they've ripped off from someone ... Read More
An open letter to the GCC Macro Man Thursday, November 29, 2007 8 Comments Macro Man Greetings I wish you all a safe and enjoyable journey to your forthcoming summit meeting next week, and to those residents of the United Ara... Read More
Some unique factors for your next quant strategy Macro Man Wednesday, November 28, 2007 11 Comments Macro Man It's been a hard year to reside in quant-land. The ignominy of being the smartest guy in the room and yet underperforming day-traders mu... Read More
Time to act? Macro Man Tuesday, November 27, 2007 16 Comments Macro Man Holmes and Watson would no doubt have been pleased by yesterday's price action, as the caning of the S&P 500 injected yet more risk ... Read More
The curious case of the vanishing bid, part 2 Macro Man Monday, November 26, 2007 17 Comments Macro Man We left Holmes on Friday contemplating the curious case of the vanishing bid for risky assets. We pick up the story the following morning..... Read More
The curious case of the vanishing bid Macro Man Friday, November 23, 2007 14 Comments Macro Man A late November tempest howled outside in the London night, and the gale rattled the room’s ancient windows, disturbing what had heretofore ... Read More
Ten Things I'm Thankful For Macro Man Thursday, November 22, 2007 17 Comments Macro Man Before Macro Man (an expatriated Yank) settles into a day of heavy food consumption and late-afternoon NFL, it's time to count his bless... Read More
Trust us, we're experts Macro Man Wednesday, November 21, 2007 6 Comments Macro Man While one might normally expect Thanksgiving week to be a relatively quiet one, nothing could be further from the case this year. Market par... Read More
Fear and greed Macro Man Tuesday, November 20, 2007 12 Comments Macro Man There's a well-worn market cliche that economic agents are driven by fear and greed, and in particularly difficult conditions they seem ... Read More
Last night I had the strangest dream.... Macro Man Monday, November 19, 2007 16 Comments Macro Man Last night I had the strangest dream. I was back in 2007, worrying about things that seemed so significant then but now seem like the slight... Read More
Weekend special: A True Story Macro Man Saturday, November 17, 2007 5 Comments Macro Man Macro Man's youngest son (age 4) was playing with one of his friends in the back garden earlier in the week. They gathered an assortme... Read More
Story time Macro Man Friday, November 16, 2007 11 Comments Macro Man It's one of those days again, with markets jumpy and spreading more stories than the Brothers Grimm and Hans Christian Andersen combined... Read More