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Archive for July 2008

Macro Trading Fantasy Camp

Macro Man Thursday, July 31, 2008 39 Comments
Macro Man
Readers in Europe may not be aware of the American phenomenon known as the "fantasy camp." This is a primarily (though not exclus...
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Just say no

Macro Man Wednesday, July 30, 2008 16 Comments
Macro Man
Oh dear. So Merrill Lynch (who really ought to merge with Villeroy and Boch ) announces another "kitchen sink" write-off....and ...
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From the Merrill Lynch Stationery Cupboard

Macro Man Tuesday, July 29, 2008 10 Comments
Macro Man
Sigh. Another day, another writedown at good old Merrill Lynch . And indeed, another asset sale by Merrill that Merrill itself is financin...
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And the winner is.....

Macro Man Monday, July 28, 2008 5 Comments
Macro Man
Why is it that the office air conditioning only goes out on the hottest day of the year? Such is the case today; while Macro Man is usually ...
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Dag NAB it!

Macro Man Friday, July 25, 2008 8 Comments
Macro Man
Just when you thought it was safe to go back in that water.....a great white shark from the Great Barrier Reef goes and bites your leg off. ...
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Data dump

Macro Man Thursday, July 24, 2008 6 Comments
Macro Man
Well, the RBNZ did the right thing last night (at least for Macro Man's portfolio!), cutting rates by 0.25% and suggesting that there...
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Turning point?

Macro Man Wednesday, July 23, 2008 14 Comments
Macro Man
Macro Man forwarded yesterday's modest proposal to the Congressional Budget Office, where it received an enthusiastic response. He als...
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A modest proposal

Macro Man Tuesday, July 22, 2008 27 Comments
Macro Man
Regular readers may recall that despite residing in Europe (and, briefly, Asia ) for the past fifteen years or so, Macro Man is an American ...
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20 Questions

Macro Man Monday, July 21, 2008 15 Comments
Macro Man
While the weekend weather didn't always feel like summer, today's market price action certainly does. What better time, then, to pl...
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Oh Mama!

Macro Man Friday, July 18, 2008 15 Comments
Macro Man
Macro Man rarely writes about single name stocks, because that's not his area of relative expertise. He's not called "Micr...
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You knew it was coming

Macro Man Thursday, July 17, 2008 4 Comments
Macro Man
You knew it was coming.....you knew it was coming...you knew it was coming..... BAM! Yesterday it finally came. Macro Man refers, of cours...
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Buy...I mean sell...I mean buy....I mean sell

Macro Man Wednesday, July 16, 2008 13 Comments
Macro Man
Shift F9 . Well, what can you say? Yesterday was a "sell everything" day.....at least until that list included oil....after which...
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Sell everything except....

Macro Man Tuesday, July 15, 2008 17 Comments
Macro Man
Freddie Krueger came back to haunt the market again yesterday, as the market adopted the Rod Tidwell approach to the government's plan f...
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A slippery slope

Macro Man Monday, July 14, 2008 17 Comments
Macro Man
While Macro Man is tempted to hit shift F9 again, perhaps the optimal strategy in this market has been pretty easy. Stay short equities,...
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Fred's dead, baby, Fred's dead

Macro Man Friday, July 11, 2008 30 Comments
Macro Man
Fabian: Butch, whose bond yield is this? Butch: It's a stock price, baby. Fabian: Whose stock price is this? Butch: Fred's. Fabian:...
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      • Macro Trading Fantasy Camp
      • Just say no
      • From the Merrill Lynch Stationery Cupboard
      • And the winner is.....
      • Dag NAB it!
      • Data dump
      • Turning point?
      • A modest proposal
      • 20 Questions
      • Oh Mama!
      • You knew it was coming
      • Buy...I mean sell...I mean buy....I mean sell
      • Sell everything except....
      • A slippery slope
      • Fred's dead, baby, Fred's dead
      • Right and wrong
      • Enough is enough
      • Go ugly early
      • Heaven and hell
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      • Shift F9
      • Defending the Maginot Line
      • A Tale of Two CBs
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