Month-end Thoughts on Valuation Macro Man Friday, May 29, 2009 25 Comments Macro Man Hard to believe it's month-end already. Gee, time sure does fly when you're having fun. (Or.....B.) In any event, the lack of mas... Read More
Hmmmmm Macro Man Thursday, May 28, 2009 24 Comments Macro Man OK. For all the talk of "green shoots", "second derivative improvements", "positive feedback loops", and ... Read More
Five-Minute Macro Macro Man Wednesday, May 27, 2009 16 Comments Macro Man Is it just Macro Man, or are we living in a world of five-minute macro? It seems as if tradeable macro themes get as much traction these day... Read More
Summertime Macro Man Tuesday, May 26, 2009 8 Comments Macro Man Although it's only the last week in May, markets have taken on the distinct flavour of summertime. Perhaps it's because it's t... Read More
Bank Holiday Poem: Ozymandias Macro Man Monday, May 25, 2009 7 Comments Macro Man With apologies to P.B. Shelley.... I met investors from a foreign shore Who said: "Two trillion dollars we are long. Until we can deplo... Read More
Sell American. I Am. Macro Man Friday, May 22, 2009 11 Comments Macro Man It's hard to believe that Warren Buffett's "Buy American" op-ed was more than seven months ago. How time flies!! Macro Ma... Read More
Quick Hits Macro Man Thursday, May 21, 2009 13 Comments Macro Man Macro Man's a bit tied up this morning, so it's another edition of quick hits: * Orgy of optimism? The latest BofA/ML Global Fund M... Read More
The Answers Macro Man Wednesday, May 20, 2009 7 Comments Macro Man And now, the answers. Yesterday's little quiz was a pretty fascinating exercise. Although a few commenters noted (some more politely ... Read More
The Randomizer Macro Man Tuesday, May 19, 2009 33 Comments Macro Man Another day, another trip through the grist-mill of seemingly random (and certainly erratic) price action. In some ways, it doesn't see... Read More
A Half-Assed Job Macro Man Monday, May 18, 2009 14 Comments Macro Man Astute readers may have discerned a small autobiographical element to Holmes' latest adventure . While Macro Man knew that doing a kit... Read More
Tough Times Macro Man Friday, May 15, 2009 20 Comments Macro Man Sigh. Just when you thought it was unsafe to get back in the water, it turns out that things are just swell, after all. Or so it feels a... Read More
Is This It? Macro Man Thursday, May 14, 2009 18 Comments Macro Man Presented without comment: Read More
The Missing Billions (Part Two) Macro Man Tuesday, May 12, 2009 11 Comments Macro Man Part one is here. The next morning dawned overcast and blustery: a typical spring day in the metropolis. Holmes emerged from his bedchamber ... Read More
The Missing Billions (Part One) Macro Man Tuesday, May 12, 2009 12 Comments Macro Man It was in the spring of 2--- that, a few years after taking my own rooms off of Sloane Square, I rejoined Holmes at our old Baker Street add... Read More
Too Obvious? Macro Man Monday, May 11, 2009 13 Comments Macro Man Can a good technical set-up sometimes be too obvious to work? While that might be the question of a man whose mojo continues to reside in th... Read More
Quick Hits Macro Man Friday, May 08, 2009 6 Comments Macro Man Macro Man is a bit pressed this morning, so he's reduced to offering up a few quick-hit bullet point thoughts: * It's a trifle amusi... Read More
You Get What You Pay For Macro Man Thursday, May 07, 2009 18 Comments Macro Man Another day, another rip higher in equities. Despite the dodgy leg, Macro Man is starting to harbour a desire to visit Pamplona this July. ... Read More
Desireless Macro Man Wednesday, May 06, 2009 12 Comments Macro Man Macro Man is struggling to come up with much desire to have an active investment stance, let alone layer fresh risk, ahead of a few days fra... Read More
Happy Days, Redux? Macro Man Tuesday, May 05, 2009 9 Comments Macro Man It's happy days again for the green shoots crowd, as the SPX finally completed its gut-wrenching round-trip to close up on the year yest... Read More
Bank Holiday Poem: The Miracle-Man Macro Man Monday, May 04, 2009 7 Comments Macro Man I took my children to the county fair, To sample the delights of simple lives. The sounds and smells of livestock filled the air, And merry ... Read More
Good News On Public Health Macro Man Friday, May 01, 2009 6 Comments Macro Man With all the virtual ink spilt on the unfortunate situation in Mexico, Macro Man is pleased to be able to share some good news on public hea... Read More