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...
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Five-Minute Macro
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...
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Summertime
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...
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Bank Holiday Poem: Ozymandias
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...
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Sell American. I Am.
It's hard to believe that Warren Buffett's "Buy American" op-ed was more than seven months ago. How time flies!! Macro Ma...
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Quick Hits
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...
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The Answers
And now, the answers. Yesterday's little quiz was a pretty fascinating exercise. Although a few commenters noted (some more politely ...
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The Randomizer
Another day, another trip through the grist-mill of seemingly random (and certainly erratic) price action. In some ways, it doesn't see...
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A Half-Assed Job
Astute readers may have discerned a small autobiographical element to Holmes' latest adventure . While Macro Man knew that doing a kit...
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Tough Times
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...
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Is This It?
Presented without comment:
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The Missing Billions (Part Two)
Part one is here. The next morning dawned overcast and blustery: a typical spring day in the metropolis. Holmes emerged from his bedchamber ...
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The Missing Billions (Part One)
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...
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Too Obvious?
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...
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Quick Hits
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...
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You Get What You Pay For
Another day, another rip higher in equities. Despite the dodgy leg, Macro Man is starting to harbour a desire to visit Pamplona this July. ...
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Desireless
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...
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Happy Days, Redux?
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...
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Bank Holiday Poem: The Miracle-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 ...
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Good News On Public Health
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...
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