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Archive for November 2009

Who? What? Where? Why?

Macro Man Monday, November 30, 2009 61 Comments
Macro Man
OK, so it looks as if disaster may be averted in Dubai: the latest hot rumour is that the central bank will guarantee all Dubai World deb t....
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A Good Old-Fashioned Panic

Macro Man Friday, November 27, 2009 25 Comments
Macro Man
Sometimes, those little guys matter. That seems to be the message of the past twenty-four hours where rumours/uncertainty over a possible ...
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Ten Things I'm Thankful For

Macro Man Thursday, November 26, 2009 25 Comments
Macro Man
It's Thanksgiving today, which means heavily impaired liquidity and, thus far, large price swings. Before Macro Man starts to "cook...
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Either/Or

Macro Man Wednesday, November 25, 2009 34 Comments
Macro Man
It feels like an either/or kind of market doesn't it? With a number of key asset prices (SPX, EUR/USD) approaching their extremes of th...
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Too Big To Fail

Macro Man Tuesday, November 24, 2009 44 Comments
Macro Man
It's tempting to get sucked into writing about today's sharp decline in the Shanghai Composite (pictured below) and what it might me...
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Headbanger's Ball

Macro Man Monday, November 23, 2009 27 Comments
Macro Man
As we embark upon Thanksgiving week, thus ushering in the low-liquidity holiday silly-season, you can almost hear Slade (or is that Quiet R...
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Window Dressing?

Macro Man Friday, November 20, 2009 29 Comments
Macro Man
Macro Man is back in the saddle, or at least his office chair, this morning after his first decent night's sleep in what seems like fore...
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A Game

A Game

Macro Man Thursday, November 19, 2009 10 Comments
Macro Man
Macro Man's feeling a bit under the weather this morning, so today's post will be mercifully short. What do these four countries hav...
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The Fed And Bubbles

Macro Man Wednesday, November 18, 2009 50 Comments
Macro Man
On the same day that Ben Bernanke made his speech mentioning the dollar, his intellectual blood-brother Don Kohn made one that touched heav...
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Bernanke And The Buck

Macro Man Tuesday, November 17, 2009 40 Comments
Macro Man
Following on from yesterday's post, Macro Man received confirmation this morning that Britain is, in fact, going to the dogs. He rolled...
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Cats And Dogs

Macro Man Monday, November 16, 2009 31 Comments
Macro Man
It's been raining cats and dogs for most of the last week (though sadly not during this turgid displa y, which might have excused the u...
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Step Off

Macro Man Friday, November 13, 2009 47 Comments
Macro Man
Sometimes, you just need to step off the desk and get away for a bit to clear your head. For Macro Man, this is one of those times. He runs ...
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Blast From The Past

Macro Man Thursday, November 12, 2009 31 Comments
Macro Man
Macro Man is back on the desk this morning, safely re-attired in standard-issue hedge fund costume: sport coat, jeans, and collared shirt. ...
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This Little Piggy Went to Market...

This Little Piggy Went to Market...

Macro Man Wednesday, November 11, 2009 32 Comments
Macro Man
Macro Man is out marketing this morning in that delightful process known as the investor round table. As such, today's entry is limited...
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Tired

Macro Man Tuesday, November 10, 2009 50 Comments
Macro Man
"I'm so tired, I haven't slept a wink. I'm so tired, my mind is on the blink. I wonder should I get up and fix myself a dri...
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Off To The Races

Macro Man Monday, November 09, 2009 17 Comments
Macro Man
On your marks...get set....go! Markets are off to the races so far this morning, as all manner of risky assets on Macro Man's screens ha...
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Random Shots

Macro Man Friday, November 06, 2009 56 Comments
Macro Man
You've heard of The Longest Yard . You've heard of The Longest Day . Well, this has been the longest week, given the barrage of si...
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QE or not QE? That is the question

Macro Man Thursday, November 05, 2009 64 Comments
Macro Man
Dear Fed, Macro Man speaks to a lot of well-informed, knowledgable punters. Many of you (collectively on the FOMC) know some of these very...
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Turnarounds

Macro Man Wednesday, November 04, 2009 44 Comments
Macro Man
It's been a shambolic start to what should ultimately prove to be a pretty important day. Macro Man normally catches a 6.33 am train fr...
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Hunting Season

Macro Man Tuesday, November 03, 2009 33 Comments
Macro Man
Yesterday was instructive, n'est-ce pas? The ISM was substantially stronger than exepected (OK, new orders dipped slightly, but employm...
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      • Who? What? Where? Why?
      • A Good Old-Fashioned Panic
      • Ten Things I'm Thankful For
      • Either/Or
      • Too Big To Fail
      • Headbanger's Ball
      • Window Dressing?
      • A Game
      • The Fed And Bubbles
      • Bernanke And The Buck
      • Cats And Dogs
      • Step Off
      • Blast From The Past
      • This Little Piggy Went to Market...
      • Tired
      • Off To The Races
      • Random Shots
      • QE or not QE? That is the question
      • Turnarounds
      • Hunting Season
      • A Manute Bol Week
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