Consider yourselves warned. Conditions seem relatively benign, albeit noisy, and equities appear to be floating on the swells of a veritable...
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The Dreaded Return of Five Minute Macro
Oh, dear. It looks like that most fearsome of beasts, "five minute macro", has made an unwelcome return. How else to explain ...
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The Beginning of the End....Or the End of the Beginning?
Man, oh man. Macro Man isn't sure if it's the cold, rainy "barbecue summer" or the unpleasantness of being crammed into a...
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Tell Me Lies, Tell Me Sweet Little Lies
The summer rumbles on with the risk-on orgy intact. After a brief wobble earlier in the day, the SPX closed on its highs of the years, and...
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Trading and Sports
As Macro Man sits here on a rainy Monday morning, watching his portfolio meander, he is struck by the similarities between trading and sport...
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There You Go
Well, there you go. The best way to spice things up a bit is to write a piece moaning about how uninteresting things have become. It all st...
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Fairly Uninteresting
Despite the on-the-surface tensions causedby earnings season and the Bernanke testimony, it's frankly been a fairly uninteresting few da...
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Under The Weather
When the early hope of a long, hot summer in the UK gives way to the annual monsoon of April-temperature rains, it's not uncommon to pic...
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A Conundrum
If equities blithely ignored the CIT bankruptcy earlier in the week and refused to go down......why are futures now rallying on a rumour of ...
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Running Diary
"When a man is tired of trading, he is tired of life." If Samuel Johnson were alive today and running a hedge fund portfolio, he ...
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Helicopter Wen?
Sigh, redux. For all the sturm und drang surrrounding the GS earnings release yesterday, the banner report was met with a collective yaw...
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Monday, Monday
Perhaps its the after effects of an unusually deep Sunday night sleep, or maybe it's the knowledge that it's going to be a big week ...
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A Coiled Spring
On the face of it, yesterday was a pretty quiet day. The Alcoa "earnings" were largely shrugged off (no thanks to Bloomberg, which...
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An L Of A Recovery
Macro Man was pleased to receive plenty of kind feedback on yesterday's little hip-hop effort, though somewhat chagrined to see that &qu...
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California's Bust
(With apologies to Dre and Tupac) California...knows how to party California....don’t got no money In the citaaaaay of LA In the citaaaaay o...
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Remarkable!
So after China, a country with a considerable aluminum manufacturing capacity running well below max capacity, starts a fairly-clearly-impos...
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The Return of Team 1250?
Sigh. It looked like it was so on, baby, but yesterday proved to be something of an anticlimax. The opportunity hasn't been bungled ...
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It's On, Baby...It Is So On
A belated and abbreviated post today, as Macro Man's been busy dealing with both market and non-market issues. Keeping to the former, he...
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