This equity price action is becoming almost Biblical: "and on the fifth day, the market rose again...." Macro Man was somewhat b...
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Not The Best Start
Macro Man's not had the best start to his day. Macro Boy the Elder, giddy that half term school holidays have arrived already, woke up...
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This weekend in the Macro Man household was all about "savings". West Ham unexpectedly saved a draw against Arsenal after being ...
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The Treadmill
When market punters chat to each other, which they often do, the conversation almost inevitably opens with some variant of "So how you ...
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The Myth of The Strong Dollar Policy
Here are five great myths and/or lies of the modern financial system: 1) "The check is in the mail" 2) "I'll call you rig...
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Flamingo, Fright, or Friday?
Although Macro Man didn't ouch on it yesterday, his "no frills" earnings model for Goldman Sachs once again proved its worth, ...
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How Big Is The Output Gap?
Macro Man has thus far avoided the great "deflation versus inflation" debate, at least publicly, for a couple of reasons. The fir...
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There Is No Divine Right To A Trade Surplus
Another day, another dollar (going down forever.) The reflation trade is on, so on, baby, kick-started by Don Kohn's suggestion last ni...
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Withdrawal Symptoms
The problem with heroin, of either the literal or monetary type, is that once you're hooked it's a very tricky proposition to wean y...
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20 Questions
It's a bank holiday in Japan, the US, and Canada today, so markets are feeling a bit listless- though not quite as much as your author. ...
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A Bit Spicier
It's a busy day today and Macro Man is pressed for time (an early morning visit to the physiotherapist put him behind schedule), so toda...
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Good Moaning, Jean-Claude
Well, earnings season started with a bang last night as Aloca delivered....errr.....actual earnings. Both operating and GAAP earnigns comf...
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Let's Get Ready To Rumble
Alright, let's get ready to rumble. After a few months of "liquidity" being the only fundamental that appear to matter, equ...
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