October 2010 ~ Macro Man

Benoit Mandelbrot, RIP

What a shame the great Benoit Mandelbrot died 2 weeks ago. He would have had plenty to tell us about the fractal nature of markets. Wheth...

TMM were disappointed by the G20 like, oh, you know, most people who think there's a good chance that if we don't resolve global imb...

It's one of those days today when its hard to get ones thoughts straight and TMM wondered whether a different version of 20 Questions w...

There is a *lot* of talk going around the market of bubbles these days. The FT is making a lot of noise about bubbles in EM which frankly ...

We might have just set a new record for the amount of time the market has been able to focus on just one subject, but at last the Attention ...

As Macro Man referred to his progeny as his Macro boys, so Team Macro Man also have their own pack of brats. Who we will now on refer to as ...

TMM can’t help but notice that with FX moves like this all reasonable expectations or predictions of price levels makes discussing commodity...

Well, if TMM thought that the move in real rates, gold et al was overdone yesterday, this morning they find themselves even more surprised. ...

Hands up if you are glad September is over and hands up if you are now kicking yourself for predicting the big picture nicely but getting st...