Nightmare before Christmas Polemic Tuesday, November 30, 2010 10 Comments Polemic You know that dream where you find yourself back at school about to go into your finals and you have done NO revision and what’s more for so... Read More
A Line In The Sand Polemic Monday, November 29, 2010 5 Comments Polemic Well we have the bailout plan, cue the usual items from your chosen bailout drama: Protests (check) Breakdown of government consensus (check... Read More
Gangsta Style- North Korea Nemo Incognito Tuesday, November 23, 2010 1 Comment Nemo Incognito One member of TMM has been to North Korea and noted that amongst the very, very few goods you could buy there was music. Though even worse t... Read More
Armchair Generals Polemic Tuesday, November 23, 2010 13 Comments Polemic A large component of the populace of Financial Markets is made up of commentators, advisors, strategists and so called "experts" ... Read More
QE Bomb Ground Zero Polemic Monday, November 22, 2010 9 Comments Polemic This weekend saw another Eurorevelation - Ireland is/has/will approach the EU/IMF for some money to bail it out. Now whilst this may not be... Read More
And relax Polemic Thursday, November 18, 2010 5 Comments Polemic Aaaand relax. Ok guys that was a good workout, well done. Now do some stretches, cool down and take a break. US DXY failure at top of downt... Read More
The Book of Eurorevelation Polemic Wednesday, November 17, 2010 6 Comments Polemic Chapter Six, Verses 1-17: 6:1 And I saw when the Investor opened one of the seven debt structures, and I heard one of the four living creat... Read More
Policy Lending May Not be Your Friend Polemic Tuesday, November 16, 2010 4 Comments Polemic TMM notes that while the Ring Cycle continues to play out in Europe (with a likely Wagnerian ending long term, but a plug short term) things... Read More
In Case of Global Consensus Break Glass Polemic Friday, November 12, 2010 9 Comments Polemic TMM were somewhat cynical about the G20 but some of the headlines hitting the news today have given us pause for, ooh, a few seconds before ... Read More
The Adventures of Baron Von Trichet Polemic Thursday, November 11, 2010 6 Comments Polemic As you have probably gathered, Team Macro Man have been somewhat bemused for a while at the extraordinary tall tales coming out of Europe as... Read More
Beekeeping Polemic Wednesday, November 10, 2010 15 Comments Polemic Drowning in it today. We are a smidge buried in our own little Worlds. Earning a crust coming before the hobby. So a brief one. If you imagi... Read More
No Man's Land Polemic Tuesday, November 09, 2010 12 Comments Polemic The weekend has brought us little new. APEC members have once again promised not to do what they are currently doing and most likely won... Read More
iPIGS + CBs = GSEs Redux Polemic Thursday, November 04, 2010 7 Comments Polemic That's QE behind us and if yesterday was Xmas eve then today feels like Christmas afternoon, with the parents on the sofa having eaten ... Read More
Was it Good for You? Nemo Incognito Wednesday, November 03, 2010 1 Comment Nemo Incognito Well, its only 15 minutes post but TMM can lay claim to a few things: 1) Our non-prediction was not wrong. Not bad. 2) Now that the alcoh... Read More
What a Load of Central Bankers Polemic Monday, November 01, 2010 4 Comments Polemic Here we are, the roar of finely tuned trading machines on the grid, waiting for the green lights from the central banks, is deafening. Well ... Read More