The Armchair General Rides Again Nemo Incognito Sunday, January 30, 2011 9 Comments Nemo Incognito Well, well, well, its been an eventful few months and aside from the ongoing messy situations in Pakistan and North Korea it appears that Tw... Read More
Euro Pause Polemic Monday, January 24, 2011 11 Comments Polemic You remember last week TMM were wondering what the motivation for the Soothsayer to break his cover was to go mainstream with his calls? We... Read More
Markets menagerie Part 2 Polemic Friday, January 21, 2011 8 Comments Polemic That was a tussle indeed yesterday. Just as the bears thought they had the bulls in a headlock and were already looking forward to winning t... Read More
Apocalypse When? Polemic Thursday, January 20, 2011 13 Comments Polemic Is it just us or does it feel to you that there is a hell of a lot of tension in the wires at the moment as the tug of war between good and ... Read More
Markets menagerie Part 1 Polemic Wednesday, January 19, 2011 3 Comments Polemic TMM have just been led through the client managerie by some sell side friends... This is what they were shown. Horribilis Petulenca Scream... Read More
Buried, but thinking Polemic Friday, January 14, 2011 2 Comments Polemic TMM are buried with their day jobs today, so though we would love to write reams, it will have to be a very brief one. If the EFSF wasn'... Read More
Reparation day Polemic Thursday, January 13, 2011 6 Comments Polemic Spain and Italy done and dusted for this round and however much you feel it’s a fix or manipulation, the results are OK. Also the idea of a... Read More
Consensus against MLK Polemic Monday, January 10, 2011 5 Comments Polemic After spelling out our macro non-thoughts for the past few posts it's about time we pulled our focus back from the horizon to the pot-ho... Read More
Happy New Year and Non-Predictions 1: Commodities Nemo Incognito Tuesday, January 04, 2011 12 Comments Nemo Incognito First off thank you all for your very kind responses to the MM "last request" appeal. Nigh on £2500 for Great Ormond street. Thank... Read More