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Archive for April 2011
Is it true?

Is it true?

Polemic Wednesday, April 20, 2011 27 Comments
Polemic
It's a busy day today leaving Team Macro Man little time to ask themselves some of the more pressing topical questions. these particular...
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Bunker mentality

Bunker mentality

Polemic Monday, April 18, 2011 10 Comments
Polemic
TMM have probably done their views on European debt to death over the past 2 days so even though it looks like the market is on a Euro-Zombi...
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Its All Going Bunker Hunt

Nemo Incognito Wednesday, April 13, 2011 7 Comments
Nemo Incognito
Quote of the day .. *TEPCO PRESIDENT: MUST RETHINK PLANS TO EXPAND GLOBALLY. No kidding - just as Australia looks to be passing a carbon ta...
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Inflation Pendulums, Nukes and Shoe Shops

Inflation Pendulums, Nukes and Shoe Shops

Polemic Tuesday, April 12, 2011 7 Comments
Polemic
It was only 8 months ago that the world was screaming that deflation was a foregone conclusion and the only way that the world could adjust....
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Twenty Five Questions

Twenty Five Questions

Polemic Thursday, April 07, 2011 12 Comments
Polemic
TMM are immersed in research, so they thought given it is once again ECB day that a round of Twenty Five Questions was in order: Does the Do...
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High conviction losing trades

High conviction losing trades

Polemic Wednesday, April 06, 2011 16 Comments
Polemic
So the first thing TMM have done is tattoo their own 2011 Non-Prediction "USDJPY will not be easy" to the back of their hands...!...
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Mean Reversion and Creative Destruction

Nemo Incognito Tuesday, April 05, 2011 14 Comments
Nemo Incognito
With the risk on trade in so many things partying on, TMM are always wondering what could make the music stop not just for the markets at a ...
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AUDJPY, burn up on re-entry

Polemic Monday, April 04, 2011 12 Comments
Polemic
You would think that the balmy summer weather that hit London this weekend has permeated the general mood of the financial markets. Risk on ...
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TMM Quiz Time

TMM Quiz Time

Polemic Friday, April 01, 2011 6 Comments
Polemic
TMM are particularly weary this morning. Not only have they survived a month, quarter and in some cases, year end, they were out last night ...
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      • Is it true?
      • Bunker mentality
      • Its All Going Bunker Hunt
      • Inflation Pendulums, Nukes and Shoe Shops
      • Twenty Five Questions
      • High conviction losing trades
      • Mean Reversion and Creative Destruction
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