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Archive for May 2011

European Debt Galaxy

Polemic Tuesday, May 31, 2011 6 Comments
Polemic
With heartfelt apologies to Monty Python's "Galaxy Song" (from "Meaning of Life") The Euro Debt Galaxy Song Just...
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Germany catching a cold

cpmppi Wednesday, May 25, 2011 10 Comments
cpmppi
Well, the choppiness across markets continues, with Asia selling off on the back of potential US bank lawsuits and rumours of a Spanish and/...
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Dam Breach!

cpmppi Monday, May 23, 2011 13 Comments
cpmppi
And we are off! The roll-over that TMM has been waiting for in their JSTFR plan has arrived. We are fully aware of the TMM Non-Predictions r...
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South Africa: Township of the Damned

Polemic Friday, May 20, 2011 6 Comments
Polemic
You might get the impression from some of TMM’s comments about emerging markets that we love them all, from the BRICs to the frontier market...
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I Spy More Pain (ISM Pain)

cpmppi Wednesday, May 18, 2011 12 Comments
cpmppi
Yesterday's bounce in many markets led to surprise in the TMM camp. Not surprise over the bounce occurring (the Soothsayer signals in m...
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Songs For Europe

Songs For Europe

Polemic Monday, May 16, 2011 12 Comments
Polemic
Yes - Azerbaijan just won the Eurovision song contest. It didn't really surprise TMM on the musical front because along with Hungary and...
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Commodities are Rubbish

Nemo Incognito Thursday, May 12, 2011 11 Comments
Nemo Incognito
Rubbish is seen by recyclers as commodities. TMM just think that Commodities are rubbish. TMM’s lack of interest to participate in the upsw...
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Pass the methadone please, darling

Pass the methadone please, darling

Polemic Wednesday, May 11, 2011 17 Comments
Polemic
Since our post yesterday there's been a catalogue of rumours and headlines concerning Greek packages. Together with a bounce in commodi...
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We smell smoke

We smell smoke

cpmppi Tuesday, May 10, 2011 12 Comments
cpmppi
First, before we go any further please cast your minds back to this blog exactly a year ago and we ask you to reread THIS posted on 10th M...
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Oil, Greece and Slippery Politics

cpmppi Monday, May 09, 2011 15 Comments
cpmppi
Well Friday afternoon certainly saw the resurgence of Greece to No.1 in the markets pop charts with talk of them leaving the Eurozone and sa...
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Too Big to Succeed, Too Greedy to Turn Down Investors

Polemic Friday, May 06, 2011 10 Comments
Polemic
We woke up this morning to find various confused people crying over the corpses of their sacred cows. - First the BBC, who can't seem ...
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Was that the "Gong"?

cpmppi Thursday, May 05, 2011 25 Comments
cpmppi
TMM "Note to self" : USD/JPY will remain difficult. DO NOT TOUCH. We are out of that one as the mood turned "carry off" ...
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Lost in FX space

Lost in FX space

Polemic Wednesday, May 04, 2011 17 Comments
Polemic
To be completely honest TMM are dashing around playing catch up after time-out over the UK bank holidayfest.  Wasn’t the Wedding lovely?  Th...
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      • European Debt Galaxy
      • Germany catching a cold
      • Dam Breach!
      • South Africa: Township of the Damned
      • I Spy More Pain (ISM Pain)
      • Songs For Europe
      • Commodities are Rubbish
      • Pass the methadone please, darling
      • We smell smoke
      • Oil, Greece and Slippery Politics
      • Too Big to Succeed, Too Greedy to Turn Down Invest...
      • Was that the "Gong"?
      • Lost in FX space
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