All quiet on the Western Front where "No news is bad news" and hence, yesterdays drop. With Europe and US jostling for top dog st...
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At the lights
Today, TMM's Macro traffic light is showing: US: RED EUROPE: AMBER CHINA : GREEN Allowing the vehicles of AUD, CHF, NZD and CAD to speed...
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We can't believe it
Politics is an evil subject, isn't it? Far too bipolar in the US and it causes all sorts of trouble. That bipolarity is also pretty cle...
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Looking over the edge
It looked for a nano-second as though we were ending the week with the US heading towards some sort of a workout on the debt ceiling and the...
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Euro Statement Translated
Yesterday the long awaited Euro rescue plan was announced. As ever, it is couched in euro-speak so TMM offer up their translation of the doc...
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Going Over The Top
Here we sit in our trenches, waiting for the whistle to sound as we are all led over the top by a pistol touting lieutenant to our certain d...
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Another Cunning Plan
TMM think that the news coming out of the Eurogroup pre-meeting discussions is pretty positive and hints at a cunning plan. As Baldrick woul...
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It's a New Dawn
"It's a new dawn, it's a new day, it's a new life for me, Yeah, it's a new dawn it's a new day it's a new life ...
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Repelling Hannibal
Yesterday, TMM ventured forth into the world of BTPs on a macro argument. Today the world has decided that TMM's position has a similarl...
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A Tale of Two Sh1tties
We have been pondering for the past 4 days what to do and our preponderance has been based on our heads saying buy equities sell vol and gea...
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Come the Resolution
Our 36 hour "wait and see" has thrown up some interesting factors over that period. There has been a growing consensus that the ba...
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U-Turn or U-bend
The plan to sell the rally on Friday looking for "normal service to be resumed" after the Month End Noise and US holiday was going...
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