Nothing Exciting Happened Today Polemic Wednesday, August 31, 2011 20 Comments Polemic TMM get the feeling that the market is very well positioned for more bad news, which in the big macro scheme of things is just fine. The US ... Read More
Checking Our Bearings Polemic Tuesday, August 30, 2011 10 Comments Polemic Amazing how quickly time goes when you are on holiday isn't it? Also amazing how exhausting a "holiday" can be. Of course ret... Read More
Notes from some small islands. Polemic Tuesday, August 23, 2011 21 Comments Polemic Team Macro Man are currently on vacation and will be back sometime next week, so probably no posts before then. But first some notes from h... Read More
Darkness! The Tables Have Turned! Nemo Incognito Tuesday, August 16, 2011 17 Comments Nemo Incognito Well that didn't last long - one rumored China rate hike, a messy German GDP print and we are back to full panic stations. TMM are tempt... Read More
I Had A Dream Polemic Thursday, August 11, 2011 62 Comments Polemic Do you ever have one of these days where you wake up with a burning feeling with respect to a trade and that the rest of the world just can... Read More
Riots and Safes Polemic Wednesday, August 10, 2011 33 Comments Polemic It may be a product of an era of comfort and cosseting or it may be a throw back to the guilt of Empire, but whatever the reason, The Britis... Read More
You know the world has gone mad when... Polemic Monday, August 08, 2011 58 Comments Polemic When we entitled yesterdays post "Judgement Day" TMM really weren't expecting the final S+P close to be a portentous -6.66%. ... Read More
Judgement Day Polemic Monday, August 08, 2011 50 Comments Polemic Like the rest of you we are up to our eyeballs today in work stuff, so will be brief. Well they DID do something (see our translation in ... Read More
Euro Statement II - Translated Polemic Sunday, August 07, 2011 13 Comments Polemic Well we have just had the addendum to the original Euro Statement, Team Macro Man once again try and offer some clarity through their transl... Read More
Now What? Polemic Friday, August 05, 2011 63 Comments Polemic Where do we start? It's like returning home after your teenage kids accidently had a few friends round. Do we scream at the politicians ... Read More
They are NOT Alone Polemic Thursday, August 04, 2011 38 Comments Polemic But are they strong? Japan is joining the fray on its Intervention day. As with all intervention days the market puts down its economic pla... Read More
Are they Alone? Polemic Wednesday, August 03, 2011 22 Comments Polemic As per yesterday's post we are trying to stand clear, but the SNB action today has been a shot of adrenalin into the arm of the patient.... Read More
Run away! Polemic Tuesday, August 02, 2011 17 Comments Polemic As a friend of TMM said today "This is like picking the best-loooking horse at the glue factory". TMM have had a terrible July. P... Read More