Sell on Friday and go away Polemic Friday, September 30, 2011 27 Comments Polemic We are heading out early today after suggesting a new market adage... "Sell on Friday and go away Don't buy again til next Tuesday... Read More
China Squeeze Polemic Thursday, September 29, 2011 17 Comments Polemic Europe and all things European have been holding the world's attention to an extent that it’s all too easy to forget that life goes on e... Read More
Tape Bombs Polemic Wednesday, September 28, 2011 13 Comments Polemic As Tom Jones would sing .. "Tape Bomb, Tape Bomb , you're my Tape Bomb. You can give it to me when I have just gone long" Toda... Read More
Euro Offsite Polemic Monday, September 26, 2011 16 Comments Polemic Looking at the price action overnight it looked similar to Friday with Asia and EM getting in a panic over Europe and selling off and yet Eu... Read More
PIN'ing the Blame Polemic Friday, September 23, 2011 33 Comments Polemic It would appear that the knife has stopped falling. Whether or not it has been successfully grasped by the Kevlar gloves of the Asian centra... Read More
Towels at Dawn Nemo Incognito Thursday, September 22, 2011 36 Comments Nemo Incognito TMM isn’t sure we’ve seen this ugly a start to the day in Asia since 2008 – or is that Pearl Harbor? Going into the Asian close we see the i... Read More
And the Winners are.. Polemic Wednesday, September 21, 2011 23 Comments Polemic The Asian contagion deleveraging trade rolls on. We've seen more selloff in FX (though less violent) and a widening of local FX bonds... Read More
On The Therapist's Couch Polemic Tuesday, September 20, 2011 28 Comments Polemic TMM have been chatting amongst themselves this morning having convened feeling non too happy for various individual reasons. Normally, the m... Read More
What TMM have learnt this week Polemic Friday, September 16, 2011 12 Comments Polemic Having spumed out all their funding ire yesterday, Team Macro Man are resting back exhausted. It is time for reflection. So what have we lea... Read More
Happy Birthday To Us Polemic Tuesday, September 13, 2011 50 Comments Polemic Today is the fifth birthday of this Blog. Macro Man couldn’t have picked a more torrid 5 years and perhaps one day a lump of magnetic mate... Read More
View of Hell Polemic Monday, September 12, 2011 20 Comments Polemic With the G7 having once again pulled off another spectacular impression of a wet sponge, the market is now feeling like Neville Chamberlain ... Read More
Halfway through hope Polemic Friday, September 09, 2011 47 Comments Polemic We mentioned yesterday that the hopes of the world were resting upon the actions this week of the central banks and policy makers. A day la... Read More
SNB's Ark Polemic Wednesday, September 07, 2011 7 Comments Polemic A reading from the Book of Genesis, Chapter 7, Verses 1-24: 7:1 And the European said unto SNB , Come thou and all thy house into the ark;... Read More
Swiss Jeez Polemic Tuesday, September 06, 2011 25 Comments Polemic We were going to write something on Dax. But the Swiss move has buried us with related stuff. Here's the SNB statement: The current mass... Read More
Rapberry Jam Polemic Monday, September 05, 2011 7 Comments Polemic TMM thought they would make raspberry jam over the weekend but due to a typo ended up with a rapberry jam (having failed to make a rose hip-... Read More
New Month, New Euro Break-up Talk. Polemic Thursday, September 01, 2011 23 Comments Polemic A new month has brought on renewed thoughts of Euro break-ups. We have been asked in our comments column what we think and rather than just ... Read More