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Archive for September 2011

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...
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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...
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Tape Bombs

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...
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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...
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PIN'ing the Blame

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...
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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...
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And the Winners are..

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...
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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...
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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...
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How Europe Sees Itself

Polemic Wednesday, September 14, 2011 16 Comments
Polemic
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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...
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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 ...
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Halfway through hope

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...
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SNB's Ark

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;...
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Swiss Jeez

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...
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Rapberry Jam

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-...
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New Month, New Euro Break-up Talk.

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 ...
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      • Sell on Friday and go away
      • China Squeeze
      • Tape Bombs
      • Euro Offsite
      • PIN'ing the Blame
      • Towels at Dawn
      • And the Winners are..
      • On The Therapist's Couch
      • What TMM have learnt this week
      • How Europe Sees Itself
      • Happy Birthday To Us
      • View of Hell
      • Halfway through hope
      • SNB's Ark
      • Swiss Jeez
      • Rapberry Jam
      • New Month, New Euro Break-up Talk.
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