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Archive for October 2011

Halloween Markets

Polemic Monday, October 31, 2011 5 Comments
Polemic
A few days after the Euro announcement and the weekend appears to be full of "it won't work" arguments, which is exactly wha...
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The Fund

The Fund

Polemic Friday, October 28, 2011 5 Comments
Polemic
A quick intrapost post.. After stumbling across  John Donne's "The Flea" last night, it struck us that things really don't...
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The Euro Summit Schedule (maybe).

Polemic Tuesday, October 25, 2011 10 Comments
Polemic
Tomorrow's schedule for the Euro Summit is said to look like this 12:00 - Merkel delivers speech to Bundestag 14:00 - Bundestag...
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Caarmm on!

Caarmm on!

Polemic Monday, October 24, 2011 9 Comments
Polemic
TMM came in this morning, saw Spoos up at 1240, the rally in H shares and Eur/Usd spike to 1.3950 and thought "here we go". The C...
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The Charge of the Euro Brigade

The Charge of the Euro Brigade

Polemic Friday, October 21, 2011 8 Comments
Polemic
This waiting really is getting tedious. TMM are now seriously wondering if European policy is based on Zeno's Paradox of Achilles and th...
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TMM read the newspaper

TMM read the newspaper

Polemic Wednesday, October 19, 2011 13 Comments
Polemic
Forgot how day 2 after renewed exercise is worse than day 1. Walking is a struggle. Yes, we know that stretching and all that stuff should b...
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Aching and Inflating

Aching and Inflating

Polemic Tuesday, October 18, 2011 7 Comments
Polemic
TMM went to the gym last night. It's been a while. Starting again is always worse than starting for the first time. Any sense of achieve...
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Another Twenty Ifs

Another Twenty Ifs

Polemic Monday, October 17, 2011 7 Comments
Polemic
1) If you are a European politician you a) Have graduated from a political school which didn't have any windows onto the outside world b...
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It depends on who you listen to

It depends on who you listen to

Polemic Thursday, October 13, 2011 36 Comments
Polemic
Yesterday saw towel chucking on FX but equities failed to break or hold their relative range tops so Team Macro Man, thinking that upside m...
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The Merkozy Line

Polemic Sunday, October 09, 2011 29 Comments
Polemic
The two chief Eurostriches had a meeting yesterday. Did we learn anything from their comments? "We are determined to do what is necessa...
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That's why the lady is...

That's why the lady is...

Polemic Friday, October 07, 2011 11 Comments
Polemic
Non Farm Lottery day. TMM are all a little weary after late Thursday nights and have used this lull to trim back some risk ahead of today...
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Scrap silver

Polemic Thursday, October 06, 2011 20 Comments
Polemic
So the market waits with bated breath for Trichet's last meeting as ECB President. TMM must say they are glad to see the back of him - ...
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Buy back Tuesday?

Buy back Tuesday?

Polemic Tuesday, October 04, 2011 42 Comments
Polemic
We left on Friday with the plan to sell and not buy back until today. So far so good, but do we buy back now? Glancing through the OED, as o...
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      • Halloween Markets
      • The Fund
      • The Euro Summit Schedule (maybe).
      • Caarmm on!
      • The Charge of the Euro Brigade
      • TMM read the newspaper
      • Aching and Inflating
      • Another Twenty Ifs
      • It depends on who you listen to
      • The Merkozy Line
      • That's why the lady is...
      • Scrap silver
      • Buy back Tuesday?
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