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Archive for August 2012

Draghi joins Bernanke on the QE wheel.

Polemic Friday, August 31, 2012 7 Comments
Polemic
What happens when Draghi joins Bernanke on the QE wheel.  
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GOP - G Old Parity.

GOP - G Old Parity.

Polemic Tuesday, August 28, 2012 30 Comments
Polemic
TMM don't think we are going to get any major new direction in markets until next week, which really isn't that surprising a view as...
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Holiday Poem - Debt Dealers

Holiday Poem - Debt Dealers

Polemic Monday, August 27, 2012 1 Comment
Polemic
Frantic room of ribald chatter Don't slip behind, keep up ahead. Use pilot reflex, jockey balance As prices flash or you'll be dead....
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Life's Little Luxuries

Life's Little Luxuries

Polemic Wednesday, August 22, 2012 13 Comments
Polemic
One theme that is growing in our minds is that if Europe is a slow car crash then the reaction of the world's populace to the wealthy is...
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TMM’s Guide to Macro Tourists

TMM’s Guide to Macro Tourists

Polemic Friday, August 17, 2012 17 Comments
Polemic
TMM thought so highly of the Mark Dow piece we thought we’d expand upon it and explain a few garden varieties of macro tourists. Much like ...
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Thinking Aloud.

Thinking Aloud.

Polemic Wednesday, August 15, 2012 15 Comments
Polemic
UK - More data that flies in the face of the growth figures of the ONS. Some component of Okun's Law doesn't add up and, as the mark...
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      • Draghi joins Bernanke on the QE wheel.
      • GOP - G Old Parity.
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      • Thinking Aloud.
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