As TMM waits for the Fed's taper or non taper, it occurred to us that our careers in finance have seen our understanding of many words i...
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Is That Really a Reason To Be Bearish?
Calling asset prices a bubble explicitly, or implicitly as a function of the Fed’s large balance sheet, is fairly popular these days. Mar...
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The Fed's Bubble Solution.
So I buy an apple for a buck from you but I sell it back to you for 2 bucks. I Have 2 bucks and you have a 2 buck apple. You sell that ...
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TMM's Top Tips
Team Macro Man have been compiling their Market Top Tips in the style of UK's "Viz" magazine . ----- Pit Traders - Why not...
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Perusing a Speculative Commodity Rally.
First a kind message to those delightful people that provide rail services to the southeast of England.. "IF I WANTED TO BE HELD IN A S...
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Regulator's Perfect Market Hypothesis
With so much talk about "Perfect Market Hypothesis" around after the recent Nobel prize awards, TMM started to wonder what a p...
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Morning Murmuration
That's another set of Debt Ceiling re-sit exams behind us. Sort of, for whilst the preliminary results for the debt ceiling are a deem...
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Congressional Ultimate Worst-Case Scenario Survival Handbook
Watching the train wreck of US Congress conjures up images of two characters in an action movie fighting it out on the roof of a train as it...
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FX Fix Fix?
A quick comment on the ongoing investigations into FX fixing fixing, where the public's ire against city malfeasance, led by Bloomberg ...
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US Politics stretching equity catapult elastic.
The broad thesis that TMM have been running over the last few months is that the world continues to recover from the great financial crisis ...
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Guiders 1 - Bond Vigilantes 0 - Guidance minus 1.
We would like to think that our last post was the reason the FED held back on tapering, having taunted the CB'ers with our "You ca...
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Ready Reckoner on Syrian Negotiators
Team Macro Man have drawn up a quick ready reckoner for use when considering the Syrian negotiations.
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FX Coin Vortex
TMM's simple explanation as to why the BIS FX volumes appear to be so large. The FX market has become a coin vortex. It's just th...
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Rubbish Month and Rubbish Guidance.
It's time that the long absence is explained. 2013 has been a survivalist year for TMM and we have seen some changes that we have so far...
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Dancing Numbers
So that’s our holidays done for a bit. It’s a shame really as time spent dozing in far off climes, or time spent with people from other pro...
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Annual Planning Glossary.
We are now over half way through the year so why waste those quiet summer months when you could be preparing your business plans for 2014. W...
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Europe. Are you long?
Back to Europe Growth - European PMI data this morning was good across the board and Italian retail sales outperformed too. It looks as tho...
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Li's Only Joking
Overnight has seen China return to focus and for once not in a negative way. Chinese stocks have been fading as steadily as opinion on Chin...
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"Two Part Epoxy Wood Filler" - A Trading Parable.
Do you ever have those days where your trading just appears so cack-handed that everything you touch just doesn't do what you thought it...
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