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Archive for 2014
A visit from Janet Yellen

A visit from Janet Yellen

Macro Man Tuesday, December 23, 2014 120 Comments
Macro Man
‘Twas the night before Christmas; yup, that time again For punters to go limit long dollar/yen; French SMEs filled out their loan a...
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How the Market Stole Christmas!

Macro Man Wednesday, December 17, 2014 66 Comments
Macro Man
A trader's lament, with apologies to Dr. Seuss: You’re a mean one, Mr. Market You really are a heel It is your common practic...
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Out

Macro Man Tuesday, December 16, 2014 46 Comments
Macro Man
As of yesterday, your author is out of all his macro positions, buying back the last of the EDZ5 he was assigned from Friday afternoon's...
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Ruh-roh Raggy, or I Love It When a Plan Comes Together

Macro Man Wednesday, December 10, 2014 100 Comments
Macro Man
Price action since last Friday's stonking payroll figure has been rather telling, wouldn't you say?  Two trades that have worked a t...
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The last but two

The last but two

Macro Man Friday, December 05, 2014 127 Comments
Macro Man
Well, yesterday's ECB meeting proved to be more Titus Andronicus than Hamlet or Romeo and Juliet , with Draghi performing his usual tr...
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Mario and No-QE-yet

Mario and No-QE-yet

Macro Man Thursday, December 04, 2014 29 Comments
Macro Man
But soft!   What price through yonder support breaks? It is the oil, and HICP is sub-one Arise, oh price, and kill off deflation soon, Wh...
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QE, or not QE?

QE, or not QE?

Macro Man Thursday, December 04, 2014 7 Comments
Macro Man
King WEIDMANN and Lord SCHAUEBLE have arranged for DRAGHI to converse with ANGELA.   They withdraw to observe the conversation. Exeunt WEI...
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Oil's getting drilled....

Macro Man Tuesday, December 02, 2014 58 Comments
Macro Man
The major market development of the past few days has obviously been the ongoing decline in energy prices, spurred by the recent decision fr...
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So Sell Some Vol and Buy the Spoos

Macro Man Friday, November 28, 2014 40 Comments
Macro Man
If you're bored of eating turkey and/or watching crude collapse, enjoy the lyrical stylings of friend-of-the-blog Leftback, who sends hi...
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Zzzzzz

Macro Man Monday, November 24, 2014 36 Comments
Macro Man
"Never short a quiet market," the saying goes.   Well, does it get any more quiet than 5 SPX handles for an entire day's range...
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Number crunching

Number crunching

Macro Man Thursday, November 20, 2014 68 Comments
Macro Man
26.1% :  The amount that retail gasoline margins expanded in the United States last month, even as prices dropped $0.34/gallon.    (Hat ti...
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      • A visit from Janet Yellen
      • How the Market Stole Christmas!
      • Out
      • Ruh-roh Raggy, or I Love It When a Plan Comes Toge...
      • The last but two
      • Mario and No-QE-yet
      • QE, or not QE?
      • Oil's getting drilled....
    • ►  November (10)
      • So Sell Some Vol and Buy the Spoos
      • Zzzzzz
      • Number crunching
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