Same as Cackalack Capital, this is my first post. I joined the troops after MM asked for some help . I am honoured and thrilled to get...
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LOIS Maximus
Since this is my first post, hello! In the words most commonly used during the reign of Mike Francesa on WFAN, long time first time . I'...
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One Sour Kiwi: Yours! On Another Clip of NZD
As we have discussed in the past, the dollar is finally bottoming. Perhaps the market is finally starting to care about real yield different...
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Gold Hedge Not Working?
A couple of quick things today: 1) Just wanted to take the chance and thank Shawn again for the many insights over the last year or so. I ...
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Help Wanted
Well, as you can see from the post below there now a vacancy at the helm of the Good Ship MM. I am still occupied penning an institutional...
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Goodbye For Now...and Some Market Parting Shots
There’s something against human nature in saying goodbye. Even the individualistic among us are innately programmed to stay within a gro...
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Reading The Tea Leaves For WTI
In light of today's surprise EIA print. I decided to revisit the oil market to try and get a feel for sentiment and overall market funda...
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More Market Pain: The VIX, Swaption Vol, EMFX And Some Investing Philosophy
The Market: “Good morning!! How was the long weekend?” Trader: “Great I guess, party at the in-laws. How ‘bout you?” The Market: “I...
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