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Archive for April 2018

EFF-IOER: What's Next?

Unknown Friday, April 27, 2018 22 Comments
Unknown
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

Cackalack Capital Thursday, April 26, 2018 27 Comments
Cackalack Capital
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

Macro Clown Wednesday, April 25, 2018 12 Comments
Macro Clown
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?

Macro Clown Tuesday, April 24, 2018 14 Comments
Macro Clown
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

Help Wanted

Macro Man Friday, April 13, 2018 62 Comments
Macro Man
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

EM Inflationista Thursday, April 12, 2018 35 Comments
EM Inflationista
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

Macro Clown Wednesday, April 04, 2018 86 Comments
Macro Clown
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

EM Inflationista Tuesday, April 03, 2018 55 Comments
EM Inflationista
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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      • EFF-IOER: What's Next?
      • LOIS Maximus
      • One Sour Kiwi: Yours! On Another Clip of NZD
      • Gold Hedge Not Working?
      • Help Wanted
      • Goodbye For Now...and Some Market Parting Shots
      • Reading The Tea Leaves For WTI
      • More Market Pain: The VIX, Swaption Vol, EMFX And ...
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