Macro Man
Sunday, September 29, 2019

What Can Field of Dreams Teach Us About Corn And Trading Macro?

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Last night I wasted Field of Dreams with the kids. Plenty of complaints before the start. One wanted to watch Avengers, another didn’t want...
716 comments:
Tuesday, September 03, 2019

Curve Flattening and Monetary Policy Effectiveness: Is It Different This Time?

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No doubt you’ve read something about the flattening of the yield curve. You may have even heard it inverted. I can always tell when an a...
203 comments:
Thursday, August 29, 2019

The Argentina Siren Song And Where Else It Is Sung

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I’m back! After an extended leave of absence I’ve decided to start writing again.  Let’s start with a story familiar to those that...
181 comments:
Wednesday, May 08, 2019

Play nicely, please.

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I've not been following the comment section in recent months, but it seems as if trollery has returned in force. Please use this post fo...
202 comments:
Wednesday, January 16, 2019

Special Guest Post: PG&E's Risk Management Fail

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There’s a saying that goes “mistakes are the tuition of learning”. The PG&E case in California is rife with risk management lessons ...
560 comments:
Thursday, October 18, 2018

P/E's are re-rating

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Its been a long time, we shouldn't of left you While its been a while since I posted here, not much has really changed in financi...
527 comments:
Tuesday, July 10, 2018

SEK Sliding Away

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One underrated victim of the march of the euro off of near-parity EURUSD over the last couple of years has been the humble Swedish krona. Wh...
244 comments:
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