tag:blogger.com,1999:blog-34323687.post1477773214363655494..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Macro Man turns 10 years oldMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger90125tag:blogger.com,1999:blog-34323687.post-53239252479407815382016-09-15T15:22:09.138+01:002016-09-15T15:22:09.138+01:00Good job w the 10 yrs.
I for one have been follow...Good job w the 10 yrs.<br /><br />I for one have been following this blog for abt half that time. Rarely do any commenting mainly due not having enough time. When English is not your mother tongue you got to put some effort in it to avoid sounding like a junior high school student. Plus with all the emails one is getting these days from banks it is sometimes hard to know what to think. That’s when I come here to read instead. <br /><br />I wish MM succeeds with his thoughts and intentions. I look for short and quick when I read financial stuff on the web. Or fun while doing it (which is also why I like this blog and comments!) <br /><br />Wingsnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-77017982781313154112016-09-15T10:44:07.013+01:002016-09-15T10:44:07.013+01:00I would have two recommendations:
1. You can have...I would have two recommendations:<br /><br />1. You can have a Patreon.com type approach where you get paid per post or month (!)<br /><br />2. Memberful.com offers a robust system for membership management with easy members forum and wordpress/squarespace integration. You can find a good example at https://stratechery.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85486395822231841422016-09-15T08:20:40.666+01:002016-09-15T08:20:40.666+01:00Hey MM,
Congrats on a great 10 job!
I would reco...Hey MM,<br /><br />Congrats on a great 10 job!<br /><br />I would recommend two sources of revenues 1) placing ads on your blog and 2) a bitcoin address or paypal for voluntary donations<br /><br />Good luck!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55484904740747192972016-09-14T10:52:04.302+01:002016-09-14T10:52:04.302+01:00Congrats on the 10th b'day MM!
... another of ...Congrats on the 10th b'day MM!<br />... another of your long-time-reader-infrequent-commenters here... <br />like most rational people I like my lunches free but I recognize the fact that there is an economic cost to cooking up gourmet dishes... so count me in if you decide to go down the paid route...koolbongnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32019269662934150302016-09-14T07:56:20.852+01:002016-09-14T07:56:20.852+01:00http://www.marketwatch.com/story/this-is-the-top-n...http://www.marketwatch.com/story/this-is-the-top-no-wait-this-is-the-top-2016-07-21?link=sfmw_twAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72741541765395644622016-09-14T03:29:37.779+01:002016-09-14T03:29:37.779+01:00Congrats MM and will subscribe, unless it's to...Congrats MM and will subscribe, unless it's too exxy. <br /><br />Recommend checking out https://stratechery.com/Ben gives one free article a week and 3-4 paid by subscription. <br /><br />All very well organised, easy to pay and high quality - also on point more often than not. <br /><br />No forum though. The reddit voting model is tried and tested.. The best comments and posts to rise to the top so it would be easier to catch up on things.fcpnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6412351131106637992016-09-14T03:14:57.703+01:002016-09-14T03:14:57.703+01:00I can't believe I have been reading your stuff...I can't believe I have been reading your stuff for 10 years. Congrats! Will you show us your positions like you used to? That was interesting to look at.<br /><br />SRXhttps://www.blogger.com/profile/08893693527065807228noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11319543364082571512016-09-14T01:33:09.525+01:002016-09-14T01:33:09.525+01:00Bravo MM
I'm an oil guy but I follow you guy...Bravo MM <br /><br />I'm an oil guy but I follow you guys for good peripheral vision. I've been reading since way before your move to low tax Connecticut. I even got you to put up the video on the omnibus spending bill. <br /><br />Anyway, cheers to you all, government paper will soon be flushed in the toilet. Trade accordingly and best of luck to all of you. <br /><br />HRnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61171331767137225052016-09-14T00:41:08.802+01:002016-09-14T00:41:08.802+01:00This retail punter living in isolation up in Alask...This retail punter living in isolation up in Alaska has really(!) appreciated the extraordinary effort, dedication, and just plain smarts that you have put into your blog and its associated community. I have been here for most of these past 10 years and I must say it has been a true pleasure and an education cum laude. Many, many thanks and props big-time. I am also in amazement as to how you do it!<br /><br />In terms of funding, I like the possibility of crowdfunding your needs ... as one previous commenter intimated, there's probably a few folks here who could pony up some shekels or riyals or dinars or rupees, or at least know friends who could. I would hate to see a reduction in the commentary because of a subscription. BUT, that being all said, I'm in, any which way you do it.<br /><br />Wishing you health, wealth, and another decade of MM!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40327924467413496952016-09-13T23:56:56.274+01:002016-09-13T23:56:56.274+01:00See MacroBusiness.com.au for a similar transition ...See MacroBusiness.com.au for a similar transition to paid subscribet base. I am too tight to subscribe so miss out on the paid subscriber content. Commentary tends to be a bit tin hat ZH style but that is their market.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42256252564558036842016-09-13T23:03:04.686+01:002016-09-13T23:03:04.686+01:00While I hear the objection that introducing some s...While I hear the objection that introducing some sort of membership would likely decrease the traffic in comments, I must say that I am surprised to see today some folks posting for the first time since ages ..... Which tells me that there is more than a decent number of silent and loyal readers that follow this blog daily as part of their routine.<br /><br />On the advertising, I must admit, I am not too much convinced. It would take away the "pure" factor that has been one of the trademarks of this site (you know, that being "independant" that is so out of fashion today, but it's one of the greatest values of this space)... But hey, that's me.<br /><br />I once proposed creating a fund, most of commentators laughed at the idea .... I still think it is doable.ALnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40164456239501921792016-09-13T22:22:47.889+01:002016-09-13T22:22:47.889+01:00Shouldn't be much longer . . .
https://fred.s...Shouldn't be much longer . . .<br /><br />https://fred.stlouisfed.org/graph/?g=77gBAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40978167399985573882016-09-13T22:21:03.987+01:002016-09-13T22:21:03.987+01:00If you want suggestions...a fairly standard model ...If you want suggestions...a fairly standard model might be: write, educate for free and keep comment as is for all (perhaps with 'donate' and adverts as suggested earlier...or get sponsorship from the likes of M&G Bondvigilantes or the FT say - get a list of supporters to display on your blog). <br /><br />Then add on paid for models. You can develop your own way of dealing with that or you could use software such as via Portfolio123 (automated), Collective2 (can generate signals manually) or whatever. <br /><br />You can use your site to update on the performance of the models in more detail and why, gaining confidence for people to enter into them alongside all your usual stuff. You could just have one that is simply "MM's Discretionary Model". Collective2 would be best for that and would allow for independent signal production and performance reporting which I think is a 'good thing'. <br /><br />But of course, once you do this, expect (paying) 'customers'. You might have to change your strapline - "satisfaction guaranteed, or your money back". <br />Alhttps://www.blogger.com/profile/14381013196081166483noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-56181553280617882942016-09-13T21:54:37.211+01:002016-09-13T21:54:37.211+01:00MM, you could have a Basic version and a Premium v...MM, you could have a Basic version and a Premium version which consists mainly of 12yo, Nico and LB arguing…. seriously, happy to chip in, but subscription model would definitely decrease the diversity of the commentary ecosystem.<br /><br />We closed out short CADUSD and AUDUSD positions as well today. Time for de-risking the portfolio, or as we call it, Hammock Time. We never like to be doing much with op ex approaching - and if we are it's not usually a good sign for the P/L.<br /><br />Apologies to the crowd, btw, for sometimes talking about what we want to talk about and being off topic, but after all, when the markets are open, isn't everything in play? I mean, other than political rants…. and it's not usually nonsense. Anyone who followed us on CAD, TLT, IYR this month probably made a boatload.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35597228748097629632016-09-13T21:54:20.756+01:002016-09-13T21:54:20.756+01:00Thanks for all the years, MM. This site continues ...Thanks for all the years, MM. This site continues to be my favorite market read.<br /><br />Totally understand about the time investment involved in keeping this site going. I am fully on-board if you start taking subscriptions.k1noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6251821606601395572016-09-13T21:41:47.012+01:002016-09-13T21:41:47.012+01:00German rates leading things here. I dont see much ...German rates leading things here. I dont see much in the charts when looking at German 10 year until we get to 50bps or so. Correlations coming unhinged in many markets with Yen, gold etc and if it wasnt for the good news on AAPL, we'd be down more. Yes stocks are oversold but not massively so I dont see much in the way of support from stock pickers here. IMO we follow rates until ppl can figure out if this is a different regime or we get a big enough correction to bring in stock pickers.abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72905355211743674212016-09-13T21:34:01.197+01:002016-09-13T21:34:01.197+01:00Congrats MM. Big fan and the blog has helped my ma...Congrats MM. Big fan and the blog has helped my macro education a lot, and still learning every day. <br /><br />Regarding subscription I think you can do a lot with the comments and community, even if there are a bunch of readers that cant post for work related reasons. Off the top of my head 1) Discussions/topics tend to be unorganized. You have LB (who has been on the money lately, thank you sir) talking about rates while someone else is talking about FX etc. And there is no continuity. Someone makes a good comment last week, maybe not everyone read it and its gone now. I dont have a quick fix off the top of my head but I think this would be a big help<br />2) In the same vein, it would be a lot easier to justify paying a subscription if you get something tangible. If you organize the site by asset or something along those lines, then provide models/reccomendations something for each asset class then its something a lot of ppl can say OK this is what I am paying for. I have my views on FX, but I pay $XX monthly to make sure I am not missing anything. Just a thought<br />3) As for a sub amount, under $500 a year would be your best bet IMO.. i think $250 is a sweet spot. But I would make sure to do a freemium site, where something is still left for all usersabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19474489512764572482016-09-13T21:17:51.125+01:002016-09-13T21:17:51.125+01:00@Panda always strikes me as an intelligent, like-a...@Panda always strikes me as an intelligent, like-able fellow... ;)12yo HFMnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26645647703084371772016-09-13T21:11:42.860+01:002016-09-13T21:11:42.860+01:00Unless the bond selling continues at the current p...Unless the bond selling continues at the current pace, it's hard to see spooz taking that nosedive we're all waiting for, especially with FOMC sitting around the corner ready to give it a good stim pack. Might be a good time to start sneaking in some longs in case things go 180 as usual.Pandahttps://www.blogger.com/profile/05191480418685670630noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67385136205433043342016-09-13T20:31:04.893+01:002016-09-13T20:31:04.893+01:00In regards to the topic of subscription...
I woul...In regards to the topic of subscription...<br /><br />I would first urge the paypal donate button and see what that yields. Perhaps seeking out advertisers as well.<br /><br />Mixture of the two might yield you a larger sum than a paywall. However either ways, you deserve all the good that could come out of your work :)Fired Macro PMnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1223385823154663482016-09-13T20:27:40.364+01:002016-09-13T20:27:40.364+01:00Here's to ten more MM.
As for the markets, I ...Here's to ten more MM.<br /><br />As for the markets, I covered my Spooz shorts this afternoon for a good profit. As I've made my case last friday, I think we should be renting the fear, not owning it. I mean, if this is the juncture where the wheels come off, then shoot me now (ha), as I just don't see it - with enough catalyst to bail the market out in the coming week.<br /><br />With the dollar retesting the high at 95.50, I think this is where it stops/fails and pressures for hike abates now that we've cleaned out broader positions in the market place and have instilled enough doubt/fear to shakeout the complacency somewhat.<br /><br />With my positions largely squared now, I'm ready to buy/leg-in overnight on any hint of decent price action during asia session or US session.<br /><br /><br />Congrats again MM. I admire your persistence and hardwork greatly. Well done.<br /><br />Fired Macro PMnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52298418199999941482016-09-13T19:47:23.688+01:002016-09-13T19:47:23.688+01:00Also unable to post due to work place restrictions...Also unable to post due to work place restrictions but follower from the very first posts (even bookmarked the US macroman site for a while) ...<br /><br />Once more, congratulations and thanks for all the posts to you and the MM team which deserves massive credit for not letting this space die.<br /><br />For what is worth, I also believe a subscription will see the comments drop massively and the comments are a big part of the MM offering. But you got to do what you got to do ... and I will probably follow.<br /><br />MatadorMatadorhttps://www.blogger.com/profile/16760226135741529747noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6772890649945193412016-09-13T19:34:56.061+01:002016-09-13T19:34:56.061+01:00Well done last 10 years!
Reading for 3years now an...Well done last 10 years!<br />Reading for 3years now and rereading since start.<br />I'm positive about both ideas, a real webpage and the model portfolio!<br />Keep on the good work and thanks for those years.Fridjeranoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59777698893519842352016-09-13T19:19:01.868+01:002016-09-13T19:19:01.868+01:00Congrats on the 10 year mark! I am both glad I fo...Congrats on the 10 year mark! I am both glad I found this site/community and wished I had only found it sooner.Pandahttps://www.blogger.com/profile/05191480418685670630noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-69463553889301034922016-09-13T18:32:10.174+01:002016-09-13T18:32:10.174+01:00Congratulations, I sincerely hope you understand h...Congratulations, I sincerely hope you understand how much you have meant for so many little Macro boys growing up at the end of the debt supercycle and experiencing the troubled zirp teenage period.<br /><br />Anonymousnoreply@blogger.com