tag:blogger.com,1999:blog-34323687.post3455988960670816696..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Has anything changed (except the weather?)Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-34323687.post-10470156476862528402008-02-26T14:51:00.000+00:002008-02-26T14:51:00.000+00:00Oh 2and20 ... I did not know you had a blog. I wil...Oh 2and20 ... <BR/><BR/>I did not know you had a blog. I will be updating my blogroll and RSS feeds accordingly. <BR/><BR/>On the HUF, we will see I guess. It was pretty inevitable this move I think but now the real test comes and it may very well get ugly since Hungary is in very tight spot at the moment. <BR/><BR/>ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30551462268602317272008-02-26T10:54:00.000+00:002008-02-26T10:54:00.000+00:00Claus, thanks for mentioning that, I hadn't seen t...Claus, thanks for mentioning that, I hadn't seen the news on the Forint and just used the rally to short it against the dollar (all posted on my modest blog, which actually mentions your excellent postings on Eastern Europe). USD near multi-year lows against HUF, hopefully I can pick a bottom in this and the collapse of Eastern European currencies begins...<BR/><BR/>MM, thinking about long-term themes is certainly interesting...I keep thinking about the internet...if someone had told you in 1994 that within a decade you could have access to any piece of information you ever wanted within a few seconds, would you have called that someone crazy? Too many people only think of the small changes that can happen, be it in the markets or otherwise.<BR/><BR/>What if the Gulf Stream really does change course? A freezing Europe...don't forget, the distance from the UK to the arctic circle is only about the same as New York to Florida!<BR/><BR/>What if genetics allows us to extend average life expectancy to 150? THAT will impact asset values! It's not ridiculous...even WITHOUT meddling with genes, scientists have shown that mice on a restricted-calorie diet can live TWICE as long as the average. gene therapy could do incredible things.<BR/><BR/>A global flu pandemic?<BR/>A global depression?<BR/>The US/global banking system collapsing?<BR/>A complete run on the dollar as faith in fiat disappears?<BR/>World War 3 as Iran nukes Israel, and the US/Russia/China get involved?<BR/>Global food stocks crashing as the <A HREF="http://www.stltoday.com/stltoday/news/stories.nsf/stlouiscitycounty/story/F0F7D3682AA2FC63862573F8002043A0?OpenDocument" REL="nofollow">bee population collapses</A>?<BR/><BR/>lots of crazy stuff out there to potentially happen! I'll take my tinfoil hat off now...2and20https://www.blogger.com/profile/17253850117517112482noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-195348014348608842008-02-26T02:14:00.000+00:002008-02-26T02:14:00.000+00:00"Pentagon tells Bush: climate change will destroy ..."Pentagon tells Bush: climate change will destroy us"<BR/><BR/>And in the four years since then, nothing has changed - except that the climate change Gestapo has become louder.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32936216630724785412008-02-25T20:02:00.000+00:002008-02-25T20:02:00.000+00:00Good to have you back MM ... interesting stuff on ...Good to have you back MM ... interesting stuff on Hungary today* eh? It will be interesting to see how it plays out as we move along. <BR/><BR/>Claus <BR/><BR/>*I.e. they scrapped the trading band of the Forint to quell inflation.CVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34465717942327562862008-02-25T17:56:00.000+00:002008-02-25T17:56:00.000+00:00Welcome back! I've been missing your insightful po...Welcome back! I've been missing your insightful posts!pupkinushttps://www.blogger.com/profile/17529597509818913085noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41161440182201390292008-02-25T14:38:00.000+00:002008-02-25T14:38:00.000+00:00Mr Macro Will we see the return of the beta carry ...Mr Macro<BR/><BR/> Will we see the return of the beta carry trade in your portfolio any time soon? Do you have any comments to share on the shifts in composition of the top three/bottom three currencies?<BR/><BR/>erikAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76270785311313059772008-02-25T13:01:00.000+00:002008-02-25T13:01:00.000+00:00Great, maybe we will once again experience the phe...Great, maybe we will once again experience the phenomenon known as "winter".Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55297001373429509992008-02-25T12:05:00.000+00:002008-02-25T12:05:00.000+00:00Pentagon tells Bush: climate change will destroy u...<A HREF="http://www.guardian.co.uk/environment/2004/feb/22/usnews.theobserver" REL="nofollow">Pentagon tells Bush: climate change will destroy us</A><BR/><BR/>It may turn colder in N Europe if the Gulf Stream changes course.Anonymousnoreply@blogger.com