tag:blogger.com,1999:blog-34323687.post5561007686639370714..comments2024-03-19T03:05:57.184+00:00Comments on Macro Man: Double WhammyMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-34323687.post-12574091122274544312007-12-02T18:27:00.000+00:002007-12-02T18:27:00.000+00:00Oh, I absolutely agree that it's a coincidence, b...Oh, I absolutely agree that it's a coincidence, but given the British national obsession about the quality of domestic wit, I couldn't resist a little dig....Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11229451168206826722007-12-02T17:28:00.000+00:002007-12-02T17:28:00.000+00:00I consider The Economist poorly art directed, but ...I consider The Economist poorly art directed, but would still guess that they had finished cover art before they had a chance to see Der Spiegel.<BR/>A plane going down in flames is an obvious enough metaphor to be a coincidence.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44300057361543532102007-12-01T01:54:00.000+00:002007-12-01T01:54:00.000+00:00MM,For ur weekend readinghttp://papers.ssrn.com/so...MM,<BR/><BR/>For ur weekend reading<BR/><BR/>http://papers.ssrn.com/sol3/papers.cfm?abstract_id=980690#PaperDownloadAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64866124607193204022007-11-30T20:13:00.000+00:002007-11-30T20:13:00.000+00:00I simply meant that dollar shorts may have decide...I simply meant that dollar shorts may have decided to maintain their dollar position, but sell our their euros and pounds, for example, and buy things like RMB, or some of the Gulf currencies. Certainly that's been my stance in the real job.<BR/><BR/>A professional investor can sell USD/AED, USD/KWD, USD/SAR et al through a bank/broker. I suspect that such opportunities are probably limited for retail. A proxy might be other Asian currencies, including (if you're concerned about further equity market weakness) the yen.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1762757045976394592007-11-30T19:07:00.000+00:002007-11-30T19:07:00.000+00:00MM, you said "I do think we're perhaps seeing some...MM, you said "I do think we're perhaps seeing some appetite to rotate the axis of dollar weakness away from the Europeans and back towards the peggers and/or Asia."<BR/><BR/>What do you mean by rotate the axis of weakness? What trade does it suggest (long peggers)? What is the best instrument for this?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39592275331522390162007-11-30T13:19:00.000+00:002007-11-30T13:19:00.000+00:00Guud pikturs, wud lak to chat but hecilopters outi...Guud pikturs, wud lak to chat but hecilopters outisde and Momma says come on and git some. Better go.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54041551535190937212007-11-30T12:29:00.000+00:002007-11-30T12:29:00.000+00:00I'm glad that some of y'all read that shiny toilet...I'm glad that some of y'all read that shiny toilet-paper rag, so I don't have to ....nodoodahshttps://www.blogger.com/profile/05324705536306995431noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-58021040091648112192007-11-30T12:20:00.000+00:002007-11-30T12:20:00.000+00:00I do think we're perhaps seeing some appetite to r...I do think we're perhaps seeing some appetite to rotate the axis of dollar weakness away from the Europeans and back towards the peggers and/or Asia.<BR/><BR/>How durable that is may depend on whether PBOC decides to buy €5 billion at 7 am London time on Monday morning....Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64876089955947199852007-11-30T12:04:00.000+00:002007-11-30T12:04:00.000+00:00The euro bottom trawlers seem to be coming up most...The euro bottom trawlers seem to be coming up mostly with the grand banks in their nets. Anybody here long Newfoundland?Charles Butlerhttps://www.blogger.com/profile/00486529931043507880noreply@blogger.com