tag:blogger.com,1999:blog-34323687.post5639754042367834932..comments2024-03-28T00:23:22.838+00:00Comments on Macro Man: AUDNZD Revisited - Inflation and A Berning Socialist Experiment Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-34323687.post-47331676212865552222021-12-10T05:09:06.025+00:002021-12-10T05:09:06.025+00:00ij.start.canon and find out the best way to downlo...ij.start.canon and find out the best way to download Canon printer drivers.<br /><br /><a href="https://canonsetup-canon.com/ijsetup/" rel="nofollow">canon.com/ijsetup</a> | <a href="https://istartsetup.com/" rel="nofollow">Ij.start.canon</a> | <a href="https://istartsetup.com/" rel="nofollow">ij.start cannon</a> | <a href="https://canonsetup-canon.com/ijsetup-mg2522/" rel="nofollow">canon.com/ijsetup/mg2522</a> <br /><br />Mark Williamhttps://www.blogger.com/profile/11072505370206661374noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7202579847472429282020-11-23T06:38:50.221+00:002020-11-23T06:38:50.221+00:00It is a valid link to activate www.amazon.com/mytv...It is a valid link to activate <a href="https://sites.google.com/view/www-amazon-com-mytv-login" rel="nofollow">www.amazon.com/mytv enter code</a> or <a href="https://www.bizcommunity.com/Profile/AlyciaGordan/c-545" rel="nofollow">primevideo.com/mytv</a> in your device. You can watch Amazon prime video on amazon mytv, just you need to enter a 6 digit amazon registration code on your device.<br />Nancy Angelhttps://www.blogger.com/profile/01265712013818431495noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85584334997248331862020-09-25T12:43:35.652+01:002020-09-25T12:43:35.652+01:00Allows you to check and keep up with calls, messag...Allows you to check and keep up with calls, messages, and notifications that might be important for the user which is not possible with smartphones or other accessories. <a href="https://www.garmincom.express/" rel="nofollow">Garmin Express</a> is an outstanding application software which is used to watch the working and monitor devices on your computer.Garmincom.expresshttps://www.blogger.com/profile/07071171535167190873noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47547127005384068092020-06-22T10:17:27.565+01:002020-06-22T10:17:27.565+01:00In this blog you will learn everything about HP pr...In this blog you will learn everything about <a href="https://www.hpprinter247support.com/" rel="nofollow">HP printer setup</a> steps with complete information and this help you in having an amazing and effortless HP printer experience. You just need to make sure that your HP printer and the device is connected with the network.Aiden Jangrahttps://www.blogger.com/profile/11050344814378377359noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26452307745913411372018-02-01T07:39:35.451+00:002018-02-01T07:39:35.451+00:00Is a good web.
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I am in the first scale-...Let's try this again. I am in the first scale-in of WTI short right here with targets of 62, 60, and 58. Stop above 1/25 high and I would like to add on a possible break of 64.50<br /><br />@LB, let them celebrate the FANG earnings. One more push higher...IPAhttps://www.blogger.com/profile/14823892667440934141noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28317230491399154172018-02-01T00:33:03.459+00:002018-02-01T00:33:03.459+00:00Interesting scenario, LB. A reminder to have AAPL ...Interesting scenario, LB. A reminder to have AAPL earnings announcements on the macro calendar. I actually sold my AAPL a couple weeks ago. Mature, slow-growing market. Chinese smartphone demand actually DOWN last year. AAPL valuation not demanding though, if one thinks margins sustainable ... if.<br /><br />Still waiting for the dollar catalyst ...johnohttps://www.blogger.com/profile/11356400378252164259noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32370236972282523032018-01-31T20:44:53.100+00:002018-01-31T20:44:53.100+00:00Finally, Yield Watchers Anonymous reports on the r...Finally, Yield Watchers Anonymous reports on the return of The Flattener:<br /><br />2s10s - 58 bps. 5s 30s - 43* bps. 2s30s - 81* bps.<br /><br />* New cycle lows.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52418297384528694302018-01-31T20:16:43.237+00:002018-01-31T20:16:43.237+00:00Here's a thought experiment for you: gaps in c...Here's a thought experiment for you: gaps in charts are often filled. Given the contribution of AAPL to the indices, that chart has considerable significance. Because, passive peeps, you own AAPL. Yes, you, Grandpa, and all the 12y-o HF managers.<br /><br />AAPL has a gap around 157 and another near 150. Currently trading at about 167. Usually when AAPL earnings are released, the stock gaps up and the index ETFs grind higher as the CNBC presenters squeal and shorts experience rectal discomfort. <br /><br />Now imagine, if you will, that AAPL release a real stinker one day. Not saying this will happen tomorrow, but it will happen one day. Why? Well, because it's not a magic money machine, it's a company that sells stuff, sometimes less stuff than punters anticipated. Active funds would then be keen to unload the stock, and the ETFs would be FORCED to follow suit and that drives volatility higher, which begets further index ETF selling, trailing stops and sell programs get activated, and before you know it, whoa it's down 6% AND yes, one of those LOWER gaps gets filled. <br /><br />Over in Asia, all of the AAPL suppliers and semiconductor stocks get hammered overnight. Shanghai and Tokyo have a mini-meltdown. The usual Asian contagion happens, with JPY and USD bid and AUD, KRW and everything else being offered. <br /><br />Grandpa, and all the 12y-o HF managers wake up the following morning to find the Spoos are down 30, 50 handles and the market isn't even open yet! When the market opens, a number of participants find that their positioning is less than ideal, and a large spike in vol develops which unwinds a number of leveraged positions during the day until AAPL is off 10% and the other gap has been filled. All of this is predictable at some point, given the present relationships between AAPL, SPY and the VIX. The latter are derivatives of AAPL, to some extent. <br /><br />February, May, August? A whole new generation of investors will one day get to experience the joys of Global Gap'n'Crap.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90334262600258158062018-01-31T19:16:08.260+00:002018-01-31T19:16:08.260+00:00....and even the FX market thinks that was a gigan.......and even the FX market thinks that was a gigantic Nothing Burger. <br /><br />We are now trading Friday's jobs release, presumably, and we have already had the now-traditional "hot ADP number". Now watch spellbound as "earnings growth disappoints" and "headline number misses" due to "weather" and "seasonal factors" despite "solid economic fundamentals" "tight labor markets" not to mention "animal spirits" and "small business optimism". In the real world of things that can be measured, don't be surprised to see a slowdown in construction, the recent tax changes and higher mortgage rates are already beginning to bite into the higher end housing market in some places.<br /><br />The end of the week might see some profit taking in a few of these crowded trades: short USD, long EUR, and short Treasuries.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-48365264668169909032018-01-31T18:59:24.860+00:002018-01-31T18:59:24.860+00:00Dame Janet's final statement.... in 3. 2. 1......Dame Janet's final statement.... in 3. 2. 1....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-73988262127253027302018-01-31T05:13:29.274+00:002018-01-31T05:13:29.274+00:00Yes @johno, them equity boys are too afraid to mis...Yes @johno, them equity boys are too afraid to miss another FANG party. If NFLX is a template, the group will rally for a bit. Let's see how high they go on a bounce. My crystal ball is foggy here until one of the following happens: 1) NQ breaks 6924 on daily closing basis with a vengeance, 2) NQ makes a new high (on very narrow breadth) and reverses to form some kind of crazy bearish daily/weekly candle, and 3) NDX cash closes a gap and reverses lower (less of a signal but more of a pattern that is likely if FANG rally stalls shortly after earnings). Until then, I sit and watch how the party unfolds. I'd like to see more divergence from SOX as well. It is anticipating some kind of pause for sure and seems to predict the NDX decline by about three days. I also should note that this is a historical rally and may not have the same signals, decline patterns, and/or usual behavior we associate with bull market corrections. I laugh at these predictions of 5 or 10 percent declines to have a "healthy reset". Yes, the heard of fleeing bulls will magically stop at a certain level. Ludicrous!IPAhttps://www.blogger.com/profile/14823892667440934141noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44926530707575610862018-01-31T04:10:19.401+00:002018-01-31T04:10:19.401+00:00Ambivalent on AUDNZD here. Agree there are lots of...Ambivalent on AUDNZD here. Agree there are lots of reasons to be bearish NZD, but none some to matter to price right now. Maybe it's a story that needs to unfold over more time, and we're just thinking over different horizons.<br /><br />Flat in USD. Just don't have a view on a catalyst, other than maybe cessation of month-end hedge re-balances, but that's not argument enough for me. USDJPY can't even get a decent bounce out of stocks rallying from the open in Asia and the BoJ increasing the size of its bond buying for the first time since July.<br /><br />Sold my April VIX futures earlier today. I figure you don't go from massive bullishness, bidding stocks up 0.4% every trading day for 3 1/2 weeks to panic selling. People are sitting on huge YTD profits and it's way too early in the year for people to be locking them in some panic.<br />johnohttps://www.blogger.com/profile/11356400378252164259noreply@blogger.com