tag:blogger.com,1999:blog-34323687.post7283988580306953299..comments2024-03-29T12:26:35.581+00:00Comments on Macro Man: I Can't Shake This Feeling....More on USD/JPYMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger36125tag:blogger.com,1999:blog-34323687.post-81942777968056793922021-10-10T02:48:28.035+01:002021-10-10T02:48:28.035+01:00Very Good bro.
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รีวิวซีรี่ย์ใหม่Very Good bro.<br /><a href="https://movie22hd.com/" rel="nofollow">ดูหนังใหม่ 2021</a><br /><a href="http://seriesfin.com/" rel="nofollow">รีวิวซีรี่ย์ใหม่</a>Hedwighttps://www.blogger.com/profile/07315574339997072070noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44509505335928590202018-01-12T12:46:42.761+00:002018-01-12T12:46:42.761+00:00unleveraged? sorry to hear that. 25x leverage in F...unleveraged? sorry to hear that. 25x leverage in FX and 50x in DM rates. EM Inflationistahttps://www.blogger.com/profile/13376753485910252234noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1383668127668315712018-01-12T08:30:49.476+00:002018-01-12T08:30:49.476+00:00This comment has been removed by a blog administrator.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11755197213348079282018-01-12T04:54:59.429+00:002018-01-12T04:54:59.429+00:00why trade macro? Leverage. why trade macro? Leverage. EM Inflationistahttps://www.blogger.com/profile/13376753485910252234noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16875600471852789032018-01-12T03:08:43.112+00:002018-01-12T03:08:43.112+00:00It looks like after a very successful backtest of ...It looks like after a very successful backtest of 1,310 gold is ready to break out. 1,360 is next, imho.IPAhttps://www.blogger.com/profile/14823892667440934141noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7841087503815724892018-01-11T21:31:07.849+00:002018-01-11T21:31:07.849+00:00The Dow Jones up +100 pts (nearly 0.5%) since my l...The Dow Jones up +100 pts (nearly 0.5%) since my last post (above). <br /><br />Look, just blindly buy US stock indexes every time I post and you'll produce double-digit returns each year. It really is that easy.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-21425786116441515352018-01-11T18:42:59.474+00:002018-01-11T18:42:59.474+00:00F*ck macro - no-one in that space has produced alp...F*ck macro - no-one in that space has produced alpha for years.<br /><br />In the real world, real traders like us are still heavily long equities. This trade has outperformed EVERY FUCKING YEAR for the last 9 years! What are you waiting for???????<br /><br />Look, out of 8 trading days in 2018, we've seen 7/8 new all time highs in the S&P and every day has been positive! The S&P500 will reach 3k in a few more weeks, and likely at least double in the next few years. I can assure you that equities will NEVER see a meaningful decline again in our lifetimes. Why? Because sovereigns and CBs are monetizing their national debts RIGHT NOW by printing money and buying equities - and these cocksuckers will never stop.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-13484916648921721132018-01-11T15:59:28.564+00:002018-01-11T15:59:28.564+00:00No, I understood your view on bonds. It's been...No, I understood your view on bonds. It's been as unchanging as mine. I was simply saying why I would not choose to be short US bonds. As for China , talk is cheap, but the reality is exactly where are the other large ,liquid markets that will mop up there trading balance with the rest of the world OR are they planning to give all up ? Suppose they could start buying up Zimbabwe by so many sq miles per annum now you know who as been retired.checkmatehttps://www.blogger.com/profile/03688082792316894545noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55139610334966799772018-01-11T13:29:05.038+00:002018-01-11T13:29:05.038+00:00@checkmate: you missed the irony implicit in my po...@checkmate: you missed the irony implicit in my post… I should have written "Death of Bonds" like this, no?<br /><br />In case anyone missed it, there was a stonking demand for US10y at yesterday's auction, including uh, foreign bidders, which likely includes China… so apparently they are still interested after all!<br /><br />Come to think of it, if I was China, would I reduce my Tsy holdings with yields at or perhaps close to a local maximum (i.e lower prices)? Or might I wait until there is a credit panic and yields fall to a low point (high prices)? This isn't rocket science….Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22395484997357634392018-01-11T09:36:06.978+00:002018-01-11T09:36:06.978+00:00@johno : my bad, thx for the info @johno : my bad, thx for the info Scapinohttps://www.blogger.com/profile/16835934522542411463noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72191066489175640012018-01-10T17:54:56.887+00:002018-01-10T17:54:56.887+00:00there's checkmate pal. Dishing out the rule of...there's checkmate pal. Dishing out the rule of law about USA treasuries. Hat tip. When Wall Street is directing the plebs on main street how to inbreed the wildlings beyond the wall, you know where in a froth and bubble market. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43133187105188746872018-01-10T17:06:25.969+00:002018-01-10T17:06:25.969+00:00LB,
I think the thing that would concern me right ...LB,<br />I think the thing that would concern me right now about being short bonds is that the Spoos in terms of bullish percent are more extended than they have been for at least several years. Tends to imply there isn't a lot more breadth to be had in US risk and typically if profit taking sets in then treasuries are likely to squeeze shorts. That's not got much to do with the longer term picture of course ,but as we stand until some froth comes off US equities I'd be loath to be short bonds.checkmatehttps://www.blogger.com/profile/03688082792316894545noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-31399652973398482312018-01-10T16:52:25.029+00:002018-01-10T16:52:25.029+00:00there's leftback pal. No stiches in my ass thi...there's leftback pal. No stiches in my ass this week from the market , pal. But , don't tell the silver spoons. They want me walking around bandy legged by the time they come around asking for tips. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-48283015092380837292018-01-10T16:25:19.926+00:002018-01-10T16:25:19.926+00:00We thank the BoJ and the unnamed Chinese sources f...We thank the BoJ and the unnamed Chinese sources for the unexpected yen spike, we cashed that one in for now, but as we have discussed above, stronger JPY may be a theme worth returning to. <br /><br />Another Death of Bond week, as we and others had predicted. We bought some TLT calls first thing today. Already this morning, yields have fallen a bit from the highs, and we expect that to continue with the "red-hot inflation data" due to be released this week… yawn!<br /><br />Bill Gross is now short Treasuries, btw, but Bill, so is everyone and their Uncle, already. PIMCO are adding, Bill, and, get this: they are BIGGER THAN YOU ARE. Just sayin'… <br /><br />Btw, all is not well in credit markets, although some clowns are saying we are in "mid-cycle" in credit, the data for C&I lending and bankruptcies tell a different story. The carnage in retail is well known but it's not necessarily "contained", and there are signs that things are getting ugly. Maybe we are late cycle and the MSM didn't notice this yet, then again, perhaps this is to be expected. "It gets late early this time of the year", as someone said.<br /><br />https://snakeholelounge.wordpress.com/2018/01/09/chapter-11-filings-soar-ci-lending-growth-stalls-unpeaceful-uneasy-feeling/<br /><br />As is always the case, the sheer size of the credit markets and the illiquid nature of many high yield offerings dictates that the rush for the exits is likely to be disorderly when it begins. Treasuries will be the beneficiary of any repricing of risk in US credit markets...<br /><br />Vol watchers may have noted VIX and Spoos rising together M and Tu, that's invariably a sign of "irrational exuberance" and FOMO - tiny punters are call buying, put/call ratios are at very low levels. These are not usually good short-term signs for Mr Market as we await the latest round of earnings and other corporate fantasies. Watch the banks and the FANGs closely. Breadth has been declining for a while - if and when the leaders turn south things will get interesting in a hurry.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-2759177038189979832018-01-10T16:04:36.580+00:002018-01-10T16:04:36.580+00:00there's johno. Guess what , johno. I'm sti...<br />there's johno. Guess what , johno. I'm still visiting the joy houses. Think about it. C##T.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-62588346422346153082018-01-10T15:08:12.424+00:002018-01-10T15:08:12.424+00:00Oooo, correlation breakdown getting nasty. Flee, f...Oooo, correlation breakdown getting nasty. Flee, flee, USDJPY shorts!<br /><br />Well-timed piece, Shawn!<br /><br />Scapino: we're talking about US 10Y versus USDJPY, not SPX.<br /><br />johnohttps://www.blogger.com/profile/11356400378252164259noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76964254134422881932018-01-10T14:02:19.026+00:002018-01-10T14:02:19.026+00:00Let's trade one on one , pal. By the river , o...Let's trade one on one , pal. By the river , on the diamond , where south faces north. C##T.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53775028451156288772018-01-10T12:45:17.907+00:002018-01-10T12:45:17.907+00:00Let's trade one on one , Macro Man pal.Let's trade one on one , Macro Man pal. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32984978617788469792018-01-10T12:30:38.931+00:002018-01-10T12:30:38.931+00:00F**kin C##TF**kin C##TAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-23445276571051638302018-01-10T12:28:53.264+00:002018-01-10T12:28:53.264+00:00C**tC**tAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85399370449832802472018-01-10T12:28:12.280+00:002018-01-10T12:28:12.280+00:00Better still, pal. You come!Better still, pal. You come!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-20052812868809711232018-01-10T12:10:48.120+00:002018-01-10T12:10:48.120+00:00I tell you what , Macro Man pal. If the whitewalke...I tell you what , Macro Man pal. If the whitewalker comes to my door step and ask personally for my tipping service, I'll promise to yield the knee. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18986082558607456472018-01-10T11:43:22.615+00:002018-01-10T11:43:22.615+00:00Hi this is good to see that you are providing such...Hi this is good to see that you are providing such great service and you giveing it for free. I love type of blogs that understand the value of providing a quality information. Thanks for sharing it very useful for Help Adya <a href="https://www.helpadya.com/india/Clothes" rel="nofollow">Used Clothes Online in India</a>. <a href="www.helpadya.com" rel="nofollow">www.helpadya.com</a> <br />Helpadyahttps://www.blogger.com/profile/16307112421366002054noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59951511068751610582018-01-10T11:28:36.324+00:002018-01-10T11:28:36.324+00:00Macro Man, pal. The only way your walking in the b...Macro Man, pal. The only way your walking in the betting ring with a tip sheet is on a quadruple-triplet snowman. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-550691406849269012018-01-10T09:56:31.246+00:002018-01-10T09:56:31.246+00:00And let's all keep it that way!And let's all keep it that way!Anonymousnoreply@blogger.com