tag:blogger.com,1999:blog-34323687.post7415048008507735833..comments2024-03-19T03:05:57.184+00:00Comments on Macro Man: The only thing that goes down more regularly than the dots is ValeantMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger46125tag:blogger.com,1999:blog-34323687.post-51217444462794814312016-03-23T17:59:07.717+00:002016-03-23T17:59:07.717+00:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/16014019245615291834noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-36286260530924363962016-03-16T23:40:02.305+00:002016-03-16T23:40:02.305+00:00Anonymous said...
jbtfd said...
Told ya... equiti...Anonymous said...<br />jbtfd said...<br /><br />Told ya... equities go up.<br /><br />twat.<br /><br />March 16, 2016 at 7:49 PM<br /><br />twat.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-71216799896320113792016-03-16T22:32:49.319+00:002016-03-16T22:32:49.319+00:00Anon 10:21 - If you'd "bought all the dip...Anon 10:21 - If you'd "bought all the dips" in spoos you'd be up several hundred points. I think we can ascertain that you did not in fact do so, but rather just typed facetious comments here. Anyway I think it's past your bedtime. Goodnight.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-13739701686226268682016-03-16T22:21:57.263+00:002016-03-16T22:21:57.263+00:00I already bought all the dips and now I am out of ...I already bought all the dips and now I am out of money. What should I do?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1772393147573940072016-03-16T21:17:34.498+00:002016-03-16T21:17:34.498+00:00Down market for a couple of weeks after the option...Down market for a couple of weeks after the options expiry this Friday, through to the quarterly expiry at the end of this month. Then, on April Fool's, we'll resume the post-February 11 rally ... how appropriate.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89931541975113964132016-03-16T20:21:38.048+00:002016-03-16T20:21:38.048+00:00MacroMan, since you're cleaning up you can rem...MacroMan, since you're cleaning up you can remove the comment from anon 7:49 PM as well.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28808410642925617992016-03-16T20:05:56.040+00:002016-03-16T20:05:56.040+00:00This comment has been removed by a blog administrator.jbtfdnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-56238337758701502002016-03-16T20:04:29.098+00:002016-03-16T20:04:29.098+00:00This comment has been removed by a blog administrator.jbtfdnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16294635950306282902016-03-16T19:58:16.813+00:002016-03-16T19:58:16.813+00:00Anon 7:44 here.
On politics, about Trump's po...Anon 7:44 here.<br /><br />On politics, about Trump's policies, all I can get is that he would accelerate the rising of inflation, reducing immigration and trade war will push up prices first. I am not sure if those policies can increase employment later on but betting on a hawkish Fed for 2017 and 2018,or even the end of 2016 should be a good idea. <br /><br />Equities could rally till next earning season. So short USD still seemed to be a better trade for me. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72483388043050098452016-03-16T19:56:39.147+00:002016-03-16T19:56:39.147+00:00MM,
Are you saying that this no decision makes yo...MM,<br /><br />Are you saying that this no decision makes you think the,uh, recovery will probably look like this when we hit the 10 year anniversary? Are you giving voice to the Fed's inability to acknowledge the mal-effects of ZIRP? Are you just hoping to return to a normal Adam Smith-type of economy?<br /><br /><br />....Nah. I didn't think so. Please pass the sharp stick so I can poke you in the eye.<br /><br /><br />...You are welcome. :)Bruce in Tennesseenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-62208823269617594932016-03-16T19:52:29.552+00:002016-03-16T19:52:29.552+00:00Kocherlakota in a Bloomberg View article just said...Kocherlakota in a Bloomberg View article just said that the inflation projections are goals rather than projections.ABnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-74319440321036473772016-03-16T19:49:03.290+00:002016-03-16T19:49:03.290+00:00 jbtfd said...
Told ya... equities go up.
tw... jbtfd said...<br /><br /> Told ya... equities go up.<br /><br />twat.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26406419590232730202016-03-16T19:48:26.088+00:002016-03-16T19:48:26.088+00:00Even Steve Liesman surprised!Even Steve Liesman surprised!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-20338249920443885382016-03-16T19:45:10.425+00:002016-03-16T19:45:10.425+00:00DAX must be loving that EUR tommorrow. Agree with ...DAX must be loving that EUR tommorrow. Agree with anon 7:21 that CBs are more politically driven than "data driven" institutions which would go a long way explaining why despite lowering UE and rising inflation, through new excuses important items (i.e. those that are rising) from inflation indices get undermined.<br /><br />Re Trump despite the "agressive" aka. non PC statements it's very hard to believe he would be stupid like MSM tries hard to depict. A complete moron wouldn't have probably made such a fortune excluding inheritance which isn't the case. It's just he doesn't really care and acknowledges that all politics today are a complete joke so why not make fun of it. It seems a lot of voters agree with that and are voting just to disrupt the old status quo (which IMHO might not be a bad thing). He isn't in it for the lobby or campaign money anyway. Changes: maybe taxes would go down and central government/bureaucracy get cuts which all things equal should be more stimulatory than not, though the free trade plans might get scrapped. With establishment candidates there won't be a whole lot of change in anything. The lack of change from time to time creates potential for new candidates offering real change, be it better or worse.hipperhttps://www.blogger.com/profile/10934536233703452719noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-91230767851871244622016-03-16T19:44:53.391+00:002016-03-16T19:44:53.391+00:00Well, if the assumption that Janet is doing Hillar...Well, if the assumption that Janet is doing Hillary's bidding is correct, then it probably will hike in the second half of the year (Sep/Dec). USD is on the soft trend and inflation is going to be up. So the next mid-term trade should be short USD and long everything else, till this fall I guess.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61018601814622594512016-03-16T19:27:20.495+00:002016-03-16T19:27:20.495+00:00@ Anon 7.20 check out @IanShepherson on Twitter....@ Anon 7.20 check out @IanShepherson on Twitter. Not impressed.<br /><br />@ Anon 7.21 But Janet Costanza said that the Fed apolitical! Yeah right. <br /><br />I don;t know what's worse- that they're this dishonest or this incompetent.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-92160710935304305282016-03-16T19:24:57.370+00:002016-03-16T19:24:57.370+00:00More Dovish fuel for the dollar which helps suppor...More Dovish fuel for the dollar which helps support commodities. Equities junkies say thank you for another hit ..<br /><br />I've never really seen a hawkish fed so I guess why should I expect to see one now. <br /><br />abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-74563535663430088042016-03-16T19:24:00.205+00:002016-03-16T19:24:00.205+00:00More Dovish fuel for the dollar which helps suppor...More Dovish fuel for the dollar which helps support commodities. Equities junkies say thank you for another hit ..<br /><br />I've never really seen a hawkish fed so I guess why should I expect to see one now. <br /><br />abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6256411639340536792016-03-16T19:21:25.564+00:002016-03-16T19:21:25.564+00:00@MM: Let the hate flow through you. You must pur...@MM: Let the hate flow through you. You must purge your sense of what must be as a result of the data, and instead look at CBs as political institutions. My turning point was Bernanke moving the goalposts on when he would end QE3. <br /><br />IMHO, the Fed's decision to back down today is a political decision to keep the markets steady through the election.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-5411228378298556702016-03-16T19:20:18.169+00:002016-03-16T19:20:18.169+00:00MM - Would you expect economists to slate her for ...MM - Would you expect economists to slate her for this view? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-15079577861362366862016-03-16T19:18:00.425+00:002016-03-16T19:18:00.425+00:00MM - beginning to get the fall '98 feeling (th...MM - beginning to get the fall '98 feeling (the famous post LTCM Greenspan cut) here - would you talk me out of it before I mortgage my house to sell long bonds?washedupnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76735595369828676692016-03-16T19:13:49.196+00:002016-03-16T19:13:49.196+00:00@Anon 7.08, the first question was "does Fed ...@Anon 7.08, the first question was "does Fed have a credibility problem?" which gives you an idea of the tone. She is trying to put lipstick on a pig (cutting 2017 core PCE forecasts? really?) and failing miserably. Saying that INFLATION PICKUP IS IN CATEGORIES THAT AREN'T SIGNIFICANT FOR INFLATION OVER TIME.... is just a joke, I'm sorry. Shelter? Healthcare? these things don't matter? STFU...Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16257885952816713842016-03-16T19:09:37.200+00:002016-03-16T19:09:37.200+00:00Whoa - MM found his inner Trump.
They finally get...Whoa - MM found his inner Trump.<br /><br />They finally get the dollar (interesting coming at the heels of the G20 meeting) has whats changed, but they don't want to say that they f@#ed up back in Dec. <br /><br />So yes, come to think of it, frauds sounds about right.<br />washedupnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-33836100875184966002016-03-16T19:08:37.802+00:002016-03-16T19:08:37.802+00:00I missed the presser, whats so shocking ?I missed the presser, whats so shocking ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-5849731275759733472016-03-16T19:04:24.995+00:002016-03-16T19:04:24.995+00:00This is currency wars in action - pure and simple....This is currency wars in action - pure and simple. ECB goes crazy... Fed goes crazy in turn... lolAnonymousnoreply@blogger.com