tag:blogger.com,1999:blog-34323687.post1441832203436985874..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Cyprus SpecialMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-34323687.post-26964130272107925882022-03-28T09:13:32.187+01:002022-03-28T09:13:32.187+01:00This article is quite in-depth and gives a good ov...This article is quite in-depth and gives a good overview of the topic. Thanks <a href="https://youractivityninja.com/learn-hip-hop-dance-classes-online" rel="nofollow">https://youractivityninja.com/learn-hip-hop-dance-classes-online</a>Your Activity Ninjahttps://www.blogger.com/profile/12777778736044927470noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32723973277801877382018-08-02T07:24:12.355+01:002018-08-02T07:24:12.355+01:00Thank You For Your Great Article!!
Are you looking...Thank You For Your Great Article!!<br />Are you looking for striptease stage shows in London? We provide affordable <a href="http://www.browns-shoreditch.co.uk/striptease-stag-do-packages-and-stage-shows-in-london/" rel="nofollow">stage do packages.</a> Come and enjoy at browns Shoreditch.stag do packageshttp://www.browns-shoreditch.co.uk/striptease-stag-do-packages-and-stage-shows-in-london/noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72785564084455550002012-04-19T16:27:57.401+01:002012-04-19T16:27:57.401+01:00Not a HF trader these days in Fxland,..just in pro...Not a HF trader these days in Fxland,..just in process of watching Betty rope'em in.Amplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1030054594736019642012-04-19T15:58:05.944+01:002012-04-19T15:58:05.944+01:00LB.. if i d known you were going to offer that I&#...LB.. if i d known you were going to offer that I'd have asked you to write the post we have obviously just crossed paths on. Think you did a better job of similar sentiments.<br />Cheers polPolemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26879775558126465292012-04-19T15:51:18.165+01:002012-04-19T15:51:18.165+01:00LB nibbled on some European equities about 10.15 E...LB nibbled on some European equities about 10.15 Eastern time, after looking at beaten down stocks across the continent. Spanish 10y still below 6%. This rate, while high, isn't exactly unknown in the history of the world, and the issue was fully subscribed. So while LB has invariably agreed with those who pointed out many problems in the Spanish regions and banks, we think that the present wave of selling is probably overdone.<br /><br /> It isn't often you get to buy decent businesses with cash flow that are being sold simply b/c nobody trusts the banks. If the world doesn't actually end, we will be looking at some decent yield. LB even bought a bank. Hope I don't get a rash.<br /><br />Lagarde just raised the idea of recapitalizing the banks without pass through, perhaps the IMF loaning money directly to the banks w/o involving the sovereign, or perhaps the ECB creating money expressly for the banks, very much along the lines of the US TARP and QE programs. This really smells like printing, wonder how long before gold picks up the scent? As you know I am not normally a fan of the yellow metal, but it may be ready to break out here.<br /><br />Having watched FX for days, LB is forming the opinion that the DXY can't get past 80. Perhaps the Fed may be using its dollar swap lines to hold up EURUSD. Certainly what you can see is that someone steps in almost every morning now and sells big enough to generate a sharp fall in DXY. Anyone have any insights?<br /><br />Apologies for long-windedness, trying to fill in while the lads are trying out their patented hangover cures.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53386910073369963502012-04-19T15:34:23.888+01:002012-04-19T15:34:23.888+01:00Welcome to the Yennish Thunderdome World( YTW )
h...Welcome to the Yennish Thunderdome World( YTW )<br /><br />http://ftalphaville.ft.com/<br />blog/2012/04/19/966691/this-correlated-world/Amplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28213153636652732972012-04-19T15:17:40.532+01:002012-04-19T15:17:40.532+01:00Oh yes!, the Reinforcement creator..it all makes s...Oh yes!, the Reinforcement creator..it all makes sense now,it's not so much that Pavlovs dogs were acting through their consciousness, or even genetics for that matter.It was without a doubt through their environmental conditioning...<br /><br />Therapeutic indeed.Amplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-73245280310802854242012-04-19T14:17:29.519+01:002012-04-19T14:17:29.519+01:00C says'
Indeed he was.Pavlov and Watson were t...C says'<br />Indeed he was.Pavlov and Watson were the pioneers of what we now know has Behavioural Psychology particularly with reference to the part played by learned/conditioned responses.<br />It isn't difficult to see how it applies to many walks of life.<br /><br />If you find that interesting then the work of BF Skinner might be your next stop for conditioning behaviour etc.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-92085369067779884182012-04-19T13:54:30.045+01:002012-04-19T13:54:30.045+01:00Smart Russian
http://en.wikipedia.org/wiki/Ivan_P...Smart Russian<br /><br />http://en.wikipedia.org/wiki/Ivan_PavlovAmplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83862927213625532602012-04-19T12:12:53.966+01:002012-04-19T12:12:53.966+01:00C says'
Well call me boring ,but just by start...C says'<br />Well call me boring ,but just by starting last year on financial bonds and rotating to staid old staple retailers I do believe that shortly we will be able to afford indoor plumbing for the cave.<br />Always assuming of course that references to would be toilets don't end up as a double entendre.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39317090624409901002012-04-19T00:12:03.676+01:002012-04-19T00:12:03.676+01:00I might also add given the strength inequities yes...I might also add given the strength inequities yesterday todays expected 'give back' was tamer than many I have seen which does not exactly scream to me that sellers are accruing mom .Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87065517678709503232012-04-19T00:08:15.667+01:002012-04-19T00:08:15.667+01:00C says'
LB
Point made for me. Usually when the...C says'<br />LB<br />Point made for me. Usually when the presure builds along comes the ECB right when the shorts think they have it made and pop!!<br />If I want to be involved in plays like that I want to be doing it before it plastered throughout the media.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-75404455084467204132012-04-18T19:31:02.825+01:002012-04-18T19:31:02.825+01:00A few thoughts on Spain/Europe.
Everyone and thei...A few thoughts on Spain/Europe.<br /><br />Everyone and their uncle seem to be hiding in USTs and some of the big boys are reported to be shorting peripheral govies, Spanish debt, Spanish banks, Spain ETFs and Spanish mackerel ahead of the Spanish auction.<br /><br />Which makes LB want to ask: Isn't this a bit crowded, now? Do you REALLY want to bend over tomorrow in front of some European bankers who have been given a $1T bazooka and are fiddling around with the controls? LB saw what happened to people who shorted in 2009 in the US. You don't have to love central banks, but you have to realize they are there. The screens, nurse.....Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32748068117917249952012-04-18T17:29:37.885+01:002012-04-18T17:29:37.885+01:00some thoughts on TEF. Most analysts seem to be fai...some thoughts on TEF. Most analysts seem to be fairly bearish ( a good thing) as spanish divisions still seeing declining growth. Recent moves have increased subscribers but at the cost profits. Cost competition pretty tight now and could still see downside ARPU pressure there. Wireline at steady (hopefully) 5% annual decline rate. LT problems loom with EU commission regulating roaming and Mobile termination rates, though you would think this has been factored in now<br /><br />Half of revenue/ebitda from brazil. recent real weakness not helping but organic growth in LatAm still strong. <br /><br />Obviously the market is aware of the problems, though you still take the risk of more problems occurring(they usually happen in crappy times like this) as pricing pressure still possible.<br /><br />I would like to see a bigger spike in volume. Perhaps a climax sell. <br /><br />Keeping it on the radar for nowabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85709661045453885812012-04-18T13:32:16.700+01:002012-04-18T13:32:16.700+01:00Cheers C for the clarification. market does seem c...Cheers C for the clarification. market does seem content to be range bound for now though I assume spanish auctions could be a trigger for a decent move. <br /><br />I'm thinking about dipping toes into TEF. Doing some digging around now, will report back with finding Mr Holmsabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-91165918890025474762012-04-18T11:11:53.566+01:002012-04-18T11:11:53.566+01:00C says'
Abee,
I have no idea who is doing wha...C says'<br /><br />Abee,<br />I have no idea who is doing what re that comment.I have simply noticed that pre option week seems to have attracted selling and the actuall option expiry week attracts buying.<br />Actaully within the current market I still think that buying is a rally in a market that has already topped out seasonlly.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-107642074754067552012-04-18T10:20:37.525+01:002012-04-18T10:20:37.525+01:00I like the gold miners too, might have to have a l...I like the gold miners too, might have to have a long punt on GDX and GDXJ at these levels.Tradebotnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-36076277922374332452012-04-17T17:19:34.743+01:002012-04-17T17:19:34.743+01:00great video LB..
C' I am having a hard time u...great video LB..<br /><br />C' I am having a hard time understanding. Arent we currently in exipiration week. so you are saying today's rally is merely short/options covering?<br /><br />interestingabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-14872661482427838612012-04-17T16:39:53.679+01:002012-04-17T16:39:53.679+01:00C says'
It hasn't been uncommon for pre op...C says'<br />It hasn't been uncommon for pre option weeks to be sold and then bought back in expiry week.In tandem with bond auction squeezes is too much of a bearish coincidence to ignore.Spell shakeout for me.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18330126463271665522012-04-17T16:24:46.846+01:002012-04-17T16:24:46.846+01:00Mr Shorty getting the Cold Steel treatment today. ...Mr Shorty getting the Cold Steel treatment today. <br /><br />LB was so encouraged by Gartman being short the gold miners and John Paulson being short European debt that he took a crafty punt from the long side!Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68981546652872076122012-04-17T15:53:29.393+01:002012-04-17T15:53:29.393+01:00A special action video for those of us not lucky e...A special action video for those of us not lucky enough to join Polemic and friends. <br /><br /><a href="http://www.youtube.com/watch?v=CuPEytx-y5M&feature=related" rel="nofollow"> Cypriot State of Mind </a>Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-56995924849960657492012-04-17T09:52:18.225+01:002012-04-17T09:52:18.225+01:00Yep think that is in fact true.
Its a special ph...Yep think that is in fact true. <br /><br />Its a special phrase used for tourists.maximmnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28220545605557375812012-04-17T09:12:53.190+01:002012-04-17T09:12:53.190+01:00Can anyone confirm this?
When we asked our Cyprio...Can anyone confirm this?<br /><br />When we asked our Cypriot friend what the greek/cypriot for "special" was, as in the usage in this post, he said there wasn t one! <br /><br />True? Or not?Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32979124382120222742012-04-17T09:00:36.124+01:002012-04-17T09:00:36.124+01:00The phrases σιγά σιγά (siga siga) and αύριο (avrio...The phrases σιγά σιγά (siga siga) and αύριο (avrio) sum up Cyprus. <br /><br />Nothing ever gets done in any sort of time frame. Which can be refreshing compared to how most people conduct their lives...but it mostly infuriates the hell out you!<br /><br />As for ambelopoulia...or sparrows...I haven't seen those served anywhere for years. But I am sure it still goes on....maximmnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49338443505628431102012-04-17T07:18:43.485+01:002012-04-17T07:18:43.485+01:00C says'
"Sparrow" is for want of a b...C says'<br />"Sparrow" is for want of a better term ,a Cypriot delicacy.<br />They did pass law some years ago banning the killing of Sparrows of course.However ,like many such thing Cypriot law is more of a negotiable thing to be interpreted rather than observed.Hence, why when we used to be hosted in Nicosia the man pushing the Sparrows down my throat was actually a senior serving member of the Cyriot Parlianment who shall remain nameless.<br />I have feeling of abiguity to most thing Cyriot.On the onehand I like and admire them for their 'family' attitude and when you are viewed as a friend it means something different to what it means for example in the UK. On the otherhand they can be extremely frustrating people to do business with because trying to get and hold agreements is like catching a fistful of mist.Now you have it, now you don't.<br /><br />Anon 5.03 ...thanks for asking that question because you know I can't think exactly what was going through my mind when I wrote that comment. In which case lets' assume it is crap.Anonymousnoreply@blogger.com