tag:blogger.com,1999:blog-34323687.post1942029474231973868..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Holy Whiplash, Batman!Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-34323687.post-14615023561559770732014-04-16T15:35:52.010+01:002014-04-16T15:35:52.010+01:00The first rule of tautology club is the first rule...The first rule of tautology club is the first rule of tautology club.wcwhttps://www.blogger.com/profile/16307608293310560164noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59978351073202072772014-04-16T12:57:51.854+01:002014-04-16T12:57:51.854+01:00"Currency for Dummies?" Why, we keep a ..."Currency for Dummies?" Why, we keep a copy in the Department of Tautology, guv'nor!Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30271068727195380812014-04-16T12:48:39.124+01:002014-04-16T12:48:39.124+01:00C Says
I'm looking at Betty buck with morbid f...C Says<br />I'm looking at Betty buck with morbid fascination ,because for Sherlock this could just be up there with Hound of the Bernanke's. With what's in front of us over the next 12 months you would have to say who want's Betty which might explain why those little beauties at IG Index are over 70% short, but don't we just think they are likely to be wrong? Trouble is at this level if being wrong causes upside covering then as unlikely as it may be there doesn't look like a lot of sideways resistance this side of 2 Bucks to a Betty. Now that would be a pain trade in more ways than one. More so as I am damned if I can see the fundamentals for it. Janet ,oh Janet where's "Currency for Dummies" kept.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59700543612437476562014-04-16T10:41:51.702+01:002014-04-16T10:41:51.702+01:00"a lot of negative gamma to be hedging "..."a lot of negative gamma to be hedging "<br /><br />Of course it's hedging, when you have one of the best QE programs in your corner wouldn't you? but it won't be around forever my friend! I only hope I'm there when it's gone.amplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-37587865909342347352014-04-16T08:23:32.348+01:002014-04-16T08:23:32.348+01:00C says,
"a higher CPI and somewhat weaker Emp...C says,<br />"a higher CPI and somewhat weaker Empire do not exactly scream "buy stocks!" do they"<br />No, but covering short positions especially leading into a bank holiday weekend within the context of earnings season does.<br />Positions have also been so concentrated that some of those moves this year can go 10% either way so whiplash has been getting more painful than in years gone by.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90650995110892446552014-04-16T08:14:39.271+01:002014-04-16T08:14:39.271+01:00Good to have you back. The acerbic cogency of your...Good to have you back. The acerbic cogency of your thoughts always a delight. Agree on Ukraine. Steinmeier and the SPD are Russophile and will never allow sanctions to harm the bottom line. The interesting issue here is whether Poland and the other CEE plays now warrant a higher risk premium. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64740967323899308832014-04-16T07:36:37.840+01:002014-04-16T07:36:37.840+01:00This comment has been removed by the author.Angushttps://www.blogger.com/profile/13905037014736070475noreply@blogger.com