tag:blogger.com,1999:blog-34323687.post2038770150651288632..comments2024-03-29T15:07:48.008+00:00Comments on Macro Man: Dog tired dog daysMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-34323687.post-4359455888639151092011-03-20T10:53:40.340+00:002011-03-20T10:53:40.340+00:00Exactly wat constitutes a safe haven these days ?
...Exactly wat constitutes a safe haven these days ?<br />It seems to have changed from the expected.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83546381716918104282011-03-20T08:22:24.748+00:002011-03-20T08:22:24.748+00:00Interesting what the attack on Libya will do to th...Interesting what the attack on Libya will do to the EUR and JPY, traditionally this will be a safe haven trade , will intervention stand against this, if the yen is not a safe haven currency will the EUR benefit, it hasn't looked that shakey as the nuclear debacle developed.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39976835439814947972011-03-19T07:29:12.772+00:002011-03-19T07:29:12.772+00:00Did not mention "Plaza accord" and if 25...Did not mention "Plaza accord" and if 25b is "token" by all means be my guest and trade against it.<br />Going against one bank can be a workable scenario.All the G7 banks ,I don't think so ,except with the short range they have already drawn to be acceptable.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-317036445904977882011-03-18T12:49:03.494+00:002011-03-18T12:49:03.494+00:00Intervention has not been like the plaza accord. V...Intervention has not been like the plaza accord. Very token sums. Buy PLNJPY calls the trade for me.Mintynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59987266941914525872011-03-18T12:08:12.093+00:002011-03-18T12:08:12.093+00:00Not surprised you have not posted for a couple of ...Not surprised you have not posted for a couple of days.Weeks like this there's only time to manage funds.<br /><br />Still there's plenty of scope now for a renewed macro look at the implications from this week.<br />Have we just seen a global 'QE3'?<br /><br />What if anything does it mean for goverment debt in Japan and US from here?<br /><br />Have they just kept the carry trade alive for another quarter?<br /><br />Do I have any energy left to lift a coffee cup?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-21472798705970857562011-03-18T01:20:51.707+00:002011-03-18T01:20:51.707+00:00looks like JPY finally stepped up to the plate.looks like JPY finally stepped up to the plate.Intrinsic Valuehttp://theintrinsicvalue.comnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22116336975404102882011-03-17T14:04:51.666+00:002011-03-17T14:04:51.666+00:00Gartman "moon" ..jeezus ..the only moon ...Gartman "moon" ..jeezus ..the only moon he's right about is the none he sees when I dropped my pants.The man's a clown.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83262705526514487802011-03-17T12:54:37.371+00:002011-03-17T12:54:37.371+00:00Indeed, contrary to some reports circulating the I...Indeed, contrary to some reports circulating the Internet, perigee Moons do not trigger natural disasters. The "super moon" of March 1983, for instance, passed without incident. And an almost-super Moon in Dec. 2008 also proved harmless.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39413466123387397602011-03-16T22:50:04.666+00:002011-03-16T22:50:04.666+00:00This was out
http://www.wired.com/wired/archive/1...This was out<br /><br />http://www.wired.com/wired/archive/10.03/betting_pr.htmlFXnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-33984648784426531222011-03-16T17:10:07.675+00:002011-03-16T17:10:07.675+00:00Re Anon @ 12.59:
Err yes .. Bloomfucius, he say :-...Re Anon @ 12.59:<br />Err yes .. Bloomfucius, he say :- he who has data on coal that far back is lying skink.<br /><br />Corrected, thanksPolemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-21608006101886116622011-03-16T13:14:53.421+00:002011-03-16T13:14:53.421+00:00Relax, TMM, the markets busted, among others.Relax, TMM, the markets busted, among others.FXnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40638376585089514632011-03-16T12:59:11.489+00:002011-03-16T12:59:11.489+00:00"2433 lives lost in Chinese coal mines last y..."2433 lives lost in Chinese coal mines last year. Considered a huge improvement from the 1196-2000 average of 7619."<br /><br />I supposed that you mean 1996-2000, otherwise you really have an amazing set of time series data on China's mining industry.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46570890323656405982011-03-16T12:48:46.687+00:002011-03-16T12:48:46.687+00:00hen discussing the horrible tragedy this afternoon...hen discussing the horrible tragedy this afternoon, please, remember to give Gartman credit. Here’s what he wrote in a note today:<br /><br />Not wishing to suggest that we had told everyone to be concerned about such events, we were laughed at two weeks ago when we wrote of the impending close approach of the moon to the earth this week and next. We have done a bit of reading since, and this shall be one of the closest approaches of the moon to the earth in ages and we feared, along with others, that this close approach and the concomitant larger-than-normal gravitational effect of the moon upon the earth would result in increased earthquakes. If the moon’s effect can be larger and smaller upon tides as the moon approaches and recedes from the earth, it seemed quite reasonable to us… and is proven by geological academic studies… that the effect upon stressed areas of the earth’s surface would also be affected. We warned then of increased quake activity during the next several weeks. We shall warn again of that likelihood.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19971454856788323852011-03-16T12:32:11.042+00:002011-03-16T12:32:11.042+00:00Germany has been rather hands-off regarding Libya....Germany has been rather hands-off regarding Libya. Maybe because of their special relationship with Russia?<br /><br />http://www.bloomberg.com/news/2011-03-15/g-8-fails-to-agree-on-libya-no-fly-zone-as-russia-germany-resist-proposal.htmlAnonymousnoreply@blogger.com