tag:blogger.com,1999:blog-34323687.post3314897397114585986..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Ten Things I'm Thankful ForMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-34323687.post-29225100749086497302008-12-01T20:59:00.000+00:002008-12-01T20:59:00.000+00:00Thank you Mr. Macro, your insights create clarity ...Thank you Mr. Macro, your insights create clarity out things that are still relatively arcane to me. Also, your thoughts give me some frame work on how to think about markets which helps me develop my own ideas. <BR/><BR/>At 27 I'm still trying to break into a "front office" financial services role (so #2 on your list really hits home with me), until then, your blog helps keep me on my toes. <BR/><BR/>Thanks again and good luck for the rest of 2008 and all of 2009.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-69987196335553727972008-11-28T09:43:00.000+00:002008-11-28T09:43:00.000+00:00Anon @ 1.07, my prior employer, while still extan...Anon @ 1.07, my prior employer, while still extant, has been the recipient of a high-profile bailout. Of the places I looked at to join, I chose the best performer this year. A winner all round.<BR/><BR/>Avinash, I think this is a case where the foreigners just have a different view to the locals, and we'll see who wins out in the end. In any event, I am confident that I have a pretty good chance of being in the money by the time that my structure matures.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70208628600740204332008-11-28T07:41:00.000+00:002008-11-28T07:41:00.000+00:00Happy thanksgiving MM! I had so much food today I ...Happy thanksgiving MM! I had so much food today I feel like the fed's balance sheet. <BR/>By the way, what do you make of this; http://research.stlouisfed.org/fred2/series/BASEAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55539476008947356512008-11-28T00:47:00.000+00:002008-11-28T00:47:00.000+00:00one should be thankful every day..i'm certainly th...one should be thankful every day..<BR/><BR/>i'm certainly thankful that i found the m-m blog!<BR/><BR/>on the theme 'everything is american housing' arms went UP in the week thru 11/26:<BR/>http://www.hsh.com/statrel.html<BR/><BR/>SPX now up +19.7% since last friday low, 1930's style action or is just a bit of performance anxiety in thin conditions<BR/><BR/>blessings!!<BR/>-deaconAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28145292601630547172008-11-27T18:09:00.000+00:002008-11-27T18:09:00.000+00:00Happy gobble gobble day, as someone wrote to me th...Happy gobble gobble day, as someone wrote to me this morning! Enjoy the "football". I'm actually off to enjoy my 1st thanksgiving tonight, hope the turkey's good.<BR/>Cheers, JLAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28144102687874644012008-11-27T14:50:00.000+00:002008-11-27T14:50:00.000+00:00Re 8: I wish I was reading this blog back in Augus...Re 8: <BR/><BR/>I wish I was reading this blog back in August, MM. <BR/><BR/>But hey, there will always be good opportunities at EMs, be it Turkey, or Brazil, or heck even Russia.<BR/><BR/>Happy Thxgiving to all.<BR/><BR/>AOAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-17518031896885495632008-11-27T14:19:00.000+00:002008-11-27T14:19:00.000+00:00Thanks for your blog, MacroMan. And may your Thank...Thanks for your blog, MacroMan. And may your Thanksgiving be one to say grace over. <BR/><BR/>--Charles of MercuryRising<BR/>www.phoenixwoman.wordpress.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83199147455247570792008-11-27T13:49:00.000+00:002008-11-27T13:49:00.000+00:00Wise words MM, it's all about perspective, and as ...Wise words MM, it's all about perspective, and as it's Thanksgiving, thanks for the nuanced and shrewd observations. Enjoy the turkey...Sean Maherhttps://www.blogger.com/profile/11706813218805999161noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-56056577670644698082008-11-27T13:41:00.000+00:002008-11-27T13:41:00.000+00:00Re #8: that's thankful for a trade that's worth th...Re #8: that's thankful for a trade that's worth the year or for Turkish institutions?<BR/><BR/>Regarding your comment on the Brazilian DI curve a couple of days ago, Brazilian inflation news really shouldn't get any better than they already are, and it won't take long for the majority of local analysts (which are incorrigible hopefuls) to accept that the next movement will probably be up, nor down. (I know, I know, but Brazil is a very, hmm, peculiar place.) With risk premia on the curve having already receded, today would be a good day to either take profits or change your position entirely...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-48685110467416386272008-11-27T13:07:00.000+00:002008-11-27T13:07:00.000+00:00"4) That he made the right choice when he switched..."4) That he made the right choice when he switched shops in Q1 of this year"<BR/>Does this mean you used to work at a Wall Street institution that has recently gone kaput?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76429543264140359842008-11-27T12:13:00.000+00:002008-11-27T12:13:00.000+00:00Happy Thanksgiving MM and everyone. Keep on postin...Happy Thanksgiving MM and everyone. Keep on postin'! Great posts, greats discussions in the comments.SDhttps://www.blogger.com/profile/02004788658738987967noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43983788304240357712008-11-27T11:58:00.000+00:002008-11-27T11:58:00.000+00:00Happy Thanksgiving MMand good luck to you too for ...Happy Thanksgiving MMand good luck to you too for the next year !<BR/>and same goes to all the regular readers and commenters of this blog<BR/><BR/>I think the MM blog is one of the best out there, along with the quality of people who comment on it<BR/><BR/>its one of the few sources of wisdom on the mkts that i know of, where the author of the blog itself and those making occasional comments seem to know a lot more about the markets than those whose official job it is to know a lot about the markets.. <BR/><BR/>and lastly, the 'markets blogosphere' is a great example of the wisdom of the crowd at work, where people forming INDEPENDENT opinion on something uncertain arrive to the best result<BR/><BR/>cheers to allspagettihttps://www.blogger.com/profile/12141785799734886089noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1655289034683080132008-11-27T11:40:00.000+00:002008-11-27T11:40:00.000+00:00Happy Thanksgving to you Dear MM. regards:gsm_73Happy Thanksgving to you Dear MM. <BR/><BR/>regards:<BR/>gsm_73gsm_73https://www.blogger.com/profile/14463269875250565829noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-15175688686357010562008-11-27T11:38:00.000+00:002008-11-27T11:38:00.000+00:00I didn't think the Brits did Thanksgiving. Do you...I didn't think the Brits did Thanksgiving. Do you get both the UK and US hols, or do you have to trade?!!<BR/><BR/>Have a happy Thanksgiving and keep up the blogging. Much enjoyed, even though I don't understand half of it!!<BR/><BR/>From an Aussie who did his MSc in the US during the 90's.<BR/><BR/>AussieDaveAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47455784710313933632008-11-27T11:09:00.000+00:002008-11-27T11:09:00.000+00:006) That he didn't have his life, or indeed any, sa...6) That he didn't have his life, or indeed any, savings in Icesave or any other dodgy, now-defunct, account.<BR/><BR/>----------------------------<BR/><BR/>MM, as long as you didn't have more than 50k in Icesave it wouldn't have been that painful.<BR/><BR/>I had half of my life savings with Icesave. After something I read in Moneyweek, prior to the the summer, I withdrew it all, except for a token £330, which I left in the account. I received it this week via the FSA compensation scheme :-)Unknownhttps://www.blogger.com/profile/01187416648160477630noreply@blogger.com