tag:blogger.com,1999:blog-34323687.post3870921386910824112..comments2024-03-29T09:24:42.731+00:00Comments on Macro Man: Oh myMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-34323687.post-77442728514132086072016-04-29T02:48:34.547+01:002016-04-29T02:48:34.547+01:00usdncy fix-oh my. eur ripping. both should be supp...usdncy fix-oh my. eur ripping. both should be supportive equities right? hedge with long yen?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7725089650192467972016-04-29T02:44:40.064+01:002016-04-29T02:44:40.064+01:00at the risk of sounding like a douche, usdjpy to 1...at the risk of sounding like a douche, usdjpy to 105 seems like free money, no?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-15655929923251782402016-04-28T22:08:35.439+01:002016-04-28T22:08:35.439+01:00Some anons realize the market should not drop 200 ...Some anons realize the market should not drop 200 points because of the interview of one old man. It feels like a top.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1919147084085515922016-04-28T21:18:24.577+01:002016-04-28T21:18:24.577+01:00Loving This Market !!! The Day Trading Gods are sm...Loving This Market !!! The Day Trading Gods are smiling on us.<br /><br />I suggest you buy shares in large broker dealers tomorrow - judging by the number of trades I have performed today I expect their EPS to be significantly higher next qtr. Buahaha...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8576128315668368722016-04-28T21:10:08.539+01:002016-04-28T21:10:08.539+01:00Long May VIX, short June VIX.
This is the most at...Long May VIX, short June VIX.<br /><br />This is the most attractive way to hedge / get short right now. You should put it on. (Side by side with your ES dip-buy, if you're into that kind of thing...)<br /><br />Interesting times. Best of luck to everyone.Swiftienoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-13584560461885681472016-04-28T19:53:17.890+01:002016-04-28T19:53:17.890+01:00So what now? The equity index is now negative for ...So what now? The equity index is now negative for the day. Should I buy now?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76398770586216151212016-04-28T19:10:11.674+01:002016-04-28T19:10:11.674+01:00http://www.bloomberg.com/news/articles/2016-04-28/...http://www.bloomberg.com/news/articles/2016-04-28/birinyi-says-engine-intact-as-s-p-500-reaches-old-age-milestoneAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-24194058536319891692016-04-28T18:16:51.228+01:002016-04-28T18:16:51.228+01:00http://english.caixin.com/2016-03-08/100917582.htm...http://english.caixin.com/2016-03-08/100917582.htmlCoreynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19526760838122129172016-04-28T17:54:13.270+01:002016-04-28T17:54:13.270+01:00Oil is hated ? Last time I looked crude oil commit...Oil is hated ? Last time I looked crude oil commitment of traders spec longs >> spec shorts.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-60688484853336207122016-04-28T17:51:42.056+01:002016-04-28T17:51:42.056+01:00Anon
"Go placidly amid the noise and haste, ...Anon<br /><br />"Go placidly amid the noise and haste, and remember what peace there may be in silence."Skrnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32583932371183340362016-04-28T17:17:26.184+01:002016-04-28T17:17:26.184+01:00Further to the above, Oil is very hated and is als...Further to the above, Oil is very hated and is also rallying hard. I'm going to test a thesis of 'buying "most hated" risk assets'. Think this could be a winner.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41706955875838198172016-04-28T17:10:28.020+01:002016-04-28T17:10:28.020+01:00People were so hurt by 2008 that they basically ma...People were so hurt by 2008 that they basically made the decision to not let it happen to them again. In the process they missed out and are still missing out on an amazing secular bull. Tragic.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-4396279954039427992016-04-28T16:54:44.130+01:002016-04-28T16:54:44.130+01:00Corey, agree with you on the "Shanghai Accord...Corey, agree with you on the "Shanghai Accord". More and more evidence to prove it as each day passes.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11694085272488337112016-04-28T16:08:52.202+01:002016-04-28T16:08:52.202+01:00As a bullish anon, who loves to buy ES after every...As a bullish anon, who loves to buy ES after every sell-off, can I just say how f*cking amusing it is watching the market prove the equity bears wrong, time and again... consider:<br />- Jan/Feb China worries; led to the biggest spoos rally in a long time<br />- Doha worries; followed by oil and equities up<br />- Earnings the evening of the 21st; again spooz shrugged it off<br />- APPL (bears loved that); again no fall in spooz<br />- BOJ (end of the world!); oh wait, spooz are up 20 handles as I speak<br /><br />You'd think the bears would learn, I guess not... <br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-36357790032079260232016-04-28T15:42:12.752+01:002016-04-28T15:42:12.752+01:00remember what nat gas did during the 2000 La Nina....remember what nat gas did during the 2000 La Nina...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16372203490919611112016-04-28T14:13:11.780+01:002016-04-28T14:13:11.780+01:00http://money.cnn.com/2016/04/28/news/economy/us-ec...http://money.cnn.com/2016/04/28/news/economy/us-economy-gdp-first-quarter/index.html?iid=hp-stack-dom<br /><br />America nearly ground to a halt at the start of 2016.<br />The U.S. economy only grew 0.5% in the first quarter of the year. Tepid consumer spending, global headwinds, a struggling manufacturing sector and weak business investment all weighed down growth.<br />Growth was even lower than economists' anemic expectations of 0.7%.<br />It follows the very slow pace of growth of 1.4% in the last three months of last <br />year. <br /><br />...I don't see Janet bringing the anons milk and cookies at the close of markets next quarter either...and will the main driver of the equities market continue to be share repurchases? It is possible as the election season marches on that instead of the DOW following the Fed lead that it might go up or down depending on poll numbers...<br /><br />...Now wouldn't that be fun?!Bruce in Tennesseenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7886597770718110352016-04-28T14:02:50.439+01:002016-04-28T14:02:50.439+01:00Quite the stag-flationary GDP report - if this is ...Quite the stag-flationary GDP report - if this is after the seasonal adjustment re-adjustment, what would this same report have said last Q2 - -1%?<br />We are looking at a 1%-1.5% trajectory for the US with rising inflation - the most interesting thing to me is the capex and GDP impact of the rig count reductions aren't even fully played out yet.washedupnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34644877173986982072016-04-28T13:57:58.882+01:002016-04-28T13:57:58.882+01:00Forget about the Fed. If you need a narrative so ...Forget about the Fed. If you need a narrative so you dont feel like a blind man in the desert look east young man. <br /><br />The most important factor is the nearing end of growth for the worlds latest economic miracle. The Fed, the BOJ are throwing a lifeline to the Chinese in hopes that they can engineer one last flash from the pixie dust and either that they've been soaking the economy in. <br /><br />Since the BOJ is now operating as a defacto hedge fund, why dont they just come in and buy the whole shebang in one fell swoop, nationalize everything and that way Japanese investors will be forced to deploy their capital in other global risk assets. You can globally sponsor the move with other CBs forgiving the remaining JGB debt.<br /><br />I think its obvious by now that there was informal agreements made at the last G20 and will be v interested to see if post the next one we get a slight tilt back towards the old playbook.Coreynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-10382717611103346112016-04-28T13:29:15.538+01:002016-04-28T13:29:15.538+01:00Nikkei drops 1000 points because of CB disappointm...Nikkei drops 1000 points because of CB disappointment?<br /><br />Pierre Paul could teach these bubbas a thing or two about risk.Bruce in Tennesseenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-62978648668612170542016-04-28T12:01:56.126+01:002016-04-28T12:01:56.126+01:00Perhaps this means a Fed rate hike is more likely ...Perhaps this means a Fed rate hike is more likely in June. The Japanese et al have been told to hold their horses from doing anything 'silly', a relative weakening will come soon enough.Alhttps://www.blogger.com/profile/14381013196081166483noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64689868067151551872016-04-28T11:22:43.784+01:002016-04-28T11:22:43.784+01:00I see Ducrozet (@fwred) is a follower. He tends to...I see Ducrozet (@fwred) is a follower. He tends to nail ecb policy actions, even if I disagree with what ecb does.<br /><br />Between him and ZH, you got some range of followers.Anonymousnoreply@blogger.com