tag:blogger.com,1999:blog-34323687.post4120785978961428253..comments2024-03-29T12:26:35.581+00:00Comments on Macro Man: Due to Unforeseen CircumstancesMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-34323687.post-81510304361380966872010-07-02T13:52:43.963+01:002010-07-02T13:52:43.963+01:00The damage caused in eur/usd was nothing to do wit...The damage caused in eur/usd was nothing to do with a Pink Flamingo .. It's the Killer Bunny .. remember?Unknownhttps://www.blogger.com/profile/16493017108002669705noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86501329791442008612010-07-02T05:24:32.445+01:002010-07-02T05:24:32.445+01:00Why don't you call for a steward inquiry, ther...Why don't you call for a steward inquiry, there seems to be three teams playing now,nah, don't worry about, I just looooove those swissy blondes.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67101247471721454132010-07-01T22:37:05.920+01:002010-07-01T22:37:05.920+01:00And I was pink flamingoed by the short EUR/USD pai...And I was pink flamingoed by the short EUR/USD pain squeeze (the only blue number of the screen :)) ... sigh, I gave away a lot(!) on that one. <br /><br />Oh yes, what happended to Bullion today ... it cratered! <br /><br />Fingers!? More like a hand here ;)<br /><br />Good thing I am going on holiday tomorrow; that will do my P/L good I hope. <br /><br />ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-80151711402549990142010-07-01T22:24:09.475+01:002010-07-01T22:24:09.475+01:00Ha ha, MS fixed income tools may have been hit by ...Ha ha, MS fixed income tools may have been hit by "unforeseen circumstances" as well, but they want to double down on their big bet on growth and they want to ride that steepener some more. <br /><br />Even if it brings down the firm? Hubris Unlimited is officially out of control. Get the knife out, Mack.<br /><br /><a href="http://www.zerohedge.com/article/curve-flattening-accelerates-morgan-stanley-goes-all-tells-clients-bet-against-fat-tails" rel="nofollow"> MS Bends Over In Front of the Steamroller </a><br /><br />If you recall, Macro Man polled on this topic "in this space" about the time 2s10s approached 300 bps.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16526861059253918182010-07-01T16:36:52.589+01:002010-07-01T16:36:52.589+01:00'ere... 'oo you calling a market mosquito...'ere... 'oo you calling a market mosquito..? (Grinning broadly).<br /><br />The Death Cross didn't fail to predict the onset of major bear episodes in the Nikkei in the 90s. That's my best analog for what we are going through and it hasn't failed me yet.<br /><br />FWIW LB lost a few fingers this week too, the joys of counter-trend trading and ill-timed hedging... due to unforeseen circumstances, as you say.<br /><br />A few "short Treasury" Flation Funds selling gold today b/c they are about to detonate...? Is Morgan Stanley's fixed income trading (5.5% 10y forecast) in deep deep trouble? With gold and TIPS both down today, shades of 2008?Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.com