tag:blogger.com,1999:blog-34323687.post4313576143945167537..comments2024-03-29T03:19:56.674+00:00Comments on Macro Man: Happy 10th Birthday!Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-34323687.post-83329341893044667822014-07-03T01:31:19.982+01:002014-07-03T01:31:19.982+01:00Leftback - don't be silly, this market won'...Leftback - don't be silly, this market won't crash. The Fed will print another $29bn this month alone and give it to primary dealers to buy stocks. I expect the Dow to reach 20,000 by year end, then plateau before moving up to 23-24,000 in 2015. Folks, this bull market has only just started. People just can't understand or accept the new normal...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-36789741944545348942014-07-02T23:41:33.567+01:002014-07-02T23:41:33.567+01:001 - 0 to Argentina1 - 0 to ArgentinaPolemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8805027581761593492014-07-02T19:33:53.373+01:002014-07-02T19:33:53.373+01:00Hey MM,
I'm wondering what you think about Arg...Hey MM,<br />I'm wondering what you think about Argentina. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-21989629020392633072014-07-02T16:23:52.430+01:002014-07-02T16:23:52.430+01:00Blowout ADP number and Dow nudging 17,000, markets...Blowout ADP number and Dow nudging 17,000, markets peak on good news, remember.<br /><br />Might be dumpster diving week in fixed income and REITs, keeping an eye open here.<br /><br />USDJPY hasn't really joined the orgy, still skulking around at its 200dma.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8917826133022396452014-07-02T02:55:08.880+01:002014-07-02T02:55:08.880+01:00Ndx has a sharpe of over 3. Wow!
I remember corpo...Ndx has a sharpe of over 3. Wow!<br /><br />I remember corporate credit getting massive allocations in 2007 because nothing could beat that Sharpe at the time. <br /><br />What is the Sharpe on top calling?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-9939022191598533622014-07-01T20:00:36.589+01:002014-07-01T20:00:36.589+01:00Financial markets are the easiest game in town. I ...Financial markets are the easiest game in town. I notice today that NDX made in excess of a 3 sigma move to the upside. Clearly the only sensible thing is to keep buying, even if I have to sell my children into slavery to obtain more margin. What could possibly go wrong? If in the 0.0001% chance US equities fall, I will simply scream for a tax-payer funded bailout. What could possibly go wrong?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40053382265799969382014-07-01T18:17:43.121+01:002014-07-01T18:17:43.121+01:00NDX trailing 12 month buy 'n hold at a 3.45 sh...NDX trailing 12 month buy 'n hold at a 3.45 sharpe on 33% returns per bloomberg BTST. Why am I messing around with all this other crap? Yellen, Bernanke, you win.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52627329247233732282014-07-01T16:04:57.398+01:002014-07-01T16:04:57.398+01:00new highs Nasdaq and Russell 2000. I was cautious ...new highs Nasdaq and Russell 2000. I was cautious of them getting there, but like underwrites of GoPro said<br /><br />when the ducks are quacking, feed 'em!<br /><br />btw, said new IPO now has a bigger market cap that Nikon ;-)abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-24129458995457514572014-07-01T14:40:50.393+01:002014-07-01T14:40:50.393+01:00Yes, it has been distinctly Goofy this year. Behol...Yes, it has been distinctly Goofy this year. Behold a new high as the Q3 fund flows trickleth into equities..... enjoy the match later, MM. Assuming Mrs Macro lets you watch, of course....Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68498416902542859082014-07-01T14:06:01.164+01:002014-07-01T14:06:01.164+01:00I originally had it that way, but then figured tha...I originally had it that way, but then figured that the Fed first became a Mickey Mouse institution under AG, so......Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18541496112480165382014-07-01T08:16:13.137+01:002014-07-01T08:16:13.137+01:00donald duck=greenspan surely?donald duck=greenspan surely?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-50491351572945381612014-07-01T05:11:22.140+01:002014-07-01T05:11:22.140+01:00280 words. Those were the days.280 words. Those were the days.Anonymousnoreply@blogger.com