tag:blogger.com,1999:blog-34323687.post5338512716171951770..comments2024-03-29T15:07:48.008+00:00Comments on Macro Man: They are NOT AloneMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger38125tag:blogger.com,1999:blog-34323687.post-91791953194296941792011-08-06T17:49:24.112+01:002011-08-06T17:49:24.112+01:00"as to how many yards the intervener can do b..."as to how many yards the intervener can do before he gets knocked down."<br />oooohh..very nice sir.Anonymoushttps://www.blogger.com/profile/06897088061135763580noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54205431966994161922011-08-05T09:17:21.221+01:002011-08-05T09:17:21.221+01:00CAD not having a good time eitherCAD not having a good time eitherAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-78135727943142625682011-08-05T07:58:03.236+01:002011-08-05T07:58:03.236+01:00Oh man what clusterfuck - up but with gamma like t...Oh man what clusterfuck - up but with gamma like this who knows how long that lasts. Ok so on longs do I re-overwrite now? Way longer than 24hrs ago on a number of things.<br /><br />And on shorts how much short banco itau and Trina solar is enough? Thank god for sketchy financials and overheated economies....<br /><br />One thing for damn sure - getting into some EM carry unwind train wreck options and not just talking about short AUDSGD.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6245991987040489842011-08-05T06:26:15.335+01:002011-08-05T06:26:15.335+01:00Nothing falls in a straight line? These days I...Nothing falls in a straight line? These days I'm not so sure. After all, the bots probably know right where we're headed anyway - why dally?chanceehttps://www.blogger.com/profile/02757578466531765652noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64620454738407726662011-08-05T00:20:44.846+01:002011-08-05T00:20:44.846+01:00"Fired my first bullet for 1/3 position long,..."Fired my first bullet for 1/3 position long, fully expecting we can move down more"<br /><br />Pretty cerebral, that.<br /><br />Dammit, first Kenickie and now ChaCha.ntwscnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76217529765163078122011-08-04T23:44:55.461+01:002011-08-04T23:44:55.461+01:00A lot of emotional comments on a usually pretty ce...A lot of emotional comments on a usually pretty cerebral forum. Tells me not a bad time to step in when confusion reign supreme. I try to keep it simple KISS, 150 points down in short order, feels like world is coming to an end, some of my speculative plays got margin calls today moving 20-30% in 10 min. Fired my first bullet for 1/3 position long, fully expecting we can move down more, will fire another if we open down 2m 20-30 points, the strength of the rally should we get one will let me know if it's worth holding or folding. Simple. I take solace in the fact that Dr. Copper is still holding uptrend line. If world was coming to an end should we not be puking copper more than gold? My 2 cents.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89610702746494672402011-08-04T23:10:47.236+01:002011-08-04T23:10:47.236+01:00They don't get it, its the currency system stu...They don't get it, its the currency system stupid!<br /><br />We're in the last stage now, its all about amplitude.....you really think the $us going to 60 is going to melt the spooz up,thats nothing but bullshit.....this meltdown is the only collaborative effect I've seen since I'v started trading, a whopping 2 years,nevertheless thats what research is allbout.Ambonoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-45524091259983014762011-08-04T22:14:10.722+01:002011-08-04T22:14:10.722+01:00See, I bought summat in ink yesterday, it's th...See, I bought summat in ink yesterday, it's the new black.<br />Set me thinkin we only had ink Monday last time around.ntwscnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-37313760757948800512011-08-04T22:08:40.314+01:002011-08-04T22:08:40.314+01:00Black.
Gawd knows what Olli's thinkin of brin...Black.<br /><br />Gawd knows what Olli's thinkin of bringin to the paaarty tomorrow though.ntwscnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64923125414563503512011-08-04T21:48:32.816+01:002011-08-04T21:48:32.816+01:00and I agree with you CV too. If they get their act...and I agree with you CV too. If they get their acts together they can yet stabilise and restore the markets. And in the short term that is my preferred direction as we don't think they are going to let the weekend go by unactioned. <br /><br />Otherwise Monday is going to be .errr. whats blacker than black?Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8620126905615264992011-08-04T21:40:10.292+01:002011-08-04T21:40:10.292+01:00Oh, I agree 100% Polemic. In my book the US is hea...Oh, I agree 100% Polemic. In my book the US is headed for a recession and Spoose could easily end up in 1100 territory here. But nothing falls in a straight line ...CVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22169592947347876942011-08-04T21:35:09.274+01:002011-08-04T21:35:09.274+01:00Does anyone care about the jobs report? its histor...Does anyone care about the jobs report? its history anyway and the recent moves will have reshaped sentiment. this needs more than the sticking plaster of some nice jobs. <br /><br />This needs, as we may have been mentioning, serious surgery from the top brass. Coordinated policy response that unfortunately is not going to leave the financial institutions in a pleasant place. <br /><br />think the world is changing fast and regulation may even end up putting an end to not just financial company's activities .. but god forbid . even day traders. <br /><br /> Off to learn an artisan skill... <br />PPPolemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-16876411447076341802011-08-04T21:33:26.288+01:002011-08-04T21:33:26.288+01:00Anon 9.17
'Confused from Cheltenham' says&...Anon 9.17<br />'Confused from Cheltenham' says'<br />See the US$ see gold see where money really goes for safety when it needs a really big big hole to hide in! Now imagine how much asset buying is out there that depends upon the US$ being weak .<br />We've hardly touched that stuff yet.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1855805228319937892011-08-04T21:17:27.413+01:002011-08-04T21:17:27.413+01:00Been sitting on a ton of cash ever since I took it...Been sitting on a ton of cash ever since I took it on the chin going over the top with TMM a few weeks back. Trying to parse the price movements/news (or lack thereof)/data to determine when it is time to emerge from the foxhole.<br /><br />This morning I was thinking that a NFP number which beats expectations would be enough to send these markets up a few points. After watching the sellers absolutely steam roll the buyers today, I am not so sure.<br /><br />What about that story about BNY Mellon charging people to hold their cash? Seems like a lot of real money has done a lot of selling and is sitting tight.<br /><br />But all that being said, is there some sort of cataclysmic event that I missed? I mean wasn't GDP last week? Europe's earnings have been pretty trash, but S&P companies continue to outperform...WellRednoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53029189804682031952011-08-04T21:14:28.467+01:002011-08-04T21:14:28.467+01:00'Confused from Cheltenham' asks LB when wo...'Confused from Cheltenham' asks LB when would you like me to remove the knife ;) ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-656144508710553542011-08-04T21:03:42.553+01:002011-08-04T21:03:42.553+01:00pretty much guaranteed some numb nut central banke...pretty much guaranteed some numb nut central banker will come out monday trying to reverse things and play god. start praying!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32925762085666275502011-08-04T21:03:20.983+01:002011-08-04T21:03:20.983+01:00So where do we go from here, a bad job report take...So where do we go from here, a bad job report takes us to 1150 tomorrow?! <br /><br />The problem is that too many have probably tried to catch this knife (you looking at me?!, make it stop!!) and this is why the pain trade is still down.<br /><br />ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-77481251895515371992011-08-04T20:58:36.042+01:002011-08-04T20:58:36.042+01:00....and it's a win for the 1200 crowd over the.......and it's a win for the 1200 crowd over the 1250 support. Ugly, ugly day.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43592324041617157322011-08-04T19:07:50.735+01:002011-08-04T19:07:50.735+01:00Some cash machines worth a hard look here. The lik...Some cash machines worth a hard look here. The likes of Total, 20% down from the tops, only 6% away from the 08 lows, and good for 8-10% yield at current levels.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90487872081147213112011-08-04T18:17:34.025+01:002011-08-04T18:17:34.025+01:00For numerology fans...
Various eurozone indexes t...For numerology fans...<br /><br />Various eurozone indexes that are heavy financials are sitting at June 2010 lows (although the banks have broken them already). Next stop is another 7-8% down, then March '09.<br /><br />The banks trade that has made money since early July has been long exposure to S and short that to PIIG. If the breakdown continues this should continue to work.<br /><br />...if it matters, the Google security word dished up is 'redip'.Charles Butlerhttps://www.blogger.com/profile/00486529931043507880noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49126985259745139202011-08-04T17:35:00.429+01:002011-08-04T17:35:00.429+01:00Seconded on bonds. The last one in is going to be ...Seconded on bonds. The last one in is going to be quite unhappy. <br /><br />Claus, burnt Kevlar smells a lot like smouldering electrical insulation. Anyone got ideas on burn medications? Preparation H?Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-674163913847720382011-08-04T17:14:17.617+01:002011-08-04T17:14:17.617+01:00yikes! i hate the equities but i hate bonds even m...yikes! i hate the equities but i hate bonds even more!! Yours everything!Tradebotnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53818117697394487242011-08-04T16:48:55.984+01:002011-08-04T16:48:55.984+01:00Sniff, I love the smell of burnt Kevlar in the mor...Sniff, I love the smell of burnt Kevlar in the morning. I know a crash when I see one. <br /><br />Clearly, the pain trade is further down here!<br /><br />ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90286707038974835992011-08-04T16:18:40.432+01:002011-08-04T16:18:40.432+01:00Haha good point PP.
I'll push the liver to one...Haha good point PP.<br />I'll push the liver to one side then.<br /><br />And have you thought of CNT reinforced trolleys?ntwscnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87904143685683353082011-08-04T16:10:45.239+01:002011-08-04T16:10:45.239+01:00Oh.. and sell Zar. Long gbp/zar? Surely time for...Oh.. and sell Zar. Long gbp/zar? Surely time for zar that to finally take its well deserved kicking that we have been waiting so long for?Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.com