tag:blogger.com,1999:blog-34323687.post566187352226358002..comments2024-03-28T00:23:22.838+00:00Comments on Macro Man: Going Over The TopMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-34323687.post-48846366330497965272011-07-21T22:32:50.035+01:002011-07-21T22:32:50.035+01:00crazy about AAPL.. thanks for the link
its a diff...crazy about AAPL.. thanks for the link<br /><br />its a different world in the wild wild EAST<br /><br />this whole risk on/risk off world i find much better played with Fixed income/currencies. <br /><br />If give up trying to time S&P. Easy to call tops, impossible to know when to get back inabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-60794791494773191842011-07-21T21:15:14.988+01:002011-07-21T21:15:14.988+01:00Absolutely brilliant post :)
Abeecrombie check th...Absolutely brilliant post :)<br /><br />Abeecrombie check this out re AAPL: <a href="http://birdabroad.wordpress.com/2011/07/20/are-you-listening-steve-jobs/" rel="nofollow"><br />Are You Listening Steve Jobs?</a>Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-69745840561016539732011-07-21T19:44:22.367+01:002011-07-21T19:44:22.367+01:00I already regret it but I didn't go over the t...I already regret it but I didn't go over the top (yet). still sitting in the tank with LB.Tylerhttps://www.blogger.com/profile/06265862490530746096noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-25460201203252653832011-07-21T19:17:43.221+01:002011-07-21T19:17:43.221+01:00Great post TMM. I may regret it, but I went over t...Great post TMM. I may regret it, but I went over the top with you yesterday.WellRednoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64007141296385631472011-07-21T16:10:27.943+01:002011-07-21T16:10:27.943+01:00Right LB, but can Mangler afford the ammunition?
...Right LB, but can Mangler afford the ammunition? <br /><br />ClausCVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87623644149117327692011-07-21T15:22:59.550+01:002011-07-21T15:22:59.550+01:00Fix bayonets, men !!!
The men march in eerie sile...Fix bayonets, men !!!<br /><br />The men march in eerie silence as the platoon advances though the mud across the No Man's Land between the trenches. A few patches of early morning fog and a couple of whiffs of mustard gas are all that interrupts the progress of that brave hearted band. <br /><br />Polemic breathes in the morning air of the Somme, and ponders his good fortune to be here at this historic moment, when suddenly Cpmppi nudges him in the ribs with an elbow.<br /><br />TMM are awoken from their reverie, as suddenly the mist clears and the blood chills, as they are face to face with the enemy. They are staring directly into a machine gun nest commanded by Mangler !!<br /><br />God Speed, TMM. LB is over here in the tank for the time being.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89590551588006224662011-07-21T13:11:00.966+01:002011-07-21T13:11:00.966+01:00I am a noob, but IMHO, I don't think the marke...I am a noob, but IMHO, I don't think the market will need "extreme" +ve headlines to rally. The lack of -ve news + expectations of the usual (Japan coming back, gas cheaper, China not crashing just yet, EM inflation slowing a bit from base effect, corporate spending to take advantage of tax relief before it ends, etc...) is enough to get it rolling for a little while. That in the near term, as usual 3-6 months is another story.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26738469634061955612011-07-21T12:56:09.197+01:002011-07-21T12:56:09.197+01:00ok risk is ON!... lets chase something..tech? CAd,...ok risk is ON!... lets chase something..tech? CAd, Auz .. lol<br /><br />But I do like XLF though. <br /><br />went into a local best buy yesterday. Non iPad tablets got a big display. i wouldnt short aapl but perhaps competition has finally arrivedabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-51423448584340861652011-07-21T12:47:53.320+01:002011-07-21T12:47:53.320+01:00A very well written commentary and I agree with mo...A very well written commentary and I agree with most written, there is however one glaring ommission and that is that for risk and equities to rally, there needs to be a +ve global growth backdrop. Global IP is turning up, so it should be fine, but it is IMHO a prerequisite.Anonymousnoreply@blogger.com