tag:blogger.com,1999:blog-34323687.post6077257092820977574..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: TMM's Pre-Ben QuizMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-34323687.post-12167559564731174092013-07-11T03:26:31.797+01:002013-07-11T03:26:31.797+01:00A happy evening for Detapering Partners and Fallin...A happy evening for Detapering Partners and Falling Knife Capital LLC.<br /><br />Looks like an arse transplant in the morning for Treasury shorts and for late arriving fans of King Dollar. Nice one, Ben. The submerging markets and the AUD are already perking up.<br /><br />Bacon sandwiches anyone? Feral hog carpaccio? Hog tartare, perhaps? <br /><br />Aussies hoping the sun shines and it's cracking the flags in Nottingham tomorrow. My money is on Finn and Anderson rolling them for about 175.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53873284144176860612013-07-11T02:41:48.749+01:002013-07-11T02:41:48.749+01:00defacto QE4? Not sure why Bernanke would ever wan...defacto QE4? Not sure why Bernanke would ever want to quit this. I imagine it's like "scientists" watching the mice run around little mazes for their cheese.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46537503797669478622013-07-11T00:18:23.796+01:002013-07-11T00:18:23.796+01:00@Leftback long AUDUSD, short the Australian top or...@Leftback long AUDUSD, short the Australian top order. Anonymoushttps://www.blogger.com/profile/08665331027399341600noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41550056595865933742013-07-10T19:45:22.801+01:002013-07-10T19:45:22.801+01:00A key component of the release that will probably ...A key component of the release that will probably attract attention from those with multiple synaptic connections (i.e. non-feral hog participants):<br /><br />Participants continued to think that the Federal Reserve should, in the long run, hold predominantly Treasury securities. Most, however, now anticipated that the Committee would not sell agency mortgage-backed securities (MBS) as part of the normalization process, although some indicated that limited sales might be warranted in the longer run to reduce or eliminate residual holdings. A couple of participants stated that they preferred that the Committee make no decision about sales of MBS until closer to the start of the normalization process.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-14021086698518706922013-07-10T19:41:02.846+01:002013-07-10T19:41:02.846+01:00Algo stop run was fun. God bless the chaps who ac...Algo stop run was fun. God bless the chaps who actually bought it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-45020485343512253342013-07-10T19:27:36.232+01:002013-07-10T19:27:36.232+01:00Minutes offering Greenspan-era opacity. We'll ...Minutes offering Greenspan-era opacity. We'll see what The Bernank has to offer us after the close. <br /><br />To say that the reaction to the minutes was muted would be like saying Michael Clarke didn't dominate against Jimmy Anderson at Trent Bridge this evening.<br /><br /><a href="http://media.zenfs.com/en_US/Sports/AP_General/201307101145423599665-p5.jpg" rel="nofollow"> Clarke b Anderson 0 </a><br /><br />All credit to the Australian bowlers, however. Never underestimate a wounded Aussie team.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34682582567440338452013-07-10T18:59:24.060+01:002013-07-10T18:59:24.060+01:00FOMC minutes will likely show a "tapering&quo...FOMC minutes will likely show a "tapering" of support among voting members for aggressive "tapering", and especially for cessation of purchases and rate hikes, all of which have been brought forward by anxious market participants (aka feral hogs). <br /><br />Hogs may have to stampede rapidly in the reverse direction, especially as Bernanke speaks after the market closes and may feel like piling on if the hogs are squealing and on the run. Remember the Fed is long what the hogs are short. Benny may fancy a bacon sandwich.<br /><br />Detapering Partners may well be in for a good afternoon, finally. Long REITs, short feral hogs.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68928440926814732172013-07-10T17:18:21.126+01:002013-07-10T17:18:21.126+01:00Hahaha. I love the Pershing Sq one. Smart guy but ...Hahaha. I love the Pershing Sq one. Smart guy but seriously the offer is just too funny and unfortunately not the first one I have seen from a HF<br /><br />These guys must think the pension money is really really gullible. <br /><br />But hey, hes got the penthouse at One57 for a NYC record. abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49932531411735385242013-07-10T16:11:37.669+01:002013-07-10T16:11:37.669+01:00"Thanks to your mother", you mean the on..."Thanks to your mother", you mean the one who walked out on his family and is just riding Murray's coattails?<br /><br />I'm not surprised he didn't hug her after he won.Anonymousnoreply@blogger.com