tag:blogger.com,1999:blog-34323687.post6247802827060129134..comments2024-03-29T12:26:35.581+00:00Comments on Macro Man: Annual Planning Glossary. Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger29125tag:blogger.com,1999:blog-34323687.post-41555254448052711052013-08-21T19:11:52.592+01:002013-08-21T19:11:52.592+01:00Minutes are DOVISH folks. Tapering is for poofs.Minutes are DOVISH folks. Tapering is for poofs.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-50565545950517418782013-08-08T04:59:05.780+01:002013-08-08T04:59:05.780+01:00Best article I've read all yearBest article I've read all year Naantownnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-36378249065826241932013-07-30T20:26:22.012+01:002013-07-30T20:26:22.012+01:00"There is a recession, I tell you.... it has ..."There is a recession, I tell you.... it has been here for some time. It has been hiding and (pause for effect).... difficult to detect. But it is about to emerge..... with full force....." (silence)<br /><br />"Where is my recession?......" (locusts chirping)<br /><br />"Bring the recession...!!!! " (sound of slow sobbing)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30694840918887973092013-07-30T20:00:32.991+01:002013-07-30T20:00:32.991+01:00Rampagingruss says:
Wives never worry about price ...Rampagingruss says:<br />Wives never worry about price - they just safety and ownership. Not sure if they make good market indicatorsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64294484237271084052013-07-30T15:34:42.273+01:002013-07-30T15:34:42.273+01:00Abee,
Wives, always more socially integrated, and...Abee,<br /><br />Wives, always more socially integrated, and therefore subject to intense peer pressure, once again anxious to buy before being "shut out for ever", on the advice of their realtors. Short-term top approaching....Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-37156037868899852072013-07-30T15:14:38.897+01:002013-07-30T15:14:38.897+01:00Re Housing
Interesting article RM, also fits nice...Re Housing<br /><br />Interesting article RM, also fits nicely with Maudlin/Gave Kal's latets (very good read) on an underclass society.<br /><br />But I still think there is a lot of pent up demand out there and from my few acquaintances around the US, who are all 1st time buyers like myself, we are going to pay up as our wives wont let us hold out too much longer. <br /><br />30% appreciation going forward, probably not, maybe 2-5%. But prices falling anytime soon, I very much doubt it. <br /><br />In the nice areas there in NO inventory. Simple storyabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30557309577713934972013-07-30T14:52:40.705+01:002013-07-30T14:52:40.705+01:00AW went to the Weiner family reunion to look for g...AW went to the Weiner family reunion to look for girls, but it was a sausage fest.....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32528460075394037122013-07-30T14:48:32.141+01:002013-07-30T14:48:32.141+01:00AW is to join UK travel firm Cook's, where he ...AW is to join UK travel firm Cook's, where he will specialize in promoting package tours.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72668260346426396992013-07-30T14:47:31.451+01:002013-07-30T14:47:31.451+01:00The German language rights for Anthony Weiner'...The German language rights for Anthony Weiner's upcoming autobiography "Ein Mann Und Sein Wurst" have been sold to the Frankfurter Allgemeine.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34000581117732971402013-07-30T12:30:21.786+01:002013-07-30T12:30:21.786+01:00Anthony Weiner is the new spokesperson for Spanx.Anthony Weiner is the new spokesperson for Spanx.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46537097366129836822013-07-30T12:28:52.160+01:002013-07-30T12:28:52.160+01:00AW was apprehended by Capitol police for digital f...AW was apprehended by Capitol police for digital flashing and his junk is now under a wrist.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-17650284773089435922013-07-30T12:27:07.340+01:002013-07-30T12:27:07.340+01:00AW went out to eat the other night. On the menu we...AW went out to eat the other night. On the menu were jerk chicken, pulled pork and a hand shandy.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-75264792006581202352013-07-30T10:26:03.333+01:002013-07-30T10:26:03.333+01:00LB,
Some more thoughts on the housing recovery:
...LB, <br /><br />Some more thoughts on the housing recovery:<br /><br />http://www.financialsense.com/contributors/lance-roberts/housing-is-it-really-recovering<br /><br />RossmorguyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-63814401019411366932013-07-30T10:16:25.725+01:002013-07-30T10:16:25.725+01:00C Says
That was a very good piece today from Petti...C Says<br />That was a very good piece today from Pettis on future Chinese growth. At least from a macro perspective this has been the writing on the wall for post 2008.<br />In effect China goes retro Western in terms of managing growth. Now if I was 'Bruce' I would think carefully about what I wanted to be in a position to sell to them based upon consumption rather investment.<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42687777889433052632013-07-29T21:02:00.548+01:002013-07-29T21:02:00.548+01:00AW joined a co-rec soccer league, but got pulled o...AW joined a co-rec soccer league, but got pulled off early.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-63545909805206282012013-07-29T18:44:14.624+01:002013-07-29T18:44:14.624+01:00AW wanted to post another selfie on Twitter, but i...AW wanted to post another selfie on Twitter, but it was over-exposed.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87093661670992954772013-07-29T18:39:42.974+01:002013-07-29T18:39:42.974+01:00AW goes to Congress, but can't get past securi...AW goes to Congress, but can't get past security, since he resigned from the House of Representatives. <br /><br />"Look, you have to let me in, because I've come here with a member...."Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-4323826980628048212013-07-29T18:37:15.321+01:002013-07-29T18:37:15.321+01:00Dull day. Got any Weiner jokes?Dull day. Got any Weiner jokes?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-60199452145787612302013-07-29T17:27:06.196+01:002013-07-29T17:27:06.196+01:002s30s is now at a 2 year high, at 333bps. We'l...2s30s is now at a 2 year high, at 333bps. We'll take the other side of that trade here.<br /><br /><a href="http://www.bloomberg.com/news/2013-07-29/treasuries-stay-lower-as-economists-say-unemployment-to-fall.html" rel="nofollow"> Yield Curve Steepest in 2 Years </a>Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7241332478438034602013-07-29T16:42:20.144+01:002013-07-29T16:42:20.144+01:00On an entirely different note. Has any one any rea...On an entirely different note. Has any one any reasonable theory for the recent CHFEUR behaviour? It seems to be anti-correlated with JPY and EUR/USD, which I find just weird.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-220223991738486732013-07-29T16:13:42.328+01:002013-07-29T16:13:42.328+01:00Foxtons, being real estate prostitutes, probably n...Foxtons, being real estate prostitutes, probably need to wear protection at all times, C.<br /><br />Another great day to do nothing in the capital markets. Add summer Mondays to summer Fridays, FOMC days, etc.. as untradeable sessions.<br /><br />Shocking to hear that US home prices are not going up exponentially after a $30% increase in monthly 30y mortgage payments since May. Would have expected the "strong" economy and "improving" jobs market to look past that minor detail. <br /><br />Note the XHB didn't budge, b/c the market had already sold the rumour, which is a bear market dynamic, btw. That sector has rolled over.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-78074492238708777272013-07-29T14:24:38.032+01:002013-07-29T14:24:38.032+01:00C Says
Only because I can't find anything wort...<br />C Says<br />Only because I can't find anything worthwhile to say about a summer market that has not already been said, I was struck by this.<br /><br />"Former Durex Chief Takes Reins At Foxtons"<br /><br />I think it would be say to say that in the fullness of time his previous experience in dealing with the concept of a 'fuck-up' will become equally pertinent to his current role.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49727776395186494612013-07-29T14:10:30.315+01:002013-07-29T14:10:30.315+01:00Forget about the forgotten continent, capital mark...Forget about the forgotten continent, capital markets there are just too small, save for some USD sov bonds<br /><br />Whats going on with ASEAN. Charts are looking ugly there.. <br /><br />"Light bulb" abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59652802743036445082013-07-29T12:11:01.100+01:002013-07-29T12:11:01.100+01:00Not related but TMM, please step up your efforts t...Not related but TMM, please step up your efforts to recruit an Afria specialist in here. You're late to the game!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6182455954622674152013-07-29T10:57:47.788+01:002013-07-29T10:57:47.788+01:00Last I checked Wordpress has a tool that allows yo...Last I checked Wordpress has a tool that allows you to import your entire blog onto their platform with minimal manual effort, and it is a far, far superior platform for both user and administrator/owner.<br /><br />@The_AnalystAnonymousnoreply@blogger.com