tag:blogger.com,1999:blog-34323687.post6874853050807712039..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: A visit from Donald TrumpMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-34323687.post-11086662626721078672024-03-11T11:23:14.406+00:002024-03-11T11:23:14.406+00:00pg betflix auto ทางเข้ามือถือ สุดยอดความสนุกสุดแห่...pg betflix auto ทางเข้ามือถือ สุดยอดความสนุกสุดแห่งเกมสล็อตออนไลน์ที่ไม่ควรพลาด PG Betflix Autoหากคุณเป็นคนที่หลงใหลในความสนุกของเกมสล็อตออนไลน์ และกำลังมองหาประสบการณ์ที่น่าตื่นเต้นpg betflixhttps://pgslotweb.net/noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61269436280322899972021-02-25T21:35:01.297+00:002021-02-25T21:35:01.297+00:00buy dmt<a href="https://buydmtdrug.com" rel="nofollow">buy dmt</a>Victorhttps://www.blogger.com/profile/15215014869368896495noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70884941325005305352021-02-07T04:42:54.478+00:002021-02-07T04:42:54.478+00:00Wow! Such an amazing and helpful post this is. I r...Wow! Such an amazing and helpful post this is. I really really love it. It's so good and so awesome. I am just amazed. I hope that you continue to do your work like this in the future also thanks You guys ...<br />https://www.mppuphome.comGreat Johnsonhttps://www.blogger.com/profile/11958895244668489181noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11618072648427637552021-02-07T04:36:40.416+00:002021-02-07T04:36:40.416+00:00Wow! Such an amazing and helpful post this is. I r...Wow! Such an amazing and helpful post this is. I really really love it. It's so good and so awesome. I am just amazed. I hope that you continue to do your work like this in the future also thanks You guys ...<br />https://www.royaltykitten.com<br />Great Johnsonhttps://www.blogger.com/profile/11958895244668489181noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41841508005968850442016-12-30T00:25:29.834+00:002016-12-30T00:25:29.834+00:00Nico G,
I am actually using it as a proxy for sho...Nico G,<br /><br />I am actually using it as a proxy for shorting SMH. It represents a large enough chunk of the ETF and definitely is going off the charts (pun totally intended). The momentum is scraping the ceiling on all time frames, price suffocated above the bollinger band, and it is so overextended in a parabolic fashion uptrend that even a pullback of 30% from here would still keep it in a bullish pattern. I would not feel comfortable shorting the stock itself, but in a basket it gives me a cushion in case I am wrong.IPAnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-50293897998713708662016-12-29T18:49:34.253+00:002016-12-29T18:49:34.253+00:00if i were trading single stocks Nvidia would be th...if i were trading single stocks Nvidia would be the first short of choice... we're talking 1999/2000 movement here<br /><br />and its stupid name means 'envy' in English<br /><br />well done IPANicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47437093284224382822016-12-29T12:33:47.847+00:002016-12-29T12:33:47.847+00:00Nico G... Let me give you another one - NVDA. Juic...Nico G... Let me give you another one - NVDA. Juicy outside reversal on daily (engulfing candle). Disclosure: I am short SMH via put spreads.IPAnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-24911290394429094412016-12-29T09:19:58.521+00:002016-12-29T09:19:58.521+00:00anon 9:32
do you have any idea how much speculat...anon 9:32 <br /><br />do you have any idea how much speculation Fed or worse, BOJ have encouraged in equities? just watch Toshiba and see how easy it is for margin speculators to all unwind at the same time.Nicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49237607928333472772016-12-29T03:56:53.887+00:002016-12-29T03:56:53.887+00:00MM... do you have the details on how we can find y...MM... do you have the details on how we can find you on Bloomberg..?koolbongnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-71722721604690746312016-12-28T21:32:00.252+00:002016-12-28T21:32:00.252+00:00I'm buying the dip in equities. We'll be b...I'm buying the dip in equities. We'll be back to all time highs by Dec 29, Dow 20k by Dec 30. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-33732765854673642182016-12-28T21:18:22.706+00:002016-12-28T21:18:22.706+00:00Grandpa equity model:
'selling all your longs...Grandpa equity model:<br /><br />'selling all your longs by December 28th' is starting to sound smart<br /><br />as expected we could have a repeat of January 2016... we already have a repeat of post-Christmas 2015 weaknessNicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-25069072977430709742016-12-28T16:29:22.240+00:002016-12-28T16:29:22.240+00:00MM ... any chance for an update on your Equity Mod...MM ... any chance for an update on your Equity Model?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-50646069437715321272016-12-28T16:24:39.941+00:002016-12-28T16:24:39.941+00:00Maybe we should start a new thread devoted to Odey...Maybe we should start a new thread devoted to Odey jokes.checkmatehttps://www.blogger.com/profile/03688082792316894545noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-4312914469617519972016-12-28T14:39:34.305+00:002016-12-28T14:39:34.305+00:00Any team that loses 4-1 to this year's West Ha...Any team that loses 4-1 to this year's West Ham side really does need to sack the manager post haste.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19304130249695482812016-12-28T13:36:21.754+00:002016-12-28T13:36:21.754+00:00The New York Times story on Bob Bradley's sack...The New York Times story on Bob Bradley's sacking has the headline: Bob Bradley out in England, neglecting to notice that Swansea is in Wales. ("How many countries are in this country?" "Four".)<br /><br />OK, LB will get back to commenting on rates after this week's auctions conclude.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-71818329906215863772016-12-28T13:26:15.766+00:002016-12-28T13:26:15.766+00:00If Odey was a football manager he'd be gone qu...If Odey was a football manager he'd be gone quicker than Bob Bradley, whose tenure and style at Swansea was oddly similar to that of the parody American manager Ted Lasso*, who had a brief period in charge of "The Hotspur". Life imitating Art.<br /><br />*Watch it if you haven't seen it. It's funny.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54343005084176722372016-12-28T12:24:53.936+00:002016-12-28T12:24:53.936+00:00If like Odey you can lose 48% in a year I'd ju...If like Odey you can lose 48% in a year I'd just not say or write anything at all and hope no one notices you are badly out of step.checkmatehttps://www.blogger.com/profile/03688082792316894545noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-74978938785375526752016-12-27T17:03:48.727+00:002016-12-27T17:03:48.727+00:00Worth reading Odey's recent letter, where he e...Worth reading Odey's recent letter, where he explains that the era of the Central Banker with ZIRP and high asset prices is over:<br />http://www.zerohedge.com/news/2016-12-23/his-latest-letter-odey-refuses-throw-towelAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55238752011454785372016-12-26T19:06:04.941+00:002016-12-26T19:06:04.941+00:00Federal Reserve Flow of Funds account from the ear...Federal Reserve Flow of Funds account from the early 1950s to 1999: $1.70 of debt in the non-financial sectors generated $1.00 of GDP. <br />From 2000 to 2015, it took $3.30 of new debt to generate $1.00 of GDP. <br />In the last 4 quarters, from 3Q2015 to 3Q2016, there was an increase of 2.6 trillion of debt which increased GDP by about $500 billion dollars. In other words, it took $5.00 of new debt to generate $1,00 of GDP.<br /><br /><br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42299087640556565902016-12-25T16:30:00.462+00:002016-12-25T16:30:00.462+00:00I dunno Nico G... The lack of substance in so many...I dunno Nico G... The lack of substance in so many Trump policy assumptions precludes me from embracing the "greatness" of our next leader (at least at this moment). I appreciate his will and desire to undertake the task of eradicating the DC establishment's status quo on the budget deficit issues. But when I read his proposed tax plan, the details of it (whatever are available), the implications, and the unintended consequences, I understand why so many traders rushed to push the sell button on bonds with all their limbs. That being said, I think that the first phase may be almost over and I am looking to buy treasuries for a sling shot snap-back trade, and here is why. I started thinking as the traders are still pushing the equities and the treasuries around on the notion that the next Reagan was just elected... How does one expect the DC establishment to agree with the outsider (who will, by the way, propose to limit their term) on all of his ambitious plans, especially knowing that a majority of their constituents (he lost the popular vote) did not vote for him? Also, we are not in recession or stagnation, unemployment is at decades low (less participation rate worries), and our stock market is at all-time highs. Any self-respected macro trader should read the link below and extrapolate his own conclusions on the issue of national debt and how it may affect the acceptance of Trump's proposed tax cuts by the fiscal conservatives in congress. When you read the analysis you quickly understand that the devil is in the details, and this does not even take into account the proposed infrastructure plan. We are going to be on a perpetual DC government watch next year, and that's like watching a paint dry. Meanwhile, the reversion to mean trade may occur. I'll be shorting stocks and buying bonds as the eventual disappointment and the apathy among the market players starts to settle in. Here is the link:<br /><br />http://www.taxpolicycenter.org/sites/default/files/publication/128726/2000560-an-analysis-of-donald-trumps-tax-plan.pdfIPAnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46605337040919753632016-12-25T05:24:50.477+00:002016-12-25T05:24:50.477+00:00http://www.wsj.com/articles/some-honesty-at-last-a...http://www.wsj.com/articles/some-honesty-at-last-about-americas-debt-1482098077?mod=djcm_fb3plus_12916<br /><br />merry ChristmasNicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-74749137988318746662016-12-24T14:05:37.034+00:002016-12-24T14:05:37.034+00:00@cheesehedge - nice to find you here after many ye...@cheesehedge - nice to find you here after many years - a good email to send u a pvt msg?washedupnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-73616635534728378512016-12-24T09:44:14.749+00:002016-12-24T09:44:14.749+00:00Bravo! Have a great Christmas MM! Bravo! Have a great Christmas MM! CVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59780492549850075462016-12-24T02:17:40.894+00:002016-12-24T02:17:40.894+00:00JohnL,
Great point, totally agree. I would love t...JohnL,<br /><br />Great point, totally agree. I would love to buy the pullback, whatever triggers it. This being said, there is a model that is now predicting Arctic cold air coming down from Alaska after the New Year. With high draws we'll burn through the stocks. The pullback may be shallow or non-existent.IPAnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-33935106372898062542016-12-24T00:02:02.372+00:002016-12-24T00:02:02.372+00:00IPA, another risk is seasonality. Jan can be unkin...IPA, another risk is seasonality. Jan can be unkind to natgas.<br /><br /><a title="http://stockcharts.com/freecharts/seasonality.php?symbol=%24natgas&compare=" href="http://stockcharts.com/freecharts/seasonality.php?symbol=%24natgas&compare=" rel="nofollow">http://stockcharts.com/freecharts/seasonality.php?symbol=%24natgas&compare=</a><br />JohnLhttps://www.blogger.com/profile/16277794221279494655noreply@blogger.com