tag:blogger.com,1999:blog-34323687.post8111346871514859799..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Short-covering And The Kubler-Ross CycleMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-34323687.post-6724017158483262762009-04-22T12:02:00.000+01:002009-04-22T12:02:00.000+01:00Must be a blogger thing with shortened URL's? Can'...Must be a blogger thing with shortened URL's? Can't get it to work sorry.<br /><br />Just google for Giraffe stuck in sand<br /><br />Enjoying your blog.<br /><br />Cheers,<br />AndrewAndrewhttps://www.blogger.com/profile/15368794637417671980noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1499197866168681362009-04-22T12:00:00.000+01:002009-04-22T12:00:00.000+01:00Let's get the link correct this time.
http://altu...Let's get the link correct this time.<br /><br />http://alturl.com/ugeh<br /><br />Short funny market commentary :)Andrewhttps://www.blogger.com/profile/15368794637417671980noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-79884606968561123822009-04-22T11:57:00.000+01:002009-04-22T11:57:00.000+01:00Nicely said in cartoon form on Robot Chicken :)
h...Nicely said in cartoon form on Robot Chicken :)<br /><br />http://tiny.cc/HDE9nAndrewhttps://www.blogger.com/profile/15368794637417671980noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83217976528314380072009-04-22T00:02:00.000+01:002009-04-22T00:02:00.000+01:00I think most people looking at VIX for information...I think most people looking at VIX for information are making a mistake by focusing on spot VIX which mostly regurgitates old info instead of looking at forward vol which has been well supported.. For example look at 6th VIX future (UX6 Comdty on Bloomberg).. We have seen series of 4 higher lows since November.. Although granted the highs have been successively lowerAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-79864323736067455822009-04-21T15:35:00.000+01:002009-04-21T15:35:00.000+01:00March was a perplexing month for me to say the lea...March was a perplexing month for me to say the least. I remember buying USD/JPY on dips but thinking...."I'm not getting married to this nascent optimisim".fodacadillacnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61774965701007762072009-04-21T07:16:00.000+01:002009-04-21T07:16:00.000+01:00I've also thought about the seven stages of grief,...I've also thought about the seven stages of grief, but more in the context of where the populace stands vis a vis coming to terms with the way the world has changed, home equity is lost, retirement savings is lost, jobs are uncertain and a long time coming back, investment opportunities are neither safe nor reasonably remunerative, and on and on. I don't think were are out of stage 2. Government is offering comfort and the usual palliatives, but not much leadership into the brave new world ahead.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53117789279108875072009-04-21T03:54:00.000+01:002009-04-21T03:54:00.000+01:00angst is really heavy over here again about the us...angst is really heavy over here again about the us dollar going up...everybody hates the dollar as it affects their equity longs, their commodity longs, and their currency longs, so the typical post is 'why why why, when will it stop'<br /><br />thanks in advance for any M-M pearls on us dollar!<br />-deacAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-2372139873377968852009-04-20T21:19:00.000+01:002009-04-20T21:19:00.000+01:00Skeptical, not really, but there is enough smoke a...Skeptical, not really, but there is enough smoke and dodginess everywhere else but it certainly wouldn't surprise me if it were true.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-37258340396670602232009-04-20T18:29:00.000+01:002009-04-20T18:29:00.000+01:00does the market really reacts to news(old)about ba...does the market really reacts to news(old)about bank loans loose? this people use to be more creative.<br /><br /> MM, do you believe that this may be sponsored state rally as you mentioned?Skeptical Smithnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61340161173164010762009-04-20T17:27:00.000+01:002009-04-20T17:27:00.000+01:00well didn't take long for carry trades to find...well didn't take long for carry trades to find p&l hell --Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39098815449629733902009-04-20T16:44:00.000+01:002009-04-20T16:44:00.000+01:00This is a great post. I have been there and I am s...This is a great post. I have been there and I am sure will be there again.Bankerhttps://www.blogger.com/profile/03215896316185279351noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55834220350406361142009-04-20T13:35:00.000+01:002009-04-20T13:35:00.000+01:00Still net/net , ted spreads in Eur and usd are wid...Still net/net , ted spreads in Eur and usd are widening for the 1st time in a while ... many bank related instruments are priced for perfection and are vulerable here ... maybe time to revist long Shatz here ... through options with vol. now really low ?BlueMondayhttps://www.blogger.com/profile/18357074531300155184noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-29543560866871043152009-04-20T12:53:00.000+01:002009-04-20T12:53:00.000+01:00Read about the Hal Turner who is reporting that "l...Read about the <A HREF="http://en.wikipedia.org/wiki/Hal_Turner" REL="nofollow">Hal Turner</A> who is reporting that "leak". I'm sceptical.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-60182582243840072062009-04-20T12:21:00.000+01:002009-04-20T12:21:00.000+01:00Shocking if true. Compare with this version:
Stre...Shocking if true. Compare with this version:<br /><br /><A HREF="http://www.time.com/time/business/article/0,8599,1892401,00.html" REL="nofollow">Stress Test Results: Most Banks Likely to Pass</A>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85859540899210513502009-04-20T11:53:00.000+01:002009-04-20T11:53:00.000+01:00not sure if true or not but can't be too far off t...not sure if true or not but can't be too far off the mark<br /><br />http://turnerradionetwork.blogspot.com/2009/04/leaked-bank-stress-test-reults.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32185486352363710962009-04-20T10:39:00.000+01:002009-04-20T10:39:00.000+01:00Yes, grief should be shared by the community at la...Yes, grief should be shared by the community at large. As you are looking at the red fyuts on the Bloomberg terminals now, perhaps Mr. Lewis will share his pain with all and sundry soon.Anonymousnoreply@blogger.com