tag:blogger.com,1999:blog-34323687.post8676088361380115880..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: George Costanza, Hedge Fund Manager?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-34323687.post-53457900698080492722009-04-15T01:21:00.000+01:002009-04-15T01:21:00.000+01:00This is what happens when the fish tank has all sh...This is what happens when the fish tank has all sharks and no minnows. <br />If the market is mostly professionals, there isn't a ton of excess profit due to the lack of sucker money.Richhttps://www.blogger.com/profile/15333565680808748761noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64436282616544948582009-04-11T11:58:00.000+01:002009-04-11T11:58:00.000+01:00So you're saying that even the most thoughtful pos...So you're saying that even the most thoughtful positions yield...."NO SOUP FOR YOU!!!""Cassandra"https://www.blogger.com/profile/17412381249313151515noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-88701143587401929702009-04-11T10:27:00.000+01:002009-04-11T10:27:00.000+01:00Maybe you are just wrong... Dont recall that stoxx...Maybe you are just wrong... <BR/>Dont recall that stoxx make the turn in a recession after the data looks better.<BR/><BR/>The negative sentiment is widespread, Q1 will look bad but its no secret, this rally will continue for now.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-53254074990378858832009-04-10T18:49:00.000+01:002009-04-10T18:49:00.000+01:00On the bright side, those spoo put spreads are sta...On the bright side, those spoo put spreads are starting to look good again ...Unknownhttps://www.blogger.com/profile/01224003373686199755noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35342048046582723532009-04-10T01:13:00.000+01:002009-04-10T01:13:00.000+01:00Wow, I was thinking this exact same thing yesterda...Wow, I was thinking this exact same thing yesterday regarding my own trades. Well done. Just remember:<BR/>"Serenity now!"Towelienoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28384210997538566402009-04-09T18:52:00.000+01:002009-04-09T18:52:00.000+01:00This was fantastic and I don't usually like what y...This was fantastic and I don't usually like what you write. Nice job, really very funny.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-77488848795659724872009-04-09T16:26:00.000+01:002009-04-09T16:26:00.000+01:00Sadly, flipper, the way I've been trading, I think...Sadly, flipper, the way I've been trading, I think they've sold out of me.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-23858523645471580232009-04-09T16:15:00.000+01:002009-04-09T16:15:00.000+01:00I'm going with "jerkstore!"I'm going with "jerkstore!"flipperhttp://quotem.mobinoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55498200369580041832009-04-09T15:41:00.000+01:002009-04-09T15:41:00.000+01:00The point is that he thinks with every fibre of hi...The point is that he thinks with every fibre of his being that it is going up...ergo, it must be going down (and so it has)Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61729003142873170802009-04-09T15:28:00.000+01:002009-04-09T15:28:00.000+01:00You have to eat your snickers bar with a fork. It ...You have to eat your snickers bar with a fork. It is dessert, after all. And you may end up working for the Yankees.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83638506731435755582009-04-09T15:20:00.001+01:002009-04-09T15:20:00.001+01:00I'd bet my mother's mortgage that we'll be at 1.57...I'd bet my mother's mortgage that we'll be at 1.57 by Easter. So this baby's going down, Jerry! It's going DOWN!!!<BR/><BR/>uh, so its going up? 1.52 to 1.57?<BR/>or its going down? as in below 1.52 ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-29502229178936205402009-04-09T15:20:00.000+01:002009-04-09T15:20:00.000+01:00I'd bet my mother's mortgage that we'll be at 1.57...I'd bet my mother's mortgage that we'll be at 1.57 by Easter. So this baby's going down, Jerry! It's going DOWN!!!<BR/><BR/><BR/>uh, so bet eurchf togo up? 1.52 to 1.57? or its going down? (below 1.52)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11534083968427434562009-04-09T15:04:00.000+01:002009-04-09T15:04:00.000+01:0015-3 ehYour really frustrated, eh?hmmmmm....My Mac...15-3 eh<BR/><BR/>Your really frustrated, eh?<BR/><BR/><BR/>hmmmmm....<BR/><BR/>My Macroman sentiment indicator alerts.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70298279924055255112009-04-09T14:29:00.000+01:002009-04-09T14:29:00.000+01:00... and be careful the SGD short next week. Tight ...... and be careful the SGD short next week. Tight stops.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70780211830191649552009-04-09T14:19:00.000+01:002009-04-09T14:19:00.000+01:00Flat is a valid position.Flat is a valid position.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46686030353894611312009-04-09T13:53:00.000+01:002009-04-09T13:53:00.000+01:00Nice one MM,I am a big fan of Seinfeld...Oh yeah! ...Nice one MM,<BR/><BR/>I am a big fan of Seinfeld...<BR/><BR/>Oh yeah! (finger pointing),<BR/>KramerChristiannoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-29082545208084210912009-04-09T13:52:00.000+01:002009-04-09T13:52:00.000+01:00lol....and WFC has it's best quarter ever.It feels...lol....and WFC has it's best quarter ever.<BR/><BR/>It feels like everyone is trying to replay April 2003.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35418320881724458092009-04-09T13:41:00.000+01:002009-04-09T13:41:00.000+01:00Yeah, it looks to me like UST are coiling for a bi...Yeah, it looks to me like UST are coiling for a big breakout. Ordinarily I'd have a flutter at buying some vol, but every other option I own has been crammed down my throat so there's no more room at the inn.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-25929316397211478472009-04-09T12:53:00.000+01:002009-04-09T12:53:00.000+01:00Bollinger bands on the 30yr have been flat and nar...Bollinger bands on the 30yr have been flat and narrow for the last few weeks. Very often this presages a sharp move one way or t'other, up or down.Donlasthttps://www.blogger.com/profile/14400745649069349297noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26926582541122781942009-04-09T10:47:00.000+01:002009-04-09T10:47:00.000+01:00Nice post MM but the whole Costanza trade thing ha...Nice post MM but the whole Costanza trade thing has become a bit of a cliche. <BR/>Seems like every couple of years someone has to make that analogy.<BR/><BR/>:)Manc Traderhttps://www.blogger.com/profile/15419060899207287530noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-63399386708443417122009-04-09T10:18:00.000+01:002009-04-09T10:18:00.000+01:00Surely when markets act like this it is not wise t...Surely when markets act like this it is not wise to cry, agonise or fume but just to go. Leave it.Donlasthttps://www.blogger.com/profile/14400745649069349297noreply@blogger.com