Polemic's Pains

Wednesday, 1 April 2020

Biases in feedback lead to CBA

›
I am fast adopting a bunker mentality. I know that listening to the opinions of others builds a sample set on which to base one's own op...
7 comments:
Wednesday, 30 May 2018

BTP time bombs.

›
My last post was on Turkey and oil. Oil, only briefly to say it was turning and Turkey in a great long verbose way to say it was turning. ...
Friday, 25 May 2018

Tabloid Turkey.

›
My Tabloid-o-meter shot into the red this week on two matters - Oil and Turkey. I have had very successful runs in both over the last two ye...
3 comments:
Wednesday, 25 April 2018

Is the EU protectionist?

›
In response to the Tony Barber piece in the FT " The EU is no protectionist racket " - The EU’s FTAs are quite narrow and incl...
3 comments:
Thursday, 22 February 2018

Behavioural gamma and fractal attractions - I blame the Russians.

›
I am fast wondering if someone has perfected the ultimate 'hunt and destroy’ algo trading weapon. The development of programs that can ...
8 comments:
Wednesday, 21 February 2018

GRReat - the Global Risk Repricing

›
First a recap - 10 days ago - My best case is that no narrative can be ignored and all have their strengths.  But instead of them each...
5 comments:
Wednesday, 14 February 2018

The diary of a messed up market day.

›
Well. Well Well. Or ‘three holes in the ground”, as my uncle used to say. That was a day. The last two weeks have so far seen Meltdown...
2 comments:
Saturday, 10 February 2018

What happens next? The great global risk repricing.

›
Following swiftly on from the last post's  synopsis of the changing narratives of last week , in the famous words of a UK TV sports quiz...
5 comments:

The changing narratives of a market dump.

›
It’s February and I have been using Twitter more than the blog as, in effect, most of my thoughts are pretty simple and don’t need expoundi...
1 comment:
Friday, 22 September 2017

Cash is oversold.

›
If I was selling a trade idea I would be now composing lots of arguments as to why I am getting really nervous about the markets. But I can’...
14 comments:
Saturday, 16 September 2017

Fund report - Polemic Casino Fund

›
There was a Bloomberg article out 'separating the dos from the don'ts in investing'  that wouldn't have caught my attention ...
3 comments:
Thursday, 14 September 2017

Surviving the behavioural arms race

›
I spoke to someone today who was surprised to hear where sterling was trading. They aren’t like us market watching nuts and only glean thei...
6 comments:
Wednesday, 13 September 2017

Ramblings of a mad man.

›
My last post mentioned me selling out of Woodford Income fund and going it alone in an attempt to lose money in a more amusing manner than...
10 comments:
Monday, 11 September 2017

Doom Buster

›
Doom Buster  Kim Jong-Un and Irma, Brexit and Trump, Global debt monster, To give us a thump Russia, Iran, Post-Turkish Coup Househ...
2 comments:
Sunday, 16 July 2017

Bitcoin - Pick a number, any number.

›
I’m going to write about Bitcoin. Not because I like it, or hate it, just because I rank it as one of the maddest delusions of a market tha...
12 comments:
›
Home
View web version
Powered by Blogger.