tag:blogger.com,1999:blog-7585635149883470944.post5188446082931678339..comments2023-12-01T14:09:28.947+00:00Comments on Polemic's Pains: It's all going Pete Tong Polemichttp://www.blogger.com/profile/05985506596290073453noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7585635149883470944.post-88839974785437888262014-10-07T09:39:38.255+01:002014-10-07T09:39:38.255+01:00That summer sideorgraph is dead by now I think Cor...That summer sideorgraph is dead by now I think Corey. re about face, put it this way, 3 months ago we were getting separated wobbles across asset classes, and none of them seemed capable of upsetting other markets or going 'pink flamingo'. In each case everything would just mean revert. But it suddenly felt in sept that everything was having a down wave together and when that happen they can feed of each other with each asset class blaming the one next to them, Much more dangerous. And so that is where I think we sit. <br /><br />Apple - plot losing. <br />Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-1517308973938855862014-10-05T16:53:01.823+01:002014-10-05T16:53:01.823+01:00Watched Denzel in The Equalizer this wknd at the m...Watched Denzel in The Equalizer this wknd at the mall as I awaited for my appointment at the Apple Store (which was a terrible experience btw - apparently only apple care doesn't cover accidental damage - only Apple care plus, which will cost you $20 more to purchase originally, but since I only had the standard ended up spending an extra $200 to replace my phone instead) <br /><br />...anyway would highly recommend for entertainment value as well as a good modern interpretation of how Russia is viewed in this country. If only Obama had a bit of Denzel in him it might be a different story. Coreynoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-22514515086351952382014-10-05T16:42:44.916+01:002014-10-05T16:42:44.916+01:00Interesting about face. You still have a bullish i...Interesting about face. You still have a bullish interpretation of that summer sidreograph? <br /><br />I think the markets will continue to be disappointed with the pace of the ECB easing after becoming accustomed to a Fed at always met or exceeded expectations. It's still not clear to me if the ECB has the ability to buy govt paper. <br /><br />Even if Ukraine gets resolved, Mr P isn't going away as he is solidifying his ties with China at a time when both countries are struggling. HIs goal has always been to create a Eurasian Union and he continues to move in that direction. <br /><br />Thinking too about all the capital that has flown to those and other emerging nations over the last decade may decide there's no place like home as they discover what emerging market really means. <br /><br />Fed will resist raising rates in the face of slowing global growth. Unbelievable that they have gotten most of the world to believe that this is possible. The biggest myth ever. Coreynoreply@blogger.com