Polemic's Pains

Wednesday, 21 May 2014

Young's Modulus of Macro Managers

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The new job has somewhat distracted me from writing for the past couple of weeks and, to that matter, trading too. Which all in all is proba...
5 comments:
Sunday, 4 May 2014

Ukraine Quiz

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It's a bank holiday here in the UK so time for some questioning on Ukraine. Some lighthearted and some not. Where is the Ukraine? -...
Thursday, 1 May 2014

Carry Creep and Risk Reversals

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One of the characteristics of carry trades which extends through to many emerging markets and even the quiet function of equity markets (ne...
Monday, 28 April 2014

Sanctions Through the Ages

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As the US announces new sanctions upon Russia let's have a look back at sanctions through the ages. Thermopylae Battle of the ...

It's quiet. Too quiet. Time to buy puts.

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I know, I normally quote "never sell a quiet market" but this may be too quiet. Up until now I have been happy to run with the t...
5 comments:
Sunday, 27 April 2014

Banker's Bonuses. Where do Morals Stop and Practicalities Begin?

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This last week has seen the subject of banker's bonuses come screaming back to the fore again. First Barclays shareholders registered...
Wednesday, 16 April 2014

Gamma Chameleon

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With option gamma driving the equity markets I can't get a particular song out of my mind. You're a trader hedging deltas all th...
Monday, 14 April 2014

Questions Questions Questions!

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Will EU QE be more like US QE or Abenomics or something else? If it's something else could Euro actually go up on EUQE due to bond por...
2 comments:
Sunday, 13 April 2014

Farm shop economics.

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Today's Polemic pain is far away from Ukrainian destabilisation, or biotech dumps or China slowdowns or ECB unconventional actions,  tho...
4 comments:
Friday, 11 April 2014

You've Been Warned.

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Yesterday I was rather hoping for the bears, or perhaps I should say "correctionists" to get Edward the Seconded by a red hot po...
5 comments:
Thursday, 10 April 2014

Tell 'em like a man.

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Even the Fed and the market's expectations and responses are playing to the mean reversion theory. Fed read as hawkish, market therefore...
Wednesday, 9 April 2014

Anorexic tails, beer bellies and a lost cow.

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. First something I am struggling with. Writing "I" instead of "we". As Team Macro Man we decided very early on that w...
Tuesday, 8 April 2014

"It's Panic Captain - But not as we know it"

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We could consider that what we are seeing is a form of market panic but to paraphrase Dr. McCoy on the USS Enterprise, "It's panic...
5 comments:
Sunday, 4 September 2011

What I did on my Holiday

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A friend asked me how my sailing holiday went. Here is the transcript of the conversation Steve and I had on a chat service. Steve knew all ...
Saturday, 1 January 2011

About

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Who is Polemic Paine? The name Polemic Paine derived from needing an anonymity behind which to blog for employment and, lesser so, persona...

Contact

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Contact  All polite messages from humans gratefully received and swiftly responded to.  Email Twitter  @PolemicTMM ...
1 comment:
Wednesday, 23 June 2010

Sponsored Fun? No Longer.

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There have been a spate of sponsorship requests from friends and family landing in my inbox recently, all of them for really worthy causes, ...
1 comment:
Monday, 14 June 2010

Day one in the new world

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Hello world . Sound check .. . testing testing one two, ... one, ...two one. , can you hear me world? The main act will be appearing short...
1 comment:
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