Polemic's Pains

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...

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? -...

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

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

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...

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

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...

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...

Today's Polemic pain is far away from Ukrainian destabilisation, or biotech dumps or China slowdowns or ECB unconventional actions,  tho...

Yesterday I was rather hoping for the bears, or perhaps I should say "correctionists" to get Edward the Seconded by a red hot po...

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

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

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...

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 ...

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

Contact  All polite messages from humans gratefully received and swiftly responded to.  Email Twitter  @PolemicTMM ...

There have been a spate of sponsorship requests from friends and family landing in my inbox recently, all of them for really worthy causes, ...

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