Polemic's Pains

Friday, 29 May 2015

Benchmarking on the outliers.

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There is often a big disconnect between what people expect to receive an what they actually receive. Management or client relationship atte...
3 comments:
Wednesday, 27 May 2015

If FIFA were a bank

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If FIFA were a bank - It would make BCCI look like a charity. Sepp Blatter would have to move to a regulatory environment under which hi...
1 comment:
Friday, 22 May 2015

2015 A Bank Odyssey

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Having just seen that banking fines have reached $235bio, my mind turned to the power that regulators have to apply almost randomly large fi...
2 comments:
Monday, 18 May 2015

Compare and Contrast

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As the markets are little dull today and we are in the midst of school exam time I thought I would ask some of my own 'compare and cont...
2 comments:
Thursday, 14 May 2015

Sovereign Wealth Funds - Cure or Curse?

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What a difference one letter ’s’ makes turning cure into curse. The small addition of one letter is linguistically huge as is asking a sim...
Monday, 11 May 2015

Not out of the woods yet.

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I too looked at that bund chart and thought 'typical spike exhaustion sell off'. The rebound amidst a mood of 'get me the hell o...
Saturday, 9 May 2015

Edstone Part II

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1 comment:
Tuesday, 5 May 2015

Reflation trades reflating the P+L.

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Yours truly can breath again having held his breath for probably longer than is safe, losing a few brain cells along the way. The enforced h...
Sunday, 3 May 2015

UK Labour Party's new LPad

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Today, Ed Miliband and the Labour Party launched their plan to make the UK the hub of global technological expertise with the launch of the...
Thursday, 16 April 2015

Angels and Demons - Draghi and the ECBERN

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I used to like Draghi, he was the force of reason behind the chaos of European politics. The man trying to keep the whole political mess to...
2 comments:
Thursday, 9 April 2015

Premium Bonds With Negative Yields.

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I have always maintained that crossing the zero bound to negative yield results in behaviour that doesn’t cross as easily and instead diverg...
4 comments:
Monday, 30 March 2015

Greek Dictionary

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We all know about Grexits, but it is probably worth covering all further derivations of the Grex meme. Grexcell - How good the Greeks ar...
1 comment:
Tuesday, 24 March 2015

"Which leads me on to" - A collection of observations.

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Take a share, any share. If it pays a dividend how do you calculate its theoretical price? To be honest I don’t know because it would appea...
6 comments:
Wednesday, 18 March 2015

Baby I Don't Care

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Turn up the music LOUD and sing along with the words below as we tell Yellen just what we really think to the her weasely Fed timing word...
1 comment:
Tuesday, 17 March 2015

Whale Oil Beef Hooked

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Whale oil beef hooked. Look at the price of oil and oil stocks. Though I have been out of oil for a while I have been watching it with kee...
1 comment:
Monday, 16 March 2015

IT Dementia

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I was once considered the IT Geek. I used to be able to write programs in machine code and I always knew which bit of tech was top of the pi...
9 comments:
Sunday, 15 March 2015

Backward Engineering.

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I have recently read a few good pieces on why Germany needs to do more to iron-out its internal structure problems.  They focus largely on t...
Tuesday, 10 March 2015

QE QAR QRASH - Driving by committee

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I am beginning to feel that the talk of QE did more good than its actual execution. This could fast turn into a QE QAR QRASH. EU QE is like ...
Monday, 9 March 2015

Euro issues.

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To paraphrase Churchill "Never in the field of EU bond buying has so much been expected to be bought by so few from so many." Th...
2 comments:
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