Polemic's Pains

Friday, 31 July 2015

French Management.

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I have just returned from a delightful few days on the sunny Mediterranean island of Ibiza. At this point, if you have heard of Ibiza, you w...
Tuesday, 28 July 2015

Commodities - China plays a blinder, Gen Y are renters.

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Back in 2006-7 commodities were on a tear and oil was following not far behind. Speculators were hoovering them up as part of a the next g...
3 comments:
Thursday, 23 July 2015

Summer Ramblings

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Amy Winehouse, Back to Black. Or rather going back to oil, as the Black is in the Red. The first dump in oil prices was always going to se...
1 comment:
Thursday, 16 July 2015

The Pluto Crisis.

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I asked the simple question this evening "Has Pluto been reclassified as a planet again yet", having witnessed the meteoric, or pe...
Tuesday, 14 July 2015

Proof of Alien Activity on Earth

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I am somewhat stunned at the resolution of the bijou Greek debt problemette. The idea that resolution, after extreme dissent and acrimony,...
1 comment:
Monday, 13 July 2015

Last week in pictures.

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2 comments:

Deadline devaluation - Quick thoughts on the procrastinations

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Deadlines come and deadlines go. But deadlines really aren't what they used to be. Much as red lines in Greek economic policy are as fla...
Sunday, 12 July 2015

2011 Euro redux -

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We may be heading for another case of can kicking but it is worth remarking on how far the can has already been kicked. I was looking throu...
Thursday, 9 July 2015

Eurodome! Two men enter, one man leaves

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With the Greek negotiations fast becoming one of face saving excercise for both Germany and Greece, Schäuble and Tsipras are becoming the co...
1 comment:
Wednesday, 8 July 2015

And down again

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And there you have it, everything rolled over soon after the last post and we started the European open testing lows again. News and comm...
3 comments:
Tuesday, 7 July 2015

Cyclists and Juggernauts

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The rule of 'fade the mood’ has been playing out wonderfully over the past couple of weeks and if the fade of bad news on Monday morning...

Updated Trading Aphorisms

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Updated Trading Aphorisms OLD - Buy Low Sell High . NEW- Buy Low Buy High and demand the authorities intervene when the market drops 30%....
Monday, 6 July 2015

Tsipras after the Varousectomy - Jaffa or Studmuffin?

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First a quote from the man whose name I borrowed for my own. (h/t JG for bringing it to my attention) "Power concedes nothing witho...
10 comments:
Sunday, 5 July 2015

Oh! We don't want to lose you but we think you ought to go.

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In 1914 a recruiting song was published to encourage men to leave for the front. I can hear this slightly different version emanating from N...
Friday, 3 July 2015

Homemade Economics

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PPI in China is currently running at 5.8% which means with growth running at 7.1% the real rate of growth when discounted by nominal US...
Wednesday, 1 July 2015

Famous Greek quotes from history.

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Observations-   A Greek deadline is like the speed of light. The closer you get to the harder it is to reach. You know how children'...
3 comments:
Tuesday, 30 June 2015

Playing it by the minute.

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These are the sorts of markets I usually enjoy. I am pretty useless at the micromaths of investment, but that's ok, their are thousands ...
1 comment:
Monday, 29 June 2015

Do not open until Eur/Usd is at 1,1150, FTSE at 6650 or Dax at 11200

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Dearest friends,              I will be long gone by the time you read this message. It is just past midnight and, as I lie here awak...
1 comment:
Saturday, 27 June 2015

Cries I can’t hear but I know are out there:-

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Cries I can’t hear but I know are out there:- Hellenic debt isn’t the same as Greek debt is it? It is? No way.. Shit Ok, I want a comp...
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