Polemic's Pains

The trend towards rotating from shiney codey things to old fashioned lumpy things started a couple of weeks ago but Apple’s results are a ...

As there appears to be no regulatory body of trading aphorisms, who would test, affirm and endorse each with a trade body stamp and certi...

Oil. It’s a speculative market we know and the price can whip around without much more than a wiff of news at times, and at times can whip a...

The oil talks in Doha have resulted in no agreement. The response in markets is expectant of a collapse in oil prices, some mentioning $30 a...

Monetary policy Politics Markets Trading rooms As this is hifi, the signal and noise. And the...

There is theory and then there is price. At the end of the day those of us who trade in the markets have our performance judged against pric...

It might not have escaped your notice that the Japanese Yen is screaming higher.  Which may be odd as it's usually a counter-carry curr...

The narrative on China strikes me as being much like that on Europe in 2012. The call for failure is constant and noisy yet the outcome sta...

I have been sitting on the sidelines with regards to markets for the last week or so hoping to get an idea of what is going on as I am getti...

I continue to sit on the sidelines of the financial markets as I can't see a blinding trade out there at the moment so I will move off...

Yesterday started well for this born again bear. Commodities continued to roll over with oil and copper indeed leading the way with Europea...

I consider the current state of the market much as the time between the ignition of the fuse and the ignition of the charge. I have decl...

Stealers Wheel wrote 'Stuck in the middle with you'. Here's the North London luvvy remix "Stuck in the middle with no clue...

As regular readers would no doubt have become infuriated by, I have been pretty bullish for risk assets for for the last 2 months as the or...

Is it clever to be bearish? There does seem to be an assumed intellectual bias towards calling disaster rather than 'Ok'ness. One on...

Sorry for the lack of posts this week, I'm fortunate enough to have the opportunity to go skiing again. So I have. A more sedate affai...

Despite having last posted about the growing influence algorithmic momentum trading has on volatility and recommending buying volatility, I ...

The world of finance can be blinded by its own feedback. It’s like sitting in a hall of mirrors where all the other people you are looking ...