Polemic's Pains

Tuesday, 26 July 2016

Wrong Wrong Wrong

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If there has been one party worse at forecasting rates than central banks it has been central bank watchers, actually we should add the ma...
2 comments:
Tuesday, 19 July 2016

The Turkey Quiz

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If you were a British tourist about to go on holiday to Turkey would you - Go anyway, you owe it to the kids and the beaches should be les...
3 comments:
Monday, 18 July 2016

Turkey. Markets think it’s all over. It certainly is not.

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The way the markets have opened up after the weekend you’d think the Turkish event hadn’t occurred. DM equity futures have unwound all the ...
Friday, 15 July 2016

Turkish coup - Thoughts so far.

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I'm going to write this on the fly as I really don't know what is going on in Turkey, beyond an attempted military coup. There are ...
3 comments:

Carney's Song

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Carney sings The Stranglers. Hold'em down, that's all I've done Change a rate? You're having a laugh son, Think they...
1 comment:
Thursday, 14 July 2016

Fifth wave or sweet sixteenth and sell?

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Another goal for the Polemic FCBE 'Fade CB expectation’ trading model. I feel very sorry for Carney’s kids who must be so confused in ...
8 comments:

Markets. Where physics meets psychology

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I wish I was clever enough to work out the real detail in things I have hunches upon. Or rich enough to have a retinue of turtles, as Lord B...
6 comments:
Tuesday, 12 July 2016

Brexit bounce, nuclear CBs and new highs.

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The Brexit trade is suffering a reversal. GBP is motoring higher, as is the FTSE 250. The FTSE250 is significant as once the FTSE100 stopp...
1 comment:
Monday, 11 July 2016

Brexit bounce and Financial STD's

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It’s been over a week since I last posted due to the ratio of other commitments versus strong new thoughts. In that time the bitterness over...
Thursday, 30 June 2016

Market gasps a breath.

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Well that didn’t take long. Tuesday's post was about reaching the point of maximum fear and, voila, since then the markets have gone ba...
2 comments:
Wednesday, 29 June 2016

Ralph Mellish and the markets - The day nothing happened.

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The recovery in the markets in the face of the wall of media predicted doom has me instantly turning to Monty Python's Mr Ralph Mellish...
3 comments:
Tuesday, 28 June 2016

Don't Panic, it's just like EU 2012.

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Regular readers will know that during the EU crises I wrote on the Macro Man blog as part of Team Macro Man, where we built a ‘Band of Brot...
12 comments:
Monday, 27 June 2016

Brexit Bullet Points

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A scatter gun approach to many thoughts. Manic Monday - The weekend has seen the addition to the unknown of Brexit the unknown of who is ...
2 comments:
Friday, 24 June 2016

Cuban Missile Crisis. Sense will prevail.

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Humankind has a natural inclination to avoid pain. If UK votes to leave and it threatens other countries' economic stability then other ...
6 comments:
Tuesday, 21 June 2016

Psychology over Physics in today's markets.

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A few, well quite a few, years ago I found myself selected by the bank I worked for to be on the interview panel for the graduate intake in...
6 comments:
Saturday, 18 June 2016

Upcoming UK - EU trade negotiations, Monty Python Style.

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The French finance minister, Macron, has been on the wires this afternoon stating in no uncertain terms where the UK will fit in the world ...
3 comments:
Friday, 17 June 2016

I think what you think is...

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Yesterday something awful happened. A UK Member of Parliament was attacked in the street and viciously murdered. Shocking and an example of...
2 comments:
Saturday, 11 June 2016

Given two choices and ignorance, the outcome will be 50:50

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If Carlsberg did 'Remain' arguments for the UK referendum it would probably be the one I received this morning from a good friend....
6 comments:
Monday, 6 June 2016

Binary outcomes and Brexit bookies

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The two ‘shocks’ of the last couple of days have been the Non Farm Payrolls kicking Fed expectation into longer grass and a swing in expecta...
Friday, 3 June 2016

Players vs commentators. Is any of it worth it?

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Boring isn't it. I've stopped playing in the markets for a while and am instead making my shilling by doing things that people pay m...
4 comments:
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