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Macro and Cheese

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  • Do Panic Over Europe
    on Thu, May 10, 2012 • FXE, GREK, EWG • 84 Comments
  • What A Hollande Victory Means For The Euro
    on Mon, May 7, 2012 • EUO, DRR • 37 Comments
  • The Year Of The Currency
    on Fri, May 4, 2012 • UUP, FXE, FXA • 12 Comments
  • Did LTRO Work, And Will There Be Another?
    on Thu, May 3, 2012 • DIA, SPY, QQQ • 9 Comments
  • The Market At Equilibrium
    on Mon, Apr 30, 2012 • SPY, IVV, VOO • 14 Comments
  • Euro: Pressure Is Mounting
    on Thu, Apr 26, 2012 • FXE, EUO • 5 Comments
  • U.S. Stocks: Divergences Abound
    on Wed, Apr 25, 2012 • SPY, XLP, SDS • 6 Comments
  • The French Election Impact On Markets
    on Mon, Apr 23, 2012 • SDS, EPV, EFU • 4 Comments
  • Short Yen: Great Strategy, Excellent Diversifier
    on Fri, Apr 20, 2012 • FXY, YCS • 24 Comments
  • The Australian Dollar: A Graphic Short Argument
    on Thu, Apr 12, 2012 • FXA • 13 Comments
  • U.S. Employment, In Plain English
    on Mon, Apr 9, 2012 • 2 Comments
  • Signs That The Effects Of LTRO Are Over
    on Thu, Apr 5, 2012 • 18 Comments
  • The False Hopes Of LTRO
    on Fri, Mar 23, 2012 • 11 Comments
  • The Australian Dollar: Another Look
    on Wed, Mar 21, 2012 • FXA • Comment!
  • QE: Why Sterilize When You Can Twist?
    on Tue, Mar 13, 2012 • 7 Comments
  • Headwinds, Tailwinds: On The Bear Side Of The Debate
    on Mon, Mar 12, 2012 • 9 Comments
  • LTRO: Draghi Makes His Case
    on Thu, Mar 8, 2012 • 5 Comments
  • LTRO: What It Meant, What It Means, Part 2
    on Fri, Mar 2, 2012 • 15 Comments
  • LTRO: What It Meant, What It Means
    on Thu, Mar 1, 2012 • 5 Comments
  • Facebook: Watch The Management
    on Fri, Feb 24, 2012 • FB • 1 Comment
  • Greece In, Euro Up, But Medium-Term Downtrend Will Resume
    on Fri, Feb 24, 2012 • 3 Comments
  • Natural Gas: Technicals Support Bullishness
    on Mon, Feb 20, 2012 • 26 Comments
  • At Last, Safe To Short The Yen
    on Wed, Feb 15, 2012 • FXY, YCL, EUO • 5 Comments
  • Australian Dollar: A Macro Perspective
    on Mon, Feb 13, 2012 • FXA • 17 Comments
  • Draghi Reshapes ECB, Doubles Down
    on Fri, Feb 10, 2012 • DIA, SPY, QQQ • 8 Comments
  • Copper: A Macro Perspective
    on Fri, Feb 3, 2012 • JJC, CU • 12 Comments
  • What Wednesday's ADP Report May Tell Us About Friday's NFP - And Wednesday's ISM
    on Wed, Feb 1, 2012 • 2 Comments
  • Margin Balances Flashing Red In 2 Ways
    on Wed, Feb 1, 2012 • SPY, DIA, QQQ • 8 Comments
  • How CEOs' Tragedies And Excesses Move Stock Price
    on Mon, Jan 30, 2012 • AAPL, BX, KO • 3 Comments
  • Greece And Portugal Out, Euro Up
    on Mon, Jan 30, 2012 • FXE • 8 Comments
  • Under Mario Draghi, The ECB Is Now Engaging In Massive QE
    on Sun, Jan 29, 2012 • 28 Comments
  • The Natural Gas Debate From A Macro Perspective
    on Wed, Jan 25, 2012 • CHK, UNG, USO • 28 Comments