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Macro and Cheese

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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