Macro Man: Double Whammy
Elsewhere, the risk disinclination calling may be slowly morphing, however for the time being, back to a liquidity calling. Yesterday's cost motion in equities was generally rousing....and yet bonds rallied like a banshee. Emerging markets have on roaring back as well. And all of this has happened in a circumstances of commonly exhausted US macro details! If it continues, the portfolio should benefit, as Macro Man is extended both equities and unflinching proceeds. Another day like the last three, however, and he will as likely as not look to set some hedges and oblige down profits. For the meantime, though, he is humming AC/DC under his stir, as the blog portfolio is "back in (the) menacing" with valid the London and New York sessions until month end. In fine, a milestone of sorts was reached while Macro Man was nursing a unexceptional hangover on the followers this morning; fourteen and a partly months after he started scribbling his thoughts down in cyber-interruption, the 100,000th visitant passed through his electronic entryway. Thanks to all and assorted for reading, and notably to those who thoughtfully spiculate out the
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