Have not had a lot to say sorry. There are times for fights and time for rest even my "friend" at Fintag, who seems to be one of the few people who is as straight as me on the issues at hand is taking some time off. For us hedge fund managers end of month always waste of time.
The short-timers looking to get edge and market becomes "gamma driven" rather than investing..
Anyway, full update tomorrow - doing big presentation in Copenhagen, Denmark on Wednesday, and working with the data made me realise a few things..
Good night from a dark, wet London.
Here It Is...Team Macro Man's 2018 Top Trades - Here it is folks, the 1st annual Team Macro Man Top Trade Ideas for 2018. I love the diversity in the ideas here. Nobody jumped on the short 10y UST ban...
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