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Dancing Numbers 13 Aug 2013 | 04:04 pm
So that’s our holidays done for a bit. It’s a shame really as time spent dozing in far off climes, or time spent with people from other professions followed by the return to a room full of screens cov...
Holidays 30 Jul 2013 | 02:25 pm
TMM are spreading themselves a bit thin over the next two weeks due to holidays, so posts will be even less frequent (if at all). We are going to have crack at re-enacting one of the best ever film o...
Annual Planning Glossary. 26 Jul 2013 | 10:55 pm
We are now over half way through the year so why waste those quiet summer months when you could be preparing your business plans for 2014. Whilst there are still 5 months to run TMM have heard the fir...
Europe. Are you long? 24 Jul 2013 | 03:52 pm
Back to Europe Growth - European PMI data this morning was good across the board and Italian retail sales outperformed too. It looks as though the crashing fighter pilot of European growth has starte...
Li's Only Joking 23 Jul 2013 | 02:39 pm
Overnight has seen China return to focus and for once not in a negative way. Chinese stocks have been fading as steadily as opinion of Chinese growth prospects so the headline that Li is declaring 7% ...
"Two Part Epoxy Wood Filler" - A Trading Parable. 22 Jul 2013 | 06:19 pm
Do you ever have those days where your trading just appears so cack-handed that everything you touch just doesn't do what you thought it so obviously should or what everyone else told you it would? Ou...
Summer "Meh" 19 Jul 2013 | 09:48 am
Seasonal trading in London. A few days of hot weather and the media are trotting out spurious statistics on the number of deaths caused by the heat and looming water shortages. The authorities, to be ...
Beware the Humphrey-Hawkish of July 17 Jul 2013 | 02:38 am
We have mentioned in past years that we have clouded memories in the back of our minds of this week in July being significant for market turns. It was something we used to watch when trading equities ...
US Economic Ballistics 16 Jul 2013 | 06:24 pm
Now that the dust has settled somewhat from Taper-mania, it probably makes sense to take a step back and reassess the US macro landscape over a longer time frame. The market consensus seems to be tha...
Central banks. Three Heads Are Worse Than One. 11 Jul 2013 | 05:31 pm
Whilst we are talking about central bankers we have found a clip of the ECB in action. Three heads are worse than one. Having heard Ben and the FOMC minutes it would appear that all central banker...