In real life, Macro Man is a portfolio manager at a London-based global macro hedge fund, where he trades global currencies, equities, fixed income, and commodities. In his career he has also been a "real money" portfolio manager, an international economist, a sell-side currency strategist, and a currency options market-maker.
This blog is a repository of his views, concerns, rants, and, on occasion, poetic stylings. Macro Man endeavours to take a scientific approach to his investment decisions, and so writes (usually every day) to articulate his views and reassess them in the light of incoming data. The public scrutiny that comes from posting in this space is a valuable ancillary benefit. Occasionally, he subjects readers to his sense of humour and other efforts at creativity.
The blog is written in the third person as a purely artistic device. Nothing written here should be taken as investment advice.
Macro Man does not do advertisements or endorsements, nor does he do "link exchanges" or anything of that nature.
You can subscribe to receive updates via RSS by clicking on the big orange button in the upper right-hand corner, or via email in the eponymously-labelled box in the lower right-hand corner.
Recent Blog Posts by Macro Man
- Kobe Earthquake’s Impact on the Nikkei and $/Yen
- Eurobear Squeezes and Footy Swaps
- Due to Unforeseen Circumstances
- The Precious and the Not So Precious
- High Tide for the Financial Sector?
- 5 Points
- Book Talkin’
- Pump Up The Volume
- The Catalyst
- Scuffling
- 20 Questions
- Back and Fill
- What If?
- Shellshocked
- Carnage
- A Little Perspective
- The Sharp End Of The Stick
- Re-Engaging
- Month-end Thoughts on Valuation
- Hmmmmm
- Five-Minute Macro
- Summertime
- Sell American. I Am.
- Quick Hits
- The Answers
- The Randomizer
- Too Obvious?
- Quick Hits
- You Get What You Pay For
- Desireless
- Happy Days, Redux?
- Good News On Public Health
- Fighting Darth Vader
- Harry and Tom
- What Will It Take?
- Tom, Dick, and Harry
- Wistful, Slightly Bitter, and More Than A Little Jealous
- Time For Some Signal
- Make A New World
- The Joys Of Spring
- Is It May Yet?
- On Your Marks, Get Set, Go
- Looking Forward
- Bill the Banker
- Struggling For Inspiration
- Back To The Pain Cave
- QE: Shock And Awful
- Channeling the 80′s
- Here We Go Again….
- So Now It Gets Interesting
- March Madness
- A Big Day
- A Popular New Year’s Resolution: “Stop Paying My Credit Card Bills”
- Repeat After Me….
- Has the Euro Become An Instrument Of Chinese Policy?
- One Down, One To Go
- A Confession
- Coining a Phrase
- Bury My Heart At Wounded Knee
- The Back Of My Mind
- Peanuts
- Fraying
- Good News and Bad News
- Turning Japanese
- Fun With Acronyms
- All the King’s Horses
- On Brittania
- Signs of the Apocalyspe?
- Micro vs Macro
- Will They or Won’t They?
- Recovery?
- The First Shots
- Obama-nation!
- Flash!
- Obama-rama?
- Thoughts on Europe
- Event Risk
- A Tradeable Theme
- Perched On A Precipice
- A History Lesson
- Ten Non-Predictions for 2009: Part II
- Ten Non-Predictions For 2009: Part 1
- “I ♥ risk”.
- Marking 2008 To Market
- The Twelve Days of Christmas
- Lost For Words
- Stepping In Front of the Steamroller
- The Brazilian
- Bad News
- Separated At Birth?
- Financial Limbo
- Commodities Are a Joke
- Thanks, Alistair!
- Over Before It’s Begun
- Ricardian Equivalence
- Raindrops keep falling on my head
- A few thoughts on banks
- Interesting, If Not Lucrative
- 20 Questions
- Everything You Need to Know About the G20 Statement in One Word
- Acronyms
- Two Observations
- Back of the queue!
- What Does 4 Trillion Yuan Buy?
- Hats Off
- It’s Raining Vols
