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Category: FX

Riders On The Storm.

August 31, 2017August 31, 2017

Right, so the storm wasn’t supposed to come until next month.

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1 Comment on Riders On The Storm.

I Don’t Want To Be Disappointed.

August 30, 2017August 30, 2017

“I am fully committed to working with XIV to get. This. Job. Done.”

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1 Comment on I Don’t Want To Be Disappointed.

Apocalypse Wow.

August 29, 2017August 29, 2017

The crowds are huge for the end of the world…

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6 Comments on Apocalypse Wow.

The Great Flood

August 28, 2017

Although I can’t imagine why…

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3 Comments on The Great Flood

One Trader Explains Why Jackson Hole Was A Whole Bunch Of Nothing

August 28, 2017

“But there was a far smarter reason why Jackson Hole reverted back to an academic exercise and post-GFC policy retrospective.”

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Damned Data – Full Week Ahead Preview

August 27, 2017

Ok, so the overarching narrative for this week shouldn’t be materially different from last week

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Nobody Panic.

August 25, 2017August 25, 2017

Your refund will be escaping this death trap with your life…

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1 Comment on Nobody Panic.

Euro Spikes To January 2015 High As Draghi Speaks At Jackson Hole

August 25, 2017August 25, 2017

Up, up and away.

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1 Comment on Euro Spikes To January 2015 High As Draghi Speaks At Jackson Hole

Waiting Game.

August 24, 2017August 24, 2017

Just biding time…

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3 Comments on Waiting Game.

More Currency Wars: Forint Plunges As NBH Loses Patience

August 24, 2017August 24, 2017

“Closely examining the application of our tools”

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4th Grade Press

August 23, 2017August 23, 2017

And just like that, all of the good news trial balloons we got from McConnell on Monday (debt ceiling guarantee) and from Politico on Tuesday (tax reform moving ahead) were rendered null and void…

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1 Comment on 4th Grade Press

‘Game: Blouses’

August 22, 2017August 22, 2017

“It wasn’t even like it was close”…

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1 Comment on ‘Game: Blouses’

The Calm Before The (Maybe) Storm

August 22, 2017August 22, 2017

Dissensus is back.

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Don’t Look Up – Or Down…

August 21, 2017August 21, 2017

“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”

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2 Comments on Don’t Look Up – Or Down…

Someone Has To Lose

August 21, 2017

Once upon a time all this was offset by a sense that a strong currency was a sign of national virility, but such superstition is passé. It’s all about a total eclipse of the sun, today….

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Don’t Dig Yourself A ‘Hole’: Full Week Ahead Preview

August 20, 2017

Ok, so strap in, because this promises to be an interesting week. August has proven

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2 Comments on Don’t Dig Yourself A ‘Hole’: Full Week Ahead Preview

‘We Are In A Dive, I Repeat’…

August 18, 2017August 18, 2017

“You know what? It’s fine.”

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1 Comment on ‘We Are In A Dive, I Repeat’…

Cohn-Heads

August 17, 2017August 17, 2017

But not like Beldar.

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1 Comment on Cohn-Heads

Borrowed Time.

August 16, 2017August 16, 2017

Tick, tock.

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4 Comments on Borrowed Time.

It’s ‘Easy To Get Rich’ With These ‘Key’ Technical Levels, Trader Imagines

August 16, 2017

“That which does not kill us, makes us stronger. A much debated concept, but in terms of navigating markets, there’s a lot of truth in it.”

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Here Are Goldman’s Brand New ‘Top FX Trades’

August 16, 2017August 16, 2017

Ok, well Goldman has some new “top” FX trades for you – because those always

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3 Comments on Here Are Goldman’s Brand New ‘Top FX Trades’

Requiem For A Crisis.

August 15, 2017August 15, 2017

Kind of makes you think…

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3 Comments on Requiem For A Crisis.

Selloff? I Hardly Knew Her.

August 14, 2017August 14, 2017

And now back to your regularly scheduled rally.

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‘Playing With Fire’ – Full Week Ahead Preview

August 13, 2017August 14, 2017

“Deterrence counts on the rationality of the opponents. The build-up of mutual threats and the shows of force in the past weeks have unsettled markets, with risk assets and high-beta currencies underperforming, and it is likely to continue.”

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4 Comments on ‘Playing With Fire’ – Full Week Ahead Preview

Beeeeeep. I’m Not Sure This Is A Great Idea…

August 13, 2017

The rather glaring question is what the hell happens in the event exogenous shocks conspire to upset the apple cart?

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1 Comment on Beeeeeep. I’m Not Sure This Is A Great Idea…

Ezekiel 25:17

August 11, 2017August 11, 2017

“And you will know my name is the Lord when I lay my vengeance upon thee!”

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6 Comments on Ezekiel 25:17

Blood On The Streets

August 10, 2017August 10, 2017

Remember, you can always burn your stock certificates to keep warm in a nuclear winter.

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Posts pagination

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Monthly Letter

  • The Arbitrageur

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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