MacroAndCheese's blog
Merkozy Out, HoMer In
Submitted by MacroAndCheese on 05/07/2012 11:39 -0500In France, no one can hear you scream.
The Market Equilibrium Puzzle
Submitted by MacroAndCheese on 04/29/2012 08:51 -0500So many shorts, so little time
French Toast
Submitted by MacroAndCheese on 04/22/2012 09:56 -0500Don't let the door hit you on the way out.
In Defense of Bankers
Submitted by MacroAndCheese on 04/13/2012 06:02 -0500Get those rotten tomatos ready
Greg Smith vs Goldman Sachs
Submitted by MacroAndCheese on 03/17/2012 19:06 -0500Who's more foolish, the fool, or the fool who follows him?
The Volcker Failure
Submitted by MacroAndCheese on 02/24/2012 18:47 -0500And not because his Rule doesn't have teeth.
The Volcker Rule: A User's Manual
Submitted by MacroAndCheese on 02/19/2012 13:47 -0500Aspirin at the door
LTRO and the Markets
Submitted by MacroAndCheese on 02/18/2012 11:29 -0500QE 3? Been there, done that
LTRO: A User's Manual
Submitted by MacroAndCheese on 02/13/2012 14:37 -0500Everything you always wanted to know about LTRO but were afraid to read.
China M1 Hits Bottom, Digs
Submitted by MacroAndCheese on 02/10/2012 09:08 -0500A graph is worth a thousand words. Here's three grand worth:
ECB Enters CLO Business
Submitted by MacroAndCheese on 02/09/2012 12:58 -0500It takes a central banker from Goldman Sachs to conceive of the world's largest CLO, and enlist the Eurozone's central banks to do the credit analysis.
Greece Should Take Control and File Chapter 11
Submitted by MacroAndCheese on 02/06/2012 12:52 -0500The European Default Line
Submitted by MacroAndCheese on 02/03/2012 13:59 -0500What the heck is going on in Europe, and why are the peripheral countries putting up with it?


