• About

Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Previous articles

New Pair’s for Mod C Poll

May 17, 2012

Dear Reader, Please take the following poll. I am interested in your thoughts on these pairs. I have included the …

Continue reading →

Rate this:

Paired Trade Watch List Backtest Results

May 12, 2012

Earlier today, while on Twitter I crowdsourced a list of “natural” pairs. That is, a list of stocks that are …

Continue reading →

Rate this:

The Sub-Sector Scoring Engine

May 3, 2012

In the last post, the model was generating pairs with unique relative scores that can be tracked through time. Let’s …

Continue reading →

Rate this:

The Pairs & Their Scores

May 2, 2012

The model is based on 9 paired trades of extremely liquid stocks. In most cases they are some of the …

Continue reading →

Rate this:

The Stock Comparison Scoring Engine

May 1, 2012

A Long/Short scoring engine is at the core of our model.  I would love to call it proprietary, but it’s …

Continue reading →

Rate this:

Introducing the JHB Capital Market Neutral Hedge Pair Model

April 30, 2012

As most of my readers know, I am currently stuck in compliance registration waiting to be allowed to manage clients’ …

Continue reading →

Rate this:

Call me Old School, but I like this paired trade

April 12, 2012

Let me toss out the idea, and then we can take it apart and take a look at the pieces …

Continue reading →

Rate this:

Pondering the Global Macro World Today.

April 8, 2012

Pondering Some of the Global Markets When I look at the capital markets in the United States, and for that …

Continue reading →

Rate this:

Introducing JHB Capital LLC

March 1, 2012

Author’s Note: What a long, strange trip it’s been. Over these last 18 months, I’ve had the distinct pleasure of …

Continue reading →

Rate this:

Brent > LNG > WTI > NG

February 12, 2012

Or said differently: when Brent flies, and WTI dies. The energy industry has the appearance that it is about to …

Continue reading →

Rate this:

← Older posts
Newer posts →

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 4,432 other followers

Contrarian Posts

February 2019
M T W T F S S
« Jun    
 123
45678910
11121314151617
18192021222324
25262728  

Archives

Recent Posts

  • CATILS II: The parts list grows
  • CATILS: Coyote Auto Tracking Infrared Laser Sentry
  • Reflections on a Pitch Gone Bad
  • Robotics
  • DYDD Publishing: Hedging Risk is Available
  • Hedging Risk: 5 Years Ago
  • Changes are Coming
  • QEIII & Deflation
  • Alpha Omega Mathematica: The Pair Trade Tech Grows Up
  • New Pairs Trade Poll

Jack H Barnes

Error: Twitter did not respond. Please wait a few minutes and refresh this page.

Macro Cloud

Banksters Buy Sell Hold Cabel Cartel China Commodities Communications Cross Currents in the World Currency Debt Derivatives Economics Economic War Europe Food Crisis Global Macro Growth History Inflation International Long Short Ideas Money Morning Politics Quote of the Day Recession Risk Management Stat of the Day Transparency Uncategorized War

Micro Cloud

Australia Bakken Black Swan Blythe Masters Bunds CDS Celtic Tiger China Chinese Imports Copper Cost Push Inflation Currency Dividends ECB Edward Hugh Egypt ETF EU Euro Euro Bonds Euro Issues Europe Exports Food Force Majeure France Futures FX GDP Germany Gold Greece Growth hair cuts Hardball Politics Hedged Pairs Hedging Risk History Hunt Brothers Hypothetical Model IMF Imports Inflation Ireland Italy JHB Capital JPMorgan LNG Long/Short Market Neutral Merkel Money Morning Natural Gas NG oil organic growth Paired Trades Portugal reality Reuters Revolution Silver sovereign crisis Sovereign debt Sovereignty Spain State Sovereignty To Big To Fail US Dollar US Federal Reserve US Treasury wheat WTF WTI Yuan

Blog at WordPress.com.

Cancel