“If all bets are off then there can’t be any money, can there?”
Year: 2016
On The Perils Of Trading In A 140-Character World
Judging from some of the mail I get and from some of the conversations I’ve had with traders and investors, there are still quite a
Trump Tweets Absurd New Year’s Eve Message To Haters
President-elect Donald Trump has tweeted some truly ridiculous things over the last several days while the Obama administration attempted to answer charges it hasn’t adequately responded
(Re)Balancing Act Bolsters Treasurys Into Year End
One question going into a week in which the tape was painfully thin across the board was whether rebalancing would have a demonstrable effect on
Mayhem In Money Markets: China Warns Investors Not To “Underestimate” The Danger
The complexity of the situation shouldn’t be underestimated. That’s a quote from the PBoC emphasizing just how difficult the Chinese central bank’s job has become.
Why One Analyst Is High On High Yield
High yield had a hell of a year in 2016. In fact, at least as it relates to energy, you’d have been better off in
Your 2017 Guide To European Political Upheaval
I’ve spent a lot of time brow-beating no one in particular about markets’ apparent lack of preparedness for what could very well turn out to be
“That’s Why I’m Richer Than You”: Executives Miss Out On Dimon Rally
Earlier this month, I took a look back at Jamie Dimon’s decision to buy nearly $27 million worth of JPMorgan shares in February. As it
China: “No Float For You!”
There’s been no shortage of speculation about the veracity of China’s GDP data which many consider to be nothing short of make-believe. Essentially, output is
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are in a better position than usual heading into 2017. We
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor can make is to assume that financial markets follow a
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own way of thinking about the world. Confirmation bias is a
Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail
Earlier this month, in an interview with alternative media outlet Artvoice, Carl Paladino (the co-chair of Donald Trump’s New York presidential campaign) called Michelle Obama
Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video
Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”
“Overshoot” Dead Ahead? King Dollar Has Green Light For More Gains
I’ve said it before and I’ll say it again: I do not mind beating a dead horse. That’s especially true when I think investors might
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