The “most crowded trade of 2017” has had a rough go of it this year,
Day: February 7, 2017
Is The Cycle Turning? One Bank Says Not Yet
I’ve talked a ton about the credit cycle and, more specifically, about why there’s likely
Have Fun Being Your Own Weatherman: The Argument For Not Firing Wall Street
As investors, all of the above leads to one burning question: in the age of the internet where anyone can do their own research and disseminate it widely, do we still need sellside research given what we know about the penchant for sellsiders to be, well, offsides? My contention is “yes.”
Subprime Auto Loans Might Be Ok Because After All, People Need Their Cars
“The stronger performance of auto loans partly reflects the fact that the loans are collateralized, and also likely reflects the fact that many US borrowers prioritize auto debt in their payment sequencing.”
Chart Check (Super Awesome Cross-Asset Correlation Monitor Edition)
I’ve talked a ton about cross-asset correlations here and elsewhere over the past few months.
Trump Wakes Up, Calls Everyone “Haters”, Reminds Us He Doesn’t Know Putin, Goes Back To Sleep
Good morning, this is your President and this is my morning rant. First of all,
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
These Days, Everyone Needs To Be A Macro Trader
There’s a lot to grapple with out there and unfortunately for those of you who
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