“I understand that it’s frustrating to hate the world and have to watch equities continue higher. But frankly it’s a lesson you should have learned over the last eight years.”
Day: February 27, 2017
P2P Lender Who Accidentally Bankrolled San Bernardino Massacre Strikes $5 Billion Deal With Jefferies, Soros
Over the past week, I’ve given readers a window into the sometimes seedy world of marketplace
So, You Say You Want To Get Long Treasurys?
So, you say you want to get long Treasurys and/or bunds to take advantage of i) political risk-induced haven flows and/or ii) short covering in the massive spec UST short?
Chart Check (Push, Meet Pull)
What’s driving global yields?
When Inequality Goes Corporate
One of the oft-cited reasons for the populist fervor that swept Donald Trump into the
Time To Put On Your Flatteners?
Ok, so this is worth noting. Recent richening in the German front end is alarming
Heisenberg Challenge: Spot The Odd One Out
I’ve talked a ton about this, but I think it’s important to continually track how different assets are or aren’t pricing in the risk associated with a prospective Marine Le Pen victory in France. Let’s try a fun game…
“Just Imagine How Messy This Could Get!”: One Trader Warns On Yen-Sanity
“The yen market is offside and being short-squeezed. This looks set to sustain even amid resilience in equities, but just imagine how messy the move could get if U.S. shares crash to converge with how other assets are trading”…
Political Ping Pong, A “Pounding,” And A Market Awaiting Trump
Well, we start in FX land on Monday morning and as has become the norm
Key Calls (Monday): Goldman Cuts Tesla To Sell Plus More Upgrades, Downgrades & Initiations
Are your stocks on the list?
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