“We’re Approaching A Margin Call” – The “Trump Put,” Volatility, & One Analyst’s Masterpiece
Here it is folks.
Deutsche Bank's Aleksandar Kocic's is out with a follow-up to one of his masterworks.
Regular readers know Kocic. He’s the derivatives strategist who has a penchant for penning stream-of-consciousness-style missives about markets. Perhaps most notable (or at least on my end) was Kocic’s characterization of the Fed’s reflexivity problem as the “removal of the fourth wall,” a nod to theatre.
Although Kocic’s notes are probably a bit too metaphysical for some, the
Great article, thanks for sharing. Walls go up, walls come down; the resourceful keep building tunnels.
Wow, always good stuff from him. Hopefully one day I can write as well