Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
‘Turbo-Complacency’: Fear Gets A ‘New Dimension’ In Kocic’s Latest Masterpiece
We've mentioned this before, but on Friday evening it's time to mention it again.
When it comes to sellside research, there is Deutsche Bank's Aleksandar Kocic and then there is everybody else.
It's been readily apparent for at least a couple of years now that when it comes to creative writing skills and the ability to analyze markets using innovative frameworks, Kocic is head and shoulders above the rest of the Street.
Here recently however, the quality gap between Kocic's notes and those
I am most grateful for your intraduction of Kocic’s writings. This article is a masterly summary of current trends and their causes.
Out of 1000+, this is the single best article I have read this year. Thank you for sharing your thoughts. I am amazed at how low volatility continues to be, and how paradoxical that seems to me instinctively. Keep up the great writing.