“…this is how I view Quantitative Tightening days. Traders, investors and portfolio managers should respect these periods.”
Day: November 19, 2018
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Ray Dalio Tells Barry Ritholtz How Badly Assets Will Perform, Also Says He Invented Chicken Nuggets
“We will have low returns going forward for a long time.”
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures
One of the disconcerting things about markets in 2018 is the proliferation of “this doesn’t matter until it does” stories.Â
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