In what certainly felt like a combination of capitulation and forced buying, US equities accelerated
Day: September 2, 2020
A Disputed Election And An ‘Institutionalized Powell Put’
A few weeks back, I documented the extent to which Wall Street is preparing for
Bridgewater ‘Tweaks’ Risk Parity Model, Moves Into Gold As Bonds Get More Risky
“Is risk parity dead?” probably isn’t the right question. In the same vein, “the end
Zoom, Gamma, And A Big Picture Read On ‘An Extremely Unstable Situation’
Following Tuesday’s absurd run-up in shares of Zoom, it’s worth taking a moment to say
ADP Misses By A Mile, Clouding Outlook For August Jobs Report
Given ADP’s recent track record vis-à-vis NFP, I suppose it would be foolish to put
First World Problems
Predictably, the euro pulled back Wednesday after Philip Lane emphasized that the currency “does matter”
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