Investment managers display a bias to being short Convexity; a payoff profile where the
Day: March 16, 2021
Dalio Tells ‘Crazy’ Story, Is Bullish ‘Stuff,’ Bearish ‘Stupid,’ Short Cash
Ray Dalio is confused about your behavior. Specifically, he doesn’t understand “why in the world”
‘Massive Days Ahead’ With 2% Seen As Correction Trigger For Stocks
There are “massive days ahead,” Nomura’s Charlie McElligott said Tuesday, as the March FOMC loomed
In Milestone, COVID No Longer Top Tail Risk For Fund Managers
“Investor sentiment is unambiguously bullish,” BofA’s Michael Hartnett wrote, in the color accompanying the March
US Retail Sales Plunge Ahead Of New ‘Stimmy’ Surge
Last month, the market was treated to a flaming hot read on US retail sales,
‘Astra’nomical Problem Or ‘Temporary’ Setback?
Maybe it’s complacency or maybe it’s the number of safe (as far as we know)
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